Jfs Wealth Advisors, LLC Incresed Positions in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
3
+ 4.55%
$141.93 - $180.48 $426 - $541
69 $11K
CNX
Cnx Resources Corp

Energy
28
+ 20.0%
$32.66 - $41.09 $914 - $1.15K
168 $6K
ARES
Ares Management Corp

Financial Services
1
+ 1.96%
$153.38 - $183.7 $153 - $184
52 $9K
AZPN
Aspen Technology, Inc.

Technology
8
+ 38.1%
$231.19 - $253.16 $1.85K - $2.03K
29 $7K
EQH
Equitable Holdings, Inc.

Financial Services
4
+ 1.56%
$41.59 - $50.4 $166 - $202
260 $12K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
17
+ 22.08%
$58.32 - $85.45 $991 - $1.45K
94 $6K
DDOG
Datadog, Inc.

Technology
12
+ 57.14%
$113.98 - $168.65 $1.37K - $2.02K
33 $4K
JHG
Janus Henderson Group PLC

Financial Services
15
+ 13.16%
$37.65 - $45.66 $565 - $685
129 $5K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
11
+ 61.11%
N/A
29 $1K
BILI
Bilibili Inc.

Communication Services
26
+ 72.22%
$18.07 - $29.66 $470 - $771
62 $1K
BNS
Bank Of Nova Scotia

Financial Services
20
+ 8.4%
$51.5 - $57.02 $1.03K - $1.14K
258 $13K
CNP
Centerpoint Energy Inc

Utilities
14
+ 4.9%
$28.58 - $32.66 $400 - $457
300 $9K
BSAC
Banco Santander Chile

Financial Services
52
+ 86.67%
$18.6 - $20.89 $967 - $1.09K
112 $2K
DGX
Quest Diagnostics Inc

Healthcare
7
+ 10.77%
N/A
72 $9K
VIST
Vista Energy, S.A.B. De C.V.

Energy
17
+ 58.62%
$45.39 - $58.41 $772 - $993
46 $2K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
8
+ 17.02%
$107.32 - $127.74 $859 - $1.02K
55 $6K
VIAV
Viavi Solutions Inc.

Technology
39
+ 50.0%
$8.94 - $11.16 $349 - $435
117 $1K
VCTR
Victory Capital Holdings, Inc.

Financial Services
10
+ 26.32%
$54.76 - $72.24 $548 - $722
48 $3K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
376
+ 358.1%
$3.78 - $5.35 $1.42K - $2.01K
481 $1K
RL
Ralph Lauren Corp

Consumer Cyclical
2
+ 7.41%
$192.23 - $233.41 $384 - $467
29 $6K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
2
+ 5.26%
N/A
40 $2K
CBRE
Cbre Group, Inc.

Real Estate
2
+ 1.74%
$119.22 - $140.71 $238 - $281
117 $15K
REZI
Resideo Technologies, Inc.

Industrials
28
+ 45.16%
$19.3 - $27.75 $540 - $777
90 $2K
CATY
Cathay General Bancorp

Financial Services
15
+ 33.33%
$41.63 - $53.85 $624 - $808
60 $2K
CVNA
Carvana Co.

Consumer Cyclical
4
+ 13.33%
$175.8 - $260.8 $703 - $1.04K
34 $6K
CRS
Carpenter Technology Corp

Industrials
3
+ 9.68%
$149.5 - $196.14 $449 - $588
34 $5K
CALX
Calix, Inc

Technology
10
+ 52.63%
$29.03 - $39.89 $290 - $399
29 $1K
CALM
Cal Maine Foods Inc

Consumer Defensive
4
+ 12.12%
$75.41 - $112.24 $302 - $449
37 $3K
CAE
Cae Inc

Industrials
39
+ 50.0%
$17.6 - $25.38 $686 - $990
117 $2K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
10
+ 17.24%
$101.82 - $114.06 $1.02K - $1.14K
68 $7K
BHF
Brighthouse Financial, Inc.

Financial Services
17
+ 39.53%
$43.95 - $52.91 $747 - $899
60 $2K
BRFS
Brf S.A.

Consumer Defensive
116
+ 80.56%
$4.05 - $4.77 $470 - $553
260 $1K
BFH
Bread Financial Holdings, Inc.

Financial Services
3
+ 8.82%
$46.5 - $66.38 $140 - $199
37 $2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 1.72%
$201.32 - $217.44 $201 - $217
59 $12K
BOKF
Bok Financial Corp

Financial Services
4
+ 8.51%
$101.23 - $119.67 $405 - $479
51 $5K
DLX
Deluxe Corp

Communication Services
5
+ 1.47%
$18.62 - $24.16 $93.1 - $121
345 $7K
CINF
Cincinnati Financial Corp

Financial Services
1
+ 1.2%
$132.86 - $160.16 $133 - $160
84 $12K
JBLU
Jetblue Airways Corp

Industrials
44
+ 18.88%
$5.63 - $8.05 $248 - $354
277 $2K
JLL
Jones Lang Lasalle Inc

Real Estate
4
+ 10.0%
$246.93 - $283.67 $988 - $1.13K
44 $11K
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
31
+ 48.44%
$10.97 - $17.48 $340 - $542
95 $1K
MIR
Mirion Technologies, Inc.

Industrials
24
+ 28.24%
$10.94 - $18.65 $263 - $448
109 $1K
ALRM
Alarm.Com Holdings, Inc.

Technology
5
+ 29.41%
$52.26 - $68.81 $261 - $344
22 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
14
+ 12.61%
$53.97 - $63.88 $756 - $894
125 $7K
ONB
Old National Bancorp

Financial Services
17
+ 8.85%
$17.94 - $23.23 $305 - $395
209 $4K
WIT
Wipro LTD

Technology
1.19K
+ 100.0%
$3.54 - $7.24 $4.21K - $8.61K
2.38K $8K
AL
Air Lease Corp

Industrials
3
+ 3.41%
$42.79 - $52.16 $128 - $156
91 $4K
NXPI
Nxp Semiconductors N.V.

Technology
17
+ 21.79%
$207.27 - $255.58 $3.52K - $4.34K
95 $19K
ZS
Zscaler, Inc.

Technology
4
+ 25.0%
$166.99 - $211.99 $668 - $848
20 $3K
NFG
National Fuel Gas CO

Energy
6
+ 0.73%
$58.89 - $64.23 $353 - $385
828 $50K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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