JFS Wealth Advisors

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

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1943 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Jfs Wealth Advisors has 1943 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 World Ex Us Core (DFAX) 8.0 $73M 3.8M 18.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.5 $59M 2.7M 22.24
Dimensional Etf Trust Us Equity Etf (DFUS) 6.4 $58M 1.5M 38.82
Ishares Tr Core Us Aggbd Et (AGG) 5.0 $46M 474k 96.34
Ishares Tr National Mun Etf (MUB) 4.7 $43M -10% 419k 102.58
Ishares Tr Rus 1000 Etf (IWB) 4.6 $42M 211k 197.33
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $31M 141k 219.26
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $29M 329k 87.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $27M 100k 267.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $26M +15% 538k 48.14
Apple (AAPL) 2.2 $20M +4% 146k 138.20
Ishares Tr Core S&p500 Etf (IVV) 2.2 $20M +4% 56k 358.66
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $15M 115k 128.52
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.6 $15M 255k 57.83

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Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $14M +3% 66k 210.40
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $12M +31% 146k 81.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $11M -2% 295k 36.36
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.2 $11M -2% 221k 48.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $9.6M 135k 71.33
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 1.1 $9.6M 390k 24.65
Ishares Tr Russell 3000 Etf (IWV) 0.9 $8.5M 41k 207.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $8.4M -2% 101k 82.45
Ishares Tr Core Msci Eafe (IEFA) 0.8 $7.6M +12% 145k 52.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $7.5M +3% 130k 57.85
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.8 $7.1M -16% 162k 43.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $7.0M +5% 51k 136.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $6.9M -2% 246k 28.13
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $6.9M -2% 73k 94.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $6.3M 174k 36.49
First Tr Morningstar Divid L SHS (FDL) 0.7 $6.2M 192k 32.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $5.6M +3% 16k 357.17
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.6 $5.3M -3% 138k 38.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $5.2M -2% 124k 41.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $5.1M 173k 29.61
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $5.1M 91k 55.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $4.9M 218k 22.40
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $4.9M 129k 37.67
Ishares Core Msci Emkt (IEMG) 0.5 $4.5M +22% 104k 42.98
Vanguard Index Fds Value Etf (VTV) 0.5 $4.5M 36k 123.47
Vanguard Index Fds Large Cap Etf (VV) 0.4 $4.1M 25k 163.56
Ishares Tr Russell 2000 Etf (IWM) 0.4 $4.1M +4% 25k 164.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.8M 21k 179.48
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $3.6M 57k 63.02
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $3.5M 70k 50.16
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.4 $3.5M 24k 142.77
Select Sector Spdr Tr Technology (XLK) 0.4 $3.3M 28k 118.78
Microsoft Corporation (MSFT) 0.4 $3.2M -4% 14k 232.89
Enterprise Products Partners (EPD) 0.4 $3.2M 135k 23.78
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $3.1M 60k 51.44
Ishares Tr Blackrock Ultra (ICSH) 0.3 $3.0M -3% 60k 50.01
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $3.0M +2% 75k 40.00
Johnson & Johnson (JNJ) 0.3 $3.0M 18k 163.38
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $2.9M +3% 29k 101.68
Exxon Mobil Corporation (XOM) 0.3 $2.8M -7% 32k 87.32
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $2.8M 34k 81.44
