JFS Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1935 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Jfs Wealth Advisors has 1935 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.3 $109M +3% 3.3M 32.99
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 6.8 $100M 3.8M 26.20
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 5.7 $84M 1.4M 60.48
 View chart
Ishares Tr Rus 1000 Etf (IWB) 4.3 $64M -3% 208k 306.74
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 3.9 $58M +4% 586k 98.92
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $56M 106k 532.58
 View chart
Ishares Tr National Mun Etf (MUB) 3.6 $53M 500k 105.44
 View chart
Ishares Tr Core S&p500 Etf (IVV) 2.9 $43M +6% 76k 561.90
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $41M 698k 58.35
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $40M 798k 49.62
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $34M +3% 95k 361.09
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $32M 310k 104.57
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.2 $32M 1.0M 31.23
 View chart
Apple (AAPL) 1.8 $27M -11% 122k 222.13
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $25M 130k 190.58
 View chart
Ishares Tr Core Msci Eafe (IEFA) 1.6 $24M 316k 75.65
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $24M +4% 466k 50.83
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $19M 252k 73.45
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $18M 676k 25.89
 View chart
Ishares Core Msci Emkt (IEMG) 1.1 $16M +4% 299k 53.97
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $15M NEW 19.00 798441.63
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $15M +7% 291k 50.63
 View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.0 $14M -2% 316k 45.07
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $14M -5% 152k 92.83
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $14M -7% 51k 274.84
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.9 $13M +3% 344k 38.44
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $13M 65k 193.99
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $12M 166k 74.72
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $12M 22k 559.40
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.7 $11M 35k 317.64
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $11M +5% 241k 45.26
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $8.7M 46k 188.16
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $8.6M +5% 104k 82.73
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $8.3M -4% 85k 97.48
 View chart
Microsoft Corporation (MSFT) 0.5 $7.9M 21k 375.40
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $7.8M 94k 83.28
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $7.4M +2% 57k 128.96
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $7.1M 360k 19.78
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $6.9M 319k 21.53
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $6.6M -11% 159k 41.21
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $6.5M -4% 53k 124.50
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.4 $6.4M -3% 148k 43.44
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $5.7M +4% 11k 513.92
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $5.7M +20% 136k 41.85
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $5.6M +5% 53k 105.60
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $5.4M -3% 215k 25.04
 View chart
Johnson & Johnson (JNJ) 0.3 $5.1M 31k 165.84
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $5.0M -2% 102k 49.52
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $5.0M 42k 119.73
 View chart
Procter & Gamble Company (PG) 0.3 $4.9M 29k 170.42
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $4.9M +4% 29k 172.26
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $4.9M -12% 25k 199.49
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $4.7M -2% 172k 27.57
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.7M 30k 154.64
 View chart
Select Sector Spdr Tr Technology (XLK) 0.3 $4.4M -2% 21k 206.48
 View chart
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $4.4M -3% 75k 58.15
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $4.4M 100k 43.64
 View chart
Enterprise Products Partners (EPD) 0.3 $4.2M 124k 34.14
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.2M +3% 8.9k 468.93
