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JFS Wealth Advisors

Latest statistics and disclosures from Jfs Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFUS, IWB, AGG, and represent 28.12% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VIG (+$12M), BRK.B (+$8.3M), VTEB (+$8.1M), VTI (+$5.2M), VEA (+$5.2M), VXF, VOO, MSFT, IEMG, IVV.
Started 55 new stock positions in VTES, FLUT, LAZ, IGM, Grayscale Ethereum Mini Tr E, QFIN, Amentum Holdings, PAVE, BAK, VFMV.
Reduced shares in these 10 stocks: IWB, JPST, DFUS, MQY, SHY, ROK, XMLV, SUB, DFAT, IWD.
Sold out of its positions in RIGS, ALGT, ATUS, APLS, ARRY, AMK, CAR, BNGO, SAM, BXP.
Jfs Wealth Advisors was a net buyer of stock by $149M.
Jfs Wealth Advisors has $1.5B in assets under management (AUM), dropping by 17.83%.
Central Index Key (CIK): 0001568068

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Positions held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1963 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Jfs Wealth Advisors has 1963 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors Sept. 30, 2024 positions
Download the Jfs Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.0	$105M		3.1M	34.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.8	$102M		3.8M	27.01	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.8	$87M		1.4M	62.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.6	$69M	-2%	218k	314.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$57M		565k	101.27	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$51M	+7%	465k	108.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$50M	+20%	108k	460.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$43M	+2%	689k	62.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.7	$41M	+24%	797k	51.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$40M	+10%	70k	576.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$35M	+3%	298k	116.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$33M		88k	375.38	View chart
Apple (AAPL)	2.2	$33M	+9%	140k	233.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.1	$32M	+4%	1.0M	31.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$26M		133k	197.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$24M	+27%	454k	52.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$24M	+7%	307k	78.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$19M	+4%	682k	27.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$18M	+5%	245k	75.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$17M	+4%	176k	95.75	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$16M	+29%	284k	57.41	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.0	$15M		326k	46.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$14M	+58%	50k	283.16	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$14M	+5%	340k	39.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$13M	+1220%	67k	198.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$13M	-10%	260k	50.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$12M		170k	71.73	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$12M		37k	326.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$11M	+7%	20k	573.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$11M	+17%	229k	47.85	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$10M	-3%	93k	107.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$9.3M	-7%	112k	83.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$9.1M	-3%	48k	189.80	View chart
Microsoft Corporation (MSFT)	0.6	$8.8M	+93%	21k	430.30	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$8.4M	+2%	92k	91.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$7.9M	-2%	191k	41.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$7.6M		59k	128.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$7.5M		180k	41.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$7.4M	-4%	111k	66.52	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$7.1M	+6%	51k	139.49	View chart
First Tr Morningstar Divid L SHS (FDL)	0.4	$6.5M		155k	41.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$6.3M		60k	104.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$6.3M	-7%	59k	106.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.0M	+14%	27k	220.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.8M	+290%	11k	527.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$5.4M		106k	51.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$5.4M	-2%	185k	29.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$5.3M		43k	123.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.1M	+4%	23k	225.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.1M	+93%	31k	165.85	View chart
Procter & Gamble Company (PG)	0.3	$5.1M	+63%	29k	173.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$5.0M	+1507%	27k	181.99	View chart
