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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
87
28
29
2
9
2
51
14
7
JFS WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings475

Total Value ($x1000)383,516
Activities
New25

Increased87

Unchanged258

Decreased105

Sold Out15

Top 10 Stock Holdingstotal 45.8%
IWB8.62

IJR6.88

BRK.B6.05

AGG5.18

IJH4.48

 
FDL3.46

RWO3.06

VYM2.88

MUB2.85

DON2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
8.62%
RUS 1000 ETF
IJR
6.88%
CORE S&P SCP ETF
BRK.B
6.05%
CL B NEW
AGG
5.18%
CORE TOTUSBD ETF
IJH
4.48%
CORE S&P MCP ETF
FDL
3.46%
SHS
RWO
3.06%
DJ GLB RL ES ETF
VYM
2.88%
HIGH DIV YLD
MUB
2.85%
NAT AMT FREE BD
DON
2.34%
MIDCAP DIVI FD
VWO
1.9%
FTSE EMR MKT ETF
TFI
1.73%
NUVN BRCLY MUNI
DLS
1.7%
INTL SMCAP DIV
SPLV
1.65%
S&P500 LOW VOL
VEA
1.62%
FTSE DEV MKT ETF
PRF
1.49%
FTSE RAFI 1000
EMLP
1.41%
NO AMER ENERGY
DWM
1.39%
DEFA FD
EPD
1.34%
COM
SCHF
1.27%
INTL EQTY ETF
NEA
1.16%
COM
AAPL
1.14%
COM
SCHE
1.08%
EMRG MKTEQ ETF
SCHG
1.04%
US LCAP GR ETF
PRFZ
0.97%
FTSE RAFI 1500
SHM
0.91%
NUVN BR SHT MUNI
XOM
0.89%
COM
BND
0.76%
TOTAL BND MRKT
JNJ
0.75%
COM
SCHB
0.74%
US BRD MKT ETF
NZF
0.72%
COM SH BEN INT
SCHA
0.71%
US SML CAP ETF
DMB
0.7%
SHS
EIM
0.67%
COM
IQI
0.67%
COM
NAD
0.67%
COM
SCHM
0.67%
US MID-CAP ETF
VKQ
0.66%
COM
MCD
0.6%
COM
PFE
0.57%
COM
VNQ
0.55%
REIT ETF
PXF
0.54%
FTSE RAFI DEV
IWV
0.52%
RUSSELL 3000 ETF
MUC
0.52%
COM
VMO
0.5%
COM
MEN
0.49%
COM
SCHX
0.49%
US LRG CAP ETF
VCV
0.49%
COM
PG
0.48%
COM
DIS
0.46%
COM DISNEY
VTI
0.41%
TOTAL STK MKT
PEP
0.4%
COM
SCHZ
0.39%
US AGGREGATE B
CMCSA
0.39%
CL A
GOOGL
0.35%
CAP STK CL A
WBA
0.34%
COM
T
0.34%
COM
IVV
0.33%
CORE S&P500 ETF
ACWX
0.32%
MSCI ACWI US ETF
IWM
0.32%
RUSSELL 2000 ETF
PXH
0.32%
FTSE RAFI EMNG
CVX
0.32%
COM
AMZN
0.31%
COM
IWF
0.31%
RUS 1000 GRW ETF
IWD
0.3%
RUS 1000 VAL ETF
DTD
0.28%
TOTAL DIVID FD
IEFA
0.28%
CORE MSCI EAFE
PDN
0.28%
FTSE RAFI SML
IBM
0.28%
COM
IEMG
0.26%
CORE MSCI EMKT
THRK
0.26%
RUSSELL 3000 ETF
DGS
0.26%
EMG MKTS SMCAP
WMT
0.24%
COM
