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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
89
25
28
2
9
3
49
11
5
JFS WEALTH ADVISORS LLC

Time Period2019-06-30

Total Holdings471

Total Value ($x1000)395,081
Activities
New26

Increased98

Unchanged263

Decreased84

Sold Out30

Top 10 Stock Holdingstotal 45.55%
IWB8.89

IJR6.89

BRK.B5.78

AGG5.45

IJH4.18

 
FDL3.37

RWO3

VYM2.86

MUB2.8

DON2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IWB
8.89%
RUS 1000 ETF
IJR
6.89%
CORE S&P SCP ETF
BRK.B
5.78%
CL B NEW
AGG
5.45%
CORE TOTUSBD ETF
IJH
4.18%
CORE S&P MCP ETF
FDL
3.37%
SHS
RWO
3%
DJ GLB RL ES ETF
VYM
2.86%
HIGH DIV YLD
MUB
2.8%
NAT AMT FREE BD
DON
2.33%
MIDCAP DIVI FD
VWO
1.88%
FTSE EMR MKT ETF
TFI
1.71%
NUVN BRCLY MUNI
SPLV
1.65%
S&P500 LOW VOL
DLS
1.64%
INTL SMCAP DIV
VEA
1.62%
FTSE DEV MKT ETF
DWM
1.39%
DEFA FD
EMLP
1.38%
NO AMER ENERGY
PRF
1.37%
FTSE RAFI 1000
EPD
1.29%
COM
SCHF
1.24%
INTL EQTY ETF
NEA
1.17%
COM
AAPL
1.12%
COM
SCHE
1.05%
EMRG MKTEQ ETF
SCHG
0.99%
US LCAP GR ETF
IVV
0.93%
CORE S&P500 ETF
PRFZ
0.9%
FTSE RAFI 1500
SHM
0.89%
NUVN BR SHT MUNI
XOM
0.82%
COM
BND
0.75%
TOTAL BND MRKT
SCHB
0.75%
US BRD MKT ETF
NZF
0.74%
COM SH BEN INT
DMB
0.71%
SHS
SCHA
0.7%
US SML CAP ETF
SCHM
0.69%
US MID-CAP ETF
NAD
0.68%
COM
IQI
0.67%
COM
VKQ
0.66%
COM
EIM
0.66%
COM
JNJ
0.65%
COM
MCD
0.64%
COM
MUC
0.6%
COM
VCV
0.59%
COM
PFE
0.56%
COM
IWV
0.52%
RUSSELL 3000 ETF
VMO
0.51%
COM
DIS
0.5%
COM DISNEY
MEN
0.5%
COM
PG
0.5%
COM
PXF
0.49%
FTSE RAFI DEV
VNQ
0.48%
REIT ETF
SCHX
0.47%
US LRG CAP ETF
VTI
0.43%
TOTAL STK MKT
PEP
0.41%
COM
SCHZ
0.39%
US AGGREGATE B
ACWX
0.34%
MSCI ACWI US ETF
CMCSA
0.33%
CL A
AMZN
0.33%
COM
CVX
0.31%
COM
IWF
0.31%
RUS 1000 GRW ETF
IWD
0.3%
RUS 1000 VAL ETF
WBA
0.29%
COM
PXH
0.29%
FTSE RAFI EMNG
IBM
0.29%
COM
GOOGL
0.29%
CAP STK CL A
T
0.28%
COM
IEFA
0.28%
CORE MSCI EAFE
IWM
0.28%
RUSSELL 2000 ETF
DTD
0.28%
TOTAL DIVID FD
WMT
0.27%
COM
IEMG
0.27%
CORE MSCI EMKT
ACGL
0.26%
ORD
THRK
0.25%
RUSSELL 3000 ETF
PDN
0.25%
FTSE RAFI SML
DGS
0.24%
EMG MKTS SMCAP
BNDX
0.24%
INTL BD IDX ETF
