JFS WEALTH ADVISORS, LLC
Top Portfolio Positions
1,535 positions ·
$239,888,698 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
99,225 | $25,182,312 | 10.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,181 | $13,124,511 | 5.47% | |
| MSFT |
Microsoft Corp
Technology
|
25,946 | $9,604,430 | 4.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,706 | $9,404,937 | 3.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
30,749 | $7,516,285 | 3.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,874 | $5,699,075 | 2.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
32,895 | $5,580,965 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,778 | $4,952,244 | 2.06% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
122,908 | $4,650,838 | 1.94% | |
| KLAC |
Kla Corp
Technology
|
2,954 | $4,349,499 | 1.81% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,250 | 90 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,980 | 57 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||