Johnson & Johnson (JNJ)	0.3	$5.0M	+49%	31k	162.06	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$4.9M		103k	47.53	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$4.6M		79k	57.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$4.5M	+15%	17k	263.30	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$4.4M	+32%	99k	44.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.4M	+7%	25k	174.57	View chart
Amazon (AMZN)	0.3	$4.3M	+47%	23k	186.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.2M	+64%	25k	167.19	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.2M	+25%	36k	117.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.1M	+4%	8.4k	488.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.1M		49k	83.63	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.9M		43k	92.46	View chart
Enterprise Products Partners (EPD)	0.2	$3.7M		127k	29.11	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$3.6M		61k	58.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.5M	+1028%	54k	64.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.5M	+2%	23k	154.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.5M	+5%	47k	73.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.4M		25k	135.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.4M	+4108%	17k	200.78	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.3M	+10%	73k	45.32	View chart
Arch Cap Group Ord (ACGL)	0.2	$3.1M		28k	111.88	View chart
Pepsi (PEP)	0.2	$3.0M	+65%	18k	170.05	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$3.0M	-2%	29k	101.87	View chart
Wal-Mart Stores (WMT)	0.2	$2.8M	+154%	35k	80.75	View chart
Costco Wholesale Corporation (COST)	0.2	$2.8M	+86%	3.1k	886.42	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$2.6M		64k	41.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.6M	+1949%	11k	237.20	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$2.6M		64k	40.63	View chart
Chevron Corporation (CVX)	0.2	$2.6M	+34%	18k	147.27	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$2.6M	+18%	96k	26.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.5M		68k	37.56	View chart
Home Depot (HD)	0.2	$2.5M	+12%	6.3k	405.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.4M	+2%	16k	151.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$2.4M		41k	57.22	View chart
Kla Corp Com New (KLAC)	0.2	$2.3M		3.0k	774.41	View chart
McDonald's Corporation (MCD)	0.2	$2.2M	+63%	7.4k	304.49	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.2M	+428%	8.6k	260.07	View chart
International Business Machines (IBM)	0.1	$2.2M	-9%	9.8k	221.08	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$2.1M		43k	49.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M	+5%	41k	51.50	View chart
Merck & Co (MRK)	0.1	$2.1M	+38%	18k	113.56	View chart
UnitedHealth (UNH)	0.1	$2.0M	+424%	3.5k	584.74	View chart
Abbvie (ABBV)	0.1	$2.0M	+569%	10k	197.47	View chart
Coca-Cola Company (KO)	0.1	$2.0M	+12%	28k	71.86	View chart
Honeywell International (HON)	0.1	$2.0M	+40%	9.5k	206.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M	+386%	7.3k	263.82	View chart
PNC Financial Services (PNC)	0.1	$1.9M	+242%	10k	184.85	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.9M	-2%	29k	64.86	View chart
NVIDIA Corporation (NVDA)	0.1	$1.9M	+15%	15k	121.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.8M		20k	88.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.8M	-2%	26k	67.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.7M		6.3k	276.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.7M	+4%	25k	70.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.7M	-2%	45k	38.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.7M	+52%	8.0k	210.85	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$1.7M	-36%	128k	13.11	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M	+6286%	25k	64.81	View chart
At&t (T)	0.1	$1.6M	+108%	73k	22.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.6M	-2%	35k	45.86	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.6M	+5%	18k	87.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.6M	+4%	19k	83.09	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$1.5M	+1618%	144k	10.44	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$1.5M	+1629%	145k	10.27	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$1.5M	+1624%	144k	10.26	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$1.5M	+1598%	137k	10.76	View chart
Visa Com Cl A (V)	0.1	$1.5M	+145%	5.3k	274.95	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.5M	+2848%	122k	11.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	+39102%	18k	79.42	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.5M	+2797%	118k	12.38	View chart
