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
ROK
Rockwell Automation, Inc

Industrials
-49
- 6.53%
$264.65 - $302.92 $13K - $14.8K
701 $200K
EA
Electronic Arts Inc.

Communication Services
-8
- 7.34%
$140.69 - $167.97 $1.13K - $1.34K
101 $14K
FMC
Fmc Corp

Basic Materials
-8
- 13.56%
$47.86 - $66.62 $383 - $533
51 $2K
GNTX
Gentex Corp

Consumer Cyclical
-18
- 11.46%
$28.6 - $31.34 $515 - $564
139 $3K
TIMB
Tim S.A.

Communication Services
-5
- 6.17%
$11.71 - $17.19 $58.6 - $86
76 $0
TDW
Tidewater Inc

Energy
-10
- 52.63%
$47.0 - $73.31 $470 - $733
9 $0
THO
Thor Industries Inc

Consumer Cyclical
-1
- 1.69%
$94.35 - $115.54 $94.4 - $116
58 $5K
SGRY
Surgery Partners, Inc.

Healthcare
-40
- 70.18%
$19.61 - $33.03 $784 - $1.32K
17 $0
ETSY
Etsy Inc

Consumer Cyclical
-22
- 26.51%
$47.48 - $61.61 $1.04K - $1.36K
61 $3K
CLF
Cleveland Cliffs Inc.

Basic Materials
-63
- 34.62%
$9.24 - $13.94 $582 - $878
119 $1K
EPAM
Epam Systems, Inc.

Technology
-7
- 16.28%
N/A
36 $6K
VIV
Telefonica Brasil S.A.

Communication Services
-2
- 1.87%
$7.5 - $10.25 $15 - $20.5
105 $0
CLBK
Columbia Financial, Inc.

Financial Services
-1
- 1.69%
$15.81 - $19.14 $15.8 - $19.1
58 $0
PCAR
Paccar Inc

Industrials
-19
- 6.62%
$97.92 - $118.41 $1.86K - $2.25K
268 $27K
RUN
Sunrun Inc.

Technology
-84
- 84.85%
$9.13 - $17.5 $767 - $1.47K
15 $0
GMAB
Genmab A/S

Healthcare
-78
- 95.12%
$20.02 - $24.15 $1.56K - $1.88K
4 $0
RIG
Transocean Ltd.

Energy
-70
- 28.81%
$3.47 - $4.67 $243 - $327
173 $0
PBF
Pbf Energy Inc.

Energy
-1
- 2.7%
$25.15 - $33.71 $25.2 - $33.7
36 $0
PNR
Pentair PLC

Industrials
-8
- 5.13%
$95.0 - $109.21 $760 - $874
148 $14K
CHT
Chunghwa Telecom CO LTD

Communication Services
-8
- 2.36%
$37.24 - $39.29 $298 - $314
331 $12K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-8
- 8.25%
$26.77 - $30.82 $214 - $247
89 $2K
FL
Foot Locker, Inc.

Consumer Cyclical
-26
- 23.42%
$21.17 - $25.31 $550 - $658
85 $1K
PHI
Pldt Inc.

Communication Services
-33
- 29.73%
$21.06 - $27.58 $695 - $910
78 $1K
PII
Polaris Inc.

Consumer Cyclical
-20
- 95.24%
$56.74 - $83.06 $1.13K - $1.66K
1 $0
FLO
Flowers Foods Inc

Consumer Defensive
-45
- 31.47%
$20.4 - $23.31 $918 - $1.05K
98 $2K
SJW
Sjw Group

Utilities
-13
- 68.42%
$49.07 - $60.38 $638 - $785
6 $0
INSW
International Seaways, Inc.

Energy
-4
- 14.29%
$32.46 - $54.3 $130 - $217
24 $0
XLP
Consumer Staples Sector Spdr

ETFs
-17
- 0.2%
N/A
8.5K $646K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-20
- 12.99%
$16.36 - $22.16 $327 - $443
134 $2K
MKTX
Marketaxess Holdings Inc

Financial Services
-2
- 15.38%
$225.3 - $293.66 $451 - $587
11 $2K
AMKR
Amkor Technology, Inc.

Technology
-3
- 1.25%
$25.13 - $31.61 $75.4 - $94.8
237 $6K
DAN
Dana Inc

Consumer Cyclical
-100
- 97.09%
$7.67 - $13.0 $767 - $1.3K
3 $0
IRTC
I Rhythm Technologies, Inc.

Healthcare
-7
- 38.89%
$57.07 - $91.45 $399 - $640
11 $0
SSL
Sasol LTD

Basic Materials
-96
- 48.48%
$4.46 - $7.28 $428 - $699
102 $0
DXC
Dxc Technology CO

Technology
-49
- 25.65%
$19.59 - $22.83 $960 - $1.12K
142 $2K
JHMM
John Hancock Multifactor Mid C

ETFs
-13
- 1.57%
$59.61 - $64.8 $775 - $842
814 $48K
UGP
Ultrapar Holdings Inc

Energy
-66
- 20.37%
$2.57 - $3.95 $170 - $261
258 $0
KEY
Keycorp

Financial Services
-59
- 13.95%
$16.21 - $19.97 $956 - $1.18K
364 $6K
SNOW
Snowflake Inc.

Technology
-12
- 80.0%
$109.65 - $186.51 $1.32K - $2.24K
3 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-9
- 13.64%
$62.09 - $82.32 $559 - $741
57 $3K
ST
Sensata Technologies Holding PLC

Technology
-5
- 4.85%
$27.12 - $36.49 $136 - $182
98 $2K
SON
Sonoco Products CO

Consumer Cyclical
-15
- 24.59%
$48.6 - $54.89 $729 - $823
46 $2K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-5
- 4.42%
$32.93 - $39.8 $165 - $199
108 $3K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-46
- 34.33%
$6.13 - $10.24 $282 - $471
88 $0
WAL
Western Alliance Bancorporation

Financial Services
-4
- 4.12%
$80.51 - $96.1 $322 - $384
93 $7K
ASH
Ashland Global Holdings Inc

Basic Materials
-13
- 44.83%
$70.93 - $87.79 $922 - $1.14K
16 $1K
VSH
Vishay Intertechnology Inc

Technology
-56
- 53.33%
$15.17 - $19.41 $850 - $1.09K
49 $0
MYGN
Myriad Genetics Inc

Healthcare
-39
- 92.86%
$13.17 - $27.03 $514 - $1.05K
3 $0
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-38
- 48.1%
$22.35 - $29.5 $849 - $1.12K
41 $1K
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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