Jfs Wealth Advisors, LLC Reduced Holdings in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-15.4K
- 11.22%
$209.68 - $247.1 $3.23M - $3.8M
122K $27.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7.53K
- 3.5%
$302.31 - $337.54 $2.27M - $2.54M
208K $63.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13.3K
- 0.95%
$59.61 - $66.71 $795K - $890K
1.39M $83.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-333
- 0.05%
$57.21 - $65.8 $19.1K - $21.9K
698K $40.7M
LRGF
Ishares Tr

ETFs
-38.4K
- 61.64%
$56.95 - $63.95 $2.19M - $2.45M
23.9K $1.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.44K
- 5.86%
$92.45 - $106.69 $872K - $1.01M
152K $14.1M
VTI
Vanguard Total Stock Market Et

ETFs
-3.82K
- 7.04%
$271.18 - $303.12 $1.04M - $1.16M
50.5K $13.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4.34K
- 4.87%
$96.3 - $112.23 $418K - $487K
84.8K $8.26M
IWM
Ishares Russell 2000 ETF

ETFs
-3.51K
- 12.48%
$198.1 - $229.79 $696K - $807K
24.6K $4.92M
GOOGL
Alphabet Inc.

Communication Services
-62
- 0.2%
$154.33 - $206.19 $9.57K - $12.8K
30.2K $4.67M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.64K
- 4.78%
$121.0 - $142.28 $319K - $375K
52.5K $6.53M
GOOG
Alphabet Inc.

Communication Services
-167
- 0.65%
$156.06 - $207.71 $26.1K - $34.7K
25.5K $3.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.41K
- 3.33%
$24.91 - $29.02 $185K - $215K
215K $5.39M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-19.9K
- 11.11%
$39.96 - $43.3 $795K - $861K
159K $6.56M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-195
- 0.21%
$81.62 - $96.63 $15.9K - $18.8K
93.5K $7.79M
XLK
Technology Sector Spdr

ETFs
-601
- 2.73%
$206.38 - $242.18 $124K - $146K
21.4K $4.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-151
- 0.7%
$551.42 - $612.93 $83.3K - $92.6K
21.6K $12.1M
IWV
Ishares Russell 3000 ETF

ETFs
-259
- 0.74%
$313.1 - $349.83 $81.1K - $90.6K
34.6K $11M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-7.42K
- 2.29%
$44.81 - $46.22 $332K - $343K
316K $14.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.34K
- 1.76%
$185.78 - $198.58 $434K - $464K
130K $24.9M
IXC
Ishares Tr Global Energy ETF

ETFs
-11.8K
- 92.24%
$38.48 - $42.16 $453K - $496K
990 $41K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-979
- 0.31%
$21.23 - $23.75 $20.8K - $23.3K
319K $6.87M
VB
Vanguard Small Cap ETF

ETFs
-853
- 7.77%
$217.89 - $252.64 $186K - $216K
10.1K $2.25M
WMT
Walmart Inc.

Consumer Defensive
-2.82K
- 8.05%
$84.5 - $105.05 $238K - $296K
32.1K $2.82M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.84K
- 2.71%
$48.02 - $53.02 $136K - $151K
102K $5.05M
NKE
Nike, Inc.

Consumer Cyclical
-1.73K
- 12.64%
$63.29 - $81.72 $109K - $141K
12K $758K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.25K
- 2.06%
$37.35 - $43.35 $46.8K - $54.3K
59.6K $2.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-406
- 3.9%
$168.84 - $202.89 $68.5K - $82.4K
10K $1.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.9K
- 3.95%
$23.16 - $27.04 $67.2K - $78.4K
70.5K $1.65M
VIG
Vanguard Dividend Appreciation

ETFs
-1.23K
- 1.86%
N/A
65K $11.8M
ETN
Eaton Corp PLC

Industrials
-174
- 6.44%
$271.83 - $371.23 $47.3K - $64.6K
2.53K $687K
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 2.01%
$347.25 - $424.87 $43.4K - $53.1K
6.1K $2.24M
DIS
Walt Disney CO

Communication Services
-393
- 3.65%
$96.87 - $114.0 $38.1K - $44.8K
10.4K $1.02M
VV
Vanguard Large Cap ETF

ETFs
-533
- 18.07%
$253.32 - $282.66 $135K - $151K
2.42K $621K
PLTR
Palantir Technologies Inc.

Technology
-2.6K
- 38.36%
$64.98 - $124.62 $169K - $324K
4.17K $352K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.75K
- 41.48%
$56.17 - $59.71 $154K - $164K
3.87K $221K
O
Realty Income Corp

Real Estate
-3.01K
- 83.39%
$51.67 - $58.49 $155K - $176K
599 $34K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-780
- 3.15%
$67.03 - $74.61 $52.3K - $58.2K
23.9K $1.63M
ACN
Accenture PLC

Technology
-37
- 1.17%
$300.91 - $398.25 $11.1K - $14.7K
3.12K $972K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.48K
- 5.69%
$39.4 - $42.61 $137K - $148K
57.7K $2.33M
PSTG
Pure Storage, Inc.

Technology
-2K
- 95.87%
$44.27 - $72.37 $88.5K - $145K
86 $3K
NEM
Newmont Corp

Basic Materials
-3.38K
- 84.38%
$37.79 - $48.39 $128K - $164K
626 $30K
XLY
Select Sector Spdr Consumer Di

ETFs
-493
- 69.44%
$192.6 - $233.2 $95K - $115K
217 $42K
UPS
United Parcel Service Inc

Industrials
-410
- 9.26%
$109.66 - $136.26 $45K - $55.9K
4.02K $441K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.5K
- 22.25%
$51.66 - $57.94 $129K - $145K
8.72K $480K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-5K
- 19.74%
$25.44 - $27.95 $127K - $140K
20.3K $550K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3
- 0.11%
$254.58 - $302.92 $764 - $909
2.78K $709K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-814
- 75.02%
$105.1 - $109.61 $85.6K - $89.2K
271 $29K
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.35%
$524.81 - $672.19 $5.25K - $6.72K
2.87K $1.57M
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
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