$373 Million is the total value of JFS WEALTH ADVISORS, LLC's 468 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTDord | $742,000 | -10.4% | 27,783 | 0.0% | 0.20% | -6.6% | |
| DVY | ISHARES TRselect divid etf | $664,000 | -10.5% | 7,438 | 0.0% | 0.18% | -6.8% | |
| HDV | ISHARES TRcore high dv etf | $414,000 | -7.0% | 4,912 | 0.0% | 0.11% | -3.5% | |
| GD | GENERAL DYNAMICS CORP | $365,000 | -23.2% | 2,319 | 0.0% | 0.10% | -19.7% | |
| VOO | VANGUARD INDEX FDS | $358,000 | -13.9% | 1,556 | 0.0% | 0.10% | -10.3% | |
| WSBC | WESBANCO INC | $304,000 | -17.8% | 8,299 | 0.0% | 0.08% | -14.7% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $304,000 | -20.2% | 9,670 | 0.0% | 0.08% | -17.3% | |
| DE | DEERE & CO | $298,000 | -1.0% | 2,000 | 0.0% | 0.08% | +2.6% | |
| CSL | CARLISLE COS INC | $267,000 | -17.6% | 2,660 | 0.0% | 0.07% | -13.3% | |
| GOOG | ALPHABET INCcap stk cl c | $261,000 | -13.3% | 252 | 0.0% | 0.07% | -10.3% | |
| INTU | INTUIT | $259,000 | -13.4% | 1,315 | 0.0% | 0.07% | -10.4% | |
| MTB | M & T BK CORP | $259,000 | -12.8% | 1,808 | 0.0% | 0.07% | -9.2% | |
| KLAC | KLA-TENCOR CORP | $251,000 | -11.9% | 2,800 | 0.0% | 0.07% | -8.2% | |
| AON | AON PLC | $240,000 | -5.5% | 1,652 | 0.0% | 0.06% | -1.5% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $193,000 | -18.9% | 1,938 | 0.0% | 0.05% | -14.8% | |
| SU | SUNCOR ENERGY INC NEW | $168,000 | -27.6% | 6,000 | 0.0% | 0.04% | -25.0% | |
| TGT | TARGET CORP | $164,000 | -25.1% | 2,485 | 0.0% | 0.04% | -21.4% | |
| ERJ | EMBRAER S A | $163,000 | +13.2% | 7,364 | 0.0% | 0.04% | +18.9% | |
| MYL | MYLAN N V | $164,000 | -24.8% | 5,968 | 0.0% | 0.04% | -21.4% | |
| COST | COSTCO WHSL CORP NEW | $161,000 | -13.4% | 792 | 0.0% | 0.04% | -10.4% | |
| WY | WEYERHAEUSER CO | $160,000 | -32.2% | 7,307 | 0.0% | 0.04% | -29.5% | |
| NDAQ | NASDAQ INC | $157,000 | -5.4% | 1,930 | 0.0% | 0.04% | -2.3% | |
| BLK | BLACKROCK INC | $140,000 | -16.7% | 356 | 0.0% | 0.04% | -14.0% | |
| CHL | CHINA MOBILE LIMITEDsponsored adr | $140,000 | -2.1% | 2,923 | 0.0% | 0.04% | 0.0% | |
| NEE | NEXTERA ENERGY INC | $135,000 | +3.8% | 777 | 0.0% | 0.04% | +9.1% | |
| BKI | BLACK KNIGHT INC | $134,000 | -13.0% | 2,964 | 0.0% | 0.04% | -10.0% | |
| E | ENI S P Asponsored adr | $128,000 | -15.8% | 4,048 | 0.0% | 0.03% | -12.8% | |
| NOK | NOKIA CORPsponsored adr | $115,000 | +3.6% | 19,816 | 0.0% | 0.03% | +6.9% | |
| EMR | EMERSON ELEC CO | $115,000 | -22.3% | 1,928 | 0.0% | 0.03% | -18.4% | |
| MMM | 3M CO | $117,000 | -9.3% | 614 | 0.0% | 0.03% | -6.1% | |
| ILMN | ILLUMINA INC | $105,000 | -18.0% | 350 | 0.0% | 0.03% | -15.2% | |
| MMC | MARSH & MCLENNAN COS INC | $96,000 | -3.0% | 1,200 | 0.0% | 0.03% | +4.0% | |
| CSX | CSX CORP | $93,000 | -16.2% | 1,500 | 0.0% | 0.02% | -13.8% | |
| AXP | AMERICAN EXPRESS CO | $93,000 | -10.6% | 975 | 0.0% | 0.02% | -7.4% | |
| HMC | HONDA MOTOR LTD | $92,000 | -11.5% | 3,466 | 0.0% | 0.02% | -7.4% | |
