Jfs Wealth Advisors, LLC Incresed Positions in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
18
+ 4.86%
$72.8 - $85.04 $1.31K - $1.53K
388 $32K
HSBC
Hsbc Holdings PLC

Financial Services
32
+ 1.43%
$40.42 - $45.91 $1.29K - $1.47K
2.27K $102K
HBAN
Huntington Bancshares Inc

Financial Services
20
+ 0.65%
$12.84 - $15.15 $257 - $303
3.11K $45K
K
Kellogg CO

Consumer Defensive
6
+ 3.51%
$56.19 - $80.81 $337 - $485
177 $14K
KR
Kroger CO

Consumer Defensive
6
+ 1.01%
$50.43 - $57.3 $303 - $344
599 $34K
LEN
Lennar Corp

Consumer Cyclical
3
+ 2.65%
$142.5 - $192.45 $428 - $577
116 $21K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 1.19%
$283.98 - $360.73 $284 - $361
85 $29K
MCO
Moodys Corp

Financial Services
2
+ 2.94%
$421.49 - $494.67 $843 - $989
70 $33K
NFG
National Fuel Gas CO

Energy
2
+ 0.24%
$54.14 - $61.22 $108 - $122
822 $49K
NIO
Nio Inc.

Consumer Cyclical
526
+ 92.44%
$3.67 - $6.68 $1.93K - $3.51K
1.1K $7K
PWR
Quanta Services, Inc.

Industrials
2
+ 1.98%
$239.58 - $298.23 $479 - $596
103 $30K
NOW
Service Now, Inc.

Technology
1
+ 3.03%
$730.87 - $937.36 $731 - $937
34 $30K
ERIC
Ericsson Lm Telephone CO

Technology
471
+ 54.83%
$6.19 - $7.77 $2.92K - $3.66K
1.33K $10K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 2.56%
$109.16 - $155.35 $327 - $466
120 $18K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2
+ 0.17%
$70.42 - $80.82 $141 - $162
1.19K $92K
A
Agilent Technologies, Inc.

Healthcare
13
+ 13.68%
$125.42 - $148.48 $1.63K - $1.93K
108 $16K
AZN
Astrazeneca PLC

Healthcare
56
+ 2.42%
$76.67 - $87.62 $4.29K - $4.91K
2.37K $184K
BBY
Best Buy CO Inc

Consumer Cyclical
6
+ 4.26%
$80.23 - $103.29 $481 - $620
147 $15K
LNG
Cheniere Energy, Inc.

Energy
14
+ 4.93%
$172.24 - $186.09 $2.41K - $2.61K
298 $53K
DASH
Door Dash, Inc.

Communication Services
16
+ 32.0%
$100.28 - $143.99 $1.6K - $2.3K
66 $9K
EQT
Eqt Corp

Energy
114
+ 5.04%
$30.21 - $37.21 $3.44K - $4.24K
2.38K $87K
ES
Eversource Energy

Utilities
46
+ 61.33%
$56.52 - $68.38 $2.6K - $3.15K
121 $8K
IP
International Paper CO

Consumer Cyclical
7
+ 1.04%
$42.55 - $49.98 $298 - $350
683 $33K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 1.93%
$210.25 - $231.86 $841 - $927
211 $47K
NRG
Nrg Energy, Inc.

Utilities
6
+ 2.63%
$68.89 - $91.22 $413 - $547
234 $21K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
73
+ 1.9%
$12.25 - $13.1 $894 - $956
3.91K $51K
OMC
Omnicom Group Inc.

Communication Services
5
+ 2.65%
$87.69 - $103.9 $438 - $520
194 $20K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 3.7%
$1015.62 - $1159.62 $1.02K - $1.16K
28 $32K
PNR
Pentair PLC

Industrials
4
+ 2.63%
$74.39 - $97.79 $298 - $391
156 $15K
PRU
Prudential Financial Inc

Financial Services
6
+ 0.86%
$105.53 - $127.32 $633 - $764
704 $85K
RIO
Rio Tinto PLC

Basic Materials
26
+ 9.15%
$59.71 - $71.21 $1.55K - $1.85K
310 $22K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
14
+ 13.86%
$138.85 - $182.81 $1.94K - $2.56K
115 $20K
SJM
J M Smucker CO

Consumer Defensive
22
+ 23.4%
$109.12 - $122.4 $2.4K - $2.69K
116 $14K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2
+ 0.38%
$85.03 - $94.56 $170 - $189
529 $49K
SLF
Sun Life Financial Inc

Financial Services
41
+ 26.8%
$47.07 - $58.09 $1.93K - $2.38K
194 $11K
WAT
Waters Corp

Healthcare
4
+ 8.89%
$282.7 - $359.89 $1.13K - $1.44K
49 $17K
XEL
Xcel Energy Inc

Utilities
24
+ 10.3%
$52.11 - $65.3 $1.25K - $1.57K
257 $16K
AEE
Ameren Corp

Utilities
25
+ 42.37%
$70.45 - $87.46 $1.76K - $2.19K
84 $7K
APP
App Lovin Corp

Technology
3
+ 4.11%
$67.14 - $130.65 $201 - $392
76 $9K
AVTR
Avantor, Inc.

Basic Materials
61
+ 23.55%
$20.58 - $27.7 $1.26K - $1.69K
320 $8K
BAH
Booz Allen Hamilton Holding Corp

Industrials
3
+ 1.14%
$138.82 - $162.76 $416 - $488
267 $43K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 1.29%
$196.56 - $218.55 $393 - $437
157 $33K
BURL
Burlington Stores, Inc.

Consumer Cyclical
9
+ 40.91%
$233.02 - $278.99 $2.1K - $2.51K
31 $8K
COF
Capital One Financial Corp

Financial Services
5
+ 4.1%
$131.42 - $153.05 $657 - $765
127 $19K
CAH
Cardinal Health Inc

Healthcare
4
+ 1.7%
$93.74 - $114.66 $375 - $459
239 $26K
CMS
Cms Energy Corp

Utilities
23
+ 23.71%
$58.7 - $70.62 $1.35K - $1.62K
120 $8K
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 2.04%
$95.54 - $108.77 $573 - $653
300 $31K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 3.03%
$292.14 - $396.82 $292 - $397
34 $13K
GLW
Corning Inc

Technology
38
+ 14.62%
$37.76 - $46.2 $1.43K - $1.76K
298 $13K
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 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