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
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
9
New
$50.68 - $58.29 $456 - $525
9 $0
RUN
Sunrun Inc.

Technology
35
New
$17.13 - $21.29 $600 - $745
35 $0
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
10
New
$95.89 - $113.89 $959 - $1.14K
10 $0
TPC
Tutor Perini Corp

Industrials
8
New
$59.08 - $69.34 $473 - $555
8 $0
TALO
Talos Energy Inc.

Energy
57
New
$9.05 - $10.84 $516 - $618
57 $0
Pimco ETF Tr
1.93K
New
N/A
1.93K $0
Perimeter Solutions Inc
33
New
N/A
33 $0
Loar Holdings Inc
8
New
N/A
8 $0
DNLI
Denali Therapeutics Inc.

Healthcare
8
New
$14.41 - $17.58 $115 - $141
8 $0
Cushman And Wakefield LTD
233
New
N/A
233 $0
CLSK
Cleanspark, Inc.

Technology
40
New
$11.44 - $23.2 $458 - $928
40 $0
CLVT
Clarivate PLC

Technology
116
New
$3.24 - $3.89 $376 - $451
116 $0
Charming Medical LTD
5.85K
New
N/A
5.85K $0
CERT
Certara, Inc.

Healthcare
9
New
$8.28 - $13.6 $74.5 - $122
9 $0
Centrais Elet Bras Sa
64
New
N/A
64 $0
AI
C3.Ai, Inc.

Technology
6
New
$14.07 - $19.66 $84.4 - $118
6 $0
BEAM
Beam Therapeutics Inc.

Healthcare
19
New
$21.65 - $30.62 $411 - $582
19 $0
BCE
Bce Inc

Communication Services
17
New
$22.29 - $24.26 $379 - $412
17 $0
Barrick Mng Corp
496
New
N/A
496 $0
AZZ
Azz Inc

Industrials
7
New
$97.64 - $109.1 $683 - $764
7 $0
AVB
Avalonbay Communities Inc

Real Estate
3
New
$173.92 - $191.37 $522 - $574
3 $0
ASH
Ashland Global Holdings Inc

Basic Materials
11
New
$47.49 - $53.1 $522 - $584
11 $0
ASGN
Asgn Inc

Technology
10
New
$42.77 - $49.07 $428 - $491
10 $0
Destiny Tech100 Inc
150
New
N/A
150 $0
Digitalbridge Group Inc
14
New
N/A
14 $0
LGND
Ligand Pharmaceuticals Inc

Healthcare
3
New
$177.73 - $209.29 $533 - $628
3 $0
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
New
$81.84 - $98.32 $246 - $295
3 $0
Ishares Tr
605
New
N/A
605 $0
SLQD
Ishares 0 5 Year Investment Gr

ETFs
0
New
$50.59 - $50.93 $0 - $0
0 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4
New
$117.88 - $120.77 $472 - $483
4 $0
IONQ
Ion Q, Inc.

Technology
20
New
$45.4 - $82.09 $908 - $1.64K
20 $0
IBRX
Immunity Bio, Inc.

Healthcare
213
New
$2.0 - $2.66 $426 - $567
213 $0
ICFI
Icf International, Inc.

Industrials
2
New
$78.05 - $94.59 $156 - $189
2 $0
Hut 8 Corp
14
New
N/A
14 $0
HGTY
Hagerty, Inc.

Financial Services
37
New
$10.72 - $13.73 $397 - $508
37 $0
GLOB
Globant S.A.

Technology
6
New
$56.57 - $63.89 $339 - $383
6 $0
GME
Game Stop Corp.

Consumer Cyclical
23
New
$20.66 - $27.69 $475 - $637
23 $0
Fs Specialty Lending Fd
1.28K
New
N/A
1.28K $0
Figma Inc
27
New
N/A
27 $0
FDVV
Fidelity High Dividend ETF

ETFs
0
New
$54.66 - $56.68 $0 - $0
0 $0
EOSE
Eos Energy Enterprises, Inc.

Industrials
66
New
$12.36 - $19.19 $816 - $1.27K
66 $0
Angel Studios Inc
294
New
N/A
294 $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
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