| NVR | NVR INC | $85,000 | -1.2% | 35 | 0.0% | 0.02% | +4.5% | |
| ALL | ALLSTATE CORP | $86,000 | -16.5% | 1,039 | 0.0% | 0.02% | -14.8% | |
| TIAIY | TELECOM ITALIA S P A NEWspon adr svgs | $83,000 | -8.8% | 16,929 | 0.0% | 0.02% | -4.3% | |
| HSY | HERSHEY CO | $81,000 | +5.2% | 758 | 0.0% | 0.02% | +10.0% | |
| PPG | PPG INDS INC | $79,000 | -6.0% | 768 | 0.0% | 0.02% | -4.5% | |
| EES | WISDOMTREE TRus smallcp erngs | $79,000 | -20.2% | 2,478 | 0.0% | 0.02% | -16.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $72,000 | -17.2% | 469 | 0.0% | 0.02% | -13.6% | |
| MPC | MARATHON PETE CORP | $66,000 | -25.8% | 1,111 | 0.0% | 0.02% | -21.7% | |
| SIC | SELECT INTERIOR CONCEPTS INCcl a | $63,000 | -30.0% | 8,420 | 0.0% | 0.02% | -26.1% | |
| EMCF | EMCLAIRE FINL CORP | $64,000 | -17.9% | 2,100 | 0.0% | 0.02% | -15.0% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $65,000 | -20.7% | 13,266 | 0.0% | 0.02% | -19.0% | |
| NVS | NOVARTIS A Gsponsored adr | $58,000 | -1.7% | 680 | 0.0% | 0.02% | +6.7% | |
| ELD | WISDOMTREE TRem lcl debt fd | $56,000 | +1.8% | 1,675 | 0.0% | 0.02% | +7.1% | |
| CNNE | CANNAE HLDGS INC | $55,000 | -19.1% | 3,222 | 0.0% | 0.02% | -16.7% | |
| AEG | AEGON N V | $53,000 | -28.4% | 11,432 | 0.0% | 0.01% | -26.3% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $53,000 | -26.4% | 2,443 | 0.0% | 0.01% | -26.3% | |
| GPC | GENUINE PARTS CO | $54,000 | -3.6% | 563 | 0.0% | 0.01% | 0.0% | |
| RAD | RITE AID CORP | $47,000 | -44.7% | 66,680 | 0.0% | 0.01% | -40.9% | |
| PBA | PEMBINA PIPELINE CORP | $44,000 | -12.0% | 1,473 | 0.0% | 0.01% | -7.7% | |
| LNG | CHENIERE ENERGY INC | $41,000 | -16.3% | 700 | 0.0% | 0.01% | -15.4% | |
| V | VISA INC | $39,000 | -13.3% | 298 | 0.0% | 0.01% | -16.7% | |
| GLD | SPDR GOLD TRUST | $36,000 | +5.9% | 300 | 0.0% | 0.01% | +11.1% | |
| RS | RELIANCE STEEL & ALUMINUM CO | $36,000 | -16.3% | 500 | 0.0% | 0.01% | -9.1% | |
| RTN | RAYTHEON CO | $38,000 | -26.9% | 250 | 0.0% | 0.01% | -23.1% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $37,000 | -15.9% | 180 | 0.0% | 0.01% | -9.1% | |
| CREDIT SUISSE NASSAU BRHlg cp grth enh | $33,000 | -36.5% | 176 | 0.0% | 0.01% | -30.8% | ||
| CBS | CBS CORP NEWcl b | $35,000 | -23.9% | 807 | 0.0% | 0.01% | -25.0% | |
| MCK | MCKESSON CORP | $32,000 | -17.9% | 292 | 0.0% | 0.01% | -10.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $34,000 | -17.1% | 655 | 0.0% | 0.01% | -18.2% | |
| AEM | AGNICO EAGLE MINES LTD | $32,000 | +18.5% | 800 | 0.0% | 0.01% | +28.6% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $32,000 | 0.0% | 412 | 0.0% | 0.01% | +12.5% | |
| DRE | DUKE REALTY CORP | $34,000 | -8.1% | 1,300 | 0.0% | 0.01% | -10.0% | |
| NOC | NORTHROP GRUMMAN CORP | $30,000 | -21.1% | 121 | 0.0% | 0.01% | -20.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $29,000 | -19.4% | 1,000 | 0.0% | 0.01% | -11.1% | |
| FIS | FIDELITY NATL INFORMATION SV | $26,000 | -3.7% | 252 | 0.0% | 0.01% | 0.0% | |
