Jfs Wealth Advisors, LLC Sells in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-84.2K
- 35.16%
$45.48 - $45.92 $3.83M - $3.87M
155K $7.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7K
- 8.0%
$459.47 - $491.71 $3.22M - $3.44M
80.5K $37.9M
AAPL
Apple Inc.

Technology
-14.8K
- 12.91%
$245.27 - $275.25 $3.63M - $4.08M
100K $26.7M
IWV
Ishares Russell 3000 ETF

ETFs
-4.71K
- 12.4%
$371.33 - $389.89 $1.75M - $1.83M
33.2K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.12K
- 9.54%
$653.02 - $687.39 $1.39M - $1.46M
20.1K $13.4M
XLF
Financial Sector Spdr

ETFs
-20.8K
- 26.98%
$51.76 - $53.77 $1.08M - $1.12M
56.3K $2.95M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.28K
- 57.99%
$192.8 - $211.27 $1.02M - $1.12M
3.82K $761K
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.68K
- 5.89%
$118.29 - $126.28 $1.03M - $1.1M
139K $16.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-6.87K
- 8.21%
$105.91 - $113.18 $727K - $777K
76.8K $8.46M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.75K
- 3.73%
$202.52 - $212.07 $961K - $1.01M
123K $25.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9.19K
- 6.88%
$40.65 - $42.74 $374K - $393K
124K $5.1M
T
At&T Inc.

Communication Services
-12.9K
- 18.11%
$24.44 - $27.55 $316K - $356K
58.4K $1.49M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.95K
- 36.45%
$88.13 - $92.69 $436K - $458K
8.62K $772K
HD
Home Depot, Inc.

Consumer Cyclical
-74
- 1.09%
$358.03 - $397.02 $26.5K - $29.4K
6.69K $2.39M
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 2.25%
$321.8 - $337.95 $362K - $381K
48.8K $16.1M
IBM
International Business Machines Corp

Technology
-1.61K
- 12.48%
$275.97 - $314.98 $444K - $507K
11.3K $3.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-406
- 0.25%
$70.3 - $73.05 $28.5K - $29.7K
164K $11.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.91K
- 64.28%
$88.67 - $92.06 $258K - $268K
1.62K $143K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.64K
- 2.82%
$137.47 - $143.13 $226K - $235K
56.6K $7.98M
HON
Honeywell International Inc

Industrials
-371
- 3.76%
$194.07 - $220.67 $72K - $81.9K
9.5K $1.86M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12K
- 0.85%
$71.0 - $74.64 $851K - $895K
1.39M $102M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-797
- 1.63%
$125.45 - $131.1 $100K - $104K
48.2K $6.14M
IWM
Ishares Russell 2000 ETF

ETFs
-335
- 1.2%
$236.79 - $250.33 $79.3K - $83.9K
27.6K $6.54M
PANW
Palo Alto Networks Inc

Technology
-997
- 61.7%
$204.77 - $221.38 $204K - $221K
619 $127K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-648
- 0.68%
$93.11 - $97.9 $60.3K - $63.4K
94.4K $8.91M
DIS
Walt Disney CO

Communication Services
-885
- 7.48%
$105.69 - $116.65 $93.5K - $103K
10.9K $1.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-959
- 0.95%
$50.22 - $52.54 $48.2K - $50.4K
100K $5.1M
NKE
Nike, Inc.

Consumer Cyclical
-1.97K
- 19.46%
$60.8 - $74.57 $120K - $147K
8.16K $513K
BA
Boeing CO

Industrials
-377
- 7.65%
$191.81 - $225.32 $72.3K - $84.9K
4.55K $872K
CMCSA
Comcast Corp

Communication Services
-3.75K
- 18.51%
$26.98 - $31.09 $101K - $117K
16.5K $450K
VST
Vistra Corp.

Utilities
-893
- 67.96%
$171.56 - $210.85 $153K - $188K
421 $73K
V
Visa Inc.

Financial Services
-284
- 5.06%
$325.75 - $352.42 $92.5K - $100K
5.33K $1.74M
ZTS
Zoetis Inc.

Healthcare
-981
- 44.96%
$118.8 - $147.53 $117K - $145K
1.2K $142K
BAC
Bank Of America Corp

Financial Services
-3.37K
- 14.46%
$48.65 - $54.11 $164K - $182K
19.9K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
-142
- 4.63%
$744.6 - $838.97 $106K - $119K
2.93K $2.27M
MS
Morgan Stanley

Financial Services
-1.09K
- 29.46%
$151.86 - $169.92 $166K - $185K
2.61K $416K
XLB
Select Sector Spdr Fd Material

ETFs
-1.75K
- 26.03%
$84.72 - $89.9 $148K - $157K
4.96K $430K
FISV
Fiserv Inc

Technology
-1.35K
- 52.29%
N/A
1.23K $153K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.54K
- 56.85%
$34.69 - $82.16 $53.4K - $127K
1.17K $46K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.76K
- 31.83%
$52.49 - $56.37 $145K - $155K
5.91K $327K
NFG
National Fuel Gas CO

Energy
-1.35K
- 28.14%
$77.99 - $92.46 $106K - $125K
3.46K $280K
MLM
Martin Marietta Materials Inc

Basic Materials
-249
- 81.91%
$596.44 - $656.85 $149K - $164K
55 $32K
LOW
Lowes Companies Inc

Consumer Cyclical
-384
- 14.57%
$225.0 - $247.99 $86.4K - $95.2K
2.25K $506K
ADBE
Adobe Inc.

Technology
-354
- 25.62%
$325.07 - $359.91 $115K - $127K
1.03K $334K
AVGO
Broadcom Inc.

Technology
-597
- 14.59%
$324.63 - $385.98 $194K - $230K
3.5K $1.2M
REET
Ishares Global Reit ETF

ETFs
-4.54K
- 5.4%
$24.8 - $26.02 $112K - $118K
79.4K $2M
ET
Energy Transfer LP

Energy
-8.32K
- 88.7%
$16.29 - $17.01 $136K - $142K
1.06K $18K
WFC
Wells Fargo & Company

Financial Services
-1.63K
- 20.48%
$77.62 - $87.3 $127K - $143K
6.35K $529K
CSX
Csx Corp

Industrials
-3.89K
- 72.23%
$34.88 - $36.67 $136K - $143K
1.5K $52K
Activity Summary
Buys All Purchases 1292 New Holdings 93 Increased Positions 1199 Sells All Sells 279 Reductions 279 Sold out 0 Options Calls 0 Puts 0
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