Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: JFS WEALTH ADVISORS, LLC
  City: HERMITAGE
  State: PA
  Zip: 16148
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,176,587,000
  Total Value Change : $116,858,000
  Securities Held Change : 25
   
All Securities Held : 1994
  New Positions : 88
  Closed Positions : 76
  Increased Positions : 917
  Unchanged Positions : 337
  Decreased Positions : 652

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 76     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DEN)1 Year Chart         DEN Denbury Inc 1890 Closed $88.66 $0 0 0% -2,000 -23 0    Independent Oil & Gas
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 2016 Closed $108.79 $0 0 0% -19,000 -205 0    Closed - End Fund - E...
   (BAK)1 Year Chart         BAK Braskem S.A. (ADR) 1866 Closed $9.03 $0 0 0% 0 -29 0    Specialty Chemicals
   (NVEI)1 Year Chart         NVEI Nuvei Subordinate Voting Or... 1950 Closed $0.00 $0 0 0% 0 -4 0    N/A
   (SMTC)1 Year Chart         SMTC Semtech Corp 1846 Closed $39.01 $0 0 0% 0 -16 0    Semiconductor - Integ...
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 1905 Closed $150.23 $0 0 0% -6,000 -38 0    Closed - End Fund - E...
   (PRLB)1 Year Chart         PRLB Proto Labs Inc 2022 Closed $31.09 $0 0 0% 0 -4 0    Machine Tools & Acces...
   (OLP)1 Year Chart         OLP One Liberty Properties Inc 1877 Closed $23.15 $0 0 0% -25,000 -1,310 0    REIT - Diversified
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 1987 Closed $0.00 $0 0 0% -9,000 -187 0    N/A
   (HSC)1 Year Chart         HSC Harsco Corp 1856 Closed $7.35 $0 0 0% -11,000 -1,527 0    Conglomerates
   (NEOG)1 Year Chart         NEOG Neogen Corp 1912 Closed $12.02 $0 0 0% -1,000 -75 0    Diagnostic Substances
   (SYBT)1 Year Chart         SYBT Stock Yards Bancorp Inc 2028 Closed $46.97 $0 0 0% 0 -1 0    Domestic Regional Banks
   (ESTE)1 Year Chart         ESTE Earthstone Energy Inc Co 1885 Closed $21.17 $0 0 0% 0 -24 0    Independent Oil & Gas
   (EAF)1 Year Chart         EAF Graftech International Ltd 2015 Closed $1.81 $0 0 0% 0 -113 0    Industrial Electrical...
   (BAC.PL)1 Year Chart         BAC.PL Bank of America Corporation... 1865 Closed $1,175.01 $0 0 0% -22,000 -20 0    N/A
   (RAD)1 Year Chart         RAD Rite Aid Corp 1946 Closed $0.15 $0 0 0% 0 -47 0    Drug Stores
   (SGEN)1 Year Chart         SGEN Seagen Inc 1844 Closed $228.74 $0 0 0% -8,000 -38 0    Biotechnology
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 1903 Closed $71.19 $0 0 0% -9,000 -126 0    N/A
   (JHMD)1 Year Chart         JHMD John Hancock Multifactor De... 2021 Closed $0.00 $0 0 0% -3,000 -114 0    N/A
   (CHGG)1 Year Chart         CHGG Chegg, Inc 1876 Closed $5.24 $0 0 0% 0 -1 0    Education & Training ...
   (HZNP)1 Year Chart         HZNP Horizon Pharma, Inc. 1984 Closed $28.30 $0 0 0% -7,000 -63 0    Drug Manufacturers - ...
   (MUJ)1 Year Chart         MUJ Blackrock Muniholdings New ... 1855 Closed $11.26 $0 0 0% -1,000 -62 0    Closed - End Fund - Debt
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 1911 Closed $89.66 $0 0 0% -2,000 -26 0    Closed - End Fund - E...