| TIIAY | TELECOM ITALIA S P A NEWspon adr ord | $27,000 | -6.9% | 4,789 | 0.0% | 0.01% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $26,000 | -13.3% | 443 | 0.0% | 0.01% | -12.5% | |
| BHK | BLACKROCK CORE BD TR | $26,000 | -7.1% | 2,159 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $28,000 | -24.3% | 815 | 0.0% | 0.01% | -30.0% | |
| QCOM | QUALCOMM INC | $27,000 | -22.9% | 480 | 0.0% | 0.01% | -22.2% | |
| TM | TOYOTA MOTOR CORP | $23,000 | -8.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $24,000 | -29.4% | 150 | 0.0% | 0.01% | -33.3% | |
| LUV | SOUTHWEST AIRLS CO | $23,000 | -25.8% | 500 | 0.0% | 0.01% | -25.0% | |
| ORAN | ORANGEsponsored adr | $22,000 | 0.0% | 1,356 | 0.0% | 0.01% | 0.0% | |
| BSM | BLACK STONE MINERALS L P | $22,000 | -12.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| SYK | STRYKER CORP | $19,000 | -9.5% | 121 | 0.0% | 0.01% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $20,000 | -13.0% | 180 | 0.0% | 0.01% | -16.7% | |
| PACW | PACWEST BANCORP DEL | $17,000 | -29.2% | 500 | 0.0% | 0.01% | -16.7% | |
| YPF | YPF SOCIEDAD ANONIMAspon adr cl d | $19,000 | -13.6% | 1,455 | 0.0% | 0.01% | -16.7% | |
| ENB | ENBRIDGE INC | $18,000 | -5.3% | 581 | 0.0% | 0.01% | 0.0% | |
| TSLA | TESLA INC | $20,000 | +25.0% | 60 | 0.0% | 0.01% | +25.0% | |
| SMG | SCOTTS MIRACLE GRO COcl a | $20,000 | -23.1% | 326 | 0.0% | 0.01% | -28.6% | |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | $18,000 | 0.0% | 1,415 | 0.0% | 0.01% | 0.0% | |
| APU | AMERIGAS PARTNERS L Punit l p int | $15,000 | -37.5% | 600 | 0.0% | 0.00% | -33.3% | |
| SIRI | SIRIUS XM HLDGS INC | $16,000 | -11.1% | 2,790 | 0.0% | 0.00% | -20.0% | |
| JEF | JEFFERIES FINL GROUP INC | $16,000 | -20.0% | 914 | 0.0% | 0.00% | -20.0% | |
| EPP | ISHARES INCmsci pac jp etf | $15,000 | -11.8% | 380 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $16,000 | -11.1% | 352 | 0.0% | 0.00% | -20.0% | |
| SGEN | SEATTLE GENETICS INC | $16,000 | -23.8% | 275 | 0.0% | 0.00% | -20.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $14,000 | 0.0% | 1,460 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $15,000 | -21.1% | 100 | 0.0% | 0.00% | -20.0% | |
| AFL | AFLAC INC | $12,000 | -7.7% | 268 | 0.0% | 0.00% | 0.0% | |
| AMPE | AMPIO PHARMACEUTICALS INC | $10,000 | -23.1% | 25,050 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $11,000 | -8.3% | 127 | 0.0% | 0.00% | 0.0% | |
| APA | APACHE CORP | $11,000 | -45.0% | 427 | 0.0% | 0.00% | -40.0% | |
| WTR | AQUA AMERICA INC | $11,000 | -8.3% | 320 | 0.0% | 0.00% | 0.0% | |
| BACPRL | BANK AMER CORP7.25cnv pfd l | $13,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $13,000 | -13.3% | 58 | 0.0% | 0.00% | -25.0% | |
| MPA | BLACKROCK MUNIYIELD PA QLTY | $11,000 | 0.0% | 880 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $13,000 | -18.8% | 140 | 0.0% | 0.00% | -25.0% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $11,000 | -26.7% | 1,230 | 0.0% | 0.00% | -25.0% | |