Goldman Sachs (GS)	0.1	$1.4M	+64%	2.8k	495.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.4M	+484%	30k	46.74	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+218%	12k	114.01	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.3M	NEW	32k	41.16	View chart
Pfizer (PFE)	0.1	$1.3M		46k	28.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.3M	-29%	21k	61.04	View chart
Caterpillar (CAT)	0.1	$1.3M		3.2k	391.10	View chart
Nike CL B (NKE)	0.1	$1.3M	+1538%	14k	88.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.3M	+1958%	16k	78.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.3M		30k	41.28	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.2M		16k	76.68	View chart
TJX Companies (TJX)	0.1	$1.2M	+34%	11k	117.54	View chart
GSK Sponsored Adr (GSK)	0.1	$1.2M	+1429%	29k	40.88	View chart
Meta Platforms Cl A (META)	0.1	$1.2M	+5%	2.1k	572.32	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	-2%	27k	43.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.2M		2.0k	569.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.2M	NEW	9.7k	119.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.2M	+26%	41k	28.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M		6.4k	179.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.1M	+547%	3.2k	353.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		6.0k	179.16	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+150%	20k	53.22	View chart
Walt Disney Company (DIS)	0.1	$1.1M	+9%	11k	96.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M		11k	97.42	View chart
Lowe's Companies (LOW)	0.1	$1.0M		3.8k	270.82	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.0M		7.2k	142.05	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1000k		11k	95.49	View chart
Eaton Corp SHS (ETN)	0.1	$965k	+75%	2.9k	331.46	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$941k		9.2k	102.32	View chart
Deere & Company (DE)	0.1	$940k		2.3k	417.24	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$926k		4.5k	206.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$911k	-6%	19k	47.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$909k		3.7k	243.06	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$877k	NEW	20k	43.19	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$877k		2.1k	423.22	View chart
Texas Instruments Incorporated (TXN)	0.1	$873k	+5%	4.2k	206.57	View chart
American Electric Power Company (AEP)	0.1	$854k	+521%	8.3k	102.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$840k		5.0k	167.67	View chart
Ubs Group SHS (UBS)	0.1	$829k	+3494%	27k	30.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$820k	-15%	5.4k	153.13	View chart
Comcast Corp Cl A (CMCSA)	0.1	$807k	+14%	19k	41.77	View chart
F.N.B. Corporation (FNB)	0.1	$802k		57k	14.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$790k		2.8k	284.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$786k	-34%	14k	55.63	View chart
Verizon Communications (VZ)	0.1	$784k	+9%	18k	44.91	View chart
Ally Financial (ALLY)	0.1	$776k	-15%	22k	35.59	View chart
Bank of America Corporation (BAC)	0.0	$735k	+202%	19k	39.68	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$732k	+1222%	26k	28.46	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$723k		8.7k	82.94	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$722k	+3%	14k	52.13	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$707k	-2%	8.5k	83.00	View chart
Ford Motor Company (F)	0.0	$705k	-2%	67k	10.56	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$681k	+55%	14k	48.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$670k	+5%	5.3k	125.61	View chart
Tractor Supply Company (TSCO)	0.0	$653k	+3249%	2.2k	290.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$636k		6.2k	102.58	View chart
Wells Fargo & Company (WFC)	0.0	$636k	-22%	11k	56.49	View chart
Northrop Grumman Corporation (NOC)	0.0	$631k		1.2k	528.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$624k	-19%	12k	50.28	View chart
Norfolk Southern (NSC)	0.0	$623k		2.5k	248.47	View chart
Boeing Company (BA)	0.0	$596k	+84%	3.9k	152.05	View chart
Duke Energy Corp Com New (DUK)	0.0	$584k	+3922%	5.1k	115.30	View chart
Us Bancorp Del Com New (USB)	0.0	$579k	+343%	13k	45.73	View chart
Novartis Sponsored Adr (NVS)	0.0	$577k	+155%	5.0k	115.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$569k		3.4k	166.83	View chart
FedEx Corporation (FDX)	0.0	$561k	+2102%	2.0k	273.68	View chart
Eli Lilly & Co. (LLY)	0.0	$559k		631.00	886.19	View chart
Philip Morris International (PM)	0.0	$559k	+43%	4.6k	121.40	View chart
United Parcel Service CL B (UPS)	0.0	$555k	-3%	4.1k	136.35	View chart
Intuit (INTU)	0.0	$552k		889.00	621.35	View chart
Adobe Systems Incorporated (ADBE)	0.0	$547k	+586%	1.1k	517.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$542k		8.6k	63.00	View chart
Constellation Energy (CEG)	0.0	$527k	+3%	2.0k	260.01	View chart
