Jsf Financial, LLC Reduced Holdings in Q4 2024

Jsf Financial, LLC

  • $343 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-358K
- 91.34%
$48.37 - $52.65 $17.3M - $18.8M
33.9K $1.68M
XLV
Select Sector Spdr Fund Health

ETFs
-49.2K
- 88.72%
$136.28 - $154.74 $6.71M - $7.62M
6.26K $861K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-34K
- 90.41%
$100.16 - $100.7 $3.41M - $3.43M
3.61K $362K
MSFT
Microsoft Corp

Technology
-2.4K
- 13.46%
$406.35 - $454.46 $973K - $1.09M
15.4K $6.49M
LLY
Eli Lilly & CO

Healthcare
-1.05K
- 51.45%
$727.2 - $932.06 $760K - $974K
986 $761K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.43K
- 5.63%
$61.68 - $67.87 $582K - $640K
158K $9.85M
EEM
Ishares Msci Emerging Markets

ETFs
-5K
- 7.2%
$41.82 - $47.36 $209K - $237K
64.4K $2.69M
HDV
Ishares Core High Dividend ETF

ETFs
-2.93K
- 29.93%
$110.82 - $121.28 $325K - $356K
6.87K $771K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.3K
- 7.17%
$124.26 - $134.12 $410K - $443K
42.7K $5.5M
XLK
Technology Sector Spdr

ETFs
-1.33K
- 12.71%
$220.26 - $241.44 $293K - $321K
9.14K $2.13M
JNJ
Johnson & Johnson

Healthcare
-261
- 7.46%
$143.34 - $165.86 $37.4K - $43.3K
3.24K $468K
META
Meta Platforms, Inc.

Communication Services
-152
- 15.65%
$554.08 - $632.68 $84.2K - $96.2K
819 $483K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-58
- 0.73%
$75.1 - $82.99 $4.36K - $4.81K
7.87K $594K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-271
- 5.25%
$75.65 - $83.47 $20.5K - $22.6K
4.89K $372K
MRK
Merck & Co., Inc.

Healthcare
-52
- 1.29%
$96.31 - $114.76 $5.01K - $5.97K
3.99K $397K
MO
Altria Group, Inc.

Consumer Defensive
-1.11K
- 22.53%
$49.06 - $57.74 $54.7K - $64.3K
3.83K $200K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.64%
$385.02 - $431.37 $6.55K - $7.33K
2.65K $1.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
-647
- 2.23%
$87.25 - $95.52 $56.5K - $61.8K
28.4K $2.51M
ORCL
Oracle Corp

Technology
-225
- 7.72%
$165.41 - $192.43 $37.2K - $43.3K
2.69K $448K
TGT
Target Corp

Consumer Defensive
-30
- 1.63%
$121.59 - $160.69 $3.65K - $4.82K
1.81K $244K
IWD
Ishares Russell 1000 Val ETF

ETFs
-110
- 4.22%
$183.23 - $199.79 $20.2K - $22K
2.5K $462K
BX
Blackstone Inc.

Financial Services
-324
- 17.2%
$148.45 - $199.05 $48.1K - $64.5K
1.56K $268K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-292
- 4.24%
$124.61 - $133.96 $36.4K - $39.1K
6.59K $849K
RTX
Raytheon Technologies Corp

Industrials
-32
- 1.3%
$114.45 - $127.21 $3.66K - $4.07K
2.42K $280K
CVX
Chevron Corp

Energy
-10
- 0.44%
$141.15 - $162.53 $1.41K - $1.63K
2.28K $330K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-95
- 2.49%
$104.59 - $118.05 $9.94K - $11.2K
3.72K $403K
IWM
Ishares Russell 2000 ETF

ETFs
-36
- 0.8%
$216.13 - $242.4 $7.78K - $8.73K
4.45K $983K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-15
- 0.29%
$41.64 - $45.75 $625 - $686
5.09K $212K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-73
- 1.72%
$107.41 - $115.71 $7.84K - $8.45K
4.16K $458K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.92%
$2981.19 - $3370.27 $2.98K - $3.37K
108 $345K
IVW
Ishares S&P 500 Growth ETF

ETFs
-93
- 4.08%
$94.43 - $105.47 $8.78K - $9.81K
2.19K $222K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 1.59%
$486.1 - $608.57 $6.81K - $8.52K
864 $494K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-33
- 0.51%
$170.03 - $192.78 $5.61K - $6.36K
6.44K $1.19M
DIS
Walt Disney CO

Communication Services
-2.27K
- 10.75%
$92.39 - $117.6 $210K - $267K
18.8K $2.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-351
- 2.48%
$370.24 - $418.94 $130K - $147K
13.8K $5.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-369
- 1.61%
$481.22 - $538.17 $178K - $199K
22.5K $11.5M
DV
Double Verify Holdings, Inc.

Technology
-10K
- 3.03%
$16.24 - $21.06 $162K - $211K
320K $6.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-827
- 3.48%
$180.88 - $232.93 $150K - $193K
22.9K $5.03M
IWY
Ishares Tr Russell 200 Growth

ETFs
-293
- 0.6%
$216.72 - $244.71 $63.5K - $71.7K
48.5K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-735
- 0.52%
$570.51 - $610.59 $419K - $449K
141K $82.8M
Activity Summary
Buys All Purchases 75 New Holdings 22 Increased Positions 53 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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