JFS WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$1.49B
Signature - Title
August Santillo - Chief Compliance Officer
Location
Hermitage, PA
Summary
This page shows a list of all the recent 13F filings made by JFS WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JFS WEALTH ADVISORS, LLC reported 1962 stock holdings with total value $1.49B as of Q3 2024. Top holdings included DFAC, DFAX, DFUS, IWB, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,962 $1.49B +$163M -$14.4M +$149M DFAC, DFAX, DFUS, IWB, AGG 13F-HR 10/25/2024, 05:27 PM
Q2 2024 1,983 $1.27B +$25.5M -$24.9M +$626K DFAC, DFAX, DFUS, IWB, AGG 13F-HR 7/15/2024, 02:05 PM
Q1 2024 2,007 $1.26B +$78.9M -$30.5M +$48.4M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 4/30/2024, 01:58 PM
Q4 2023 1,995 $1.18B +$64.6M -$47M +$17.6M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 2/7/2024, 02:45 PM
Q3 2023 1,970 $1.06B +$31.7M -$36.2M -$4.47M DFAX, DFAC, DFUS, IWB, MUB 13F-HR 11/2/2023, 02:30 PM
Q2 2023 1,974 $1.11B +$26.2M -$15M +$11.2M DFAX, DFAC, DFUS, AGG, IWB 13F-HR 8/7/2023, 01:56 PM
Q1 2023 1,952 $1.06B +$15.3M -$19.1M -$3.84M DFAX, DFAC, DFUS, AGG, IWB 13F-HR 4/19/2023, 04:02 PM
Q4 2022 1,943 $1.02B +$77.4M -$40.3M +$37.1M DFAX, DFAC, DFUS, AGG, MUB 13F-HR 2/13/2023, 12:18 PM
Q3 2022 1,713 $912M +$41.5M -$16.7M +$24.8M DFAX, DFAC, DFUS, AGG, MUB 13F-HR 10/20/2022, 08:15 PM
Q2 2022 1,708 $947M +$76.1M -$42.7M +$33.4M DFAX, DFAC, DFUS, MUB, AGG 13F-HR 8/2/2022, 03:01 PM
Q1 2022 1,800 $1.06B +$79.7M -$24.1M +$55.6M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 5/2/2022, 04:50 PM
Q4 2021 1,685 $1.06B +$44.8M -$18.5M +$26.3M DFAX, DFUS, DFAC, IWB, AGG 13F-HR 2/3/2022, 05:12 PM
Q3 2021 826 $974M +$326M -$18.6M +$307M DFAX, DFUS, DFAC, IWB, AGG 13F-HR 11/8/2021, 06:20 PM
Q2 2021 590 $670M +$170M -$15.6M +$154M DFUS, DFAC, IWB, AGG, IJR 13F-HR 8/4/2021, 03:40 PM
Q1 2021 581 $490M +$14.4M -$27.5M -$13.1M IWB, AGG, IJR, BRKB, IJH 13F-HR 4/28/2021, 12:25 PM
Q4 2020 567 $476M +$16.5M -$11.5M +$4.99M IWB, AGG, IJR, BRKB, IJH 13F-HR 2/1/2021, 05:03 PM
Q3 2020 551 $421M +$29.6M -$9.89M +$19.7M IWB, AGG, BRKB, IJR, SPLV 13F-HR 10/28/2020, 02:57 PM
Q2 2020 521 $386M +$24.6M -$15M +$9.59M IWB, AGG, IJR, BRKB, SPLV 13F-HR 8/5/2020, 04:26 PM
Q1 2020 496 $333M +$29M -$15.4M +$13.6M IWB, AGG, BRKB, IJR, SPLV 13F-HR 4/29/2020, 12:56 PM