SCHO
0.23%
SHT TM US TRES
CVS
0.23%
COM
HD
0.21%
COM
KO
0.21%
COM
MRK
0.19%
COM
EFA
0.19%
MSCI EAFE ETF
DVY
0.18%
SELECT DIVID ETF
PFF
0.18%
U.S. PFD STK ETF
JPM
0.16%
COM
FNB
0.15%
COM
IWO
0.15%
RUS 2000 GRW ETF
FOCS
0.15%
CL A
VONE
0.14%
VNG RUS1000IDX
MSFT
0.14%
COM
ISTB
0.13%
CORE STRM USBD
AOA
0.12%
AGGRES ALLOC ETF
SBUX
0.12%
COM
GWL
0.12%
S&P WRLD EX US
ICF
0.12%
COHEN&STEER REIT
HDV
0.12%
HIGH DIVIDND ETF
MDY
0.11%
UTSER1 S&PDCRP
IWN
0.11%
RUS 2000 VAL ETF
FB
0.11%
CL A
EEM
0.11%
MSCI EMG MKT ETF
GD
0.11%
COM
VZ
0.11%
COM
VOO
0.11%
SHS
RWR
0.1%
DJ REIT ETF
FNF
0.1%
COM
TJX
0.1%
COM
PNC
0.1%
COM
AGNC
0.1%
COM
CSL
0.09%
COM
CAT
0.09%
COM
ALLY
0.09%
COM
INTU
0.09%
COM
DOL
0.09%
INTL LRGCAP DV
QQQ
0.08%
UNIT SER 1
KLAC
0.08%
COM
SPY
0.08%
TR UNIT
WSBC
0.08%
COM
AON
0.08%
SHS CL A
GS
0.08%
COM
TBT
0.07%
PSHS ULTSH 20YRS
MTB
0.07%
COM
HON
0.07%
COM
OEF
0.07%
S&P 100 ETF
DTH
0.07%
DEFA EQT INC ETF
UNP
0.06%
COM
ITOT
0.06%
CORE S&P TTL STK
GOOG
0.06%
CAP STK CL C
IWR
0.06%
RUS MID-CAP ETF
CWI
0.06%
MSCI ACWI EXUS
ABT
0.06%
COM
UTX
0.06%
COM
DE
0.06%
COM
VXF
0.06%
EXTEND MKT ETF
PM
0.06%
COM
SNY
0.05%
SPONSORED ADR
COST
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
TGT
0.05%
COM
NSC
0.05%
COM
EXC
0.05%
COM
GMM
0.05%
EMERG MKTS ETF
WY
0.05%
COM
SU
0.05%
COM
KMB
0.05%
COM
NDAQ
0.05%
COM
SDS
0.05%
ULTRASHRT S&P500
HSY
0.05%
COM
AOR
0.05%
GRWT ALLOCAT ETF
BKI
0.05%
COM
FITB
0.04%
COM
BK
0.04%
COM
INTC
0.04%
COM
BLK
0.04%
COM
ERJ
0.04%
SP ADR REP 4 COM
CSCO
0.04%
COM
NEE
0.04%
COM
AMGN
0.04%
COM
DEM
0.04%
EMERG MKTS ETF
PSQ
0.04%
SHORT QQQ NEW
ONEK
0.04%
RUSSELL 1000 ETF
O
0.04%
COM
E
0.03%
SPONSORED ADR
TLT
0.03%
20+ YR TR BD ETF
PPL
0.03%
COM
ORCL
0.03%
COM
EMR
0.03%
COM
CHL
0.03%
SPONSORED ADR
ILMN
0.03%
COM
MO
0.03%
COM
MMC
0.03%
COM
AXP
0.03%
COM
NVR
0.03%
COM
CCI
0.03%
COM
F
0.03%
COM PAR $0.01
CSX
0.03%
COM
MYL
0.03%
SHS EURO
UBS
0.03%
SHS
VCIT
0.03%
INT-TERM CORP
IVW
0.03%
S&P 500 GRWT ETF
CS
0.03%
SPONSORED ADR
LOW
0.03%
COM
DOG
0.03%
PSHS SHORT DOW30
MMM
0.03%
COM
FE
0.03%
COM
VIV
0.03%
SPONSORED ADR
PPG
0.03%