SCHO
0.24%
SHT TM US TRES
BNDX
0.24%
INTL BD IDX ETF
ACGL
0.23%
ORD
HD
0.2%
COM
EFA
0.2%
MSCI EAFE ETF
MRK
0.2%
COM
KO
0.2%
COM
DVY
0.18%
SELECT DIVID ETF
PFF
0.18%
U.S. PFD STK ETF
MSFT
0.18%
COM
IWO
0.16%
RUS 2000 GRW ETF
JPM
0.15%
COM
CVS
0.15%
COM
FNB
0.14%
COM
VONE
0.14%
VNG RUS1000IDX
GWL
0.13%
S&P WRLD EX US
ISTB
0.12%
CORE STRM USBD
AOA
0.12%
AGGRES ALLOC ETF
HDV
0.12%
HIGH DIVIDND ETF
ICF
0.12%
COHEN&STEER REIT
IWN
0.12%
RUS 2000 VAL ETF
MDY
0.12%
UTSER1 S&PDCRP
CAT
0.11%
COM
VZ
0.11%
COM
SBUX
0.11%
COM
RWR
0.11%
DJ REIT ETF
SPY
0.11%
TR UNIT
VOO
0.11%
SHS
GD
0.1%
COM
TJX
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
FB
0.1%
CL A
FNF
0.09%
COM
PNC
0.09%
COM
INTU
0.09%
COM
KLAC
0.09%
COM
DOL
0.09%
INTL LRGCAP DV
WSBC
0.09%
COM
DTH
0.09%
DEFA EQT INC ETF
CSL
0.09%
COM
TBT
0.08%
PSHS ULTSH 20YRS
DE
0.08%
COM
GOOG
0.08%
CAP STK CL C
GS
0.08%
COM
MTB
0.07%
COM
UNP
0.07%
COM
AON
0.07%
SHS CL A
AGNC
0.07%
COM
SDS
0.07%
ULTRASHRT S&P500
PM
0.06%
COM
CWI
0.06%
MSCI ACWI EXUS
HON
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
UTX
0.06%
COM
ABT
0.06%
COM
ITOT
0.06%
CORE S&P TTL STK
VXF
0.06%
EXTEND MKT ETF
SNY
0.06%
SPONSORED ADR
EXC
0.05%
COM
TGT
0.05%
COM
BK
0.05%
COM
SU
0.05%
COM
GMM
0.05%
EMERG MKTS ETF
COST
0.05%
COM
WY
0.05%
COM
INTC
0.05%
COM
AOR
0.05%
GRWT ALLOCAT ETF
NSC
0.05%
COM
KMB
0.05%
COM
MYL
0.04%
SHS EURO
NDAQ
0.04%
COM
DOG
0.04%
PSHS SHORT DOW30
FITB
0.04%
COM
MO
0.04%
COM
BKI
0.04%
COM
CSCO
0.04%
COM
AMGN
0.04%
COM
BLK
0.04%
COM
NEE
0.04%
COM
O
0.04%
COM
PSQ
0.04%
SHORT QQQ NEW
ERJ
0.04%
SP ADR REP 4 COM
CHL
0.04%
SPONSORED ADR
HSY
0.04%
COM
E
0.04%
SPONSORED ADR
DEM
0.04%
EMERG MKTS ETF
PPL
0.04%
COM
ORCL
0.04%
COM
ONEK
0.03%
RUSSELL 1000 ETF
EMR
0.03%
COM
MMM
0.03%
COM
LOW
0.03%
COM
CCI
0.03%
COM
UBS
0.03%
SHS
MMC
0.03%
COM
CSX
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
SCHV
0.03%
US LCAP VA ETF
NOK
0.03%
SPONSORED ADR
ILMN
0.03%
COM
AXP
0.03%
COM
CS
0.03%
SPONSORED ADR
VCIT
0.03%
INT-TERM CORP
SIC
0.03%
CL A
VIV
0.03%
SPONSORED ADR
NFG
