Jfs-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
1,935
Total Value
1477314164
Accession Number
0001568068-25-000002
Form Type
13F-HR
Manager Name
Jfs-Wealth-Advisors
Data Enrichment
87% identified
1,688 identified247 unidentified

Holdings

1,935 positions • $1.5B total value
Manager:
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46434V647
Shares:96.5K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.5B)
46137V613
Shares:57.7K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.5B)
MCDONALDS CORP
Shares:7.3K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.5B)
46137V597
Shares:59.6K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.5B)
922908751
Shares:10.1K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.5B)
HOME DEPOT, INC.
Shares:6.1K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.5B)
92206C730
Shares:8.6K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.5B)
464288240
Shares:38.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.5B)
921937819
Shares:27.6K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.5B)
AbbVie Inc.
Shares:9.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.5B)
HONEYWELL INTERNATIONAL INC
Shares:9.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
COCA COLA CO
Shares:28.4K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
KLA CORP
Shares:3.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
25434V799
Shares:71.9K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
SCHWAB CHARLES CORP
Shares:25.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
AT&T INC.
Shares:69.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.5B)
JPMORGAN CHASE & CO
Shares:7.9K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
CATERPILLAR INC
Shares:5.8K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
922908629
Shares:7.4K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)
25434V732
Shares:71.3K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.5B)