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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Page 89 of 97
Triumph Financial, Inc.
Shares:9
Value:$521
% of Portfolio:0.0% ($521/$1.5B)
RingCentral, Inc.
Shares:21
Value:$520
% of Portfolio:0.0% ($520/$1.5B)
Alpha Metallurgical Resources, Inc.
Shares:4
Value:$501
% of Portfolio:0.0% ($501/$1.5B)
STEWART INFORMATION SERVICES CORP
Shares:7
Value:$500
% of Portfolio:0.0% ($500/$1.5B)
ARROWHEAD PHARMACEUTICALS, INC.
Shares:39
Value:$497
% of Portfolio:0.0% ($497/$1.5B)
BIO-RAD LABORATORIES, INC.
Shares:2
Value:$488
% of Portfolio:0.0% ($488/$1.5B)
BLUE OWL CAPITAL INC.
Shares:24
Value:$481
% of Portfolio:0.0% ($481/$1.5B)
AeroVironment Inc
Shares:4
Value:$477
% of Portfolio:0.0% ($477/$1.5B)
ALIGN TECHNOLOGY INC
Shares:3
Value:$477
% of Portfolio:0.0% ($477/$1.5B)
LAKELAND FINANCIAL CORP
Shares:8
Value:$476
% of Portfolio:0.0% ($476/$1.5B)
TPG Inc.
Shares:10
Value:$475
% of Portfolio:0.0% ($475/$1.5B)
Amentum Holdings, Inc.
Shares:26
Value:$474
% of Portfolio:0.0% ($474/$1.5B)
BXP, Inc.
Shares:7
Value:$471
% of Portfolio:0.0% ($471/$1.5B)
Liberty Media Corp
Shares:7
Value:$471
% of Portfolio:0.0% ($471/$1.5B)
Northwest Bancshares, Inc.
Shares:39
Value:$469
% of Portfolio:0.0% ($469/$1.5B)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Shares:5
Value:$463
% of Portfolio:0.0% ($463/$1.5B)
ENERGY CO OF PARANA
Shares:63
Value:$461
% of Portfolio:0.0% ($461/$1.5B)
Rocket Companies, Inc.
Shares:38
Value:$459
% of Portfolio:0.0% ($459/$1.5B)
CNA FINANCIAL CORP
Shares:9
Value:$458
% of Portfolio:0.0% ($458/$1.5B)
Vertex, Inc.
Shares:13
Value:$456
% of Portfolio:0.0% ($456/$1.5B)