Jfs Wealth Advisors, LLC Reduced Holdings in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-581
- 0.32%
$40.38 - $44.35 $23.5K - $25.8K
179K $7.33M
HDV
Ishares Core High Dividend ETF

ETFs
-1.26K
- 39.57%
$110.82 - $121.28 $139K - $152K
1.92K $215K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.79K
- 11.06%
$75.44 - $80.53 $135K - $144K
14.4K $1.09M
VNQ
Vanguard Specialized Funds Van

ETFs
-676
- 6.37%
$87.85 - $98.6 $59.4K - $66.7K
9.94K $885K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.94K
- 10.9%
$42.33 - $43.3 $124K - $127K
24K $1.02M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.8K
- 4.37%
$40.15 - $42.9 $112K - $120K
61.2K $2.47M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.81K
- 64.12%
$24.94 - $26.14 $120K - $126K
2.69K $67K
CMCSA
Comcast Corp

Communication Services
-1.2K
- 6.23%
$37.39 - $45.14 $45K - $54.3K
18.1K $679K
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 0.78%
$385.02 - $431.37 $18.9K - $21.1K
6.23K $2.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-44
- 0.6%
$288.47 - $316.54 $12.7K - $13.9K
7.32K $2.12M
XLE
Energy Sector Spdr

ETFs
-862
- 4.79%
$83.32 - $97.27 $71.8K - $83.8K
17.1K $1.47M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.75K
- 4.32%
$40.82 - $45.39 $112K - $125K
60.9K $2.53M
XLU
Utilities Sector Spdr

ETFs
-1.19K
- 51.39%
$74.89 - $82.93 $88.7K - $98.3K
1.12K $84K
NVS
Novartis Ag

Healthcare
-104
- 2.07%
$96.78 - $117.18 $10.1K - $12.2K
4.91K $477K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.19K
- 43.03%
$77.02 - $78.58 $91.8K - $93.7K
1.58K $121K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-185
- 0.61%
$38.37 - $42.82 $7.1K - $7.92K
30.2K $1.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.52K
- 1.43%
$50.53 - $55.55 $76.9K - $84.5K
105K $5.34M
CVS
Cvs Health Corp

Healthcare
-304
- 7.31%
$43.78 - $67.46 $13.3K - $20.5K
3.86K $173K
AEP
American Electric Power CO Inc

Utilities
-11
- 0.13%
$90.91 - $102.21 $1K - $1.12K
8.32K $766K
PPG
Ppg Industries Inc

Basic Materials
-378
- 11.37%
$119.09 - $131.37 $45K - $49.7K
2.95K $352K
INTC
Intel Corp

Technology
-3.09K
- 39.18%
$19.07 - $26.23 $58.9K - $81K
4.79K $96K
VIG
Vanguard Dividend Appreciation

ETFs
-471
- 0.71%
N/A
66.3K $12.1M
ERIE
Erie Indemnity CO

Financial Services
-3
- 0.46%
$401.65 - $542.86 $1.2K - $1.63K
655 $270K
TD
Toronto Dominion Bank

Financial Services
-767
- 19.2%
$51.56 - $63.8 $39.5K - $48.9K
3.23K $171K
VBR
Vanguard Small Cap Value ETF

ETFs
-191
- 1.14%
$197.36 - $217.3 $37.7K - $41.5K
16.6K $3.29M
ELV
Elevance Health, Inc.

Healthcare
-97
- 32.55%
$365.96 - $514.62 $35.5K - $49.9K
201 $74K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-667
- 23.1%
$59.25 - $72.99 $39.5K - $48.7K
2.22K $132K
ADBE
Adobe Inc.

Technology
-1
- 0.09%
$437.39 - $552.96 $437 - $553
1.06K $469K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-986
- 16.35%
$49.25 - $53.57 $48.6K - $52.8K
5.05K $249K
CEG
Constellation Energy Corp

Utilities
-10
- 0.49%
$224.28 - $285.52 $2.24K - $2.86K
2.02K $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-362
- 3.31%
$521.84 - $558.82 $189K - $202K
10.6K $5.69M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-645
- 7.65%
$48.87 - $53.53 $31.5K - $34.5K
7.79K $380K
ETN
Eaton Corp PLC

Industrials
-208
- 7.15%
$326.96 - $377.52 $68K - $78.5K
2.7K $896K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-648
- 62.55%
$87.1 - $98.49 $56.4K - $63.8K
388 $33K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-328
- 6.38%
$79.93 - $88.06 $26.2K - $28.9K
4.81K $385K
NEM
Newmont Corp

Basic Materials
-59
- 1.45%
$37.0 - $58.68 $2.18K - $3.46K
4.01K $149K
AMGN
Amgen Inc

Healthcare
-36
- 3.85%
$258.78 - $328.31 $9.32K - $11.8K
899 $234K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-380
- 1.48%
$26.16 - $29.13 $9.94K - $11.1K
25.3K $664K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-170
- 1.23%
$47.66 - $51.84 $8.1K - $8.81K
13.7K $655K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-969
- 2.27%
$121.89 - $135.52 $118K - $131K
41.8K $5.22M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-5K
- 49.98%
$10.55 - $11.6 $52.8K - $58K
5K $53K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-522
- 19.7%
$118.0 - $127.04 $61.6K - $66.3K
2.13K $258K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-236
- 62.77%
$238.25 - $261.28 $56.2K - $61.7K
140 $33K
ALLY
Ally Financial Inc.

Financial Services
-1.85K
- 8.48%
$34.12 - $39.98 $63.1K - $74K
20K $718K
BNDX
Vanguard Total International B

ETFs
-781
- 6.3%
$48.91 - $50.61 $38.2K - $39.5K
11.6K $570K
LMT
Lockheed Martin Corp

Industrials
-31
- 8.33%
$479.66 - $614.62 $14.9K - $19.1K
341 $165K
DVN
Devon Energy Corp

Energy
-1.21K
- 72.38%
$30.52 - $42.96 $36.9K - $51.9K
461 $15K
CI
Cigna Corp

Healthcare
-5
- 0.73%
$265.59 - $358.58 $1.33K - $1.79K
677 $186K
ETR
Entergy Corp

Utilities
-247
- 47.5%
$73.19 - $156.4 $18.1K - $38.6K
273 $20K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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