   (AMRC)1 Year Chart         AMRC Ameresco, Inc. 2027 Closed $22.41 $0 0 0% 0 -8 0    Industrial Electrical...
   (COMM)1 Year Chart         COMM Commscope Holding Company, ... 1884 Closed $0.99 $0 0 0% 0 -10 0    Communication Equipment
   (ACER)1 Year Chart         ACER Acer Therapeutics Inc 2014 Closed $0.66 $0 0 0% 0 -24 0    Biotechnology
   (HYH)1 Year Chart         HYH Halyard Health, Inc. 1864 Closed $19.68 $0 0 0% 0 -11 0    N/A
   (SATS)1 Year Chart         SATS Echostar Holding Corp 1943 Closed $17.45 $0 0 0% -1,000 -33 0    Communication Equipment
   (SCPL)1 Year Chart         SCPL Sciplay Corp 1842 Closed $22.94 $0 0 0% 0 -9 0    N/A
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 1898 Closed $4.87 $0 0 0% -11,000 -2,100 0    REIT - Healthcare Fac...
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 2020 Closed $94.42 $0 0 0% -34,000 -359 0    Multimedia & Graphics...
   (CRNC)1 Year Chart         CRNC Cerence Inc. 1871 Closed $10.15 $0 0 0% 0 -3 0    N/A
   (GLPI)1 Year Chart         GLPI Gaming & Leisure Properties... 1983 Closed $43.20 $0 0 0% -30,000 -650 0    REIT - Diversified
   (TIXT)1 Year Chart         TIXT Telus International Cda 1852 Closed $8.03 $0 0 0% 0 -4 0    N/A
   (WHR)1 Year Chart         WHR Whirlpool Corp 1910 Closed $104.67 $0 0 0% -4,000 -28 0    Appliances
   (NLY)1 Year Chart         NLY Annaly Capital Management Inc 2026 Closed $19.35 $0 0 0% -21,000 -1,125 0    Mortgage Investment
   (NATI)1 Year Chart         NATI National Instruments Corp 1883 Closed $59.98 $0 0 0% -5,000 -88 0    Technical & System So...
   (FQAL)1 Year Chart         FQAL Fidelity Quality Factor Etf 2013 Closed $0.00 $0 0 0% -3,000 -68 0    N/A
   (USA)1 Year Chart         USA Liberty All Star Equity Fund 1863 Closed $6.78 $0 0 0% -19,000 -3,226 0    Closed - End Fund - E...
   (QDEL)1 Year Chart         QDEL QuidelOrtho Corporation 1933 Closed $42.50 $0 0 0% 0 -4 0    Diagnostic Substances
   (TWNK)1 Year Chart         TWNK Hostess Brands Inc 1834 Closed $33.30 $0 0 0% -3,000 -100 0    N/A
   (PTLC)1 Year Chart         PTLC Pacer Trendpilot 750 Etf 1897 Closed $0.00 $0 0 0% -6,000 -154 0    N/A
   (AGTI)1 Year Chart         AGTI Agiliti, Inc. 2019 Closed $10.10 $0 0 0% 0 -32 0    N/A
   (TWMJF)1 Year Chart         TWMJF Canopy Growth Corporation 1869 Closed $0.52 $0 0 0% 0 -111 0    N/A
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 1976 Closed $0.00 $0 0 0% -60,000 -1,175 0    N/A
   (BROS)1 Year Chart         BROS Dutch Bros Inc. 1850 Closed $27.29 $0 0 0% -3,000 -136 0    N/A
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 1909 Closed $101.51 $0 0 0% -26,000 -285 0    N/A
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 2025 Closed $1.32 $0 0 0% 0 -1 0    Telecom Services - Do...
