Jfs Wealth Advisors, Llc Buys Invesco S P MidCap Low Volatility ETF, Vanguard Total Bond Market ETF, SPDR SERIES TRUST, Sells SSGA SPDR S&P 500, Kimberly-Clark Corp, SCHWAB STRATEGIC T

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Hermitage, PA, based Investment company Jfs Wealth Advisors, Llc (Current Portfolio) buys Invesco S P MidCap Low Volatility ETF, Vanguard Total Bond Market ETF, SPDR SERIES TRUST, Wells Fargo, Vanguard Short-Term Corporate Bond ETF, sells SSGA SPDR S&P 500, Kimberly-Clark Corp, SCHWAB STRATEGIC T, iShares 1-3 Year Credit Bond ETF, KKR Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Jfs Wealth Advisors, Llc. As of 2020Q3, Jfs Wealth Advisors, Llc owns 565 stocks with a total value of $405 million. These are the details of the buys and sells.

For the details of JFS WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jfs+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of JFS WEALTH ADVISORS, LLC
  1. ISHARES TRUST (IWB) - 219,981 shares, 10.17% of the total portfolio. Shares reduced by 1.59%
  2. ISHARES TRUST (AGG) - 261,799 shares, 7.63% of the total portfolio. Shares added by 7.16%
  3. Berkshire Hathaway Inc (BRK.B) - 102,085 shares, 5.37% of the total portfolio. Shares reduced by 0.75%
  4. ISHARES TRUST (IJR) - 301,568 shares, 5.23% of the total portfolio. Shares reduced by 1.35%
  5. Invesco S P 500 Low Volatility ETF (SPLV) - 271,470 shares, 3.60% of the total portfolio. Shares reduced by 1.26%
New Purchase: SPDR SERIES TRUST (SPLG)

Jfs Wealth Advisors, Llc initiated holding in SPDR SERIES TRUST. The purchase prices were between $36.49 and $42.03, with an estimated average price of $38.92. The stock is now traded at around $38.37. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,180 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Jfs Wealth Advisors, Llc initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.55 and $83.1, with an estimated average price of $82.88. The stock is now traded at around $82.88. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,917 shares as of .

New Purchase: GLOBAL X FDS (SDIV)

Jfs Wealth Advisors, Llc initiated holding in GLOBAL X FDS. The purchase prices were between $10.54 and $11.5, with an estimated average price of $11.19. The stock is now traded at around $10.61. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,300 shares as of .

New Purchase: SELECT SECTOR SPDR (XLV)

Jfs Wealth Advisors, Llc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $100.71 and $109.44, with an estimated average price of $105.21. The stock is now traded at around $102.53. The impact to a portfolio due to this purchase was 0.01%. The holding were 262 shares as of .

New Purchase: Coca-Cola Femsa SAB de CV (KOF)

Jfs Wealth Advisors, Llc initiated holding in Coca-Cola Femsa SAB de CV. The purchase prices were between $39.63 and $44.91, with an estimated average price of $42.04. The stock is now traded at around $38.83. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,276 shares as of .

New Purchase: iShares MBS ETF (MBB)

Jfs Wealth Advisors, Llc initiated holding in iShares MBS ETF. The purchase prices were between $110.22 and $110.82, with an estimated average price of $110.58. The stock is now traded at around $110.23. The impact to a portfolio due to this purchase was 0.01%. The holding were 245 shares as of .

Added: Invesco S P MidCap Low Volatility ETF (XMLV)

Jfs Wealth Advisors, Llc added to a holding in Invesco S P MidCap Low Volatility ETF by 2833.48%. The purchase prices were between $40.45 and $44.44, with an estimated average price of $42.57. The stock is now traded at around $41.68. The impact to a portfolio due to this purchase was 2.59%. The holding were 260,200 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Jfs Wealth Advisors, Llc added to a holding in Vanguard Total Bond Market ETF by 37.89%. The purchase prices were between $87.74 and $89.17, with an estimated average price of $88.35. The stock is now traded at around $87.92. The impact to a portfolio due to this purchase was 0.24%. The holding were 39,869 shares as of .

Added: Wells Fargo & Co (WFC)

Jfs Wealth Advisors, Llc added to a holding in Wells Fargo & Co by 84.87%. The purchase prices were between $22.83 and $26.35, with an estimated average price of $24.66. The stock is now traded at around $21.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 13,592 shares as of .

Added: Deere & Co (DE)

Jfs Wealth Advisors, Llc added to a holding in Deere & Co by 42.84%. The purchase prices were between $156.85 and $221.97, with an estimated average price of $192.83. The stock is now traded at around $223.37. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,357 shares as of .

Added: CVS Health Corp (CVS)

Jfs Wealth Advisors, Llc added to a holding in CVS Health Corp by 27.54%. The purchase prices were between $56.71 and $65.71, with an estimated average price of $62.23. The stock is now traded at around $56.57. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,650 shares as of .

Added: SCHWAB STRATEGIC T (SCHP)

Jfs Wealth Advisors, Llc added to a holding in SCHWAB STRATEGIC T by 109900.00%. The purchase prices were between $60.05 and $61.93, with an estimated average price of $61.23. The stock is now traded at around $61.41. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,100 shares as of .

Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)

Jfs Wealth Advisors, Llc sold out a holding in iShares 1-3 Year Credit Bond ETF. The sale prices were between $54.41 and $54.95, with an estimated average price of $54.73.

Sold Out: KKR & Co Inc (KKR)

Jfs Wealth Advisors, Llc sold out a holding in KKR & Co Inc. The sale prices were between $30.8 and $37.01, with an estimated average price of $34.93.

Sold Out: SPDR Russell 1000 ETF (ELR)

Jfs Wealth Advisors, Llc sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.

Sold Out: Bel Fuse Inc (BELFA)

Jfs Wealth Advisors, Llc sold out a holding in Bel Fuse Inc. The sale prices were between $8.7 and $12.88, with an estimated average price of $11.03.

Sold Out: SPDR Russell Small Cap Complet (EMM)

Jfs Wealth Advisors, Llc sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.

Sold Out: ResMed Inc (RMD)

Jfs Wealth Advisors, Llc sold out a holding in ResMed Inc. The sale prices were between $168.14 and $205.63, with an estimated average price of $184.62.



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