HoldingsChannel.com
JFS Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWB) 210,660 -5,181 $34,662
     IWB210,660-5,181$34,662
ISHARES TR (IJR) 322,043 -25,508 $25,068
     IJR322,043-25,508$25,068
ISHARES TR (AGG) 193,243 -234 $21,869
     AGG193,243-234$21,869
BERKSHIRE HATHAWAY INC DEL      $21,801
     BRK.B104,803-2,348$21,801
ISHARES TR (IJH) 80,768 -4,261 $15,607
     IJH80,768-4,261$15,607
FIRST TR MORNINGSTAR DIV LEA (FDL) 433,555 -1,380 $13,458
     FDL433,555-1,380$13,458
SPDR INDEX SHS FDS (RWO) 231,889 -5,489 $12,026
     RWO231,889-5,489$12,026
VANGUARD WHITEHALL FDS INC (VYM) 129,473 +135 $11,488
     VYM129,473+135$11,488
ISHARES TR (MUB) 91,751 -5,907 $10,469
     MUB91,751-5,907$10,469
WISDOMTREE TR 255,782 +1,910 $9,287
     DON255,782+1,910$9,287
VANGUARD INTL EQUITY INDEX F (VWO) 180,263 +5,504 $7,257
     VWO180,263+5,504$7,257
INVESCO EXCHNG TRADED FD TR (SPLV) 116,722 -1,867 $6,758
     SPLV116,722-1,867$6,758
SPDR SERIES TRUST (TFI) 133,047 -1,459 $6,744
     TFI133,047-1,459$6,744
WISDOMTREE TR 100,181 +703 $6,363
     DLS100,181+703$6,363
VANGUARD TAX MANAGED INTL FD (VEA) 154,104 +270 $6,331
     VEA154,104+270$6,331
INVESCO EXCHANGE TRADED FD T (PRF) 46,467 +149 $5,477
     PRF46,467+149$5,477
WISDOMTREE TR 107,678 +286 $5,354
     DWM107,678+286$5,354
FIRST TR EXCHANGE TRADED FD (EMLP) 208,990 -8,448 $5,348
     EMLP208,990-8,448$5,348
SCHWAB STRATEGIC TR 161,964 +8,905 $5,160
     SCHF161,964+8,905$5,160
ENTERPRISE PRODS PARTNERS L 176,050 UNCH $5,032
     EPD176,050UNCH$5,032
NUVEEN AMT FREE QLTY MUN INC 335,487 +655 $4,801
     NEA335,487+655$4,801
APPLE INC 21,433 -913 $4,800
     AAPL21,433-913$4,800
SCHWAB STRATEGIC TR 161,921 +3,478 $4,069
     SCHE161,921+3,478$4,069
ISHARES TR (IVV) 12,878 +447 $3,844
     IVV12,878+447$3,844
SCHWAB STRATEGIC TR 45,698 -1,388 $3,839
     SCHG45,698-1,388$3,839
SPDR SERIES TRUST (SHM) 69,716 -1,974 $3,415
     SHM69,716-1,974$3,415
INVESCO EXCHANGE TRADED FD T (PRFZ) 26,819 -973 $3,404
     PRFZ26,819-973$3,404
NUVEEN MUNICIPAL CREDIT INC 185,980 +619 $3,018
     NZF185,980+619$3,018
BNY MELLON MUN BD INFRASTRUC 210,181 +635 $2,989
     DMB210,181+635$2,989
SCHWAB STRATEGIC TR 41,844 +54 $2,972
     SCHB41,844+54$2,972
EXXON MOBIL CORP 41,566 -510 $2,935
     XOM41,566-510$2,935
BLACKROCK MUNIHLDNGS CALI QL 200,000 +27,500 $2,824
     MUC200,000+27,500$2,824
NUVEEN QUALITY MUNCP INCOME 191,623 +580 $2,752
     NAD191,623+580$2,752
INVESCO QUALITY MUNI INC TRS 215,071 +691 $2,751
     IQI215,071+691$2,751
EATON VANCE MUN BD FD 209,593 +568 $2,716
     EIM209,593+568$2,716
SCHWAB STRATEGIC TR 38,775 +26 $2,704
     SCHA38,775+26$2,704
INVESCO MUN TR 211,646 +712 $2,669
     VKQ211,646+712$2,669
SCHWAB STRATEGIC TR 47,176 -385 $2,667
     SCHM47,176-385$2,667
INVESCO CALIF VALUE MUN INC 197,501 +15,971 $2,532
     VCV197,501+15,971$2,532
MCDONALDS CORP 11,376 -706 $2,443
     MCD11,376-706$2,443
JOHNSON & JOHNSON 18,546 +18 $2,399
     JNJ18,546+18$2,399
VANGUARD BD INDEX FD INC (BND) 27,928 -7,846 $2,358
     BND27,928-7,846$2,358
PROCTER & GAMBLE CO 17,867 +22 $2,222
     PG17,867+22$2,222
ISHARES TR (IWV) 11,968 -45 $2,080
     IWV11,968-45$2,080
VANGUARD INDEX FDS (VNQ) 22,075 +283 $2,059
     VNQ22,075+283$2,059
INVESCO MUN OPPORTUNITY TR 162,541 +107 $2,033
     VMO162,541+107$2,033
BLACKROCK MUNIENHANCED FD IN 178,021 +109 $2,019
     MEN178,021+109$2,019
INVESCO EXCHNG TRADED FD TR (PXF) 47,830 +287 $1,896
     PXF47,830+287$1,896
DISNEY WALT CO 14,112 -100 $1,839
     DIS14,112-100$1,839
SCHWAB STRATEGIC TR 25,780 -890 $1,829
     SCHX25,780-890$1,829

See Full List: All Stocks Held By JFS Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By JFS Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $392,079
At 06/30/2019: $395,081

JFS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JFS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

JFS Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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