JFS WEALTH ADVISORS, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$1.6T

Holdings

1,865

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,865 positions)

StockValue
IDXXIDEXX LABS INC
$26.3M
GDDYGODADDY INC
$26.1M
PWRQUANTA SVCS INC
$26.1M
EDVVANGUARD WORLD FD
$25.9M
HESHESS CORP
$25.9M
RSGREPUBLIC SVCS INC
$25.9M
JCIJOHNSON CTLS INTL PLC
$25.9M
SPRXLISTED FDS TR
$25.8M
CSXCSX CORP
$25.7M
STXSEAGATE TECHNOLOGY HLDNGS PL
$25.5M
LPLALPL FINL HLDGS INC
$25.1M
MOHMOLINA HEALTHCARE INC
$24.7M
DFSEDIMENSIONAL ETF TRUST
$24.7M
CZRCAESARS ENTERTAINMENT INC NE
$24.5M
FLEXFLEX LTD
$24.5M
RSPSINVESCO EXCHANGE TRADED FD T
$24.1M
MARMARRIOTT INTL INC NEW
$24.0M
VIOOVANGUARD ADMIRAL FDS INC
$24.0M
STLDSTEEL DYNAMICS INC
$23.8M
VRIGINVESCO ACTIVELY MANAGED EXC
$23.7M
APOAPOLLO GLOBAL MGMT INC
$23.7M
AJGGALLAGHER ARTHUR J & CO
$23.7M
BATRAATLANTA BRAVES HLDGS INC
$23.5M
WABWABTEC
$23.4M
ETRENTERGY CORP NEW
$23.4M
CPRTCOPART INC
$23.4M
BMTABRITISH AMERN TOB PLC
$23.3M
INGING GROEP N.V.
$23.2M
SPOTSPOTIFY TECHNOLOGY S A
$23.0M
CMCANADIAN IMPERIAL BK COMM
$23.0M
HPEHEWLETT PACKARD ENTERPRISE C
$22.8M
7HPHP INC
$22.8M
RHCRH PLC
$22.6M
MFGMIZUHO FINANCIAL GROUP INC
$22.5M
PHMPULTE GROUP INC
$22.4M
BAHBOOZ ALLEN HAMILTON HLDG COR
$22.2M
WFWOORI FINL GROUP INC
$22.1M
NXPINXP SEMICONDUCTORS N V
$22.1M
CWCURTISS WRIGHT CORP
$22.0M
BKRBAKER HUGHES COMPANY
$21.9M
UMCUNITED MICROELECTRONICS CORP
$21.6M
CMECME GROUP INC
$21.5M
VIKVIKING HOLDINGS LTD
$21.3M
CMGCHIPOTLE MEXICAN GRILL INC
$21.2M
RACEFERRARI N V
$21.1M
FEMRFIDELITY COVINGTON TRUST
$21.0M
TRMBTRIMBLE INC
$21.0M
CDNSCADENCE DESIGN SYSTEM INC
$21.0M
NWGNATWEST GROUP PLC
$20.9M
ROSTROSS STORES INC
$20.8M
TRGPTARGA RES CORP
$20.7M
IGMISHARES TR
$20.7M
BDXBECTON DICKINSON & CO
$20.5M
NUENUCOR CORP
$20.5M
COINCOINBASE GLOBAL INC
$20.3M
WSOWATSCO INC
$20.3M
HLTHILTON WORLDWIDE HLDGS INC
$20.2M
ICLNISHARES TR
$20.2M
RSRELIANCE INC
$20.1M
TELTE CONNECTIVITY PLC
$20.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$20.0M
ARGXARGENX SE
$19.8M
BHPBHP GROUP LTD
$19.8M
AVYAVERY DENNISON CORP
$19.1M
MRVLMARVELL TECHNOLOGY INC
$19.0M
VRSKVERISK ANALYTICS INC
$19.0M
FTITECHNIPFMC PLC
$18.9M
TKRTIMKEN CO
$18.9M
CRAICRA INTL INC
$18.7M
GEHCGE HEALTHCARE TECHNOLOGIES I
$18.7M
VIOVVANGUARD ADMIRAL FDS INC
$18.5M
TMVDIREXION SHS ETF TR
$18.5M
GENGEN DIGITAL INC
$18.5M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$18.5M
STESTERIS PLC
$18.3M
FIXCOMFORT SYS USA INC
$18.2M
GRMNGARMIN LTD
$17.9M
SFMSPROUTS FMRS MKT INC
$17.9M
XELXCEL ENERGY INC
$17.9M
LYGLLOYDS BANKING GROUP PLC
$17.9M
VRTVERTIV HOLDINGS CO
$17.8M
CBRECBRE GROUP INC
$17.8M
DASHDOORDASH INC
$17.7M
NTESNETEASE INC
$17.6M
BHEBENCHMARK ELECTRS INC
$17.5M
CAGCONAGRA BRANDS INC
$17.4M
SNPSSYNOPSYS INC
$17.4M
UNMUNUM GROUP
$17.4M
ASXASE TECHNOLOGY HLDG CO LTD
$17.3M
DRIDARDEN RESTAURANTS INC
$17.2M
VMCVULCAN MATLS CO
$17.2M
LIILENNOX INTL INC
$17.2M
INFYINFOSYS LTD
$17.1M
BROBROWN & BROWN INC
$17.1M
CCLCARNIVAL CORP
$16.9M
NGGNATIONAL GRID PLC
$16.9M
WSMWILLIAMS SONOMA INC
$16.8M
EXPDEXPEDITORS INTL WASH INC
$16.8M
BSTZBLACKROCK SCIENCE & TECHNOLO
$16.7M
EAELECTRONIC ARTS INC
$16.6M
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