0.03%
COM
CAH
0.03%
COM
F
0.03%
COM PAR $0.01
PPG
0.03%
COM
FE
0.03%
COM
ALL
0.03%
COM
NVR
0.03%
COM
TI/A
0.03%
SPON ADR SVGS
GSK
0.03%
SPONSORED ADR
HMC
0.02%
AMERN SHS
ABBV
0.02%
COM
EES
0.02%
SMLCAP EARN FD
CX
0.02%
SPON ADR NEW
CI
0.02%
COM
BA
0.02%
COM
QQQ
0.02%
UNIT SER 1
C
0.02%
COM NEW
HBAN
0.02%
COM
TZA
0.02%
DAILY SM CAP BEA
XLE
0.02%
SBI INT-ENERGY
BP
0.02%
SPONSORED ADR
CNNE
0.02%
COM
GIS
0.02%
COM
AEP
0.02%
COM
TWOK
0.02%
SPDR RUSSEL 2000
SO
0.02%
COM
MDLZ
0.02%
CL A
KYN
0.02%
COM
MTU
0.02%
SPONSORED ADR
WFC
0.02%
COM
VV
0.02%
LARGE CAP ETF
CB
0.02%
COM
IVE
0.02%
S&P 500 VAL ETF
MPC
0.02%
COM
NXPI
0.02%
COM
NVS
0.02%
SPONSORED ADR
EMCF
0.02%
COM
GPC
0.02%
COM
MRO
0.02%
COM
BAC
0.02%
COM
TAK
0.02%
SPONSORED ADS
ELD
0.01%
EM LCL DEBT FD
AEG
0.01%
NY REGISTRY SH
ENIC
0.01%
SPON ADR
PBA
0.01%
COM
SHG
0.01%
SPN ADR RESTRD
WU
0.01%
COM
PRU
0.01%
COM
LNG
0.01%
COM NEW
V
0.01%
COM CL A
VHT
0.01%
HEALTH CAR ETF
HI
0.01%
COM
RTN
0.01%
COM NEW
ATI
0.01%
COM
RS
0.01%
COM
LMT
0.01%
COM
PKX
0.01%
SPONSORED ADR
FLGE
0.01%
LG CP GRTH ENH
TRV
0.01%
COM
TDY
0.01%
COM
SQ
0.01%
CL A
DRE
0.01%
COM NEW
PBR/A
0.01%
SP ADR NON VTG
KHC
0.01%
COM
EQT
0.01%
COM
MBT
0.01%
SPONSORED ADR
MCK
0.01%
COM
CBS
0.01%
CL B
GLD
0.01%
GOLD SHS
GE
0.01%
COM
AEM
0.01%
COM
RAD
0.01%
COM
MMS
0.01%
COM
TOT
0.01%
SPONSORED ADR
ETRN
0.01%
COM
NOC
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
SCHC
0.01%
INTL SCEQT ETF
BMY
0.01%
COM
LH
0.01%
COM NEW
TI
0.01%
SPON ADR ORD
FIS
0.01%
COM
HOG
0.01%
COM
BHK
0.01%
SHS BEN INT
AIG
0.01%
COM NEW
RDS/A
0.01%
SPONS ADR A
AOM
0.01%
MODERT ALLOC ETF
RCII
0.01%
COM
GM
0.01%
COM
AEE
0.01%
COM
QCOM
0.01%
COM
SMG
0.01%
CL A
RSCO
0.01%
SM CAP COMPLETE
LUV
0.01%
COM
LAG
0.01%
BRCLYS AGG ETF
WPP
0.01%
ADR
BIDU
0.01%
SPON ADR REP A
STT
0.01%
COM
BSM
0.01%
COM UNIT
SYK
0.01%
COM
FULT
0.01%
COM
LARE
0.01%
TIERRA XP LATIN
TM
0.01%
SP ADR REP2COM
OEF
0.01%
S&P 100 ETF
VGT
0.01%
INF TECH ETF
HCA
0.01%
COM
ORAN
0.01%
SPONSORED ADR
AMX
0.01%
SPON ADR L SHS
DFEN
0.01%
DLY AEROSPC 3X
IP
