- New Purchases: SPLV, CI, ETRN, FULT, ICLR, FAD2, ACB, SHOP, CC, VREX, GTX, MRNA, DBC, RSX, AYTU, WMK, WAB, CP, STZ, CLB, FVE, HDB, MTD, MPB, RMD, RYAAY, STE, TSM, ACN,
- Added Positions: VYM, AMZN, IVV, DON, FDL, IEFA, AGG, DWM, IWV, SCHX, VWO, VEA, HSY, VCV, DLS, SCHA, EFA, NEA, EIM, IEMG, ITOT, DMB, IQI, SPY, SCHM, NAD, NZF, MEN, CELG, AMX, VKQ, VMO, CB, MCK, FLEX, ERJ, CS, CX, RWR, FTR, CVS, SPSM, BBBY, MU, MUFG, TAK, AGRO, KMI, SHG, COTY, CGC, WFC, AOM, UBS, PPL, PPG, EEM, ORCL, ICF,
- Reduced Positions: TFI, SCHZ, SHM, SCHO, PNC, SCHB, SCHF, MUB, EMLP, PXF, PRFZ, SPDW, IJR, SCHE, PXH, SPTM, SPAB, SPEM, BRK.B, TBT, VNQ, IJH, T, AGNC, RWO, IWF, DGS, IWD, PFE, IWR, ACWX, SDS, DVY, VTI, SCHG, FITB, IBM, FNB, IWM, MSFT, GE, CVX, NSC, XOM, AMGN, VBR, NAVI, ABBV, PSX, GM, CHL, PBR.A, HI, LAZ, IP, HD, GOOGL, GS, GSK, FE, CAG, CBD, CSCO, CCL, BA, GOLD, BK, BP, ATI, LMT, MRO, HBM, WU, XRX, WMT, VZ, TM, VIV, TRV, R, RAD, RCII, PRU, PFG, NOK, NE, MDT, ABT,
- Sold Out: CGN, VB, KRE, AY21, AFIN, THW, WLKP, MHLD, CTL, ADXS, UL, SHPG, LLY, DBD, DF, ELP, VT,
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- iShares Russell 1000 (IWB) - 210,090 shares, 8.79% of the total portfolio. Shares added by 0.97%
- iShares Core S&P Small-Cap (IJR) - 341,952 shares, 7.02% of the total portfolio. Shares reduced by 2.06%
- Berkshire Hathaway Inc (BRK.B) - 115,465 shares, 6.17% of the total portfolio. Shares reduced by 1.17%
- iShares Core U.S. Aggregate Bond (AGG) - 181,981 shares, 5.28% of the total portfolio. Shares added by 1.78%
- iShares Core S&P Mid-Cap (IJH) - 90,745 shares, 4.57% of the total portfolio. Shares reduced by 1.01%
Jfs Wealth Advisors, Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.73. The impact to a portfolio due to this purchase was 1.69%. The holding were 120,506 shares as of .
New Purchase: Cigna Corp (CI)Jfs Wealth Advisors, Llc initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $153.82. The impact to a portfolio due to this purchase was 0.02%. The holding were 542 shares as of .
New Purchase: Fulton Financial Corp (FULT)Jfs Wealth Advisors, Llc initiated holding in Fulton Financial Corp. The purchase prices were between $14.96 and $17.3, with an estimated average price of $16.33. The stock is now traded at around $16.88. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,571 shares as of .
New Purchase: Equitrans Midstream Corp (ETRN)Jfs Wealth Advisors, Llc initiated holding in Equitrans Midstream Corp. The purchase prices were between $17.64 and $21.78, with an estimated average price of $20.03. The stock is now traded at around $21.58. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,505 shares as of .
New Purchase: Icon PLC (ICLR)Jfs Wealth Advisors, Llc initiated holding in Icon PLC. The purchase prices were between $121.3 and $146.95, with an estimated average price of $136.28. The stock is now traded at around $135.05. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 26 shares as of .
New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Jfs Wealth Advisors, Llc initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $34.36 and $41.04, with an estimated average price of $38.11. The stock is now traded at around $45.42. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 125 shares as of .
Added: Amazon.com Inc (AMZN)Jfs Wealth Advisors, Llc added to a holding in Amazon.com Inc by 70.59%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1923.77. The impact to a portfolio due to this purchase was 0.13%. The holding were 667 shares as of .
Added: iShares Core S&P 500 (IVV)Jfs Wealth Advisors, Llc added to a holding in iShares Core S&P 500 by 39.55%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $294.84. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,432 shares as of .
Added: iShares Core MSCI EAFE (IEFA)Jfs Wealth Advisors, Llc added to a holding in iShares Core MSCI EAFE by 46.80%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $62.54. The impact to a portfolio due to this purchase was 0.09%. The holding were 17,632 shares as of .
Added: The Hershey Co (HSY)Jfs Wealth Advisors, Llc added to a holding in The Hershey Co by 67.41%. The purchase prices were between $104.3 and $114.83, with an estimated average price of $108.86. The stock is now traded at around $116.86. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,269 shares as of .
Added: America Movil SAB de CV (AMX)Jfs Wealth Advisors, Llc added to a holding in America Movil SAB de CV by 168.21%. The purchase prices were between $13.75 and $16.23, with an estimated average price of $15.09. The stock is now traded at around $15.33. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,561 shares as of .
Added: Celgene Corp (CELG)Jfs Wealth Advisors, Llc added to a holding in Celgene Corp by 135.42%. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $93.67. The impact to a portfolio due to this purchase was 0.01%. The holding were 226 shares as of .
Sold Out: Cigna Corp (CGN)Jfs Wealth Advisors, Llc sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.
Sold Out: SPDR S&P Regional Banking (KRE)Jfs Wealth Advisors, Llc sold out a holding in SPDR S&P Regional Banking. The sale prices were between $46.79 and $57.21, with an estimated average price of $53.3.
Sold Out: Energy Company of Parana (ELP)Jfs Wealth Advisors, Llc sold out a holding in Energy Company of Parana. The sale prices were between $7.83 and $10.42, with an estimated average price of $9.26.
Sold Out: Westlake Chemical Partners LP (WLKP)Jfs Wealth Advisors, Llc sold out a holding in Westlake Chemical Partners LP. The sale prices were between $22.03 and $24.13, with an estimated average price of $22.82.
Sold Out: Advaxis Inc (ADXS)Jfs Wealth Advisors, Llc sold out a holding in Advaxis Inc. The sale prices were between $2.85 and $7.6, with an estimated average price of $5.64.
Sold Out: Dean Foods Co (DF)Jfs Wealth Advisors, Llc sold out a holding in Dean Foods Co. The sale prices were between $2.8 and $4.98, with an estimated average price of $4.04.
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