Tesla Motors (TSLA)	0.0	$527k	+75%	2.0k	261.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$507k	+130%	6.0k	83.75	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$495k	NEW	33k	15.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$488k	+485%	832.00	586.33	View chart
General Mills (GIS)	0.0	$487k	+367%	6.6k	73.85	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$486k	+462%	12k	42.02	View chart
Automatic Data Processing (ADP)	0.0	$473k	+72%	1.7k	276.66	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$469k		12k	40.48	View chart
Fifth Third Ban (FITB)	0.0	$462k		11k	42.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$454k	+1467%	5.1k	88.28	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$453k		8.4k	53.70	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$446k		4.1k	109.33	View chart
Nasdaq Omx (NDAQ)	0.0	$441k		6.0k	73.01	View chart
PPG Industries (PPG)	0.0	$440k		3.3k	132.46	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$437k	-6%	6.6k	65.91	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$430k	NEW	24k	18.30	View chart
Oracle Corporation (ORCL)	0.0	$426k		2.5k	170.40	View chart
Broadcom (AVGO)	0.0	$426k	+886%	2.5k	172.52	View chart
American Express Company (AXP)	0.0	$423k		1.6k	271.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$409k		2.4k	173.67	View chart
Kimberly-Clark Corporation (KMB)	0.0	$402k	+609%	2.8k	142.28	View chart
Old Republic International Corporation (ORI)	0.0	$389k		11k	35.42	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$389k		2.9k	132.25	View chart
Mastercard Incorporated Cl A (MA)	0.0	$382k	+3%	773.00	493.49	View chart
Roper Industries (ROP)	0.0	$377k		677.00	556.44	View chart
Raytheon Technologies Corp (RTX)	0.0	$375k	-16%	3.1k	121.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$374k		3.2k	117.61	View chart
Nextera Energy (NEE)	0.0	$371k	+39%	4.4k	84.53	View chart
Netflix (NFLX)	0.0	$370k		522.00	708.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$368k	+48%	6.2k	59.51	View chart
General Dynamics Corporation (GD)	0.0	$368k		1.2k	302.19	View chart
Sherwin-Williams Company (SHW)	0.0	$368k		964.00	381.67	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$356k	+18%	3.3k	106.74	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$355k	+13%	3.9k	91.30	View chart
Erie Indty Cl A (ERIE)	0.0	$355k		658.00	539.82	View chart
BlackRock (BLK)	0.0	$355k		374.00	949.51	View chart
Aon Shs Cl A (AON)	0.0	$355k	-17%	1.0k	345.99	View chart
NVR (NVR)	0.0	$353k		36.00	9811.81	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$351k		5.1k	69.04	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$351k	NEW	5.5k	63.46	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$350k	+3%	10k	35.15	View chart
Union Pacific Corporation (UNP)	0.0	$343k	+6%	1.4k	246.56	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$342k		4.3k	78.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$341k	+655%	5.6k	60.42	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$337k	+24%	4.8k	70.54	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$332k		6.9k	48.14	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.0	$326k		6.0k	53.97	View chart
CSX Corporation (CSX)	0.0	$322k		9.3k	34.53	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$319k	+4%	15k	21.95	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$319k		2.7k	120.37	View chart
Starbucks Corporation (SBUX)	0.0	$319k	+22%	3.3k	97.48	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$313k	+35%	6.8k	46.39	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$307k		4.9k	62.06	View chart
PerkinElmer (RVTY)	0.0	$304k	+4755%	2.4k	127.75	View chart
Bank of New York Mellon Corporation (BK)	0.0	$301k		4.2k	71.86	View chart
Amgen (AMGN)	0.0	$301k	-2%	935.00	322.22	View chart

Past Filings by Jfs Wealth Advisors

SEC 13F filings are viewable for Jfs Wealth Advisors going back to 2012

Jfs Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Jfs Wealth Advisors 2024 Q2 filed July 15, 2024
Jfs Wealth Advisors 2024 Q1 filed April 30, 2024
Jfs Wealth Advisors 2023 Q4 filed Feb. 7, 2024
Jfs Wealth Advisors 2023 Q3 filed Nov. 2, 2023
Jfs Wealth Advisors 2023 Q2 filed Aug. 7, 2023
Jfs Wealth Advisors 2023 Q1 filed April 19, 2023
Jfs Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Jfs Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Jfs Wealth Advisors 2022 Q2 filed Aug. 2, 2022
Jfs Wealth Advisors 2022 Q1 filed May 2, 2022
Jfs Wealth Advisors 2021 Q4 filed Feb. 3, 2022
Jfs Wealth Advisors 2021 Q3 filed Nov. 9, 2021
Jfs Wealth Advisors 2021 Q2 filed Aug. 4, 2021
Jfs Wealth Advisors 2021 Q1 filed April 28, 2021
Jfs Wealth Advisors 2020 Q4 filed Feb. 1, 2021

View all past filings

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