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Jfs Wealth Advisors, Llc Buys iShares Core S&P Small-Cap, PowerShares S&P 500 Low Volatility Portfolio, First Trust Morningstar, Sells Schwab US Aggregate Bond, SPDR Select Sector Fund - Energy Select Sector, SPDR Nuveen Bloomberg Barclays Short Term Muni

Hermitage, PA, based Investment company Jfs Wealth Advisors, Llc buys iShares Core S&P Small-Cap, PowerShares S&P 500 Low Volatility Portfolio, First Trust Morningstar, Vanguard High Dividend Yield ETF - DNQ, WisdomTree International High Dividend Fund, WisdomTree U.S. MidCap Dividend Fund, Comcast Corp, Wesbanco Inc, iShares MSCI ACWI ex US Index Fund, iShares Core S&P Total U.S. Stock Market, sells Schwab US Aggregate Bond, SPDR Select Sector Fund - Energy Select Sector, SPDR Nuveen Bloomberg Barclays Short Term Municipa, WisdomTree U.S. Total Dividend Fund, Vanguard Total Stock Market during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Jfs Wealth Advisors, Llc. As of 2017-06-30, Jfs Wealth Advisors, Llc owns 409 stocks with a total value of $338 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 http://www.gurufocus.com/StockBuy.php?GuruName=JFS+WEALTH+ADVISORS%2C+LLC

These are the top 5 holdings of JFS WEALTH ADVISORS, LLC
  1. iShares Russell 1000 (IWB) - 210,989 shares, 8.45% of the total portfolio. Shares added by 5.10%
  2. iShares Core S&P Small-Cap (IJR) - 404,024 shares, 8.38% of the total portfolio. Shares added by 95.93%
  3. Berkshire Hathaway Inc (BRK.B) - 132,173 shares, 6.63% of the total portfolio. Shares reduced by 3.55%
  4. iShares Core U.S. Aggregate Bond (AGG) - 166,601 shares, 5.4% of the total portfolio. Shares added by 6.46%
  5. iShares Core S&P Mid-Cap (IJH) - 102,110 shares, 5.26% of the total portfolio. Shares reduced by 2.5%
New Purchase: PowerShares S&P 500 Low Volatility Portfolio (SPLV)

Jfs Wealth Advisors, Llc initiated holdings in PowerShares S&P 500 Low Volatility Portfolio. The purchase prices were between $43.19 and $45.69, with an estimated average price of $44.29. The stock is now traded at around $45.10. The impact to the portfolio due to this purchase was 1.74%. The holdings were 131,488 shares as of 2017-06-30.

New Purchase: Wesbanco Inc (WSBC)

Jfs Wealth Advisors, Llc initiated holdings in Wesbanco Inc. The purchase prices were between $36.75 and $41.33, with an estimated average price of $38.76. The stock is now traded at around $37.79. The impact to the portfolio due to this purchase was 0.1%. The holdings were 8,299 shares as of 2017-06-30.

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Jfs Wealth Advisors, Llc initiated holdings in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $53.21 and $56.23, with an estimated average price of $54.87. The stock is now traded at around $56.40. The impact to the portfolio due to this purchase was 0.07%. The holdings were 4,065 shares as of 2017-06-30.

New Purchase: Navient Corp (NAVI)

Jfs Wealth Advisors, Llc initiated holdings in Navient Corp. The purchase prices were between $13.64 and $16.65, with an estimated average price of $15.06. The stock is now traded at around $14.67. The impact to the portfolio due to this purchase was 0.06%. The holdings were 11,805 shares as of 2017-06-30.

New Purchase: Conagra Brands Inc (CAG)

Jfs Wealth Advisors, Llc initiated holdings in Conagra Brands Inc. The purchase prices were between $36.08 and $40.93, with an estimated average price of $38.81. The stock is now traded at around $34.27. The impact to the portfolio due to this purchase was 0.05%. The holdings were 4,362 shares as of 2017-06-30.

New Purchase: Xerox Corp (XRX)

Jfs Wealth Advisors, Llc initiated holdings in Xerox Corp. The purchase prices were between $27.52 and $29.36, with an estimated average price of $28.26. The stock is now traded at around $30.37. The impact to the portfolio due to this purchase was 0.05%. The holdings were 6,015 shares as of 2017-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Jfs Wealth Advisors, Llc added to the holdings in iShares Core S&P Small-Cap by 95.93%. The purchase prices were between $66.9 and $71.23, with an estimated average price of $69.21. The stock is now traded at around $70.88. The impact to the portfolio due to this purchase was 4.1%. The holdings were 404,024 shares as of 2017-06-30.

Added: First Trust Morningstar (FDL)

Jfs Wealth Advisors, Llc added to the holdings in First Trust Morningstar by 48.49%. The purchase prices were between $27.94 and $29.08, with an estimated average price of $28.56. The stock is now traded at around $28.34. The impact to the portfolio due to this purchase was 1.04%. The holdings were 381,520 shares as of 2017-06-30.

Added: Vanguard High Dividend Yield ETF - DNQ (VYM)

Jfs Wealth Advisors, Llc added to the holdings in Vanguard High Dividend Yield ETF - DNQ by 47.32%. The purchase prices were between $76.38 and $79.87, with an estimated average price of $77.86. The stock is now traded at around $79.11. The impact to the portfolio due to this purchase was 0.83%. The holdings were 112,018 shares as of 2017-06-30.

