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
WDAY
Workday, Inc.

Technology
-6
- 16.22%
$233.85 - $279.91 $1.4K - $1.68K
31 $7K
OLED
Universal Display Corp Pa

Technology
-1
- 3.45%
$146.2 - $213.81 $146 - $214
28 $4K
MTCH
Match Group, Inc.

Communication Services
-40
- 50.0%
$30.29 - $38.64 $1.21K - $1.55K
40 $1K
PDCO
Patterson Companies, Inc.

Healthcare
-127
- 97.69%
$19.57 - $31.4 $2.49K - $3.99K
3 $0
SBAC
Sba Communications Corp

Real Estate
-2
- 3.23%
$198.24 - $249.31 $396 - $499
60 $12K
OPCH
Option Care Health, Inc.

Healthcare
-42
- 56.0%
$21.74 - $31.64 $913 - $1.33K
33 $0
ONTO
Onto Innovation Inc.

Technology
-1
- 2.86%
$158.54 - $225.02 $159 - $225
34 $5K
THS
Tree House Foods, Inc.

Consumer Defensive
-31
- 63.27%
$31.59 - $42.18 $979 - $1.31K
18 $0
SUI
Sun Communities Inc

Real Estate
-7
- 7.78%
$119.89 - $139.05 $839 - $973
83 $10K
MTN
Vail Resorts Inc

Consumer Cyclical
-10
- 41.67%
$165.69 - $195.44 $1.66K - $1.95K
14 $2K
KSS
Kohls Corp

Consumer Cyclical
-117
- 94.35%
$13.86 - $20.95 $1.62K - $2.45K
7 $0
EIX
Edison International

Utilities
-9
- 8.41%
$77.93 - $88.36 $701 - $795
98 $7K
CX
Cemex Sab De Cv

Basic Materials
-213
- 23.96%
$5.17 - $6.16 $1.1K - $1.31K
676 $3K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-32
- 11.0%
$27.09 - $32.06 $867 - $1.03K
259 $7K
BRKR
Bruker Corp

Healthcare
-27
- 42.86%
$48.25 - $67.46 $1.3K - $1.82K
36 $2K
DIOD
Diodes Inc

Technology
-25
- 69.44%
$53.01 - $66.3 $1.33K - $1.66K
11 $0
DCI
Donaldson CO Inc

Industrials
-13
- 8.07%
$67.28 - $78.27 $875 - $1.02K
148 $9K
JHX
James Hardie Industries PLC

Basic Materials
-13
- 5.86%
$30.81 - $38.63 $401 - $502
209 $6K
CRBG
Corebridge Financial, Inc.

Financial Services
-75
- 28.52%
$28.28 - $33.37 $2.12K - $2.5K
188 $5K
AVTR
Avantor, Inc.

Basic Materials
-22
- 6.88%
$19.72 - $25.54 $434 - $562
298 $6K
CYTK
Cytokinetics Inc

Healthcare
-34
- 80.95%
$46.36 - $58.62 $1.58K - $1.99K
8 $0
IGM
Ishares Expanded Tech Sector E

ETFs
-22
- 18.8%
$94.19 - $106.95 $2.07K - $2.35K
95 $9K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 5.13%
$1023.06 - $1220.93 $2.05K - $2.44K
37 $38K
FICO
Fair Isaac Corp

Technology
-1
- 6.25%
$1911.01 - $2382.4 $1.91K - $2.38K
15 $29K
MO
Altria Group, Inc.

Consumer Defensive
-114
- 3.87%
$49.06 - $57.74 $5.59K - $6.58K
2.84K $148K
COTY
Coty Inc.

Consumer Defensive
-137
- 28.96%
$6.92 - $9.36 $948 - $1.28K
336 $2K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-12
- 63.16%
$101.51 - $140.63 $1.22K - $1.69K
7 $0
EBAY
Ebay Inc

Consumer Cyclical
-10
- 4.26%
$57.51 - $67.17 $575 - $672
225 $13K
IFF
International Flavors & Fragrances Inc

Basic Materials
-5
- 7.25%
$83.96 - $106.19 $420 - $531
64 $5K
AKAM
Akamai Technologies Inc

Technology
-17
- 21.52%
N/A
62 $5K
FAF
First American Financial Corp

Financial Services
-8
- 3.45%
$61.55 - $70.63 $492 - $565
224 $13K
CLVT
Clarivate PLC

Technology
-273
- 89.51%
$4.33 - $6.83 $1.18K - $1.86K
32 $0
HOLX
Hologic Inc

Healthcare
-11
- 9.32%
$70.76 - $83.72 $778 - $921
107 $7K
KBH
Kb Home

Consumer Cyclical
-9
- 11.84%
$65.58 - $85.3 $590 - $768
67 $4K
ALLE
Allegion PLC

Industrials
-5
- 6.17%
$130.63 - $153.36 $653 - $767
76 $9K
CRUS
Cirrus Logic, Inc.

Technology
-9
- 25.0%
$99.58 - $125.3 $896 - $1.13K
27 $2K
RHI
Robert Half International Inc.

Industrials
-27
- 45.76%
$65.55 - $76.8 $1.77K - $2.07K
32 $2K
CPA
Copa Holdings, S.A.

Industrials
-4
- 16.0%
$86.16 - $107.25 $345 - $429
21 $1K
GHC
Graham Holdings CO

Consumer Defensive
-2
- 33.33%
$771.16 - $960.36 $1.54K - $1.92K
4 $3K
TROX
Tronox Holdings PLC

Basic Materials
-86
- 86.87%
$9.88 - $14.75 $850 - $1.27K
13 $0
OGS
One Gas, Inc.

Utilities
-6
- 22.22%
$66.96 - $78.69 $402 - $472
21 $1K
HSIC
Henry Schein Inc

Healthcare
-1
- 1.19%
$66.54 - $77.66 $66.5 - $77.7
83 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
-55
- 96.49%
N/A
2 $0
HALO
Halozyme Therapeutics, Inc.

Healthcare
-3
- 5.66%
$42.57 - $61.09 $128 - $183
50 $2K
CRI
Carters Inc

Consumer Cyclical
-21
- 80.77%
$50.33 - $67.47 $1.06K - $1.42K
5 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
-9
- 5.73%
$138.59 - $156.61 $1.25K - $1.41K
148 $22K
HUN
Huntsman Corp

Basic Materials
-5
- 5.88%
$17.57 - $24.21 $87.9 - $121
80 $1K
EBR
Brazilian Electric Power CO

Utilities
-71
- 31.84%
$5.49 - $7.26 $390 - $515
152 $0
HES
Hess Corp

Energy
-5
- 2.73%
$127.66 - $148.65 $638 - $743
178 $23K
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email