JFS WEALTH ADVISORS, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$1.5B
Holdings
1,935
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,935 positions)
| Stock | Value |
|---|---|
DFIVDIMENSIONAL ETF TRUST | $1.8M |
IWRISHARES TR | $1.8M |
PNCPNC FINL SVCS GROUP INC | $1.8M |
VVISA INC | $1.8M |
NVDANVIDIA CORPORATION | $1.7M |
DFASDIMENSIONAL ETF TRUST | $1.7M |
XLESELECT SECTOR SPDR TR | $1.7M |
SCHASCHWAB STRATEGIC TR | $1.7M |
MRKMERCK & CO INC | $1.7M |
SPTMSPDR SER TR | $1.6M |
OEFISHARES TR | $1.6M |
ABTABBOTT LABS | $1.6M |
SCHXSCHWAB STRATEGIC TR | $1.6M |
GSGOLDMAN SACHS GROUP INC | $1.6M |
FBNDFIDELITY MERRIMACK STR TR | $1.5M |
MQYBLACKROCK MUNIYILD QULT FD I | $1.5M |
SCHMSCHWAB STRATEGIC TR | $1.5M |
IQIINVESCO QUALITY MUN INCOME T | $1.4M |
VKQINVESCO MUNICIPAL TRUST | $1.4M |
THROBLACKROCK ETF TRUST | $1.4M |
LRGFISHARES TR | $1.4M |
EEMISHARES TR | $1.4M |
VMOINVESCO MUN OPPORTUNITY TR | $1.4M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.4M |
EIMEATON VANCE MUN BD FD | $1.4M |
NADNUVEEN QUALITY MUNCP INCOME | $1.4M |
TLHISHARES TR | $1.3M |
QUALISHARES TR | $1.3M |
BCCCGLOBAL X FDS | $1.3M |
XMLVINVESCO EXCH TRADED FD TR II | $1.3M |
TJXTJX COS INC NEW | $1.3M |
METAMETA PLATFORMS INC | $1.2M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.2M |
CSCOCISCO SYS INC | $1.2M |
SPEMSPDR INDEX SHS FDS | $1.2M |
SHYGISHARES TR | $1.1M |
MGCVANGUARD WORLD FD | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
VTVANGUARD INTL EQUITY INDEX F | $1.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.1M |
PFEPFIZER INC | $1.1M |
DTDWISDOMTREE TR | $1.1M |
IUSVISHARES TR | $1.1M |
DEDEERE & CO | $1.1M |
RSPINVESCO EXCHANGE TRADED FD T | $1.0M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
DISDISNEY WALT CO | $1.0M |
DONSPDR DOW JONES INDL AVERAGE | $991K |
ACNACCENTURE PLC IRELAND | $972K |
EQWLINVESCO EXCHANGE TRADED FD T | $948K |
AEPAMERICAN ELEC PWR CO INC | $914K |
IAU*ISHARES GOLD TR | $914K |
VNQVANGUARD INDEX FDS | $906K |
DFCFDIMENSIONAL ETF TRUST | $865K |
VOEVANGUARD INDEX FDS | $851K |
SDYSPDR SER TR | $833K |
FLOTISHARES TR | $812K |
UBSUBS GROUP AG | $787K |
HYDBISHARES TR | $784K |
BACBANK AMERICA CORP | $782K |
WFCWELLS FARGO CO NEW | $762K |
NKENIKE INC | $759K |
4I1PHILIP MORRIS INTL INC | $756K |
BXBLACKSTONE INC | $756K |
BABOEING CO | $752K |
SCHZSCHWAB STRATEGIC TR | $747K |
TXNTEXAS INSTRS INC | $739K |
DFATDIMENSIONAL ETF TRUST | $728K |
USMVISHARES TR | $720K |
ALLYALLY FINL INC | $712K |
IWOISHARES TR | $710K |
XLFISELECT SECTOR SPDR TR | $699K |
FNBF N B CORP | $698K |
ETNEATON CORP PLC | $687K |
ITOTISHARES TR | $673K |
PXFINVESCO EXCH TRADED FD TR II | $662K |
CMCSACOMCAST CORP NEW | $634K |
VGITVANGUARD SCOTTSDALE FDS | $628K |
DUKDUKE ENERGY CORP NEW | $627K |
LOWLOWES COS INC | $623K |
FFORD MTR CO | $622K |
VVVANGUARD INDEX FDS | $621K |
NOCNORTHROP GRUMMAN CORP | $612K |
NSCNORFOLK SOUTHN CORP | $594K |
VCSHVANGUARD SCOTTSDALE FDS | $581K |
XMHQINVESCO EXCHANGE TRADED FD T | $567K |
NVSNNOVARTIS AG | $567K |
DFEVDIMENSIONAL ETF TRUST | $550K |
SHVISHARES TR | $549K |
BNDXVANGUARD CHARLOTTE FDS | $542K |
IWNISHARES TR | $537K |
USBUS BANCORP DEL | $536K |
INTUINTUIT | $536K |
TSLATESLA INC | $535K |
LLYELI LILLY & CO | $525K |
VEUVANGUARD INTL EQUITY INDEX F | $524K |
ADPAUTOMATIC DATA PROCESSING IN | $517K |
NFLXNETFLIX INC | $507K |
FDXFEDEX CORP | $501K |
DBEFDBX ETF TR | $500K |