COM
ALL
0.03%
COM
CAH
0.03%
COM
SIC
0.02%
CL A
ENV
0.02%
COM
NOK
0.02%
SPONSORED ADR
CNNE
0.02%
COM
GSK
0.02%
SPONSORED ADR
HMC
0.02%
AMERN SHS
EES
0.02%
SMLCAP EARN FD
NFG
0.02%
COM
C
0.02%
COM NEW
CI
0.02%
COM
HBAN
0.02%
COM
CX
0.02%
SPON ADR NEW
ABBV
0.02%
COM
IHI
0.02%
U.S. MED DVC ETF
BA
0.02%
COM
AEP
0.02%
COM
FTEC
0.02%
MSCI INFO TECH I
SO
0.02%
COM
GIS
0.02%
COM
MDLZ
0.02%
CL A
IGV
0.02%
NA TEC-SFTWR ETF
XLE
0.02%
SBI INT-ENERGY
TWOK
0.02%
SPDR RUSSEL 2000
BP
0.02%
SPONSORED ADR
UFAB
0.02%
COM
NXPI
0.02%
COM
TZA
0.02%
DAILY SM CP BEAR
VV
0.02%
LARGE CAP ETF
IVE
0.02%
S&P 500 VAL ETF
MTU
0.02%
SPONSORED ADR
ENIC
0.02%
SPON ADR
KYN
0.02%
COM
WFC
0.02%
COM
CB
0.02%
COM
TOT
0.02%
SPONSORED ADR
EMCF
0.02%
COM
FDIS
0.02%
MSCI CONSM DIS
XSD
0.02%
S&P SEMICNDCTR
BAC
0.02%
COM
MPC
0.02%
COM
NVS
0.02%
SPONSORED ADR
ELD
0.01%
EM LCL DEBT FD
GPC
0.01%
COM
AEG
0.01%
NY REGISTRY SH
SHG
0.01%
SPN ADR RESTRD
PBA
0.01%
COM
WU
0.01%
COM
LMT
0.01%
COM
PRU
0.01%
COM
V
0.01%
COM CL A
TAK
0.01%
SPONSORED ADS
MRO
0.01%
COM
TDY
0.01%
COM
MCK
0.01%
COM
AOM
0.01%
MODERT ALLOC ETF
LNG
0.01%
COM NEW
FLGE
0.01%
LG CP GRTH ENH
TRV
0.01%
COM
RS
0.01%
COM
PBR/A
0.01%
SP ADR NON VTG
MBT
0.01%
SPONSORED ADR
VHT
0.01%
HEALTH CAR ETF
ATI
0.01%
COM
AMX
0.01%
SPON ADR L SHS
PKX
0.01%
SPONSORED ADR
RTN
0.01%
COM NEW
TI
0.01%
SPON ADR ORD
AEM
0.01%
COM
CBS
0.01%
CL B
GLD
0.01%
GOLD SHS
NOC
0.01%
COM
QCOM
0.01%
COM
KHC
0.01%
COM
AIG
0.01%
COM NEW
MMS
0.01%
COM
LH
0.01%
COM NEW
RCII
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
SCHC
0.01%
INTL SCEQT ETF
SMG
0.01%
CL A
FIS
0.01%
COM
LAG
0.01%
BRCLYS AGG ETF
EQT
0.01%
COM
ETRN
0.01%
COM
BHK
0.01%
SHS BEN INT
AIRI
0.01%
COM NEW
BMY
0.01%
COM
GE
0.01%
COM
HOG
0.01%
COM
WPP
0.01%
ADR
RDS/A
0.01%
SPONS ADR A
GM
0.01%
COM
AEE
0.01%
COM
DFEN
0.01%
DLY AEROSPC 3X
FULT
0.01%
COM
YPF
0.01%
SPON ADR CL D
RSCO
0.01%
SM CAP COMPLETE
SYK
0.01%
COM
LUV
0.01%
COM
TM
0.01%
SP ADR REP2COM
HCA
0.01%
COM
HAL
0.01%
COM
YUMC
0.01%
COM
SST
0.01%
SHRT TRSRY ETF
BSM
0.01%
COM UNIT
IJS
0.01%
SP SMCP600VL ETF
BCS
0.01%
ADR