0.01%
COM
YUMC
0.01%
COM
IJS
0.01%
SP SMCP600VL ETF
SST
0.01%
SHRT TRSRY ETF
BCS
0.01%
ADR
PSX
0.01%
COM
CELG
0.01%
COM
SCHK
0.01%
1000 INDEX ETF
ENB
0.01%
COM
SGEN
0.01%
COM
YPF
0.01%
SPON ADR CL D
APU
< 0.01%
UNIT L P INT
PACW
< 0.01%
COM
AGRO
< 0.01%
COM
AVB
< 0.01%
COM
MUJ
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
ROK
< 0.01%
COM
AVAL
< 0.01%
SPONSORED ADS
HIG
< 0.01%
COM
CRH
< 0.01%
ADR
KMI
< 0.01%
COM
XRX
< 0.01%
COM NEW
COTY
< 0.01%
COM CL A
JEF
< 0.01%
COM
EPP
< 0.01%
MSCI PAC JP ETF
VOD
< 0.01%
SPNSR ADR NO PAR
TSLA
< 0.01%
COM
CLX
< 0.01%
COM
CBD
< 0.01%
SPN ADR PFD CL A
SIRI
< 0.01%
COM
MFC
< 0.01%
COM
WMK
< 0.01%
COM
SYMC
< 0.01%
COM
FCX
< 0.01%
COM
NUV
< 0.01%
COM
APA
< 0.01%
COM
PEG
< 0.01%
COM
SONA
< 0.01%
COM
BDX
< 0.01%
COM
AMPE
< 0.01%
COM
ADP
< 0.01%
COM
IEV
< 0.01%
EUROPE ETF
CE
< 0.01%
COM SER A
ITF
< 0.01%
JAPAN LG-CAP ETF
LECO
< 0.01%
COM
MDT
< 0.01%
SHS
CPA
< 0.01%
CL A
AFL
< 0.01%
COM
BAC/PL
< 0.01%
7.25%CNV PFD L
AGN
< 0.01%
SHS
R
< 0.01%
COM
ADI
< 0.01%
COM
LAZ
< 0.01%
SHS A
PAYX
< 0.01%
COM
WTR
< 0.01%
COM
MPA
< 0.01%
COM
VFC
< 0.01%
COM
HRS
< 0.01%
COM
ITW
< 0.01%
COM
NAVI
< 0.01%
COM
CAG
< 0.01%
COM
SYY
< 0.01%
COM
CGC
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
HBC
< 0.01%
SPON ADR NEW
APD
< 0.01%
COM
LIN
< 0.01%
COM
STZ
< 0.01%
CL A
ES
< 0.01%
COM
CYD
< 0.01%
COM
MRNA
< 0.01%
COM
PEI
< 0.01%
SH BEN INT
FDS
< 0.01%
COM
ACB
< 0.01%
COM
MU
< 0.01%
COM
D
< 0.01%
COM
RWX
< 0.01%
DJ INTL RL ETF
TKR
< 0.01%
COM
ATVI
< 0.01%
COM
NUE
< 0.01%
COM
DVAX
< 0.01%
COM NEW
HAL
< 0.01%
COM
NKE
< 0.01%
CL B
MSI
< 0.01%
COM NEW
ABX
< 0.01%
COM
BBBY
< 0.01%
COM
GT
< 0.01%
COM
FLEX
< 0.01%
ORD
QUAL
< 0.01%
MSCI USA QLT FAC
CL
< 0.01%
COM
DGRW
< 0.01%
US DIVD GRT FD
ACN
< 0.01%
SHS CLASS A
CP
< 0.01%
COM
ARNC
< 0.01%
COM
CELH
< 0.01%
COM NEW
SHOP
< 0.01%
CL A
FNDE
< 0.01%
SCHWB FDT EMK LG
TRHC
< 0.01%
COM
MAA
< 0.01%
COM
PFG
< 0.01%
COM
VLUE
< 0.01%
MSCI USAVALFCT
TKC
< 0.01%
SPON ADR NEW
MTD
< 0.01%
COM
ERIE
< 0.01%
CL A
TSM
< 0.01%
SPONSORED ADR
CMRX
