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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 DFAX, DFAC, DFUS, IWB, AGG, and represent 31.08% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$32M), AGG, IWF, VTEB, JPST, SHY, IVE, IJK, LRGF, IJJ.
Started 57 new stock positions in CRSP, WWJD, AI, DFSV, CDRE, SRET, FEMS, OILK, SATS, BITO.
Reduced shares in these 10 stocks: XMLV (-$8.0M), SPLV, SPY, IWB, IJR, DFAX, CZFS, SCHG, IVV, AAPL.
Sold out of its positions in ARKQ, AAN, MDRX, CGC, UTF, CMP, Cooper Companies, DISH Network, Etf Managers Tr tierra xp latin, EVH.
Jfs Wealth Advisors was a net buyer of stock by $48M.
Jfs Wealth Advisors has $1.3B in assets under management (AUM), dropping by 7.05%.
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 2005 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Jfs Wealth Advisors has 2005 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors March 31, 2024 positions
Download the Jfs Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust World Ex Us Core (DFAX)	7.7	$97M		3.8M	25.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.4	$94M		2.9M	31.95	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	6.5	$82M		1.4M	56.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.2	$65M	-2%	226k	288.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.3	$55M	+9%	556k	97.94	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$47M		434k	107.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$41M	+372%	674k	60.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.0	$38M		91k	420.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$33M	-2%	62k	525.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$33M	-4%	294k	110.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.3	$30M	+10%	583k	50.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.3	$30M	+16%	88k	337.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.3	$29M		969k	30.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$25M	+8%	136k	186.81	View chart
Apple (AAPL)	1.8	$22M	-2%	130k	171.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$21M	+5%	286k	74.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$21M		411k	50.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$16M		224k	72.63	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$16M	-2%	659k	24.72	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.2	$15M	+3%	329k	46.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.0	$12M	+25%	240k	50.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$12M	-21%	177k	65.87	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$11M	+5%	222k	51.60	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$11M	+5%	313k	36.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$11M	+26%	140k	81.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.9	$11M		38k	300.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$11M		131k	84.44	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$10M	+9%	99k	102.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$9.5M	-19%	18k	523.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$9.4M		225k	41.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$8.9M	+4%	50k	179.11	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$8.1M	+21%	89k	91.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.1M		31k	259.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$8.1M	-2%	207k	39.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$7.6M		187k	40.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$7.1M	-2%	58k	120.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$6.5M		106k	61.05	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$6.0M	+24%	46k	130.73	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$6.0M	-2%	155k	38.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$5.9M	-17%	63k	92.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$5.6M	+22%	54k	104.73	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$5.3M	-3%	109k	48.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$5.0M	+15%	24k	210.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$5.0M		197k	25.25	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$4.8M	+34%	41k	118.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$4.8M		30k	162.86	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.4	$4.8M	-2%	113k	42.82	View chart
Microsoft Corporation (MSFT)	0.4	$4.6M	-3%	11k	420.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$4.5M	+4%	21k	208.27	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$4.3M	-3%	79k	54.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$4.2M	+14%	18k	239.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.9M	-7%	49k	79.86	View chart
Enterprise Products Partners (EPD)	0.3	$3.8M		130k	29.18	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.8M		42k	88.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.6M		31k	116.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.5M		8.0k	444.01	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$3.3M	+70%	61k	53.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$3.2M	+4%	22k	147.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.1M		25k	123.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.1M		45k	68.80	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$3.0M	-3%	77k	39.53	View chart
Procter & Gamble Company (PG)	0.2	$2.9M		18k	162.25	View chart
Amazon (AMZN)	0.2	$2.8M	+3%	16k	180.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.8M	+2%	66k	42.12	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.7M		30k	89.90	View chart
Arch Cap Group Ord (ACGL)	0.2	$2.6M		28k	92.44	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$2.5M		66k	38.47	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$2.5M		64k	39.28	View chart
Johnson & Johnson (JNJ)	0.2	$2.5M	-5%	16k	158.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.5M	-5%	17k	150.93	View chart