 View chart
Exxon Mobil Corporation (XOM) 0.3 $4.2M -2% 35k 118.93
 View chart
Amazon (AMZN) 0.3 $4.0M -8% 21k 190.26
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $4.0M 26k 156.23
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.0M 48k 81.73
 View chart
Select Sector Spdr Tr Financial (XLF) 0.2 $3.6M 73k 49.81
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.5M +3% 56k 62.10
 View chart
International Business Machines (IBM) 0.2 $3.4M +36% 14k 248.66
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $3.2M +787% 18k 172.74
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $3.1M -5% 42k 73.69
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M 17k 186.29
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $3.1M 23k 134.29
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.9M 20k 146.01
 View chart
Wal-Mart Stores (WMT) 0.2 $2.8M -8% 32k 87.79
 View chart
Chevron Corporation (CVX) 0.2 $2.7M +2% 16k 167.29
 View chart
Arch Cap Group Ord (ACGL) 0.2 $2.7M 28k 96.18
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $2.7M 28k 95.75
 View chart
Pepsi (PEP) 0.2 $2.6M 18k 149.94
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $2.5M +16% 52k 48.76
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.5M 67k 36.41
 View chart
Costco Wholesale Corporation (COST) 0.2 $2.5M 2.6k 945.72
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.4M +6% 17k 140.44
 View chart
Ishares Tr Global Reit Etf (REET) 0.2 $2.3M 97k 24.26
 View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $2.3M -5% 58k 40.41
 View chart
McDonald's Corporation (MCD) 0.2 $2.3M 7.3k 312.39
 View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.2 $2.3M -2% 60k 37.86
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.2M -7% 10k 221.75
 View chart
Home Depot (HD) 0.2 $2.2M -2% 6.1k 366.52
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $2.2M 8.6k 253.86
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $2.1M -3% 39k 55.45
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.1M +28% 28k 76.57
 View chart
Abbvie (ABBV) 0.1 $2.1M -2% 9.9k 209.53
 View chart
Honeywell International (HON) 0.1 $2.0M +2% 9.6k 211.75
 View chart
Coca-Cola Company (KO) 0.1 $2.0M +3% 28k 71.62
 View chart
Kla Corp Com New (KLAC) 0.1 $2.0M 3.0k 679.80
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $2.0M +119% 72k 27.77
 View chart
Charles Schwab Corporation (SCHW) 0.1 $2.0M 25k 78.28
 View chart
At&t (T) 0.1 $2.0M -3% 70k 28.28
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $1.9M +5% 7.9k 245.31
 View chart
Caterpillar (CAT) 0.1 $1.9M +79% 5.8k 329.79
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.9M 7.4k 258.61
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.9M +46% 71k 26.46
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.8M 45k 39.36
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.8M +3% 21k 85.07
 View chart
PNC Financial Services (PNC) 0.1 $1.8M -3% 10k 175.77
 View chart
Visa Com Cl A (V) 0.1 $1.8M -5% 5.0k 350.47
 View chart
NVIDIA Corporation (NVDA) 0.1 $1.7M 16k 108.38
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.7M 29k 59.75
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $1.7M +3% 18k 93.45
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.7M -3% 71k 23.43
 View chart
Merck & Co (MRK) 0.1 $1.7M 18k 89.76
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.6M -3% 24k 68.01
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.6M +6% 5.8k 270.84
 View chart
Abbott Laboratories (ABT) 0.1 $1.6M 12k 132.65
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.6M 71k 22.08
 View chart
Goldman Sachs (GS) 0.1 $1.6M 2.9k 546.29
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.5M -4% 34k 45.65
 View chart
Blackrock Muniyield Quality Fund (MQY) 0.1 $1.5M 128k 11.71
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M 56k 26.20
 View chart
Invesco Quality Municipal Inc Trust (IQI) 0.1 $1.4M 144k 9.68
 View chart
Invesco Van Kampen Municipal Trust (VKQ) 0.1 $1.4M 145k 9.65
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $1.4M NEW 44k 31.69
 View chart
Ishares Tr U S Equity Factr (LRGF) 0.1 $1.4M -61% 24k 57.88
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M 32k 43.70
 View chart
Invesco Van Kampen Muni Opp Trust (VMO) 0.1 $1.4M 145k 9.49
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $1.4M 123k 11.20
 View chart
