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
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-52
- 0.57%
$21.07 - $24.76 $1.1K - $1.29K
9.05K $196K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-51
- 24.17%
$209.89 - $233.24 $10.7K - $11.9K
160 $33K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-238
- 18.9%
$40.41 - $45.12 $9.62K - $10.7K
1.02K $41K
PFG
Principal Financial Group Inc

Financial Services
-26
- 1.91%
$74.91 - $91.26 $1.95K - $2.37K
1.34K $103K
UMC
United Microelectronics Corp

Technology
-1.42K
- 53.04%
$6.34 - $8.35 $9.01K - $11.9K
1.26K $8K
PKX
Posco Holdings Inc.

Basic Materials
-137
- 47.57%
$43.3 - $69.98 $5.93K - $9.59K
151 $6K
NTR
Nutrien Ltd.

Basic Materials
-114
- 4.52%
$44.04 - $50.78 $5.02K - $5.79K
2.41K $107K
CCJ
Cameco Corp

Energy
-324
- 33.37%
$48.64 - $61.14 $15.8K - $19.8K
647 $33K
PM
Philip Morris International Inc.

Consumer Defensive
-67
- 1.45%
$118.38 - $133.06 $7.93K - $8.92K
4.54K $546K
PSX
Phillips 66

Energy
-21
- 3.84%
$110.35 - $138.93 $2.32K - $2.92K
526 $59K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-269
- 22.62%
$27.8 - $30.33 $7.48K - $8.16K
920 $25K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-107
- 0.51%
$60.51 - $65.57 $6.47K - $7.02K
20.9K $1.27M
VLO
Valero Energy Corp

Energy
-36
- 6.34%
$118.59 - $144.02 $4.27K - $5.18K
532 $65K
XLK
Technology Sector Spdr

ETFs
-699
- 3.08%
$220.26 - $241.44 $154K - $169K
22K $5.11M
CNC
Centene Corp

Healthcare
-111
- 58.42%
$56.71 - $73.94 $6.29K - $8.21K
79 $4K
GPN
Global Payments Inc

Industrials
-98
- 55.06%
$97.57 - $119.38 $9.56K - $11.7K
80 $8K
X
United States Steel Corp

Basic Materials
-281
- 40.43%
$30.14 - $42.31 $8.47K - $11.9K
414 $14K
WEC
Wec Energy Group, Inc.

Utilities
-96
- 50.79%
$92.94 - $101.82 $8.92K - $9.77K
93 $8K
BIIB
Biogen Inc.

Healthcare
-45
- 88.24%
$146.47 - $191.55 $6.59K - $8.62K
6 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2
- 0.75%
$128.36 - $186.0 $257 - $372
265 $34K
PWR
Quanta Services, Inc.

Industrials
-36
- 34.95%
$296.05 - $346.6 $10.7K - $12.5K
67 $21K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-22
- 4.94%
$49.78 - $66.55 $1.1K - $1.46K
423 $21K
NUE
Nucor Corp

Basic Materials
-17
- 9.14%
$115.78 - $167.74 $1.97K - $2.85K
169 $19K
IQV
Iqvia Holdings Inc.

Healthcare
-17
- 15.89%
$190.97 - $236.63 $3.25K - $4.02K
90 $17K
MCHP
Microchip Technology Inc

Technology
-19
- 7.25%
$55.51 - $79.05 $1.05K - $1.5K
243 $13K
OTIS
Otis Worldwide Corp

Industrials
-27
- 5.2%
$92.57 - $106.01 $2.5K - $2.86K
492 $45K
NEAR
Blackrock Short Maturity Bond

ETFs
-40
- 0.72%
$50.28 - $51.08 $2.01K - $2.04K
5.48K $276K
SSNC
Ss&C Technologies Holdings Inc

Technology
-98
- 28.41%
$69.93 - $77.36 $6.85K - $7.58K
247 $18K
HUM
Humana Inc

Healthcare
-24
- 85.71%
$233.89 - $304.18 $5.61K - $7.3K
4 $1K
KB
Kb Financial Group Inc.

Financial Services
-72
- 13.69%
$56.9 - $72.19 $4.1K - $5.2K
454 $25K
ACN
Accenture PLC

Technology
-5
- 0.16%
$343.9 - $376.86 $1.72K - $1.88K
3.15K $1.11M
QRVO
Qorvo, Inc.

Technology
-59
- 83.1%
$65.6 - $104.58 $3.87K - $6.17K
12 $0
PAYX
Paychex Inc

Industrials
-67
- 20.62%
$135.86 - $148.73 $9.1K - $9.96K
258 $36K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1
- 0.4%
$176.4 - $231.84 $176 - $232
249 $43K
HII
Huntington Ingalls Industries, Inc.

Industrials
-10
- 19.61%
$184.96 - $264.65 $1.85K - $2.65K
41 $7K
RIO
Rio Tinto PLC

Basic Materials
-26
- 8.39%
$58.59 - $71.15 $1.52K - $1.85K
284 $16K
CE
Celanese Corp

Basic Materials
-3
- 3.3%
$67.03 - $136.68 $201 - $410
88 $6K
OMC
Omnicom Group Inc.

Communication Services
-27
- 13.92%
$85.82 - $105.47 $2.32K - $2.85K
167 $14K
MOH
Molina Healthcare, Inc.

Healthcare
-3
- 3.53%
$274.73 - $341.91 $824 - $1.03K
82 $23K
AES
Aes Corp

Utilities
-251
- 96.54%
$12.44 - $20.24 $3.12K - $5.08K
9 $0
BAX
Baxter International Inc

Healthcare
-134
- 87.01%
$28.63 - $37.84 $3.84K - $5.07K
20 $0
TTE
Total Energies Se

Energy
-74
- 6.55%
N/A
1.06K $72K
CDNS
Cadence Design Systems Inc

Technology
-26
- 24.76%
$249.1 - $324.54 $6.48K - $8.44K
79 $23K
BANC
Banc Of California, Inc.

Financial Services
-328
- 91.88%
$13.66 - $17.77 $4.48K - $5.83K
29 $0
EXPD
Expeditors International Of Washington Inc

Industrials
-9
- 4.29%
$110.5 - $128.26 $995 - $1.15K
201 $22K
HAS
Hasbro, Inc.

Consumer Cyclical
-33
- 17.93%
$55.71 - $72.94 $1.84K - $2.41K
151 $8K
SAP
Sap Se

Technology
-37
- 18.05%
$218.13 - $255.54 $8.07K - $9.45K
168 $41K
SLB
Schlumberger Limited

Energy
-82
- 16.33%
$36.83 - $45.59 $3.02K - $3.74K
420 $16K
D
Dominion Energy, Inc

Utilities
-68
- 19.43%
$52.63 - $60.92 $3.58K - $4.14K
282 $15K
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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