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.8M 49k 56.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $2.8M +12% 31k 90.01
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $2.7M 68k 40.15
Ishares Tr S&p 100 Etf (OEF) 0.3 $2.6M 16k 162.51
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.3 $2.5M +22% 235k 10.74
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.5M +84% 117k 21.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $2.5M -2% 21k 121.13
Eaton Vance Municipal Bond Fund (EIM) 0.3 $2.3M +2583% 240k 9.68
Procter & Gamble Company (PG) 0.3 $2.3M 18k 126.25
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $2.3M -2% 17k 138.75
Invesco Van Kampen Municipal Trust (VKQ) 0.3 $2.3M +2647% 254k 9.14
Invesco Quality Municipal Inc Trust (IQI) 0.3 $2.3M +2641% 253k 9.13
Invesco Van Kampen Muni Opp Trust (VMO) 0.3 $2.3M +2643% 254k 9.11
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $2.3M +27% 64k 36.01
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $2.3M +1789% 215k 10.60
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $2.3M +2415% 207k 11.00
Blackrock Muniyield Quality Fund (MQY) 0.2 $2.2M +2680% 203k 11.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.2M 85k 25.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.2M +2% 8.1k 267.21
Ishares Tr Global Reit Etf (REET) 0.2 $2.2M 101k 21.27
Ishares Tr Select Divid Etf (DVY) 0.2 $2.1M 20k 107.24
Citizens Financial Services (CZFS) 0.2 $2.1M 30k 70.21
Pfizer (PFE) 0.2 $2.1M 48k 43.75
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $2.1M -6% 14k 145.71
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.0M +1901% 21k 95.64
Pepsi (PEP) 0.2 $2.0M 12k 163.23
Select Sector Spdr Tr Financial (XLF) 0.2 $2.0M 64k 30.36
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.9M +20% 94k 20.09
Chevron Corporation (CVX) 0.2 $1.8M +26% 13k 143.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.8M +21% 17k 102.64
Amazon (AMZN) 0.2 $1.8M 16k 113.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.7M 46k 37.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.7M 27k 60.53
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.6M 19k 80.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.5M +4% 44k 34.87
Home Depot (HD) 0.2 $1.5M 5.3k 275.84
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.4M 56k 25.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M +1869% 14k 96.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.3M -7% 29k 44.12
Arch Cap Group Ord (ACGL) 0.1 $1.3M 28k 45.55
Walt Disney Company (DIS) 0.1 $1.2M 13k 94.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.2M +3% 28k 42.37
McDonald's Corporation (MCD) 0.1 $1.2M -4% 5.1k 230.77
Honeywell International (HON) 0.1 $1.2M 7.1k 167.02
International Business Machines (IBM) 0.1 $1.1M +6% 9.7k 118.83
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.1M 35k 31.04
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.0M 22k 46.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $998k 16k 62.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $997k -7% 22k 45.31
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $972k -4% 18k 54.27
JPMorgan Chase & Co. (JPM) 0.1 $945k -10% 9.0k 104.55
Merck & Co (MRK) 0.1 $942k +14% 11k 86.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $940k 24k 38.99
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $903k 8.1k 111.55
Black Knight (BKI) 0.1 $898k 14k 64.70
Kla Corp Com New (KLAC) 0.1 $877k 2.9k 302.52
F.N.B. Corporation (FNB) 0.1 $874k +12% 75k 11.60
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.1 $871k 46k 19.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $841k -22% 2.9k 287.13
Costco Wholesale Corporation (COST) 0.1 $841k 1.8k 471.94
Coca-Cola Company (KO) 0.1 $806k -3% 14k 56.03
Deere & Company (DE) 0.1 $771k 2.3k 333.91
Ally Financial (ALLY) 0.1 $769k -7% 28k 27.85
