Position in A
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,002
+$3,895 QoQ
Shares Held
128
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#970
of 1,112 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $571,735 across 20 Diagnostics & Research names. A ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
333 | $166,952 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
653 | $126,172 | |
| 3 | RVTY |
Revvity, Inc.
|
424 | $47,174 | |
| 4 | DHR |
Danaher Corp /De/
|
203 | $38,667 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
62 | $32,639 | |
| 6 | DGX |
Quest Diagnostics Inc
|
133 | $28,189 | |
| 7 | WAT |
Waters Corp /De/
|
60 | $22,502 | |
| 8 | A |
Agilent Technologies, Inc.
This page
|
128 | $17,002 |
All Filings in A
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,002 | 128 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $13,107 | 115 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,702 | 86 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,390 | 42 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,546 | 47 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,218 | 113 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,434 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,035 | 108 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,314 | 95 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $13,677 | 94 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,758 | 63 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,715 | 69 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,385 | 103 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,802 | 107 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $16,760 | 112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,127 | 108 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $12,827 | 108 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,115 | 84 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,268 | 33 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,890 | 12 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||