< 0.01%
COM
PII
< 0.01%
COM
HDB
< 0.01%
ADR REPS 3 SHS
REZI
< 0.01%
COM
MPB
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
PTR
< 0.01%
SPONSORED ADR
AVT
< 0.01%
COM
HUN
< 0.01%
COM
RMD
< 0.01%
COM
ADSK
< 0.01%
COM
TLO
< 0.01%
BRCLYS LG TRS ET
SLB
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
COMM
< 0.01%
COM
JAX
< 0.01%
COM
ICLR
< 0.01%
SHS
DLPH
< 0.01%
SHS
EV
< 0.01%
COM NON VTG
CDK
< 0.01%
COM
SGOL
< 0.01%
PHYSCL SWISS GLD
UNFI
< 0.01%
COM
AA
< 0.01%
COM
USDU
< 0.01%
BLMBG US BULL
NE
< 0.01%
SHS USD
HBM
< 0.01%
COM
WAB
< 0.01%
COM
MEDP
< 0.01%
COM
MET
< 0.01%
COM
IMGN
< 0.01%
COM
STE
< 0.01%
SHS USD
VFH
< 0.01%
FINANCIALS ETF
DAL
< 0.01%
COM NEW
RSX
< 0.01%
RUSSIA ETF
EQR
< 0.01%
SH BEN INT
SMIN
< 0.01%
MSCI INDIA SM CP
VREX
< 0.01%
COM
SWKS
< 0.01%
COM
SJM
< 0.01%
COM NEW
FVE
< 0.01%
COM
CC
< 0.01%
COM
TEVA
< 0.01%
ADR
FCF
< 0.01%
COM
MTUM
< 0.01%
MSCI USAMOMFCT
ORMP
< 0.01%
COM NEW
VWOB
< 0.01%
EMERG MKT BD ETF
X
< 0.01%
COM
GMT
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
GTX
< 0.01%
COM
RYAAY
< 0.01%
SPONSORED ADR NE
ZMH
< 0.01%
COM
CLB
< 0.01%
COM
NBR
< 0.01%
SHS
CWCO
< 0.01%
ORD
TMST
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
ACER
< 0.01%
COM
AKS
< 0.01%
COM
TRXC
< 0.01%
COM NEW
RDS/B
< 0.01%
SPON ADR B
JCP
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF
AWX
< 0.01%
CL A
HAS
< 0.01%
COM
AYTU
< 0.01%
COM PAR
HQH
< 0.01%
SH BEN INT
HCP
< 0.01%
COM
CVM
< 0.01%
NEW
HQL
< 0.01%
SH BEN INT
SWN
< 0.01%
COM
ASUR
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
UA/C
< 0.01%
CL C
ASIX
< 0.01%
COM
ADXS
< 0.01%
COM NEW
DBC
< 0.01%
UNIT
PCG
< 0.01%
COM
AMSC
< 0.01%
SHS NEW
FTR
< 0.01%
COM NEW
ANTM
< 0.01%
COM
NEM
< 0.01%
COM
AFIN
< 0.01%
COM CLASS A
SHPG
< 0.01%
SPONSORED ADR
UL
< 0.01%
SPON ADR NEW
LLY
< 0.01%
COM
ELP
< 0.01%
SPON ADR PFD
KRE
< 0.01%
S&P REGL BKG
THW
< 0.01%
SHS
VB
< 0.01%
SMALL CP ETF
WLKP
< 0.01%
COM UNIT RP LP
VT
< 0.01%
TT WRLD ST ETF
CTL
< 0.01%
COM
MHLD
< 0.01%
SHS
DBD
< 0.01%
COM
DF
< 0.01%
COM NEW
ADXS
< 0.01%
COM NEW