Ford Motor Company (F) 0.1 $769k +328% 69k 11.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $766k 19k 39.93
Blackstone Group Inc Com Cl A (BX) 0.1 $755k 9.0k 83.70
United Parcel Service CL B (UPS) 0.1 $745k 4.6k 161.64
Caterpillar (CAT) 0.1 $739k 4.5k 164.04
Select Sector Spdr Tr Energy (XLE) 0.1 $720k 10k 72.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $704k 14k 51.76
CVS Caremark Corporation (CVS) 0.1 $692k 7.3k 95.44
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $678k -8% 19k 35.09
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $674k 11k 62.58
Lowe's Companies (LOW) 0.1 $665k +4% 3.5k 187.80
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $648k 14k 48.07
Comcast Corp Cl A (CMCSA) 0.1 $641k -6% 22k 29.35
Texas Instruments Incorporated (TXN) 0.1 $638k 4.1k 154.74
Wal-Mart Stores (WMT) 0.1 $632k +7% 4.9k 129.61
Focus Finl Partners Com Cl A (FOCS) 0.1 $631k 20k 31.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $626k +283% 12k 52.08
Starbucks Corporation (SBUX) 0.1 $625k 7.4k 84.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $606k 2.9k 206.61
Intuit (INTU) 0.1 $600k 1.5k 387.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $598k 8.1k 73.39
At&t (T) 0.1 $580k +7% 38k 15.34
Northrop Grumman Corporation (NOC) 0.1 $573k +230% 1.2k 470.44
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $567k 8.3k 68.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $560k +20% 4.1k 135.14
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $560k +8% 8.5k 65.53
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $558k -38% 28k 19.76
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $542k 11k 49.27
Goldman Sachs (GS) 0.1 $532k +4% 1.8k 293.11
Norfolk Southern (NSC) 0.1 $531k 2.5k 209.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $527k 7.0k 74.77
Ishares Tr Cohen Steer Reit (ICF) 0.1 $514k 9.6k 53.69
TJX Companies (TJX) 0.1 $500k -2% 8.0k 62.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $487k 11k 44.32
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $464k -10% 12k 39.78
Ishares Tr Core High Dv Etf (HDV) 0.0 $448k 4.9k 91.21
Verizon Communications (VZ) 0.0 $440k -4% 12k 37.93
PPG Industries (PPG) 0.0 $439k 4.0k 110.61
Wells Fargo & Company (WFC) 0.0 $424k -16% 11k 40.24
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $420k +1272% 17k 25.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $419k -12% 6.3k 66.73
PNC Financial Services (PNC) 0.0 $394k 2.6k 149.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $388k 3.0k 129.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $388k 1.2k 328.54
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $380k 2.3k 163.30
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $379k 6.8k 55.44
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $367k -7% 14k 25.63
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $351k -7% 22k 16.19
Aon Shs Cl A (AON) 0.0 $350k 1.3k 267.79
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $349k +2079% 12k 28.80
Allstate Corporation (ALL) 0.0 $346k 2.8k 124.64
Nasdaq Omx (NDAQ) 0.0 $346k +205% 6.1k 56.71
Abcellera Biologics (ABCL) 0.0 $341k 35k 9.88
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $336k 4.2k 79.55
Fifth Third Ban (FITB) 0.0 $335k +10% 11k 31.96
Tesla Motors (TSLA) 0.0 $335k +298% 1.3k 265.03
General Dynamics Corporation (GD) 0.0 $323k -6% 1.5k 212.36
Nextera Energy (NEE) 0.0 $311k +5% 4.0k 78.50
Spdr Gold Tr Gold Shs (GLD) 0.0 $308k +5% 2.0k 154.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $308k 2.5k 121.74
Bristol Myers Squibb (BMY) 0.0 $302k -2% 4.2k 71.14
Raytheon Technologies Corp (RTX) 0.0 $301k -5% 3.7k 81.90
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $299k 3.6k 84.18
Philip Morris International (PM) 0.0 $288k +2% 3.5k 83.12
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $282k 2.9k 95.95
Boeing Company (BA) 0.0 $281k 2.3k 121.23