VGT
0.01%
INF TECH ETF
SCHK
0.01%
1000 INDEX ETF
STT
0.01%
COM
RAD
0.01%
COM
CELG
0.01%
COM
LARE
0.01%
TIERRA XP LATIN
IP
0.01%
COM
ENB
0.01%
COM
APU
0.01%
UNIT L P INT
TI/A
0.01%
SPON ADR SVGS
AVB
0.01%
COM
AGRO
0.01%
COM
PSX
0.01%
COM
MUJ
0.01%
COM
HIG
0.01%
COM
CRH
< 0.01%
ADR
IJT
< 0.01%
SP SMCP600GR ETF
PACW
< 0.01%
COM
SGEN
< 0.01%
COM
KMI
< 0.01%
COM
ORAN
< 0.01%
SPONSORED ADR
SQ
< 0.01%
CL A
AVAL
< 0.01%
SPONSORED ADS
JEF
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
EPP
< 0.01%
MSCI PAC JP ETF
CBD
< 0.01%
SPN ADR PFD CL A
ROK
< 0.01%
COM
CPA
< 0.01%
CL A
VOD
< 0.01%
SPNSR ADR NO PAR
HI
< 0.01%
COM
SIRI
< 0.01%
COM
MFC
< 0.01%
COM
SONA
< 0.01%
COM
AGN
< 0.01%
SHS
PEG
< 0.01%
COM
ADP
< 0.01%
COM
NAVI
< 0.01%
COM
BDX
< 0.01%
COM
AFL
< 0.01%
COM
NUV
< 0.01%
COM
CE
< 0.01%
COM SER A
IEV
< 0.01%
EUROPE ETF
MDT
< 0.01%
SHS
ITF
< 0.01%
JAPAN LG-CAP ETF
HRS
< 0.01%
COM
BAC/PL
< 0.01%
7.25%CNV PFD L
WMK
< 0.01%
COM
SYMC
< 0.01%
COM
ADI
< 0.01%
COM
ITW
< 0.01%
COM
TSLA
< 0.01%
COM
WTR
< 0.01%
COM
PAYX
< 0.01%
COM
VFC
< 0.01%
COM
LECO
< 0.01%
COM
R
< 0.01%
COM
APA
< 0.01%
COM
APD
< 0.01%
COM
STZ
< 0.01%
CL A
MPA
< 0.01%
COM
LAZ
< 0.01%
SHS A
CAG
< 0.01%
COM
CMRX
< 0.01%
COM
SYY
< 0.01%
COM
FDS
< 0.01%
COM
CGC
< 0.01%
COM
CLX
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
LIN
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
ES
< 0.01%
COM
AMPE
< 0.01%
COM
TKC
< 0.01%
SPON ADR NEW
LK
< 0.01%
SPONSORED ADS
TKR
< 0.01%
COM
MSI
< 0.01%
COM NEW
PEI
< 0.01%
SH BEN INT
CYD
< 0.01%
COM
ATVI
< 0.01%
COM
D
< 0.01%
COM
FLEX
< 0.01%
ORD
SGOL
< 0.01%
PHYSCL SWISS GLD
NUE
< 0.01%
COM
RWX
< 0.01%
DJ INTL RL ETF
ARNC
< 0.01%
COM
ACB
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
NKE
< 0.01%
CL B
ERIE
< 0.01%
CL A
ALC
< 0.01%
ORD SHS
ABX
< 0.01%
COM
CL
< 0.01%
COM
TLO
< 0.01%
BRCLYS LG TRS ET
CELH
< 0.01%
COM NEW
MRNA
< 0.01%
COM
QUAL
< 0.01%
MSCI USA QLT FAC
FCX
< 0.01%
COM
DGRW
< 0.01%
US DIVD GRT FD
PFG
< 0.01%
COM
GPS
< 0.01%
COM
GT
< 0.01%
COM
USDU
< 0.01%
BLMBG US BULL
REZI
< 0.01%
COM
MAA
< 0.01%
COM
DVAX
