Jfs Wealth Advisors, LLC Portfolio Holdings
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
Jfs Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 1945 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $110M, Dimensional ETF Tr with a value of $94.4M, Dimensional ETF Tr U S Equity with a value of $89.4M, Ishares Tr Russell 1000 ETF with a value of $69.3M, and Ishares Core U.S. Aggregate Bo with a value of $54.6M.
Examining the 13F form we can see an decrease of $29.4M in the current position value, from $1.49B to 1.46B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,945
- Current Value $1.46 Billion
- Prior Value $1.49 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 62 stocks
- Additional Purchases 604 stocks
- Sold out of 0 stocks
- Reduced holdings in 523 stocks