Added: WisdomTree International High Dividend Fund (DTH)

Jfs Wealth Advisors, Llc added to the holdings in WisdomTree International High Dividend Fund by 40.15%. The purchase prices were between $39.68 and $43.12, with an estimated average price of $41.69. The stock is now traded at around $42.90. The impact to the portfolio due to this purchase was 0.56%. The holdings were 159,057 shares as of 2017-06-30.

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

Jfs Wealth Advisors, Llc added to the holdings in WisdomTree U.S. MidCap Dividend Fund by 45.26%. The purchase prices were between $94.94 and $98.91, with an estimated average price of $97.2. The stock is now traded at around $98.21. The impact to the portfolio due to this purchase was 0.55%. The holdings were 60,838 shares as of 2017-06-30.

Added: Comcast Corp (CMCSA)

Jfs Wealth Advisors, Llc added to the holdings in Comcast Corp by 80.22%. The purchase prices were between $37.14 and $41.99, with an estimated average price of $39.39. The stock is now traded at around $39.24. The impact to the portfolio due to this purchase was 0.22%. The holdings were 43,578 shares as of 2017-06-30.

Sold Out: Vanguard Energy (VDE)

Jfs Wealth Advisors, Llc sold out the holdings in Vanguard Energy. The sale prices were between $87.41 and $98, with an estimated average price of $92.36.

Sold Out: Everest Re Group Ltd (RE)

Jfs Wealth Advisors, Llc sold out the holdings in Everest Re Group Ltd. The sale prices were between $230.63 and $258.12, with an estimated average price of $246.42.

Sold Out: Bunge Ltd (BG)

Jfs Wealth Advisors, Llc sold out the holdings in Bunge Ltd. The sale prices were between $67.04 and $83.22, with an estimated average price of $76.15.

Sold Out: Vanguard Short-Term Government ETF (VGSH)

Jfs Wealth Advisors, Llc sold out the holdings in Vanguard Short-Term Government ETF. The sale prices were between $60.68 and $60.89, with an estimated average price of $60.79.

Sold Out: Fitbit Inc (FIT)

Jfs Wealth Advisors, Llc sold out the holdings in Fitbit Inc. The sale prices were between $4.99 and $6.37, with an estimated average price of $5.55.

Sold Out: PowerShares Dynamic Semiconductors (PSI)

Jfs Wealth Advisors, Llc sold out the holdings in PowerShares Dynamic Semiconductors. The sale prices were between $39.72 and $47.57, with an estimated average price of $43.2.

Reduced: Schwab US Aggregate Bond (SCHZ)

Jfs Wealth Advisors, Llc reduced to the holdings in Schwab US Aggregate Bond by 99.03%. The sale prices were between $51.77 and $52.58, with an estimated average price of $52.15. The stock is now traded at around $52.31. The impact to the portfolio due to this sale was -1.26%. Jfs Wealth Advisors, Llc still held 816 shares as of 2017-06-30.

Reduced: SPDR Select Sector Fund - Energy Select Sector (XLE)

Jfs Wealth Advisors, Llc reduced to the holdings in SPDR Select Sector Fund - Energy Select Sector by 88.06%. The sale prices were between $63.95 and $70.9, with an estimated average price of $67.27. The stock is now traded at around $66.75. The impact to the portfolio due to this sale was -1.15%. Jfs Wealth Advisors, Llc still held 7,108 shares as of 2017-06-30.

Reduced: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Jfs Wealth Advisors, Llc reduced to the holdings in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 98.62%. The sale prices were between $48.4 and $48.82, with an estimated average price of $48.62. The stock is now traded at around $48.78. The impact to the portfolio due to this sale was -1.01%. Jfs Wealth Advisors, Llc still held 1,000 shares as of 2017-06-30.

Reduced: WisdomTree U.S. Total Dividend Fund (DTD)

Jfs Wealth Advisors, Llc reduced to the holdings in WisdomTree U.S. Total Dividend Fund by 64.93%. The sale prices were between $83.04 and $86.43, with an estimated average price of $84.57. The stock is now traded at around $85.87. The impact to the portfolio due to this sale was -1%. Jfs Wealth Advisors, Llc still held 22,708 shares as of 2017-06-30.

Reduced: Vanguard Total Stock Market (VTI)

Jfs Wealth Advisors, Llc reduced to the holdings in Vanguard Total Stock Market by 56.38%. The sale prices were between $119.55 and $126.27, with an estimated average price of $123.16. The stock is now traded at around $126.75. The impact to the portfolio due to this sale was -0.99%. Jfs Wealth Advisors, Llc still held 22,698 shares as of 2017-06-30.

Reduced: iShares National Muni Bond (MUB)

Jfs Wealth Advisors, Llc reduced to the holdings in iShares National Muni Bond by 54.4%. The sale prices were between $108.81 and $110.89, with an estimated average price of $109.94. The stock is now traded at around $110.84. The impact to the portfolio due to this sale was -0.78%. Jfs Wealth Advisors, Llc still held 20,613 shares as of 2017-06-30.



Here is the complete portfolio of JFS WEALTH ADVISORS, LLC. Also check out:

1. JFS WEALTH ADVISORS, LLC's Undervalued Stocks
2. JFS WEALTH ADVISORS, LLC's Top Growth Companies, and
3. JFS WEALTH ADVISORS, LLC's High Yield stocks
4. Stocks that JFS WEALTH ADVISORS, LLC keeps buying

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