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 1882 Closed $39.13 $0 0 0% 0 -5 0    Asset Management
   (FRTX)1 Year Chart         FRTX Fresh Tracks Therapeutics O... 2012 Closed $0.68 $0 0 0% 0 -22 0    Biotechnology
   (RLAY)1 Year Chart         RLAY Relay Therapeutics, Inc. 1862 Closed $7.04 $0 0 0% 0 -1 0    N/A
   (SASR)1 Year Chart         SASR Sandy Spring Bancorp Inc 1919 Closed $22.24 $0 0 0% 0 -4 0    Domestic Regional Banks
   (DOCU)1 Year Chart         DOCU Docusign Inc 1830 Closed $59.80 $0 0 0% 0 -5 0    N/A
   (NAT)1 Year Chart         NAT Nordic American Tanker Ship... 1896 Closed $3.97 $0 0 0% -56,000 -13,500 0    Water Transportation
   (AGL)1 Year Chart         AGL Agilon Health, Inc. 2018 Closed $4.83 $0 0 0% 0 -2 0    N/A
   (CBAY)1 Year Chart         CBAY Cymabay Therapeutics, Inc. 1868 Closed $32.48 $0 0 0% 0 -7 0    N/A
   (FRDM)1 Year Chart         FRDM Freedom Environmental Servi... 1968 Closed $0.00 $0 0 0% -3,000 -110 0    N/A
   (LAAC)1 Year Chart         LAAC Lithium Americas Argentina ... 1849 Closed $16.19 $0 0 0% -2,000 -100 0    N/A
   (ASIX)1 Year Chart         ASIX Advansix Inc. 1908 Closed $22.13 $0 0 0% 0 -4 0    N/A
   (VRTV)1 Year Chart         VRTV Veritiv Corp 2024 Closed $169.99 $0 0 0% 0 -2 0    N/A
   (TRHC)1 Year Chart         TRHC Tabula Rasa Healthcare, Inc. 1879 Closed $10.50 $0 0 0% -1,000 -100 0    N/A
   (WALD)1 Year Chart         WALD Waldencast Acquisition Corp. 1994 Closed $0.00 $0 0 0% -16,000 -1,706 0    N/A
   (FUBO)1 Year Chart         FUBO fuboTV Inc 1861 Closed $1.37 $0 0 0% 0 -21 0    N/A
   (STBA)1 Year Chart         STBA S&T Bancorp Inc 1918 Closed $31.55 $0 0 0% -12,000 -437 0    Domestic Regional Banks
   (WFC.PL)1 Year Chart         WFC.PL Wells Fargo & Co. Prfd L 1895 Closed $1,168.95 $0 0 0% -22,000 -20 0    N/A
   (ABCM)1 Year Chart         ABCM Abcam Adr 2017 Closed $0.00 $0 0 0% 0 -2 0    N/A
   (BILI)1 Year Chart         BILI Bilibili Inc 1867 Closed $14.83 $0 0 0% 0 -25 0    N/A
   (LPRO)1 Year Chart         LPRO Open Lending Inc Class A 1964 Closed $13.75 $0 0 0% 0 -2 0    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 1847 Closed $53.88 $0 0 0% -14,000 -183 0    N/A
   (VSAT)1 Year Chart         VSAT Viasat Inc 1906 Closed $17.21 $0 0 0% -1,000 -44 0    Communication Equipment
   (PNM)1 Year Chart         PNM PNM Resources Inc 2023 Closed $37.78 $0 0 0% 0 -8 0    Multi Utilities
   (MKSI)1 Year Chart         MKSI MKS Instruments Inc 1878 Closed $122.02 $0 0 0% 0 -3 0    Semiconductor Equipme...
   (PACW)1 Year Chart         PACW Pacwest Bancorp 1993 Closed $7.54 $0 0 0% -4,000 -500 0    Domestic Regional Banks
   (BTE)1 Year Chart         BTE Baytex Energy Trust 1857 Closed $3.53 $0 0 0% 0 -14 0    Diversified Investments
   (RVLV)1 Year Chart         RVLV Revolve Group, Llc 1917 Closed $19.67 $0 0 0% 0 -1 0    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 2052 Closed $208.63 $0 0 0% -9,000 -60 0    N/A
      76 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us