Jfs Wealth Advisors, LLC New Holdings in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
1.85K
New
$77.65 - $81.2 $143K - $150K
1.85K $148K
KE
Kimball Electronics, Inc.

Industrials
4K
New
$27.23 - $30.44 $109K - $122K
4K $113K
IWY
Ishares Tr Russell 200 Growth

ETFs
407
New
$268.43 - $288.26 $109K - $117K
407 $112K
RLY
Ssga Active ETF Tr

ETFs
3.28K
New
$30.63 - $31.64 $100K - $104K
3.28K $102K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.45K
New
$39.17 - $40.87 $96K - $100K
2.45K $97K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.08K
New
$86.49 - $90.54 $93.1K - $97.5K
1.08K $96K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
1.16K
New
$45.5 - $61.63 $52.7K - $71.4K
1.16K $52K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
515
New
$67.62 - $70.2 $34.8K - $36.2K
515 $35K
AREC
American Resources Corp

Basic Materials
5K
New
$2.62 - $6.57 $13.1K - $32.9K
5K $15K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
115
New
$101.39 - $114.39 $11.7K - $13.2K
115 $13K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
38
New
$242.67 - $261.79 $9.22K - $9.95K
38 $9K
TFX
Teleflex Inc

Healthcare
72
New
$107.0 - $133.06 $7.7K - $9.58K
72 $7K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
110
New
N/A
110 $6K
BTU
Peabody Energy Corp

Energy
110
New
$25.87 - $34.88 $2.85K - $3.84K
110 $3K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
53
New
$32.25 - $38.87 $1.71K - $2.06K
53 $2K
GNTX
Gentex Corp

Consumer Cyclical
91
New
$22.89 - $27.94 $2.08K - $2.54K
91 $2K
RCI
Rogers Communications Inc

Communication Services
78
New
$34.75 - $39.99 $2.71K - $3.12K
78 $2K
HP
Helmerich & Payne, Inc.

Energy
92
New
$21.85 - $27.83 $2.01K - $2.56K
92 $2K
ICLR
Icon PLC

Healthcare
15
New
$157.68 - $193.89 $2.37K - $2.91K
15 $2K
PII
Polaris Inc.

Consumer Cyclical
37
New
$56.3 - $71.19 $2.08K - $2.63K
37 $2K
BRKR
Bruker Corp

Healthcare
69
New
$34.56 - $42.49 $2.38K - $2.93K
69 $2K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
57
New
$33.19 - $35.78 $1.89K - $2.04K
57 $2K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
46
New
$44.68 - $47.47 $2.06K - $2.18K
46 $2K
UNF
Unifirst Corp

Industrials
11
New
$150.02 - $173.37 $1.65K - $1.91K
11 $1K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
168
New
$11.34 - $11.8 $1.91K - $1.98K
168 $1K
AVTR
Avantor, Inc.

Basic Materials
122
New
$11.05 - $15.6 $1.35K - $1.9K
122 $1K
MKTX
Marketaxess Holdings Inc

Financial Services
6
New
$158.85 - $177.4 $953 - $1.06K
6 $1K
TPG
Tpg Inc.

Financial Services
27
New
$53.41 - $58.61 $1.44K - $1.58K
27 $1K
VSAT
Viasat Inc

Technology
40
New
$29.32 - $39.82 $1.17K - $1.59K
40 $1K
EMRAF
Emera Inc

Utilities
36
New
N/A
36 $1K
CHRD
Oasis Petroleum Inc.

Energy
11
New
$84.99 - $100.43 $935 - $1.1K
11 $1K
Gmo ETF Trust
800
New
N/A
800 $0
VIST
Vista Energy, S.A.B. De C.V.

Energy
15
New
$33.71 - $50.86 $506 - $763
15 $0
OLN
Olin Corp

Basic Materials
31
New
$19.12 - $25.93 $593 - $804
31 $0
NWN
Northwest Natural Holding CO

Utilities
1
New
$43.68 - $48.26 $43.7 - $48.3
1 $0
NBTB
Nbt Bancorp Inc

Financial Services
2
New
$39.27 - $42.18 $78.5 - $84.4
2 $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
1
New
N/A
1 $0
HMST
Home Street, Inc.

Financial Services
11
New
N/A
11 $0
VSEC
Vse Corp

Industrials
1
New
$154.96 - $182.99 $155 - $183
1 $0
Waystar Hldg Corp
9
New
N/A
9 $0
WLK
Westlake Corp

Basic Materials
14
New
$62.56 - $82.37 $876 - $1.15K
14 $0
Unilever PLC
736
New
N/A
736 $0
Stubhub Hldgs Inc
1.5K
New
N/A
1.5K $0
SPSC
Sps Commerce Inc

Technology
1
New
$80.48 - $113.04 $80.5 - $113
1 $0
CXM
Sprinklr, Inc.

Technology
8
New
$7.28 - $7.84 $58.2 - $62.7
8 $0
Servicetitan Inc
46
New
N/A
46 $0
TOTB.DE
Total Energies Se

Energy
1.06K
New
N/A
1.06K $0
Solstice Advanced Matls Inc
2.49K
New
N/A
2.49K $0
TMDX
Trans Medics Group, Inc.

Healthcare
4
New
$107.29 - $135.79 $429 - $543
4 $0
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
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