$181 Million is the total value of JFS WEALTH ADVISORS, LLC's 112 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TBT | New | ProShares Ultrashort Lehman | $1,013,250,000 | – | 15,000 | +100.0% | 0.56% | – |
| WU | New | Western Union Co | $327,968,000 | – | 20,047 | +100.0% | 0.18% | – |
| DGX | New | Quest Diagnostics Inc | $302,458,000 | – | 5,222 | +100.0% | 0.17% | – |
| SAIC | New | Science Applications Int'l Cor | $294,970,000 | – | 7,889 | +100.0% | 0.16% | – |
| ZIVZF | New | Credit Suisse Nassau Brhinvrs vix mdterm | $212,548,000 | – | 5,396 | +100.0% | 0.12% | – |
| STJ | New | St Jude Medical Inc | $201,467,000 | – | 3,081 | +100.0% | 0.11% | – |
| NEE | New | NextEra Energy Inc | $201,949,000 | – | 2,112 | +100.0% | 0.11% | – |
| SKF | New | ProShares Tr Ultrashort | $163,600,000 | – | 10,000 | +100.0% | 0.09% | – |
| AMPE | New | Ampio Pharmaceuticals | $64,897,000 | – | 10,220 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market ET | 45 | Q2 2024 | 7.8% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 4.5% |
| WISDOMTREE TR | 45 | Q2 2024 | 7.9% |
| WISDOMTREE TR | 45 | Q2 2024 | 4.6% |
| Enterprise Products Partners L | 45 | Q2 2024 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 2.2% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 2.3% |
| WISDOMTREE TR | 45 | Q2 2024 | 3.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.3% |
| WISDOMTREE TR | 45 | Q2 2024 | 2.5% |
View JFS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-02 |
View JFS WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.