JFS WEALTH ADVISORS, LLC Q1 2023 Filing

Filed April 19, 2023

Portfolio Value

$1.1T

Holdings

1,952

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (1,952 positions)

StockValue
DISDISNEY WALT CO
$1.2M
ROKROCKWELL AUTOMATION INC
$1.2M
VNQVANGUARD INDEX FDS
$1.2M
OEFISHARES TR
$1.2M
KLACKLA CORP
$1.2M
MUCBLACKROCK MUNIHLDNGS CALI QL
$1.1M
SPEMSPDR INDEX SHS FDS
$1.1M
DFATDIMENSIONAL ETF TRUST
$1.1M
DTDWISDOMTREE TR
$1.0M
2JEFOCUS FINL PARTNERS INC
$1.0M
SCHZSCHWAB STRATEGIC TR
$1.0M
IWRISHARES TR
$1.0M
SDYSPDR SER TR
$1.0M
JPMJPMORGAN CHASE & CO
$946K
DEDEERE & CO
$908K
FFORD MTR CO DEL
$877K
FNBF N B CORP
$871K
DFEMDIMENSIONAL ETF TRUST
$867K
COSTCOSTCO WHSL CORP NEW
$842K
UPSUNITED PARCEL SERVICE INC
$831K
PBDINVESCO EXCH TRADED FD TR II
$827K
CATCATERPILLAR INC
$791K
IUSVISHARES TR
$772K
IYWISHARES TR
$756K
ALLYALLY FINL INC
$749K
VIGVANGUARD SPECIALIZED FUNDS
$747K
TAT&T INC
$739K
TXNTEXAS INSTRS INC
$728K
PXFINVESCO EXCH TRADED FD TR II
$725K
WMTWALMART INC
$718K
CMCSACOMCAST CORP NEW
$710K
DONSPDR DOW JONES INDL AVERAGE
$702K
LOWLOWES COS INC
$692K
INTUINTUIT
$690K
SHYGISHARES TR
$689K
IWOISHARES TR
$665K
BKIEURBLACK KNIGHT INC
$658K
WFCWELLS FARGO CO NEW
$614K
TJXTJX COS INC NEW
$612K
VOOVANGUARD INDEX FDS
$599K
XLESELECT SECTOR SPDR TR
$570K
GSGOLDMAN SACHS GROUP INC
$564K
VEUVANGUARD INTL EQUITY INDEX F
$554K
NOCNORTHROP GRUMMAN CORP
$554K
NEARISHARES U S ETF TR
$546K
NSCNORFOLK SOUTHN CORP
$531K
ICFISHARES TR
$509K
PPGPPG INDS INC
$486K
VOEVANGUARD INDEX FDS
$485K
CVSCVS HEALTH CORP
$468K
DGSWISDOMTREE TR
$457K
XLFISELECT SECTOR SPDR TR
$454K
BABOEING CO
$445K
VTIPVANGUARD MALVERN FDS
$444K
AOAISHARES TR
$436K
VONEVANGUARD SCOTTSDALE FDS
$434K
SPYGSPDR SER TR
$425K
IWNISHARES TR
$421K
AONAON PLC
$412K
METAMETA PLATFORMS INC
$408K
ITOTISHARES TR
$407K
RTXRAYTHEON TECHNOLOGIES CORP
$396K
PDNINVESCO EXCH TRADED FD TR II
$382K
GQ9SPDR GOLD TR
$365K
SCHPSCHWAB STRATEGIC TR
$365K
ICSHISHARES TR
$356K
PEOADAM NAT RES FD INC
$340K
NDAQNASDAQ INC
$329K
GDGENERAL DYNAMICS CORP
$328K
4I1PHILIP MORRIS INTL INC
$327K
PNCPNC FINL SVCS GROUP INC
$321K
PXHINVESCO EXCH TRADED FD TR II
$320K
IWSISHARES TR
$312K
SUSAISHARES TR
$307K
MDYSPDR S&P MIDCAP 400 ETF TR
$307K
KHCKRAFT HEINZ CO
$296K
CSCOCISCO SYS INC
$295K
BACVERIZON COMMUNICATIONS INC
$294K
BMYBRISTOL-MYERS SQUIBB CO
$293K
RWRSPDR SER TR
$286K
BSVVANGUARD BD INDEX FDS
$285K
NEENEXTERA ENERGY INC
$277K
FITBFIFTH THIRD BANCORP
$274K
ORIOLD REP INTL CORP
$274K
SPYMSPDR SER TR
$266K
HDVISHARES TR
$260K
AOMISHARES TR
$257K
AMGNAMGEN INC
$257K
ABTABBOTT LABS
$255K
BLKCHFBLACKROCK INC
$250K
XLBSELECT SECTOR SPDR TR
$247K
FNFFIDELITY NATIONAL FINANCIAL
$247K
ALSALLSTATE CORP
$245K
ABBVABBVIE INC
$244K
PEOEXELON CORP
$243K
MSAMSA SAFETY INC
$241K
SBUXSTARBUCKS CORP
$239K
UNPUNION PAC CORP
$239K
DOLWISDOMTREE TR
$237K
VXFVANGUARD INDEX FDS
$237K
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