Q4 2019 509 $406M +$9.86M -$16.5M -$6.64M IWB, IJR, AGG, BRKB, IJH 13F-HR 2/3/2020, 02:34 PM
Q3 2019 515 $392M +$4.61M -$9.91M -$5.3M IWB, IJR, AGG, BRKB, IJH 13F-HR 10/30/2019, 05:54 PM
Q2 2019 456 $395M +$12.9M -$10.6M +$2.32M IWB, IJR, BRKB, AGG, IJH 13F-HR 8/6/2019, 12:38 PM
Q1 2019 458 $384M +$5.15M -$29.3M -$24.1M IWB, IJR, BRKB, AGG, IJH 13F-HR 4/23/2019, 04:16 PM
Q4 2018 446 $373M +$45.3M -$16.7M +$28.6M IWB, IJR, BRKB, AGG, IJH 13F-HR 1/25/2019, 09:09 PM
Q3 2018 520 $388M +$8.03M -$14.3M -$6.31M IWB, IJR, BRKB, AGG, IJH 13F-HR 11/9/2018, 03:09 PM
Q2 2018 454 $380M +$33.6M -$36.4M -$2.72M IWB, IJR, BRKB, IJH, AGG 13F-HR 7/25/2018, 05:31 PM
Q1 2018 516 $379M +$11.5M -$30.5M -$19M IJR, IWB, BRKB, IJH, AGG 13F-HR 4/26/2018, 05:18 PM
Q4 2017 527 $408M +$18.7M -$7.05M +$11.7M IWB, IJR, BRKB, IJH, AGG 13F-HR 1/30/2018, 06:30 PM
Q3 2017 437 $387M +$18.7M -$8.4M +$10.3M IWB, IJR, BRKB, IJH, AGG 13F-HR 10/20/2017, 11:22 AM
Q2 2017 409 $364M +$24.4M -$46.5M -$22.1M IWB, IJR, BRKB, AGG, IJH 13F-HR 7/28/2017, 10:48 AM
Q1 2017 435 $337M $0 $0 IWB, BRKB, IJH, AGG, PRF 13F-HR 4/24/2017, 12:40 PM
Q4 2016 435 $369M +$37.2M -$26.3M +$10.8M IJR, IWB, BRKB, IJH, AGG 13F-HR 1/30/2017, 12:31 PM
Q3 2016 476 $350M +$22.8M -$42.9M -$20.2M IJR, IWB, BRKB, AGG, IJH 13F-HR 10/26/2016, 12:14 PM
Q2 2016 494 $362M +$29M -$16.2M +$12.8M IJR, IWB, BRKB, AGG, IJH 13F-HR 7/25/2016, 05:26 PM
Q1 2016 622 $339M +$7.85M -$21M -$13.1M IJR, IWB, BRKB, AGG, PRF 13F-HR 4/22/2016, 06:06 PM
Q4 2015 531 $347M +$129M -$15.9M +$113M IJR, IWB, BRKB, AGG, PRF 13F-HR 2/2/2016, 05:41 PM
Q3 2015 473 $227M +$56.5M -$6.88M +$49.6M BRKB, PRF, PRFZ, VTI, DTD 13F-HR 10/27/2015, 03:43 PM
Q2 2015 504 $195M +$7.06M -$17M -$9.98M PRF, PRFZ, VTI, DTD, XLE 13F-HR 7/31/2015, 05:23 PM
Q1 2015 504 $209M +$13.3M -$5.18M +$8.13M BRKB, PRF, PRFZ, VTI, DTD 13F-HR 4/28/2015, 11:25 AM
Q4 2014 518 $629M +$25.6M -$5.67M +$19.9M BRKA, BRKB, PRF, PRFZ, VTI 13F-HR 1/22/2015, 06:24 PM
Q3 2014 483 $572M +$9.49M -$8.5M +$988K BRKA, BRKB, PRF, PRFZ, DTD 13F-HR 10/29/2014, 02:05 PM
Q2 2014 471 $546M +$398M -$38.7M +$359M BRKA, BRKB, PRF, PRFZ, DTD 13F-HR 7/29/2014, 02:43 PM
Q1 2014 112 $181M +$7.23M -$58.6M -$51.4M PRFZ, DTD, VTI, PRF, EPD 13F-HR 4/16/2014, 05:52 PM
Q4 2013 128 $230M $0 $0 VTI, DTD, BRKB, PRFZ, VEA 13F-HR 1/14/2014, 11:57 AM