Stock Taper

JFS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lloyds Banking Group plcLYG4.21K$24.54K
United Parcel Service, Inc.UPS4.28K$459.67K
Philip Morris International Inc.PM4.46K$806.47K
Citigroup Inc.C4.5K$629.27K
FirstEnergy Corp.FE4.56K$216.97K
NextEra Energy, Inc.NEE4.81K$422.41K
Novartis AGNVS4.89K$766.8K
American Resources CorporationAREC5K$10.75K
Fidelity National Financial, Inc.FNF5.04K$237.78K
Visa Inc.V5.19K$1.78M
Netflix, Inc.NFLX5.39K$384.8K
Tractor Supply CompanyTSCO5.52K$174.36K
Caterpillar Inc.CAT5.81K$6.19M
Duke Energy CorporationDUK5.93K$750.32K
UGI CorporationUGI5.94K$205.33K
Wells Fargo & CompanyWFC6.06K$500.69K
Nasdaq, Inc.NDAQ6.12K$482.14K
The Home Depot, Inc.HD6.29K$2.22M
Exelon CorporationEXC6.58K$306.72K
General Mills, Inc.GIS6.78K$235.84K