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
Ncr Atleos Corporation
-19
- 46.34%
N/A
22 $0
HLN
Haleon PLC

Healthcare
-13
- 0.5%
$8.79 - $9.9 $114 - $129
2.56K $24K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8
- 0.54%
$142.82 - $150.36 $1.14K - $1.2K
1.49K $218K
BK
Bank Of New York Mellon Corp

Financial Services
-56
- 1.18%
$104.54 - $112.64 $5.85K - $6.31K
4.69K $517K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-85
- 1.26%
$34.39 - $36.1 $2.92K - $3.07K
6.64K $236K
HDB
Hdfc Bank LTD

Financial Services
-94
- 4.38%
$33.8 - $37.18 $3.18K - $3.49K
2.05K $75K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2
- 0.08%
$15.2 - $17.48 $30.4 - $35
2.41K $42K
AER
Aer Cap Holdings N.V.

Industrials
-27
- 4.91%
$119.82 - $137.67 $3.24K - $3.72K
523 $71K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.8K
- 3.16%
$82.92 - $88.2 $149K - $159K
55.3K $4.84M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-344
- 2.77%
$60.25 - $64.15 $20.7K - $22.1K
12.1K $768K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-46
- 0.46%
$98.0 - $102.56 $4.51K - $4.72K
10.1K $1.02M
KO
Coca Cola CO

Consumer Defensive
-1.7K
- 5.27%
$66.1 - $71.61 $112K - $121K
30.5K $2.16M
NEE
Nextera Energy Inc

Utilities
-577
- 8.02%
$78.18 - $86.03 $45.1K - $49.6K
6.62K $567K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-293
- 0.54%
$57.9 - $61.26 $17K - $17.9K
54K $3.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-853
- 1.28%
$42.26 - $44.28 $36K - $37.8K
66K $2.89M
IAU
Ishares Gold Trust

ETFs
-314
- 2.17%
$72.65 - $82.5 $22.8K - $25.9K
14.1K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.02K
- 0.49%
$31.41 - $33.69 $32.1K - $34.4K
210K $6.76M
FDX
Fedex Corp

Industrials
-128
- 4.75%
$224.63 - $268.67 $28.8K - $34.4K
2.56K $678K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-104
- 0.28%
$63.98 - $67.45 $6.65K - $7.01K
37.3K $2.49M
MRK
Merck & Co., Inc.

Healthcare
-1.33K
- 6.73%
$82.49 - $92.93 $110K - $124K
18.5K $1.72M
DDOG
Datadog, Inc.

Technology
-10
- 0.72%
$151.17 - $199.72 $1.51K - $2K
1.37K $254K
DFIV
Dimensional ETF Tr

ETFs
-166
- 0.45%
$45.13 - $48.25 $7.49K - $8.01K
37.1K $1.78M
F
Ford Motor CO

Consumer Cyclical
-284
- 0.46%
$11.41 - $13.84 $3.24K - $3.93K
61.4K $810K
XOM
Exxon Mobil Corp

Energy
-610
- 1.8%
$110.64 - $119.78 $67.5K - $73.1K
33.3K $3.92M
JNJ
Johnson & Johnson

Healthcare
-419
- 1.34%
$185.98 - $199.58 $77.9K - $83.6K
30.9K $6.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-173
- 0.09%
$358.39 - $376.54 $62K - $65.1K
202K $74.5M
CAT
Caterpillar Inc

Industrials
-11
- 0.18%
$480.82 - $585.49 $5.29K - $6.44K
6.12K $3.38M
GOOG
Alphabet Inc.

Communication Services
-380
- 1.51%
$237.49 - $291.74 $90.2K - $111K
24.8K $7.1M
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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