Blackrock Muniyield Quality Fund (MQY)	0.2	$2.5M		202k	12.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.5M		69k	35.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.4M		16k	152.26	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$2.3M	-2%	42k	53.39	View chart
International Business Machines (IBM)	0.2	$2.3M	-3%	12k	190.96	View chart
Chevron Corporation (CVX)	0.2	$2.2M		14k	157.74	View chart
Home Depot (HD)	0.2	$2.1M		5.6k	383.60	View chart
Kla Corp Com New (KLAC)	0.2	$2.1M		3.0k	698.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.0M		42k	49.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$2.0M		31k	62.34	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$1.9M	-3%	81k	23.68	View chart
Pepsi (PEP)	0.1	$1.9M		11k	175.00	View chart
Merck & Co (MRK)	0.1	$1.8M		14k	131.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M	+18%	13k	135.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.7M	-7%	47k	36.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.7M	-82%	31k	56.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.7M		20k	84.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.7M	+4%	27k	62.06	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.6M	+65%	17k	94.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M		6.2k	247.41	View chart
Coca-Cola Company (KO)	0.1	$1.5M		25k	61.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.5M		19k	81.43	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.5M		23k	64.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M		35k	41.08	View chart
Honeywell International (HON)	0.1	$1.4M		6.8k	205.25	View chart
Pfizer (PFE)	0.1	$1.3M	-2%	47k	27.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.3M		24k	54.43	View chart
McDonald's Corporation (MCD)	0.1	$1.3M		4.5k	281.92	View chart
Walt Disney Company (DIS)	0.1	$1.3M	-6%	10k	122.36	View chart
Caterpillar (CAT)	0.1	$1.2M		3.4k	366.42	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.7k	732.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.2M	+433%	9.1k	131.37	View chart
Rockwell Automation (ROK)	0.1	$1.2M		4.1k	291.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	+45%	27k	42.55	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.2M		16k	70.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.2M		2.4k	480.61	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M	-2%	1.3k	903.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.1M		31k	36.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M	-7%	13k	86.48	View chart
Ally Financial (ALLY)	0.1	$1.1M		27k	40.59	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	-5%	5.3k	200.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.0M	+70%	1.9k	556.40	View chart
Intuit (INTU)	0.1	$1.0M		1.6k	650.10	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	+3%	2.1k	485.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.0M	+602%	6.0k	169.37	View chart
Lowe's Companies (LOW)	0.1	$1.0M		3.9k	254.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$988k	+14324%	11k	86.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$952k	-3%	7.3k	131.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$947k		11k	90.44	View chart
Wells Fargo & Company (WFC)	0.1	$946k		16k	57.96	View chart
Ford Motor Company (F)	0.1	$942k	+2%	71k	13.28	View chart
Deere & Company (DE)	0.1	$931k		2.3k	410.83	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$873k	NEW	9.2k	94.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$864k	+14%	4.2k	205.72	View chart
Wal-Mart Stores (WMT)	0.1	$846k	+206%	14k	60.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$840k		2.1k	397.85	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$828k	-2%	33k	25.49	View chart
TJX Companies (TJX)	0.1	$811k		8.0k	101.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$791k	+10%	17k	46.00	View chart
F.N.B. Corporation (FNB)	0.1	$789k	+2%	56k	14.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$784k		5.0k	155.91	View chart
Comcast Corp Cl A (CMCSA)	0.1	$770k		18k	43.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$759k		4.2k	182.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$756k		2.8k	270.80	View chart
Goldman Sachs (GS)	0.1	$741k	+2%	1.8k	417.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$731k	+63%	4.4k	164.36	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$725k		15k	49.65	View chart
Texas Instruments Incorporated (TXN)	0.1	$704k		4.0k	174.21	View chart
Intel Corporation (INTC)	0.1	$696k	+102%	16k	44.17	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$682k	NEW	6.2k	110.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$653k	+6%	8.6k	76.36	View chart
Visa Com Cl A (V)	0.1	$643k	+3%	2.3k	279.07	View chart
Norfolk Southern (NSC)	0.1	$636k		2.5k	254.84	View chart
United Parcel Service CL B (UPS)	0.0	$626k	-2%	4.2k	148.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$607k		10k	58.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$606k	NEW	2.1k	286.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$602k	-2%	5.2k	115.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$595k	-5%	8.1k	73.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$575k		1.2k	478.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$562k		11k	49.19	View chart
At&t (T)	0.0	$557k	+2%	32k	17.60	View chart
Eaton Corp SHS (ETN)	0.0	$552k		1.8k	312.71	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$546k	+70%	2.9k	186.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$542k		3.4k	158.79	View chart
Verizon Communications (VZ)	0.0	$537k	+14%	13k	41.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$534k	+45%	2.1k	249.86	View chart
Eli Lilly & Co. (LLY)	0.0	$512k	+28%	658.00	777.72	View chart
PNC Financial Services (PNC)	0.0	$499k		3.1k	161.60	View chart
PPG Industries (PPG)	0.0	$483k		3.3k	144.90	View chart
Boeing Company (BA)	0.0	$478k	-2%	2.5k	193.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$472k	+44%	5.6k	83.57	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$460k	-2%	9.0k	50.86	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$440k		40k	11.01	View chart
Abbott Laboratories (ABT)	0.0	$426k		3.7k	113.66	View chart
