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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-97
- 16.41%
$45.07 - $47.1 $4.37K - $4.57K
494 $22K
SNY
Sanofi

Healthcare
-42
- 11.63%
$45.89 - $57.31 $1.93K - $2.41K
319 $15K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-117
- 77.48%
$36.36 - $43.93 $4.25K - $5.14K
34 $1K
OGN
Organon & Co.

Healthcare
-172
- 31.44%
$14.44 - $18.83 $2.48K - $3.24K
375 $5K
TFX
Teleflex Inc

Healthcare
-16
- 64.0%
$172.66 - $245.13 $2.76K - $3.92K
9 $1K
HRB
H&R Block Inc

Consumer Cyclical
-36
- 21.69%
$52.14 - $63.36 $1.88K - $2.28K
130 $6K
DINO
Hf Sinclair Corp

Energy
-72
- 45.57%
$33.69 - $47.67 $2.43K - $3.43K
86 $3K
ICLR
Icon PLC

Healthcare
-13
- 76.47%
$187.22 - $297.57 $2.43K - $3.87K
4 $0
IT
Gartner Inc

Technology
-2
- 1.63%
$481.22 - $551.8 $962 - $1.1K
121 $58K
OLN
Olin Corp

Basic Materials
-59
- 55.66%
$33.13 - $47.98 $1.95K - $2.83K
47 $1K
ES
Eversource Energy

Utilities
-36
- 29.75%
$55.9 - $67.73 $2.01K - $2.44K
85 $4K
RCI
Rogers Communications Inc

Communication Services
-102
- 86.44%
$30.36 - $39.38 $3.1K - $4.02K
16 $0
WF
Woori Financial Group Inc.

Financial Services
-34
- 7.57%
$31.21 - $37.04 $1.06K - $1.26K
415 $12K
HMC
Honda Motor CO LTD

Consumer Cyclical
-94
- 17.64%
$23.7 - $32.62 $2.23K - $3.07K
439 $12K
LEA
Lear Corp

Consumer Cyclical
-31
- 91.18%
$92.95 - $108.96 $2.88K - $3.38K
3 $0
HPQ
Hp Inc

Technology
-2
- 0.2%
$32.46 - $39.3 $64.9 - $78.6
1.02K $33K
CRL
Charles River Laboratories International, Inc.

Healthcare
-3
- 1.44%
$178.58 - $220.69 $536 - $662
205 $37K
KT
Kt Corp

Communication Services
-176
- 29.43%
$14.79 - $18.29 $2.6K - $3.22K
422 $6K
MMM
3 M CO

Industrials
-1
- 0.22%
$124.74 - $137.12 $125 - $137
445 $57K
LKQ
Lkq Corp

Consumer Cyclical
-74
- 70.48%
$36.0 - $39.99 $2.66K - $2.96K
31 $1K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-51
- 96.23%
$37.09 - $62.41 $1.89K - $3.18K
2 $0
LYG
Lloyds Banking Group PLC

Financial Services
-523
- 10.84%
$2.67 - $3.23 $1.4K - $1.69K
4.3K $11K
EOG
Eog Resources Inc

Energy
-23
- 6.04%
$118.22 - $136.54 $2.72K - $3.14K
358 $43K
ENTG
Entegris Inc

Technology
-1
- 0.53%
$97.67 - $112.92 $97.7 - $113
189 $18K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-35
- 37.23%
$61.93 - $70.49 $2.17K - $2.47K
59 $3K
XYL
Xylem Inc.

Industrials
-10
- 9.43%
$116.02 - $137.45 $1.16K - $1.37K
96 $11K
A
Agilent Technologies, Inc.

Healthcare
-8
- 7.41%
$125.69 - $146.56 $1.01K - $1.17K
100 $13K
VOD
Vodafone Group Public LTD CO

Communication Services
-189
- 26.32%
$8.37 - $9.95 $1.58K - $1.88K
529 $4K
VO
Vanguard Mid Cap ETF

ETFs
-18
- 0.25%
$261.5 - $284.63 $4.71K - $5.12K
7.27K $1.92M
BEN
Franklin Resources Inc

Financial Services
-168
- 60.65%
$19.35 - $22.76 $3.25K - $3.82K
109 $2K
MOS
Mosaic CO

Basic Materials
-116
- 25.89%
$23.87 - $28.34 $2.77K - $3.29K
332 $8K
MUR
Murphy Oil Corp

Energy
-59
- 14.97%
$28.14 - $36.09 $1.66K - $2.13K
335 $10K
ITW
Illinois Tool Works Inc

Industrials
-7
- 3.35%
$253.56 - $278.5 $1.77K - $1.95K
202 $51K
STLA
Stellantis N.V.

Consumer Cyclical
-130
- 12.52%
$12.37 - $13.99 $1.61K - $1.82K
908 $11K
ON
On Semiconductor Corp

Technology
-21
- 9.55%
$63.05 - $74.7 $1.32K - $1.57K
199 $12K
CROX
Crocs, Inc.

Consumer Cyclical
-16
- 69.57%
$96.51 - $141.93 $1.54K - $2.27K
7 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-13
- 8.39%
$148.29 - $166.93 $1.93K - $2.17K
142 $21K
SJM
J M Smucker CO

Consumer Defensive
-12
- 10.34%
$106.92 - $121.75 $1.28K - $1.46K
104 $11K
MSM
Msc Industrial Direct CO Inc

Industrials
-32
- 57.14%
$73.09 - $90.18 $2.34K - $2.89K
24 $1K
HAL
Halliburton CO

Energy
-89
- 19.39%
$25.77 - $31.99 $2.29K - $2.85K
370 $10K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 10.71%
$1146.59 - $1270.6 $3.44K - $3.81K
25 $29K
SWKS
Skyworks Solutions, Inc.

Technology
-20
- 18.69%
$83.18 - $99.15 $1.66K - $1.98K
87 $7K
MAS
Masco Corp

Industrials
-16
- 8.47%
$72.52 - $85.73 $1.16K - $1.37K
173 $12K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-212
- 93.39%
$8.24 - $11.07 $1.75K - $2.35K
15 $0
SHG
Shinhan Financial Group CO LTD

Financial Services
-74
- 11.73%
N/A
557 $19K
NOV
Nov Inc.

Energy
-130
- 48.69%
$14.06 - $16.79 $1.83K - $2.18K
137 $2K
SRE
Sempra Energy

Utilities
-37
- 17.29%
$80.81 - $94.77 $2.99K - $3.51K
177 $15K
NMR
Nomura Holdings Inc

Financial Services
-541
- 21.72%
$5.05 - $6.25 $2.73K - $3.38K
1.95K $11K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3
- 0.57%
$89.9 - $100.66 $270 - $302
526 $47K
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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