Eaton Vance Municipal Bond Fund (EIM) 0.1 $1.4M 137k 9.97
 View chart
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $1.4M 118k 11.52
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.3M +140% 13k 103.75
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.3M +15% 7.9k 170.90
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.3M 35k 37.73
 View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $1.3M 21k 61.72
 View chart
TJX Companies (TJX) 0.1 $1.3M 11k 121.80
 View chart
Meta Platforms Cl A (META) 0.1 $1.2M +2% 2.1k 576.37
 View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $1.2M +18% 26k 47.04
 View chart
Cisco Systems (CSCO) 0.1 $1.2M 20k 61.71
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.2M 30k 39.37
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.1M +11% 27k 42.52
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $1.1M +21% 5.6k 201.40
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M +4% 3.9k 288.14
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.1M 9.6k 115.95
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.1M +2% 2.1k 533.48
 View chart
Pfizer (PFE) 0.1 $1.1M +3% 44k 25.34
 View chart
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.1M 14k 76.95
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.1M +14% 12k 92.29
 View chart
Deere & Company (DE) 0.1 $1.1M 2.2k 469.33
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.0M 6.0k 173.23
 View chart
Verizon Communications (VZ) 0.1 $1.0M +27% 23k 45.36
 View chart
Walt Disney Company (DIS) 0.1 $1.0M -3% 10k 98.70
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $991k +6% 2.4k 419.96
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $972k 3.1k 312.04
 View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.1 $948k 9.2k 103.09
 View chart
American Electric Power Company (AEP) 0.1 $914k 8.4k 109.26
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $914k +301% 16k 58.96
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $906k 10k 90.54
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $865k 21k 42.06
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $851k +5% 5.3k 160.54
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $833k 6.1k 135.68
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $812k +49% 16k 51.05
 View chart
Ubs Group SHS (UBS) 0.1 $787k -4% 26k 30.63
 View chart
Ishares Tr High Yld Systm B (HYDB) 0.1 $784k NEW 17k 47.09
 View chart
Bank of America Corporation (BAC) 0.1 $782k +2% 19k 41.73
 View chart
Wells Fargo & Company (WFC) 0.1 $762k -4% 11k 71.79
 View chart
Nike CL B (NKE) 0.1 $759k -12% 12k 63.48
 View chart
Philip Morris International (PM) 0.1 $756k +4% 4.8k 158.75
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $756k 5.4k 139.78
 View chart
Boeing Company (BA) 0.1 $752k +7% 4.4k 170.56
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $747k +3% 32k 23.16
 View chart
Texas Instruments Incorporated (TXN) 0.1 $740k 4.1k 179.70
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $728k 14k 51.49
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $720k +97% 7.7k 93.66
 View chart
Ally Financial (ALLY) 0.0 $712k -2% 20k 36.47
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $710k 2.8k 255.55
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $699k 8.6k 81.67
 View chart
F.N.B. Corporation (FNB) 0.0 $698k 52k 13.45
 View chart
Eaton Corp SHS (ETN) 0.0 $687k -6% 2.5k 271.85
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $673k +3% 5.5k 122.01
 View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $663k -6% 13k 51.99
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $634k -5% 17k 36.90
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $628k +103% 11k 59.40
 View chart
Duke Energy Corp Com New (DUK) 0.0 $627k 5.1k 121.97
 View chart
Lowe's Companies (LOW) 0.0 $623k -2% 2.7k 233.23
 View chart
Ford Motor Company (F) 0.0 $622k -7% 62k 10.03
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $621k -18% 2.4k 257.00
 View chart
Northrop Grumman Corporation (NOC) 0.0 $612k 1.2k 512.01
 View chart
Norfolk Southern (NSC) 0.0 $594k 2.5k 236.87
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $581k -8% 7.4k 78.94
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $568k 6.2k 91.53
 View chart
Novartis Sponsored Adr (NVS) 0.0 $567k +3% 5.1k 111.48
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $550k -19% 20k 27.05
