JFS WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•1,897 long positions•$1.7B portfolio value
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Holding1,948 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $133.1M 7.8% | +$2.4M Bought | — 3.5M shares | 3.4M → 3.5M +$2.4M | +1.83% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $118.3M 6.93% | -$700.7K Sold | — 3.8M shares | 3.8M → 3.8M −$700.7K | -0.59% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $101.7M 5.96% | -$537.1K Sold | — 1.4M shares | 1.4M → 1.4M −$537.1K | -0.53% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $74.0M 4.34% | -$1.5M Sold | — 202.6K shares | 206.8K → 202.6K −$1.5M | -2.02% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $61.5M 3.6% | +$1.9M Bought | — 613.7K shares | 595.0K → 613.7K +$1.9M | +3.15% | — — | Q4 2015 Held for 9y 11m | |
Insurance - Diversified Financial Services | $52.4M 3.07% | -$446.4K Sold | 0.005% 104.3K shares | 105.2K → 104.3K −$446.4K | -0.84% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $50.6M 2.96% | -$1.2M Sold | — 75.6K shares | 77.4K → 75.6K −$1.2M | -2.26% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $45.4M 2.66% | +$4.0K Bought | — 695.2K shares | 695.1K → 695.2K +$4.0K | +0.01% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $41.0M 2.4% | -$1.1M Sold | — 87.5K shares | 89.8K → 87.5K −$1.1M | -2.58% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $40.0M 2.34% | -$809.9K Sold | — 375.7K shares | 383.3K → 375.7K −$809.9K | -1.98% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $38.6M 2.26% | -$2.2M Sold | — 771.1K shares | 814.0K → 771.1K −$2.2M | -5.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $36.4M 2.13% | -$291.0K Sold | — 1.0M shares | 1.0M → 1.0M −$291.0K | -0.79% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $35.8M 2.1% | -$453.2K Sold | — 301.5K shares | 305.3K → 301.5K −$453.2K | -1.25% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $29.4M 1.72% | +$297.9K Bought | — 490.9K shares | 486.0K → 490.9K +$297.9K | +1.02% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $29.2M 1.71% | -$101.1K Sold | 0.001% 114.8K shares | 115.2K → 114.8K −$101.1K | -0.34% | $3.78T Mega Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $28.6M 1.68% | +$347.8K Bought | — 328.1K shares | 324.2K → 328.1K +$347.8K | +1.23% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $26.3M 1.54% | -$458.9K Sold | — 127.4K shares | 129.6K → 127.4K −$458.9K | -1.71% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $21.3M 1.25% | +$1.5M Bought | — 322.6K shares | 299.3K → 322.6K +$1.5M | +7.76% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $21.0M 1.23% | -$89.5K Sold | — 667.4K shares | 670.3K → 667.4K −$89.5K | -0.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.9M 1.23% | +$2.0M Bought | — 457.6K shares | 414.3K → 457.6K +$2.0M | +10.47% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.4M 1.13% | +$153.1K Bought | — 260.3K shares | 258.3K → 260.3K +$153.1K | +0.8% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $17.8M 1.04% | +$342.1K Bought | — 147.4K shares | 144.6K → 147.4K +$342.1K | +1.96% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $16.4M 0.96% | -$121.8K Sold | — 50.0K shares | 50.3K → 50.0K −$121.8K | -0.74% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $16.2M 0.95% | +$1.4M Bought | — 319.8K shares | 292.3K → 319.8K +$1.4M | +9.43% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $14.8M 0.868% | +$159.2K Bought | — 22.2K shares | 22.0K → 22.2K +$159.2K | +1.09% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.4M 0.842% | +$1.4M Bought | — 38.0K shares | 34.3K → 38.0K +$1.4M | +10.73% | — — | Q4 2015 Held for 9y 11m | |
Insurance - Diversified Financial Services | $14.3M 0.839% | — | 0.001% 19.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $13.9M 0.815% | +$356.8K Bought | — 256.8K shares | 250.2K → 256.8K +$356.8K | +2.63% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $13.7M 0.803% | -$99.5K Sold | — 63.5K shares | 64.0K → 63.5K −$99.5K | -0.72% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $13.2M 0.773% | +$209.8K Bought | 0.0% 25.5K shares | 25.1K → 25.5K +$209.8K | +1.62% | $3.85T Mega Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $12.1M 0.707% | -$27.1K Sold | — 164.4K shares | 164.7K → 164.4K −$27.1K | -0.22% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $10.9M 0.639% | -$539.9K Sold | — 239.6K shares | 251.4K → 239.6K −$539.9K | -4.71% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.9M 0.637% | +$1.1M Bought | — 53.4K shares | 48.0K → 53.4K +$1.1M | +11.23% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $9.2M 0.542% | +$246.7K Bought | — 83.6K shares | 81.4K → 83.6K +$246.7K | +2.74% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $9.2M 0.537% | +$409.6K Bought | — 110.6K shares | 105.7K → 110.6K +$409.6K | +4.67% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $9.1M 0.534% | +$293.9K Bought | — 95.0K shares | 92.0K → 95.0K +$293.9K | +3.33% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $9.0M 0.529% | +$995.9K Bought | — 84.6K shares | 75.3K → 84.6K +$995.9K | +12.39% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.2M 0.481% | +$7.9K Bought | — 58.2K shares | 58.2K → 58.2K +$7.9K | +0.1% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $8.0M 0.471% | -$58.0K Sold | — 345.1K shares | 347.6K → 345.1K −$58.0K | -0.72% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $7.9M 0.465% | +$326.9K Bought | — 56.1K shares | 53.8K → 56.1K +$326.9K | +4.29% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $7.7M 0.45% | +$12.4K Bought | — 298.7K shares | 298.2K → 298.7K +$12.4K | +0.16% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $7.5M 0.442% | +$612.1K Bought | — 230.1K shares | 211.4K → 230.1K +$612.1K | +8.83% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $7.4M 0.436% | +$185.0K Bought | 0.0% 30.6K shares | 29.8K → 30.6K +$185.0K | +2.55% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $7.2M 0.423% | +$505.9K Bought | — 166.2K shares | 154.6K → 166.2K +$505.9K | +7.54% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $6.8M 0.396% | -$425.6K Sold | — 11.0K shares | 11.7K → 11.0K −$425.6K | -5.93% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $6.7M 0.395% | +$314.1K Bought | — 27.9K shares | 26.6K → 27.9K +$314.1K | +4.88% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.7M 0.395% | -$18.2K Sold | — 150.9K shares | 151.3K → 150.9K −$18.2K | -0.27% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.7M 0.394% | -$122.8K Sold | — 210.7K shares | 214.5K → 210.7K −$122.8K | -1.79% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $6.4M 0.376% | +$4.8M Bought | — 134.9K shares | 34.3K → 134.9K +$4.8M | +293.22% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.4M 0.372% | +$777.1K Bought | — 49.0K shares | 43.0K → 49.0K +$777.1K | +13.94% | — — | Q3 2021 Held for 4y 2m |
