JFS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 4K | $717.38K |
 | PLTR | 4K | $764.34K |
 | FE | 4K | $191.12K |
 | AVGO | 4K | $1.35M |
 | UPS | 4K | $341.10K |
 | MFG | 4K | $27.09K |
 | SBUX | 4K | $330.24K |
 | VTR | 4K | $259.03K |
 | MS | 4K | $588.15K |
 | GSK | 4K | $152.53K |
 | CVS | 4K | $265.30K |
 | MO | 3K | $227.78K |
 | INTC | 3K | $115.51K |
 | TD | 3K | $271.99K |
 | MUFG | 3K | $53.37K |
 | MESO | 3K | $53.73K |
 | ACN | 3K | $815.26K |
 | KMI | 3K | $92.69K |
 | YUMC | 3K | $136.31K |
 | GS | 3K | $2.44M |
Blackstone Inc.
BX
Shares Held
4K
Value
$717.38K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$764.34K
FirstEnergy Corp.
FE
Shares Held
4K
Value
$191.12K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.35M
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$341.10K
Mizuho Financial Group, Inc.
MFG
Shares Held
4K
Value
$27.09K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$330.24K
Ventas, Inc.
VTR
Shares Held
4K
Value
$259.03K
Morgan Stanley
MS
Shares Held
4K
Value
$588.15K
GSK plc
GSK
Shares Held
4K
Value
$152.53K
CVS Health Corporation
CVS
Shares Held
4K
Value
$265.30K
Altria Group, Inc.
MO
Shares Held
3K
Value
$227.78K
Intel Corporation
INTC
Shares Held
3K
Value
$115.51K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$271.99K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
3K
Value
$53.37K
Mesoblast Limited
MESO
Shares Held
3K
Value
$53.73K
Accenture plc
ACN
Shares Held
3K
Value
$815.26K
Kinder Morgan, Inc.
KMI
Shares Held
3K
Value
$92.69K
Yum China Holdings, Inc.
YUMC
Shares Held
3K
Value
$136.31K
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.44M