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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 28.04% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$15M), DFAC, VTV, IVV, AGG, THRO, IWF, DFIC, JPST, XLRE.
Started 73 new stock positions in BOND, SGOL, FPE, AVUV, CNMD, VFMO, STCE, AMRX, MRP, CRGY.
Reduced shares in these 10 stocks: AAPL, IWB, LRGF, VTI, IVW, DFUV, DFUS, IWM, IXC, .
Sold out of its positions in ACHC, AAP, FOLD, AMPH, ARCH, ASH, ATKR, Barnes, BECN, SAM.
Jfs Wealth Advisors was a net buyer of stock by $31M.
Jfs Wealth Advisors has $1.5B in assets under management (AUM), dropping by 0.96%.
Central Index Key (CIK): 0001568068

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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.

Sign up to view all of the Jfs Wealth Advisors March 31, 2025 positions
Download the Jfs Wealth Advisors March 2025 csv data

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

Jfs Wealth Advisors 2025 Q1 filed April 22, 2025
Jfs Wealth Advisors 2024 Q4 filed Jan. 31, 2025
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

View all past filings

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