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
SUB
Ishares Short Term National Mu

ETFs
-72
- 0.09%
$106.22 - $106.81 $7.65K - $7.69K
84.6K $9.01M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-279
- 65.34%
$87.55 - $103.98 $24.4K - $29K
148 $13K
XLC
Select Sector Spdr Tr Communic

ETFs
-126
- 6.44%
$111.33 - $117.16 $14K - $14.8K
1.83K $203K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-16
- 0.56%
$310.75 - $335.0 $4.97K - $5.36K
2.86K $891K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-162
- 5.9%
$55.57 - $63.17 $9K - $10.2K
2.58K $143K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.1K
- 3.24%
$23.37 - $23.7 $25.6K - $26K
32.8K $767K
NVO
Novo Nordisk A S

Healthcare
-359
- 31.06%
$45.68 - $59.65 $16.4K - $21.4K
797 $38K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-342
- 46.15%
$61.89 - $76.13 $21.2K - $26K
399 $24K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-518
- 10.84%
$47.0 - $48.26 $24.3K - $25K
4.26K $203K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-243
- 1.96%
$82.16 - $84.87 $20K - $20.6K
12.1K $1.02M
ELV
Elevance Health, Inc.

Healthcare
-65
- 33.16%
$303.78 - $362.34 $19.7K - $23.6K
131 $42K
DFAT
Dimensional ETF Tr U S Target

ETFs
-46
- 0.33%
$55.75 - $58.83 $2.56K - $2.71K
13.9K $793K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-146
- 0.83%
$102.37 - $105.36 $14.9K - $15.4K
17.4K $1.79M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-933
- 59.96%
$15.48 - $18.81 $14.4K - $17.5K
623 $9K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-345
- 6.94%
$47.89 - $48.53 $16.5K - $16.7K
4.63K $221K
BNDX
Vanguard Total International B

ETFs
-327
- 2.2%
$49.3 - $49.91 $16.1K - $16.3K
14.6K $720K
EQIX
Equinix Inc

Real Estate
-19
- 11.11%
$772.6 - $846.01 $14.7K - $16.1K
152 $119K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.09K
- 1.48%
$25.85 - $27.19 $28.1K - $29.6K
72.4K $1.92M
EXAS
Exact Sciences Corp

Healthcare
-247
- 80.19%
$56.19 - $69.63 $13.9K - $17.2K
61 $4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-64
- 2.66%
$454.87 - $482.76 $29.1K - $30.9K
2.35K $1.11M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-24
- 0.35%
$76.99 - $79.92 $1.85K - $1.92K
6.93K $541K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-616
- 2.04%
$45.45 - $48.31 $28K - $29.8K
29.5K $1.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
-69
- 94.52%
$126.28 - $138.0 $8.71K - $9.52K
4 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-5
- 0.42%
$72.07 - $81.51 $360 - $408
1.18K $85K
PDN
Invesco Fd Tr

ETFs
-205
- 2.34%
$40.07 - $41.76 $8.21K - $8.56K
8.56K $352K
ICF
Ishares Tr

ETFs
-32
- 0.52%
$59.89 - $62.73 $1.92K - $2.01K
6.12K $371K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-330
- 2.34%
N/A
13.8K $279K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-95
- 3.64%
$56.0 - $57.6 $5.32K - $5.47K
2.52K $142K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-69
- 1.43%
$142.79 - $150.05 $9.85K - $10.4K
4.76K $697K
LBRDK
Liberty Broadband Corp

Communication Services
-75
- 62.5%
$47.01 - $65.22 $3.53K - $4.89K
45 $2K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-100
- 16.86%
$50.39 - $55.82 $5.04K - $5.58K
493 $26K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-66
- 11.81%
$91.84 - $96.06 $6.06K - $6.34K
493 $46K
RELX
Relx PLC

Communication Services
-12
- 1.95%
$41.33 - $47.07 $496 - $565
604 $24K
IWP
Ishares Russell Mid Cap Growth

ETFs
-17
- 4.03%
$136.84 - $145.3 $2.33K - $2.47K
405 $55K
ELD
Wisdomtree Emerging Local Debt

ETFs
-146
- 13.71%
$28.49 - $28.96 $4.16K - $4.23K
919 $26K
VRT
Vertiv Holdings CO

Industrials
-52
- 21.58%
N/A
189 $16K
CVS
Cvs Health Corp

Healthcare
-186
- 5.29%
$76.69 - $83.04 $14.3K - $15.4K
3.33K $261K
CCI
Crown Castle International Corp

Real Estate
-1
- 0.13%
$87.81 - $98.87 $87.8 - $98.9
741 $67K
VOD
Vodafone Group Public LTD CO

Communication Services
-400
- 43.01%
$11.17 - $12.67 $4.47K - $5.07K
530 $6K
NIO
Nio Inc.

Consumer Cyclical
-500
- 86.96%
$6.16 - $7.89 $3.08K - $3.95K
75 $0
HDV
Ishares Core High Dividend ETF

ETFs
-21
- 0.76%
$118.22 - $122.79 $2.48K - $2.58K
2.74K $334K
AIT
Applied Industrial Technologies Inc

Industrials
-11
- 22.0%
$244.84 - $260.29 $2.69K - $2.86K
39 $9K
AXON
Axon Enterprise, Inc.

Industrials
-1
- 5.0%
$554.37 - $759.44 $554 - $759
19 $10K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-19
- 12.1%
$82.82 - $104.04 $1.57K - $1.98K
138 $11K
GNRC
Generac Holdings Inc.

Industrials
-20
- 37.74%
$151.21 - $195.77 $3.02K - $3.92K
33 $4K
LEN
Lennar Corp

Consumer Cyclical
-19
- 16.52%
$117.91 - $130.07 $2.24K - $2.47K
96 $11K
CHTR
Charter Communications, Inc.

Communication Services
-3
- 9.38%
$201.84 - $282.74 $606 - $848
29 $5K
COMM
Comm Scope Holding Company, Inc.

Technology
-147
- 73.87%
$14.95 - $17.75 $2.2K - $2.61K
52 $0
KMX
Carmax Inc

Consumer Cyclical
-18
- 11.39%
$30.88 - $46.81 $556 - $843
140 $4K
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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