Jfs Wealth Advisors, LLC

Long-term investor · PA · @jfswealthadvisorsllc
-1.3%
All time
S&P +14.9%

Long-term investor

Jfs Wealth Advisors, LLC @jfswealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568068).

Record

  • Tracked since 2025-06-30 (492 days), 14 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months -1.3% · 1 year -1.3% · all -1.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 10.3% · long · since 2025-09-30
  • 25434V880 · 6.9% · long · since 2025-09-30
  • 25434V401 · 5.5% · long · since 2025-09-30
  • 464287622 · 4.0% · long · since 2025-09-30
  • 464287226 · 3.6% · long · since 2025-09-30
  • 464287200 · 3.5% · long · since 2025-09-30
  • 464287507 · 2.6% · long · since 2025-09-30
  • BRK-B · 2.6% · long · since 2025-09-30
  • 25434V203 · 2.2% · long · since 2025-09-30
  • 464287804 · 2.1% · long · since 2025-09-30
  • 464288414 · 2.1% · long · since 2025-09-30
  • 464287614 · 2.0% · long · since 2025-09-30

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