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $549k 5.0k 110.46
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $542k -4% 11k 48.82
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $537k +4% 3.6k 150.96
 View chart
Us Bancorp Del Com New (USB) 0.0 $536k 13k 42.22
 View chart
Intuit (INTU) 0.0 $536k -2% 873.00 613.83
 View chart
Tesla Motors (TSLA) 0.0 $535k +52% 2.1k 259.21
 View chart
Eli Lilly & Co. (LLY) 0.0 $525k 635.00 826.53
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $524k 8.6k 60.66
 View chart
Automatic Data Processing (ADP) 0.0 $517k 1.7k 305.62
 View chart
Netflix (NFLX) 0.0 $507k +6% 544.00 932.07
 View chart
FedEx Corporation (FDX) 0.0 $502k 2.1k 243.78
 View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $500k 12k 43.30
 View chart
Black Stone Minerals Com Unit (BSM) 0.0 $500k 33k 15.27
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $494k -2% 1.9k 264.73
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $481k -3% 6.0k 80.36
 View chart
Tractor Supply Company (TSCO) 0.0 $481k -22% 8.7k 55.10
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $463k 853.00 542.31
 View chart
Nasdaq Omx (NDAQ) 0.0 $459k 6.1k 75.86
 View chart
Broadcom (AVGO) 0.0 $458k +3% 2.7k 167.41
 View chart
Raytheon Technologies Corp (RTX) 0.0 $454k +9% 3.4k 132.46
 View chart
United Parcel Service CL B (UPS) 0.0 $442k -9% 4.0k 109.99
 View chart
Old Republic International Corporation (ORI) 0.0 $431k 11k 39.22
 View chart
American Express Company (AXP) 0.0 $428k +10% 1.6k 268.98
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $424k 774.00 548.12
 View chart
Constellation Energy (CEG) 0.0 $423k +4% 2.1k 201.59
 View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.0 $415k +31% 4.2k 98.82
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $409k +4% 2.5k 166.00
 View chart
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $409k 24k 17.39
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $404k 1.1k 383.53
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $402k 2.8k 142.23
 View chart
Fifth Third Ban (FITB) 0.0 $402k 10k 39.20
 View chart
UnitedHealth (UNH) 0.0 $400k -4% 763.00 523.75
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $399k 4.8k 82.94
 View chart
Ishares Tr Cohen Steer Reit (ICF) 0.0 $398k -2% 6.5k 61.53
 View chart
Fortive (FTV) 0.0 $397k -14% 5.4k 73.18
 View chart
General Mills (GIS) 0.0 $390k 6.5k 59.79
 View chart
Aon Shs Cl A (AON) 0.0 $386k -5% 967.00 399.09
 View chart
Starbucks Corporation (SBUX) 0.0 $379k +13% 3.9k 98.09
 View chart
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $379k +9% 12k 32.28
 View chart
Roper Industries (ROP) 0.0 $376k 638.00 589.58
 View chart
CVS Caremark Corporation (CVS) 0.0 $374k +43% 5.5k 67.75
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $374k +17% 5.1k 73.50
 View chart
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $372k 7.7k 48.31
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $370k 2.9k 125.97
 View chart
Blackrock (BLK) 0.0 $359k 379.00 946.48
 View chart
Erie Indty Cl A (ERIE) 0.0 $358k +30% 855.00 419.05
 View chart
Medtronic SHS (MDT) 0.0 $355k +58% 3.9k 89.87
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $353k 4.2k 83.88
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $352k -38% 4.2k 84.40
 View chart
Citigroup Com New (C) 0.0 $349k +7% 4.9k 71.00
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $346k -9% 7.5k 46.07
 View chart
Dollar General (DG) 0.0 $342k -26% 3.9k 87.93
 View chart
Nextera Energy (NEE) 0.0 $341k +4% 4.8k 70.89
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $340k +246% 1.4k 251.84
 View chart
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $339k 5.5k 61.28
 View chart
Sherwin-Williams Company (SHW) 0.0 $336k 961.00 349.19
 View chart
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $333k 3.4k 99.12
 View chart
Ge Aerospace Com New (GE) 0.0 $330k +18% 1.6k 200.16
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $329k +41% 2.7k 121.11
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $328k 6.9k 47.60
 View chart
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $325k -2% 4.3k 76.50
 View chart
Fidelity National Financial Fnf Group Com (FNF) 0.0 $321k 4.9k 65.08
 View chart

Past Filings by Jfs Wealth Advisors

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

View all past filings