Direxion Shs Etf Tr 20yr Tres Bear (TMV) 0.0 $281k -57% 2.1k 133.81
Amgen (AMGN) 0.0 $273k 1.2k 225.62
Fidelity National Financial Fnf Group Com (FNF) 0.0 $268k +2% 7.4k 36.25
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $266k 3.5k 76.00
Kimberly-Clark Corporation (KMB) 0.0 $263k 2.3k 112.63
Abbvie (ABBV) 0.0 $260k -3% 1.9k 134.09
UnitedHealth (UNH) 0.0 $254k +3% 503.00 504.97
Abbott Laboratories (ABT) 0.0 $254k +2% 2.6k 96.76
Toronto Dominion Bk Ont Com New (TD) 0.0 $253k +10% 4.1k 61.44
Union Pacific Corporation (UNP) 0.0 $250k +7% 1.3k 194.70
Walgreen Boots Alliance (WBA) 0.0 $243k 7.7k 31.41
Meta Platforms Cl A (META) 0.0 $240k -9% 1.8k 135.59
Direxion Shs Etf Tr Daily Finl Bear (FAZ) 0.0 $237k +19% 7.9k 30.00
Kraft Heinz (KHC) 0.0 $236k +2% 7.1k 33.30
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $233k 7.4k 31.60
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $233k 922.00 252.71
Old Republic International Corporation (ORI) 0.0 $232k -5% 11k 20.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $231k 5.5k 41.96
Bank of America Corporation (BAC) 0.0 $231k 7.7k 30.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $222k 552.00 402.17
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $215k 1.7k 127.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $211k 4.8k 44.40
Exelon Corporation (EXC) 0.0 $208k 5.6k 37.42
BlackRock (BLK) 0.0 $207k -2% 376.00 550.53
Cisco Systems (CSCO) 0.0 $207k +11% 5.2k 39.98
Direxion Shs Etf Tr Daily Tech Oct21 (TECS) 0.0 $206k 3.7k 55.68
Oracle Corporation (ORCL) 0.0 $201k 3.3k 60.96
Cigna Corp (CI) 0.0 $197k -16% 711.00 277.07
Stryker Corporation (SYK) 0.0 $194k +4% 959.00 202.29
UGI Corporation (UGI) 0.0 $191k 5.9k 32.39
Suncor Energy (SU) 0.0 $191k 6.8k 28.17
Visa Com Cl A (V) 0.0 $191k -13% 1.1k 178.01
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $191k -2% 9.0k 21.22
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $190k -21% 5.1k 37.49
Ishares Tr Modert Alloc Etf (AOM) 0.0 $185k 5.1k 36.61
Novartis Sponsored Adr (NVS) 0.0 $184k +4% 2.4k 76.06
American Express Company (AXP) 0.0 $184k +7% 1.4k 134.80
Hershey Company (HSY) 0.0 $181k 823.00 219.93
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $181k 6.0k 30.33
M&T Bank Corporation (MTB) 0.0 $181k 1.0k 176.07
Eli Lilly & Co. (LLY) 0.0 $180k +6% 558.00 322.58
Emerson Electric (EMR) 0.0 $179k -6% 2.4k 73.36
Shell Spon Ads (SHEL) 0.0 $171k +10% 3.4k 49.67
Public Storage (PSA) 0.0 $171k 583.00 293.31
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $170k 994.00 171.03
Vanguard World Fds Health Car Etf (VHT) 0.0 $170k 760.00 223.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $169k +2% 2.9k 58.38
Lockheed Martin Corporation (LMT) 0.0 $168k 435.00 386.21
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $167k 2.0k 83.08
Petroleum & Res Corp Com cef (PEO) 0.0 $165k +35% 8.5k 19.40
Qualcomm (QCOM) 0.0 $163k -9% 1.4k 112.88
Bank of New York Mellon Corporation (BK) 0.0 $162k +13% 4.2k 38.44
Travelers Companies (TRV) 0.0 $162k -5% 1.1k 153.55
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $162k 1.6k 101.69
Eaton Corp SHS (ETN) 0.0 $160k +5% 1.2k 133.44
Mastercard Incorporated Cl A (MA) 0.0 $159k -12% 560.00 283.93
General Mills (GIS) 0.0 $159k 2.1k 76.81
Constellation Energy (CEG) 0.0 $156k +3% 1.9k 83.20
NVR (NVR) 0.0 $155k +5% 39.00 3974.36
Thermo Fisher Scientific (TMO) 0.0 $155k 306.00 506.54
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $151k +6% 3.3k 45.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $150k 3.1k 48.11
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $147k 1.0k 142.17
NVIDIA Corporation (NVDA) 0.0 $144k -29% 1.2k 121.72
Dominion Resources (D) 0.0 $143k 2.1k 69.08
SYSCO Corporation (SYY) 0.0 $143k 2.0k 70.93

Past Filings by Jfs Wealth Advisors

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

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