Aon Shs Cl A (AON)	0.0	$415k		1.2k	333.72	View chart
Allstate Corporation (ALL)	0.0	$403k		2.3k	172.97	View chart
Cisco Systems (CSCO)	0.0	$402k	-5%	8.0k	49.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$398k	+25%	8.5k	46.65	View chart
General Electric Com New (GE)	0.0	$398k	+34%	2.3k	175.53	View chart
Mastercard Incorporated Cl A (MA)	0.0	$394k		819.00	481.29	View chart
Petroleum & Res Corp Com cef (PEO)	0.0	$394k		17k	23.06	View chart
Raytheon Technologies Corp (RTX)	0.0	$392k	-2%	4.0k	97.53	View chart
Fifth Third Ban (FITB)	0.0	$391k	+5%	11k	37.21	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$388k		1.6k	238.32	View chart
Nasdaq Omx (NDAQ)	0.0	$382k		6.1k	63.10	View chart
Roper Industries (ROP)	0.0	$380k		677.00	560.84	View chart
CVS Caremark Corporation (CVS)	0.0	$379k	-19%	4.8k	79.76	View chart
UnitedHealth (UNH)	0.0	$377k	+8%	763.00	494.69	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$369k		6.4k	57.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$368k		2.9k	125.33	View chart
Broadcom (AVGO)	0.0	$366k	+10%	276.00	1325.76	View chart
CSX Corporation (CSX)	0.0	$365k	+770%	9.8k	37.07	View chart
Constellation Energy (CEG)	0.0	$362k		2.0k	184.87	View chart
Msa Safety Inc equity (MSA)	0.0	$355k		1.8k	193.62	View chart
American Express Company (AXP)	0.0	$355k		1.6k	227.68	View chart
General Dynamics Corporation (GD)	0.0	$353k	-2%	1.3k	282.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$353k		3.2k	110.22	View chart
Sherwin-Williams Company (SHW)	0.0	$347k	+2%	998.00	347.33	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$340k	-5%	10k	32.88	View chart
Old Republic International Corporation (ORI)	0.0	$337k		11k	30.72	View chart
Netflix (NFLX)	0.0	$334k	+2%	550.00	607.04	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.0	$333k	-2%	6.4k	51.71	View chart
Union Pacific Corporation (UNP)	0.0	$331k	-3%	1.3k	245.98	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$330k		7.0k	47.44	View chart
Oracle Corporation (ORCL)	0.0	$328k	-2%	2.6k	125.59	View chart
Travelers Companies (TRV)	0.0	$324k	-3%	1.4k	230.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$323k		2.4k	136.05	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$313k	+2%	4.3k	73.46	View chart
BlackRock (BLK)	0.0	$311k	-3%	373.00	833.70	View chart
Abbvie (ABBV)	0.0	$304k	-7%	1.7k	182.11	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$301k	-2%	16k	19.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$296k		1.7k	175.27	View chart
Philip Morris International (PM)	0.0	$295k	-2%	3.2k	91.62	View chart
NVR (NVR)	0.0	$292k		36.00	8099.97	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$290k	+72%	6.7k	42.95	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$289k		2.7k	109.17	View chart
Amgen (AMGN)	0.0	$285k		1.0k	284.25	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.0	$280k	-49%	5.6k	50.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$275k	+24%	4.8k	57.86	View chart
Suncor Energy (SU)	0.0	$273k		7.4k	36.91	View chart
Qualcomm (QCOM)	0.0	$271k	-2%	1.6k	169.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$268k	-13%	10k	26.75	View chart
Emerson Electric (EMR)	0.0	$268k		2.4k	113.42	View chart
Stryker Corporation (SYK)	0.0	$268k	+6%	749.00	357.70	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$264k	-14%	2.8k	94.26	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$262k		4.9k	53.10	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$258k	-6%	4.5k	57.41	View chart
Automatic Data Processing (ADP)	0.0	$258k	-3%	1.0k	249.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$256k	+1116%	2.2k	114.14	View chart
Bank of America Corporation (BAC)	0.0	$254k	+7%	6.7k	37.92	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$253k	+58%	2.4k	105.04	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$252k		3.9k	65.21	View chart
Starbucks Corporation (SBUX)	0.0	$250k	-8%	2.7k	91.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$248k		3.2k	76.68	View chart
Cigna Corp (CI)	0.0	$247k		680.00	363.19	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$243k	-12%	5.7k	42.78	View chart
Bristol Myers Squibb (BMY)	0.0	$242k	+7%	4.5k	54.24	View chart
Bank of New York Mellon Corporation (BK)	0.0	$241k		4.2k	57.62	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$238k		3.9k	61.54	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$236k	+2%	2.5k	92.89	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$234k		994.00	235.79	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$233k		3.9k	60.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$230k		5.1k	45.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$225k		2.4k	94.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$217k		2.9k	75.99	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$217k	-6%	3.1k	70.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$217k	NEW	963.00	224.99	View chart
Exelon Corporation (EXC)	0.0	$216k		5.7k	37.57	View chart
Fiserv (FI)	0.0	$216k		1.4k	159.82	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$215k		3.2k	66.58	View chart
Nextera Energy (NEE)	0.0	$211k	-5%	3.3k	63.91	View chart
Tesla Motors (TSLA)	0.0	$208k	-8%	1.2k	175.77	View chart
Shell Spon Ads (SHEL)	0.0	$204k		3.0k	67.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$203k	+5%	4.5k	45.56	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.0	$201k	-18%	7.1k	28.40	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$190k	-7%	1.9k	100.81	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$189k	+17%	8.2k	22.99	View chart
Novartis Sponsored Adr (NVS)	0.0	$188k	-5%	1.9k	96.73	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.0	$186k	+51%	8.3k	22.45	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$182k	-2%	3.9k	47.06	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 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
Jfs Wealth Advisors 2020 Q3 filed Oct. 28, 2020
Jfs Wealth Advisors 2020 Q2 filed Aug. 5, 2020

View all past filings

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