| GRUPO AVAL ACCIONES Y VALOREsponsored ads | $13,000 | -27.8% | 2,286 | 0.0% | 0.00% | -40.0% | ||
| HSBCPRA | HSBC HLDGS PLCadr a 1/40pf a | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| HRS | HARRIS CORP DEL | $10,000 | -23.1% | 75 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $11,000 | -8.3% | 86 | 0.0% | 0.00% | 0.0% | |
| JPXN | ISHARES TRjpx nikkei 400 | $13,000 | -13.3% | 238 | 0.0% | 0.00% | -25.0% | |
| IEV | ISHARES TReurope etf | $12,000 | -14.3% | 314 | 0.0% | 0.00% | -25.0% | |
| MFC | MANULIFE FINL CORP | $13,000 | -18.8% | 898 | 0.0% | 0.00% | -25.0% | |
| PAYX | PAYCHEX INC | $10,000 | -9.1% | 148 | 0.0% | 0.00% | 0.0% | |
| SONA | SOUTHERN NATL BANCORP OF VA | $13,000 | -18.8% | 1,000 | 0.0% | 0.00% | -25.0% | |
| SYMC | SYMANTEC CORP | $12,000 | -14.3% | 650 | 0.0% | 0.00% | -25.0% | |
| SYY | SYSCO CORP | $10,000 | -16.7% | 158 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $10,000 | -23.1% | 139 | 0.0% | 0.00% | 0.0% | |
| CELG | CELGENE CORP | $6,000 | -33.3% | 96 | 0.0% | 0.00% | 0.0% | |
| TRHC | TABULA RASA HEALTHCARE INC | $6,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| L100PS | ARCONIC INC | $6,000 | -14.3% | 326 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $8,000 | -11.1% | 52 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $9,000 | -47.1% | 200 | 0.0% | 0.00% | -50.0% | |
| TKR | TIMKEN CO | $7,000 | -30.0% | 200 | 0.0% | 0.00% | -33.3% | |
| PEI | PENNSYLVANIA RL ESTATE INVTsh ben int | $8,000 | -38.5% | 1,370 | 0.0% | 0.00% | -33.3% | |
| IMGN | IMMUNOGEN INC | $6,000 | -45.5% | 1,150 | 0.0% | 0.00% | -33.3% | |
| TKC | TURKCELL ILETISIM HIZMETLERIspon adr new | $6,000 | +20.0% | 986 | 0.0% | 0.00% | +100.0% | |
| HAL | HALLIBURTON CO | $8,000 | -33.3% | 300 | 0.0% | 0.00% | -33.3% | |
| GT | GOODYEAR TIRE & RUBR CO | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $9,000 | +12.5% | 135 | 0.0% | 0.00% | 0.0% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $8,000 | -11.1% | 240 | 0.0% | 0.00% | 0.0% | |
| COTY | COTY INC | $7,000 | -50.0% | 1,081 | 0.0% | 0.00% | -50.0% | |
| CL | COLGATE PALMOLIVE CO | $6,000 | -14.3% | 101 | 0.0% | 0.00% | 0.0% | |
| CMRX | CHIMERIX INC | $6,000 | -40.0% | 2,500 | 0.0% | 0.00% | -33.3% | |
| ORMP | ORAMED PHARM INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MAA | MID AMER APT CMNTYS INC | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| CELH | CELSIUS HOLDINGS INC | $5,000 | -16.7% | 1,500 | 0.0% | 0.00% | -50.0% | |
| ERIE | ERIE INDTY COcl a | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| X | UNITED STATES STL CORP NEW | $2,000 | -50.0% | 121 | 0.0% | 0.00% | 0.0% | |
| HBM | HUDBAY MINERALS INC | $3,000 | 0.0% | 569 | 0.0% | 0.00% | 0.0% | |
| EV | EATON VANCE CORP | $3,000 | -40.0% | 91 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $5,000 | -28.6% | 150 | 0.0% | 0.00% | -50.0% | |
