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 |
|---|---|---|---|---|
| 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% |
Holdings in SW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,459 | 137 | Shares | Sole | 2026-04-21 | |
| No quarters match your search. | ||||||