Jfs Wealth Advisors, LLC Incresed Positions in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
422
+ 5.93%
$9.74 - $11.2 $4.11K - $4.73K
7.54K $80K
WAT
Waters Corp

Healthcare
21
+ 77.78%
$318.35 - $387.37 $6.69K - $8.13K
48 $18K
ACM
Aecom

Industrials
69
+ 58.97%
$128.8 - $134.35 $8.89K - $9.27K
186 $24K
CBOE
Cboe Global Markets, Inc.

Financial Services
27
+ 15.25%
$232.68 - $260.88 $6.28K - $7.04K
204 $52K
CCK
Crown Holdings Inc

Consumer Cyclical
91
+ 350.0%
$90.21 - $100.97 $8.21K - $9.19K
117 $11K
FICO
Fair Isaac Corp

Technology
3
+ 20.0%
$1512.71 - $1879.55 $4.54K - $5.64K
18 $31K
VKQ
Invesco Municipal Trust

Financial Services
181
+ 0.12%
$9.57 - $9.78 $1.73K - $1.77K
145K $1.41M
EFG
Msci Eafe Growth ETF

ETFs
71
+ 4.34%
$112.91 - $117.61 $8.02K - $8.35K
1.71K $195K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
307
+ 279.09%
$25.3 - $29.23 $7.77K - $8.97K
417 $11K
LPLA
Lpl Financial Holdings Inc.

Financial Services
19
+ 28.36%
$312.18 - $378.94 $5.93K - $7.2K
86 $31K
MTD
Mettler Toledo International Inc

Healthcare
5
+ 62.5%
$1273.67 - $1447.81 $6.37K - $7.24K
13 $18K
MCO
Moodys Corp

Financial Services
18
+ 25.71%
$468.56 - $495.08 $8.43K - $8.91K
88 $42K
FTI
Technip Fmc PLC

Energy
141
+ 25.73%
$35.57 - $43.74 $5.02K - $6.17K
689 $30K
TER
Teradyne, Inc

Technology
47
+ 151.61%
$132.08 - $187.59 $6.21K - $8.82K
78 $13K
UTHR
United Therapeutics Corp

Healthcare
15
+ 39.47%
$415.34 - $466.4 $6.23K - $7K
53 $24K
BBY
Best Buy CO Inc

Consumer Cyclical
102
+ 118.6%
$70.43 - $84.0 $7.18K - $8.57K
188 $14K
CTRA
Coterra Energy Inc.

Energy
266
+ 133.67%
$22.58 - $26.79 $6.01K - $7.13K
465 $12K
EBAY
Ebay Inc

Consumer Cyclical
116
+ 57.43%
$80.85 - $99.58 $9.38K - $11.6K
318 $26K
FLEX
Flex Ltd.

Technology
116
+ 23.63%
$56.13 - $66.1 $6.51K - $7.67K
607 $36K
HIG
Hartford Financial Services Group, Inc.

Financial Services
52
+ 4.13%
$122.36 - $133.85 $6.36K - $6.96K
1.31K $175K
HPE
Hewlett Packard Enterprise CO

Technology
451
+ 40.48%
$22.5 - $26.25 $10.1K - $11.8K
1.57K $35K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
27
+ 35.53%
$256.75 - $275.06 $6.93K - $7.43K
103 $27K
LVS
Las Vegas Sands Corp

Consumer Cyclical
88
+ 79.28%
$46.47 - $66.99 $4.09K - $5.9K
199 $13K
NUE
Nucor Corp

Basic Materials
40
+ 25.16%
$131.78 - $154.43 $5.27K - $6.18K
199 $29K
OTIS
Otis Worldwide Corp

Industrials
100
+ 25.06%
$88.77 - $93.38 $8.88K - $9.34K
499 $44K
RJF
Raymond James Financial Inc

Financial Services
73
+ 24.33%
$158.05 - $167.64 $11.5K - $12.2K
373 $59K
TRGP
Targa Resources Corp.

Energy
38
+ 31.93%
$146.3 - $173.23 $5.56K - $6.58K
157 $27K
WMB
Williams Companies, Inc.

Energy
153
+ 23.72%
$56.51 - $64.48 $8.65K - $9.87K
798 $48K
XYL
Xylem Inc.

Industrials
64
+ 66.67%
$142.73 - $152.95 $9.13K - $9.79K
160 $22K
A
Agilent Technologies, Inc.

Healthcare
44
+ 104.76%
$136.62 - $151.52 $6.01K - $6.67K
86 $12K
AMCR
Amcor PLC

Consumer Cyclical
808
+ 85.23%
$7.82 - $8.58 $6.32K - $6.93K
1.76K $14K
AME
Ametek Inc

Industrials
29
+ 32.22%
$179.28 - $202.11 $5.2K - $5.86K
119 $23K
APP
App Lovin Corp

Technology
44
+ 40.74%
$552.64 - $704.09 $24.3K - $31K
152 $84K
ADSK
Autodesk, Inc.

Technology
28
+ 29.17%
N/A
124 $30K
CW
Curtiss Wright Corp

Industrials
12
+ 26.67%
$536.42 - $601.78 $6.44K - $7.22K
57 $31K
EXPD
Expeditors International Of Washington Inc

Industrials
37
+ 31.36%
$113.13 - $140.68 $4.19K - $5.21K
155 $21K
FSLR
First Solar, Inc.

Technology
22
+ 43.14%
$223.36 - $277.39 $4.91K - $6.1K
73 $18K
DINO
Hf Sinclair Corp

Energy
113
+ 201.79%
$50.59 - $56.16 $5.72K - $6.35K
169 $9K
ITW
Illinois Tool Works Inc

Industrials
40
+ 22.35%
$242.03 - $260.73 $9.68K - $10.4K
219 $53K
L
Loews Corp

Financial Services
57
+ 33.73%
$97.8 - $104.41 $5.57K - $5.95K
226 $23K
MRVL
Marvell Technology, Inc.

Technology
75
+ 36.59%
$81.05 - $93.74 $6.08K - $7.03K
280 $24K
MEDP
Medpace Holdings, Inc.

Healthcare
8
+ 34.78%
$501.22 - $605.2 $4.01K - $4.84K
31 $18K
MNST
Monster Beverage Corp

Consumer Defensive
85
+ 44.5%
$66.31 - $71.91 $5.64K - $6.11K
276 $19K
PCG
Pg&E Corp

Utilities
212
+ 7.98%
$15.63 - $16.81 $3.31K - $3.56K
2.87K $47K
RMD
Resmed Inc

Healthcare
35
+ 70.0%
$244.46 - $283.36 $8.56K - $9.92K
85 $20K
SOFI
So Fi Technologies, Inc.

Financial Services
242
+ 50.84%
$25.24 - $32.21 $6.11K - $7.79K
718 $19K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
53
+ 1.35%
$76.84 - $80.86 $4.07K - $4.29K
3.97K $313K
WEC
Wec Energy Group, Inc.

Utilities
68
+ 70.1%
$110.61 - $117.5 $7.52K - $7.99K
165 $18K
WCC
Wesco International Inc

Industrials
18
+ 32.73%
$208.29 - $267.15 $3.75K - $4.81K
73 $18K
Activity Summary
Buys All Purchases 1292 New Holdings 93 Increased Positions 1199 Sells All Sells 279 Reductions 279 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email