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
AIG
American International Group, Inc.

Financial Services
90
+ 10.32%
$76.15 - $84.05 $6.85K - $7.56K
962 $74K
AVY
Avery Dennison Corp

Industrials
27
+ 27.84%
$157.49 - $186.28 $4.25K - $5.03K
124 $21K
BE
Bloom Energy Corp

Industrials
24
+ 19.2%
$86.06 - $142.37 $2.07K - $3.42K
149 $16K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
30
+ 42.86%
$124.39 - $154.88 $3.73K - $4.65K
100 $15K
ABC
Amerisourcebergen Corp

Healthcare
29
+ 30.21%
N/A
125 $23K
CNP
Centerpoint Energy Inc

Utilities
126
+ 8.79%
$38.17 - $40.22 $4.81K - $5.07K
1.56K $61K
CINF
Cincinnati Financial Corp

Financial Services
36
+ 37.5%
$151.39 - $166.89 $5.45K - $6.01K
132 $21K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
20
+ 28.99%
$118.79 - $161.47 $2.38K - $3.23K
89 $14K
CL
Colgate Palmolive CO

Consumer Defensive
79
+ 26.51%
$74.98 - $79.86 $5.92K - $6.31K
377 $29K
DELL
Dell Technologies Inc.

Technology
70
+ 19.66%
$133.76 - $164.88 $9.36K - $11.5K
426 $56K
EIX
Edison International

Utilities
96
+ 266.67%
$52.12 - $59.08 $5K - $5.67K
132 $7K
EME
Emcor Group, Inc.

Industrials
14
+ 14.0%
$618.96 - $777.0 $8.67K - $10.9K
114 $70K
HUM
Humana Inc

Healthcare
26
+ 236.36%
$236.74 - $298.04 $6.16K - $7.75K
37 $8K
VMO
Invesco Municipal Opportunity Trust

Financial Services
181
+ 0.12%
$9.54 - $9.77 $1.73K - $1.77K
146K $1.41M
LHX
L3 Harris Technologies, Inc.

Industrials
46
+ 10.48%
$283.87 - $306.76 $13.1K - $14.1K
485 $140K
MKC
Mccormick & CO Inc

Consumer Defensive
94
+ 200.0%
$63.83 - $68.91 $6K - $6.48K
141 $9K
NDAQ
Nasdaq, Inc.

Financial Services
166
+ 2.75%
$85.42 - $91.4 $14.2K - $15.2K
6.2K $539K
NRG
Nrg Energy, Inc.

Utilities
28
+ 11.97%
$160.42 - $178.5 $4.49K - $5K
262 $43K
OKE
Oneok Inc

Energy
144
+ 8.37%
$64.31 - $72.98 $9.26K - $10.5K
1.86K $131K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
60
+ 115.38%
$89.98 - $107.11 $5.4K - $6.43K
112 $11K
PFG
Principal Financial Group Inc

Financial Services
51
+ 4.16%
$78.39 - $85.26 $4K - $4.35K
1.28K $107K
SANM
Sanmina Corp

Technology
17
+ 25.0%
$114.08 - $177.76 $1.94K - $3.02K
85 $13K
SRE
Sempra Energy

Utilities
63
+ 36.21%
$89.26 - $94.01 $5.62K - $5.92K
237 $21K
STT
State Street Corp

Financial Services
47
+ 32.64%
$111.0 - $121.11 $5.22K - $5.69K
191 $22K
SYF
Synchrony Financial

Financial Services
81
+ 18.54%
$68.02 - $75.49 $5.51K - $6.11K
518 $37K
TFC
Truist Financial Corp

Financial Services
154
+ 62.86%
$41.09 - $45.64 $6.33K - $7.03K
399 $17K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
+ 25.53%
$506.07 - $566.91 $6.07K - $6.8K
59 $31K
UHS
Universal Health Services Inc

Healthcare
21
+ 30.43%
$196.11 - $229.23 $4.12K - $4.81K
90 $20K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
+ 23.21%
$191.03 - $210.0 $4.97K - $5.46K
138 $28K
WDS
Woodside Energy Group LTD

Energy
329
+ 107.87%
$14.28 - $17.6 $4.7K - $5.79K
634 $10K
ALLY
Ally Financial Inc.

Financial Services
102
+ 0.91%
$36.96 - $41.81 $3.77K - $4.26K
11.3K $442K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
10
+ 28.57%
$423.47 - $491.22 $4.23K - $4.91K
45 $20K
AEE
Ameren Corp

Utilities
43
+ 42.16%
$101.28 - $105.72 $4.36K - $4.55K
145 $15K
AWK
American Water Works Company, Inc.

Utilities
39
+ 63.93%
$125.97 - $145.43 $4.91K - $5.67K
100 $13K
AIZ
Assurant, Inc.

Financial Services
16
+ 29.09%
$207.7 - $228.59 $3.32K - $3.66K
71 $16K
BHP
Bhp Group LTD

Basic Materials
105
+ 15.09%
$53.62 - $57.96 $5.63K - $6.09K
801 $43K
BWA
Borgwarner Inc

Consumer Cyclical
76
+ 5.26%
$41.21 - $46.01 $3.13K - $3.5K
1.52K $68K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
55
+ 77.46%
$52.86 - $66.62 $2.91K - $3.66K
126 $8K
CBRE
Cbre Group, Inc.

Real Estate
42
+ 33.07%
$149.99 - $164.2 $6.3K - $6.9K
169 $25K
CFG
Citizens Financial Group Inc

Financial Services
95
+ 74.8%
$48.39 - $54.0 $4.6K - $5.13K
222 $11K
DLTR
Dollar Tree, Inc.

Consumer Defensive
42
+ 60.0%
$85.04 - $106.29 $3.57K - $4.46K
112 $11K
DOV
Dover Corp

Industrials
22
+ 27.16%
$161.16 - $183.97 $3.55K - $4.05K
103 $18K
ETR
Entergy Corp

Utilities
45
+ 10.92%
$93.4 - $97.65 $4.2K - $4.39K
457 $43K
ES
Eversource Energy

Utilities
70
+ 280.0%
$70.59 - $74.88 $4.94K - $5.24K
95 $6K
FN
Fabrinet

Technology
10
+ 35.71%
$361.94 - $486.91 $3.62K - $4.87K
38 $15K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 37.5%
$1638.68 - $1845.3 $4.92K - $5.54K
11 $19K
FE
Firstenergy Corp

Utilities
102
+ 2.45%
$45.46 - $47.69 $4.64K - $4.86K
4.27K $196K
HRL
Hormel Foods Corp

Consumer Defensive
227
+ 648.57%
$21.29 - $24.8 $4.83K - $5.63K
262 $5K
JBHT
Hunt J B Transport Services Inc

Industrials
23
+ 69.7%
$132.68 - $172.64 $3.05K - $3.97K
56 $9K
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