| VIG | VANGUARD GROUPdiv app etf | $3,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
| AVT | AVNET INC | $3,000 | -25.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $2,000 | -33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $3,000 | -25.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $2,000 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $5,000 | -16.7% | 37 | 0.0% | 0.00% | -50.0% | |
| MEDP | MEDPACE HLDGS INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VWOB | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| JAX | J ALEXANDERS HLDGS INC | $3,000 | -40.0% | 394 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $3,000 | -25.0% | 106 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $3,000 | -25.0% | 185 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INDS INC | $4,000 | -33.3% | 58 | 0.0% | 0.00% | -50.0% | |
| FCF | FIRST COMWLTH FINL CORP PA | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ACER | ACER THERAPEUTICS INC | $0 | -100.0% | 24 | 0.0% | 0.00% | – | |
| JCPNQ | PENNEY J C INC | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| PCG | PG&E CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| SWN | SOUTHWESTERN ENERGY CO | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| NEM | NEWMONT MINING CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| HQH | TEKLA HEALTHCARE INVSsh ben int | $0 | – | 3 | 0.0% | 0.00% | – | |
| HQL | TEKLA LIFE SCIENCES INVSsh ben int | $0 | – | 3 | 0.0% | 0.00% | – | |
| TMST | TIMKENSTEEL CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $0 | – | 1 | 0.0% | 0.00% | – | |
| TRXC | TRANSENTERIX INC | $1,000 | -66.7% | 500 | 0.0% | 0.00% | -100.0% | |
| UA | UNDER ARMOUR INCcl c | $0 | – | 2 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| HCP | HCP INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| GMWSB | GENERAL MTRS COw exp 07/10/201 | $0 | – | 24 | 0.0% | 0.00% | – | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP | $0 | -100.0% | 151 | 0.0% | 0.00% | – | |
| DFODQ | DEAN FOODS CO NEW | $1,000 | -50.0% | 262 | 0.0% | 0.00% | -100.0% | |
| CVM | CEL SCI CORP | $0 | -100.0% | 135 | 0.0% | 0.00% | – | |
| AYTU | AYTU BIOSCIENCE INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| AWX | AVALON HLDGS CORPcl a | $1,000 | 0.0% | 239 | 0.0% | 0.00% | – | |
| ASUR | ASURE SOFTWARE INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| ANTM | ANTHEM INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HLDGS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| NBR | NABORS INDUSTRIES LTD | $1,000 | -50.0% | 366 | 0.0% | 0.00% | -100.0% | |
| ASIX | ADVANSIX INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| ADXS | ADVAXIS INC | $0 | – | 500 | 0.0% | 0.00% | – | |
| AKS | AK STL HLDG CORP | $1,000 | 0.0% | 260 | 0.0% | 0.00% | – | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-28
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.