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
GE
General Electric CO

Industrials
-84
- 5.69%
$159.95 - $194.23 $13.4K - $16.3K
1.39K $232K
ZTS
Zoetis Inc.

Healthcare
-4
- 0.3%
$162.24 - $194.42 $649 - $778
1.34K $218K
KHC
Kraft Heinz CO

Consumer Defensive
-343
- 4.7%
$30.1 - $36.02 $10.3K - $12.4K
6.96K $213K
TGT
Target Corp

Consumer Defensive
-27
- 1.4%
$121.59 - $160.69 $3.28K - $4.34K
1.9K $256K
ROP
Roper Technologies Inc

Industrials
-31
- 4.58%
$519.85 - $575.95 $16.1K - $17.9K
646 $335K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-159
- 3.13%
$62.71 - $68.47 $9.97K - $10.9K
4.93K $310K
SHW
Sherwin Williams CO

Basic Materials
-3
- 0.31%
$338.75 - $399.71 $1.02K - $1.2K
961 $326K
OXY
Occidental Petroleum Corp

Energy
-752
- 56.5%
$45.36 - $55.91 $34.1K - $42K
579 $28K
VGIT
Vanguard Intermediate Term Tre

ETFs
-453
- 8.02%
$57.78 - $60.4 $26.2K - $27.4K
5.19K $301K
CDW
Cdw Corp

Technology
-61
- 11.19%
$171.49 - $225.64 $10.5K - $13.8K
484 $84K
ORCL
Oracle Corp

Technology
-179
- 7.16%
$165.41 - $192.43 $29.6K - $34.4K
2.32K $386K
EUSB
Ishares Tr Esg Advanced Total

Technology
-785
- 33.26%
$42.39 - $44.29 $33.3K - $34.8K
1.58K $66K
DOW
Dow Inc.

Basic Materials
-331
- 19.74%
$39.1 - $55.34 $12.9K - $18.3K
1.35K $54K
KMB
Kimberly Clark Corp

Consumer Defensive
-32
- 1.13%
$130.37 - $146.09 $4.17K - $4.67K
2.79K $365K
PSA
Public Storage

Real Estate
-40
- 11.02%
$289.33 - $360.21 $11.6K - $14.4K
323 $96K
FNB
Fnb Corp

Financial Services
-4.97K
- 8.74%
$13.56 - $17.29 $67.4K - $85.9K
51.9K $766K
ALL
Allstate Corp

Financial Services
-200
- 23.28%
$181.25 - $208.2 $36.3K - $41.6K
659 $127K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 6.32%
$501.29 - $612.85 $8.52K - $10.4K
252 $131K
NSC
Norfolk Southern Corp

Industrials
-4
- 0.16%
$230.6 - $277.0 $922 - $1.11K
2.5K $587K
GOLD
Barrick Gold Corp

Basic Materials
-1.55K
- 80.93%
$15.23 - $21.19 $23.5K - $32.7K
364 $5K
TFC
Truist Financial Corp

Financial Services
-736
- 69.43%
$41.51 - $48.1 $30.6K - $35.4K
324 $14K
QCOM
Qualcomm Inc

Technology
-41
- 2.75%
$150.4 - $178.04 $6.17K - $7.3K
1.45K $222K
FITB
Fifth Third Bancorp

Financial Services
-555
- 5.14%
$41.76 - $48.44 $23.2K - $26.9K
10.2K $432K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-106
- 2.22%
$65.79 - $72.14 $6.97K - $7.65K
4.67K $306K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-449
- 6.33%
$27.88 - $30.51 $12.5K - $13.7K
6.64K $185K
VT
Vanguard Total World Stk Index

ETFs
-62
- 0.64%
$117.09 - $123.07 $7.26K - $7.63K
9.62K $1.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
-369
- 1.81%
$87.25 - $95.52 $32.2K - $35.2K
20K $1.77M
FE
Firstenergy Corp

Utilities
-356
- 15.01%
$39.14 - $44.52 $13.9K - $15.8K
2.02K $80K
AFL
Aflac Inc

Financial Services
-209
- 43.54%
$100.37 - $115.27 $21K - $24.1K
271 $28K
ABT
Abbott Laboratories

Healthcare
-127
- 1.07%
$111.93 - $119.39 $14.2K - $15.2K
11.7K $1.33M
DFAU
Dimensional ETF Tr

ETFs
-7.29K
- 2.15%
$39.27 - $42.38 $286K - $309K
332K $13.5M
CNI
Canadian National Railway CO

Industrials
-173
- 51.49%
$100.62 - $117.12 $17.4K - $20.3K
163 $16K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-530
- 95.84%
$32.82 - $45.55 $17.4K - $24.1K
23 $0
TXN
Texas Instruments Inc

Technology
-115
- 2.72%
N/A
4.11K $800K
CCI
Crown Castle International Corp

Real Estate
-8
- 1.07%
$89.78 - $119.11 $718 - $953
742 $67K
HSY
Hershey CO

Consumer Defensive
-21
- 2.83%
$168.67 - $193.65 $3.54K - $4.07K
722 $122K
AMAT
Applied Materials Inc

Technology
-44
- 13.21%
$161.44 - $213.89 $7.1K - $9.41K
289 $47K
EXC
Exelon Corp

Utilities
-71
- 1.19%
$36.22 - $40.97 $2.57K - $2.91K
5.92K $222K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-921
- 6.34%
N/A
13.6K $275K
SPGI
S&P Global Inc.

Financial Services
-32
- 16.41%
$480.36 - $529.17 $15.4K - $16.9K
163 $81K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-82
- 70.69%
$260.53 - $404.79 $21.4K - $33.2K
34 $13K
DHR
Danaher Corp

Healthcare
-9
- 2.71%
$226.16 - $274.52 $2.04K - $2.47K
323 $74K
PEG
Public Service Enterprise Group Inc

Utilities
-123
- 8.87%
$81.87 - $94.51 $10.1K - $11.6K
1.26K $106K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-351
- 21.75%
$44.33 - $49.55 $15.6K - $17.4K
1.26K $56K
MRNA
Moderna, Inc.

Healthcare
-51
- 9.11%
$36.85 - $63.93 $1.88K - $3.26K
509 $21K
MPC
Marathon Petroleum Corp

Energy
-1
- 0.14%
$131.65 - $174.84 $132 - $175
697 $97K
UL
Unilever PLC

Consumer Defensive
-128
- 13.39%
$56.7 - $64.64 $7.26K - $8.27K
828 $46K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-137
- 60.89%
$72.97 - $96.75 $10K - $13.3K
88 $6K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 18.18%
$701.85 - $1046.91 $4.21K - $6.28K
27 $19K
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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