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
NTR
Nutrien Ltd.

Basic Materials
-2.34K
- 94.31%
$53.64 - $61.11 $125K - $143K
141 $8K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.1K
- 85.83%
$56.0 - $63.38 $117K - $133K
346 $20K
SBUX
Starbucks Corp

Consumer Cyclical
-1.47K
- 37.58%
$78.46 - $87.26 $115K - $128K
2.44K $206K
LMT
Lockheed Martin Corp

Industrials
-211
- 25.83%
$452.1 - $514.24 $95.4K - $109K
606 $285K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.45K
- 2.57%
$43.97 - $46.55 $63.7K - $67.4K
54.8K $2.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
-894
- 94.7%
$127.65 - $142.97 $114K - $128K
50 $6K
PFE
Pfizer Inc

Healthcare
-3.9K
- 8.17%
$24.23 - $27.37 $94.4K - $107K
43.8K $1.1M
ERIE
Erie Indemnity CO

Financial Services
-294
- 34.39%
$277.63 - $329.97 $81.6K - $97K
561 $160K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.12K
- 16.62%
$92.34 - $95.43 $103K - $107K
5.61K $528K
UNH
Unitedhealth Group Inc

Healthcare
-251
- 23.95%
$320.52 - $369.92 $80.5K - $92.8K
797 $255K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-411
- 80.43%
$252.63 - $287.04 $104K - $118K
100 $27K
LNG
Cheniere Energy, Inc.

Energy
-399
- 53.85%
$205.63 - $235.74 $82K - $94.1K
342 $73K
DWM
Wisdomtree Tr

ETFs
-2.51K
- 3.38%
$65.0 - $67.79 $163K - $170K
71.7K $4.82M
ACN
Accenture PLC

Technology
-342
- 10.34%
$234.02 - $253.35 $80K - $86.6K
2.96K $715K
TROW
Price T Rowe Group Inc

Financial Services
-929
- 62.73%
$101.07 - $106.13 $93.9K - $98.6K
552 $56K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.84K
- 6.6%
$42.66 - $43.29 $78.7K - $79.8K
26.1K $1.12M
MDT
Medtronic PLC

Healthcare
-1.04K
- 16.63%
$90.06 - $98.43 $93.4K - $102K
5.2K $500K
KHC
Kraft Heinz CO

Consumer Defensive
-3.31K
- 71.75%
$23.72 - $26.28 $78.6K - $87.1K
1.31K $32K
IYR
Ishares Tr

ETFs
-181
- 0.62%
$93.69 - $98.5 $17K - $17.8K
29.2K $2.77M
AMT
American Tower Corp

Real Estate
-408
- 59.82%
$176.64 - $193.32 $72.1K - $78.9K
274 $49K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.99K
- 62.66%
$42.31 - $46.37 $84.2K - $92.3K
1.19K $54K
DG
Dollar General Corp

Consumer Defensive
-794
- 17.47%
$95.94 - $106.44 $76.2K - $84.5K
3.75K $391K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.73K
- 60.49%
$29.81 - $42.36 $51.7K - $73.4K
1.13K $35K
COF
Capital One Financial Corp

Financial Services
-201
- 7.03%
$201.01 - $225.01 $40.4K - $45.2K
2.66K $534K
RNG
Ring Central, Inc.

Technology
-2.48K
- 98.53%
$26.39 - $30.48 $65.5K - $75.6K
37 $1K
TGT
Target Corp

Consumer Defensive
-791
- 29.73%
$85.53 - $97.77 $67.7K - $77.3K
1.87K $168K
PPG
Ppg Industries Inc

Basic Materials
-473
- 16.39%
$94.92 - $105.45 $44.9K - $49.9K
2.41K $234K
UNP
Union Pacific Corp

Industrials
-200
- 12.97%
$216.37 - $237.41 $43.3K - $47.5K
1.34K $296K
C
Citigroup Inc

Financial Services
-510
- 10.25%
$93.93 - $102.87 $47.9K - $52.5K
4.47K $438K
KMB
Kimberly Clark Corp

Consumer Defensive
-89
- 3.14%
$100.05 - $123.23 $8.9K - $11K
2.75K $285K
COP
Conocophillips

Energy
-602
- 29.27%
$85.66 - $95.46 $51.6K - $57.5K
1.46K $129K
WULF
Terawulf Inc.

Financial Services
-5K
- 11.11%
$11.39 - $16.1 $57K - $80.5K
40K $464K
YUM
Yum Brands Inc

Consumer Cyclical
-388
- 32.85%
$138.21 - $153.19 $53.6K - $59.4K
793 $118K
WMT
Walmart Inc.

Consumer Defensive
-543
- 1.64%
$101.18 - $109.03 $54.9K - $59.2K
32.6K $3.36M
MCD
Mcdonalds Corp

Consumer Cyclical
-223
- 2.89%
$293.81 - $310.11 $65.5K - $69.2K
7.49K $2.28M
IWN
Ishares Russell2000 Val ETF

ETFs
-250
- 7.15%
$172.34 - $181.51 $43.1K - $45.4K
3.25K $566K
MAR
Marriott International Inc

Consumer Cyclical
-222
- 45.49%
$259.04 - $291.9 $57.5K - $64.8K
266 $76K
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 1.1%
$144.33 - $160.86 $7.22K - $8.04K
4.51K $688K
DVY
Ishares Tr

ETFs
-99
- 0.42%
$138.1 - $143.11 $13.7K - $14.2K
23.3K $3.28M
VGSH
Vanguard

ETFs
-764
- 32.33%
$58.64 - $58.96 $44.8K - $45K
1.6K $93K
CRM
Salesforce, Inc.

Technology
-185
- 17.7%
$235.69 - $263.41 $43.6K - $48.7K
860 $203K
CI
Cigna Corp

Healthcare
-114
- 19.26%
$244.41 - $311.0 $27.9K - $35.5K
478 $129K
FDL
First Tr Morningstar Dividend

ETFs
-1.68K
- 1.01%
$42.27 - $43.9 $71.1K - $73.8K
165K $7.18M
LRGF
Ishares Tr

ETFs
-490
- 5.15%
$67.34 - $70.85 $33K - $34.7K
9.03K $621K
SPYG
Spdr Portfolio

ETFs
-353
- 9.59%
$102.4 - $109.39 $36.1K - $38.6K
3.33K $348K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-139
- 26.03%
$524.58 - $588.02 $72.9K - $81.7K
395 $224K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.31K
- 2.38%
$44.13 - $46.37 $57.8K - $60.7K
53.6K $2.45M
APO
Apollo Global Management, Inc.

Financial Services
-244
- 50.62%
$118.22 - $133.75 $28.8K - $32.6K
238 $31K
ALGN
Align Technology Inc

Healthcare
-249
- 98.03%
$125.79 - $144.49 $31.3K - $36K
5 $0
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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