< 0.01%
COM NEW
CCL
< 0.01%
PAIRED CTF
TRHC
< 0.01%
COM
VLUE
< 0.01%
MSCI USAVALFCT
PII
< 0.01%
COM
GAMR
< 0.01%
PUREFUNDS VIDEO
MPB
< 0.01%
COM
SLB
< 0.01%
COM
JAX
< 0.01%
COM
AVT
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
EV
< 0.01%
COM NON VTG
DAL
< 0.01%
COM NEW
PTR
< 0.01%
SPONSORED ADR
MET
< 0.01%
COM
ADSK
< 0.01%
COM
SWKS
< 0.01%
COM
AWI
< 0.01%
COM
PRSP
< 0.01%
COM
WAB
< 0.01%
COM
MEDP
< 0.01%
COM
SJM
< 0.01%
COM NEW
EQR
< 0.01%
SH BEN INT
WLKP
< 0.01%
COM UNIT RP LP
OXY
< 0.01%
COM
M
< 0.01%
COM
RSX
< 0.01%
RUSSIA ETF
SMIN
< 0.01%
MSCI INDIA SM CP
FNDE
< 0.01%
SCHWB FDT EMK LG
AIV
< 0.01%
CL A
NE
< 0.01%
SHS USD
CWCO
< 0.01%
ORD
AA
< 0.01%
COM
VWOB
< 0.01%
EMERG MKT BD ETF
MTUM
< 0.01%
MSCI USAMOMFCT
GMT
< 0.01%
COM
FCF
< 0.01%
COM
GTX
< 0.01%
COM
ORMP
< 0.01%
COM NEW
TEVA
< 0.01%
ADR
IMGN
< 0.01%
COM
EGY
< 0.01%
COM NEW
X
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF
NBR
< 0.01%
SHS
SCHD
< 0.01%
US DIVIDEND EQ
ZMH
< 0.01%
COM
HAS
< 0.01%
COM
AWX
< 0.01%
CL A
CVM
< 0.01%
NEW
KTB
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
JCP
< 0.01%
COM
COTY
< 0.01%
COM CL A
TMST
< 0.01%
COM
TRXC
< 0.01%
COM NEW
AKS
< 0.01%
COM
ACER
< 0.01%
COM
PCG
< 0.01%
COM
DBC
< 0.01%
UNIT
ADXS
< 0.01%
COM NEW
HQH
< 0.01%
SH BEN INT
UA/C
< 0.01%
CL C
HQL
< 0.01%
SH BEN INT
ANTM
< 0.01%
COM
SWN
< 0.01%
COM
FTR
< 0.01%
COM NEW
AMSC
< 0.01%
SHS NEW
GM/WS/B
< 0.01%
*W EXP 07/10/201
HCP
< 0.01%
COM
ASIX
< 0.01%
COM
AYTU
< 0.01%
COM PAR
DMB
0.7%
SHS
TZA
0.02%
DAILY SM CAP BEA
DRE
0.01%
COM NEW
RAD
0.01%
COM
XRX
< 0.01%
COM NEW
MU
< 0.01%
COM
BBBY
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
CP
< 0.01%
COM
SHOP
< 0.01%
CL A
HDB
< 0.01%
ADR REPS 3 SHS
MTD
< 0.01%
COM
DLPH
< 0.01%
SHS
UNFI
< 0.01%
COM
RMD
< 0.01%
COM
ICLR
< 0.01%
SHS
HUN
< 0.01%
COM
CDK
< 0.01%
COM
COMM
< 0.01%
COM
STE
< 0.01%
SHS USD
CC
< 0.01%
COM
VREX
< 0.01%
COM
VFH
< 0.01%
FINANCIALS ETF
FVE
< 0.01%
COM
HBM
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
RYAAY
< 0.01%
SPONSORED ADR NE
CLB
< 0.01%
COM
NEM
< 0.01%
COM
ASUR
< 0.01%
COM