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Portfolio (Quarterly) Guide ↗

JFS WEALTH ADVISORS, LLC

· CIK 0001568068
13F Portfolio $2.0B AUM 2,257 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2253 New
Page 20 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 COP CONOCOPHILLIPS Energy 1,375.0 $143K 0.01% NEW $103.96 +29.9%
382 EQIX EQUINIX INC Real Estate 137.0 $143K 0.01% NEW $1042.39 +3.1%
383 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,428.0 $140K 0.01% NEW $57.61 +15.4%
384 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,290.0 $139K 0.01% NEW $107.78 +2.8%
385 VPU VANGUARD WORLD FD 700.0 $137K 0.01% NEW $195.73 -2.8%
386 USXF ISHARES TR 1,966.0 $137K 0.01% NEW $69.45 -1.9%
387 HSBC HSBC HLDGS PLC Financial Services 1,423.0 $135K 0.01% NEW $95.09 +7.9%
388 CHMG CHEMUNG FINL CORP Financial Services 1,800.0 $135K 0.01% NEW $74.92 +8.5%
389 CTVA CORTEVA INC Basic Materials 1,582.0 $134K 0.01% NEW $84.72 -4.9%
390 HAL HALLIBURTON CO Energy 3,866.0 $131K 0.01% NEW $33.95 +4.6%
391 EQT EQT CORP Energy 2,467.0 $131K 0.01% NEW $53.17 +1.1%
392 MDLZ MONDELEZ INTL INC Consumer Defensive 2,260.0 $131K 0.01% NEW $57.92 +11.6%
393 AVLV AMERICAN CENTY ETF TR 1,435.0 $131K 0.01% NEW $91.21 +3.4%
394 ERIE ERIE INDTY CO Financial Services 544.0 $130K 0.01% NEW $239.75 +11.1%
395 IDCC INTERDIGITAL INC Technology 456.0 $129K 0.01% NEW $283.34 +20.6%
396 OKE ONEOK INC NEW Energy 1,483.0 $129K 0.01% NEW $86.94 +9.4%
397 URI UNITED RENTALS INC Industrials 112.0 $127K 0.01% NEW $1132.89 -2.9%
398 EMB ISHARES TR 1,283.0 $124K 0.01% NEW $96.44 -1.7%
399 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,100.0 $124K 0.01% NEW $112.32 +33.5%
400 FLRN SPDR SERIES TRUST 4,004.0 $124K 0.01% NEW $30.85 -0.2%
Page 20 of 113  ·  2,253 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%