JFS WEALTH ADVISORS, LLC
Top Portfolio Positions
1,395 positions ·
$241,226,530 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
100,006 | $27,187,631 | 11.27% |
| SPY |
Spdr S&P 500 Etf Trust
|
20,119 | $13,719,548 | 5.69% |
| MSFT |
Microsoft Corp
Technology
|
26,604 | $12,866,226 | 5.33% |
| GOOGL |
Alphabet Inc.
|
34,306 | $10,737,778 | 4.45% |
| JNJ |
Johnson & Johnson
|
30,852 | $6,384,821 | 2.65% |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,654 | $5,930,548 | 2.46% |
| AMZN |
Amazon Com Inc
|
24,698 | $5,700,792 | 2.36% |
| NVDA |
Nvidia Corp
Technology
|
23,325 | $4,350,112 | 1.80% |
| PG |
PROCTER & GAMBLE Co
|
29,691 | $4,255,017 | 1.76% |
| XOM |
Exxon Mobil Corp
|
33,269 | $4,003,591 | 1.66% |
Portfolio Trend
Holdings in BWLP
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,257 | 96 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,370 | 96 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,135 | 96 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $718 | 66 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $749 | 66 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $230 | 16 | Shares | Sole | 2024-10-25 | |
| No quarters match your search. | ||||||