HoldingsChannel.com
JFS Wealth Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWB) 200,556 -10,700 $28,385
     IWB200,556-10,700$28,385
ISHARES TR (AGG) 208,821 -2,265 $24,092
     AGG208,821-2,265$24,092
BERKSHIRE HATHAWAY INC DEL      $18,390
     BRK.B100,585-2,676$18,390
ISHARES TR (IJR) 311,238 -11,096 $17,464
     IJR311,238-11,096$17,464
INVESCO EXCHANGE TRADED FD T (SPLV) 267,437 +145,715 $12,548
     SPLV267,437+145,715$12,548
ISHARES TR (IJH) 77,668 -2,792 $11,173
     IJH77,668-2,792$11,173
SPDR INDEX SHS FDS (RWO) 282,146 +12,448 $10,157
     RWO282,146+12,448$10,157
ISHARES TR (MUB) 87,556 -3,223 $9,895
     MUB87,556-3,223$9,895
FIRST TR MORNINGSTAR DIVID L (FDL) 404,980 +6,835 $9,043
     FDL404,980+6,835$9,043
VANGUARD WHITEHALL FDS (VYM) 121,794 +580 $8,617
     VYM121,794+580$8,617
INVESCO EXCHANGE TRADED FD T (IDLV) 301,684 +298,295 $7,931
     IDLV301,684+298,295$7,931
SCHWAB STRATEGIC TR 253,088 +75,287 $6,540
     SCHF253,088+75,287$6,540
WISDOMTREE TR 254,177 +11,839 $6,141
     DON254,177+11,839$6,141
VANGUARD INTL EQUITY INDEX F (VWO) 172,772 +2,060 $5,797
     VWO172,772+2,060$5,797
WISDOMTREE TR 101,506 +8,054 $4,877
     DLS101,506+8,054$4,877
VANGUARD TAX MANAGED INTL FD (VEA) 144,382 -1,277 $4,814
     VEA144,382-1,277$4,814
APPLE INC 18,658 -2,338 $4,745
     AAPL18,658-2,338$4,745
NUVEEN AMT FREE QLTY MUN INC 336,791 +625 $4,560
     NEA336,791+625$4,560
SCHWAB STRATEGIC TR 216,245 +45,801 $4,474
     SCHE216,245+45,801$4,474
WISDOMTREE TR 106,500 +7,121 $4,206
     DWM106,500+7,121$4,206
SCHWAB STRATEGIC TR 68,785 +25,613 $4,157
     SCHB68,785+25,613$4,157
INVESCO EXCHANGE TRADED FD T (PRF) 44,186 -1,175 $4,085
     PRF44,186-1,175$4,085
FIRST TR EXCHANGE TRADED FD (EMLP) 205,285 -2,572 $3,652
     EMLP205,285-2,572$3,652
ISHARES TR (IVV) 13,864 +771 $3,582
     IVV13,864+771$3,582
SCHWAB STRATEGIC TR 44,599 -1,043 $3,552
     SCHG44,599-1,043$3,552
NUVEEN QUALITY MUNCP INCOME 192,779 +563 $2,649
     NAD192,779+563$2,649
NUVEEN MUNICIPAL CREDIT INC 187,194 +577 $2,634
     NZF187,194+577$2,634
EATON VANCE MUN BD FD 210,763 +599 $2,630
     EIM210,763+599$2,630
BNY MELLON MUN BD INFRASTRUC 211,427 +622 $2,620
     DMB211,427+622$2,620
SCHWAB STRATEGIC TR 48,257 -6,171 $2,619
     SCHZ48,257-6,171$2,619
SPDR SER TR (TFI) 52,069 -19,723 $2,603
     TFI52,069-19,723$2,603
INVESCO QUALITY MUNI INC TRS 216,422 +669 $2,534
     IQI216,422+669$2,534
VANGUARD BD INDEX FDS (BND) 29,620 +1,688 $2,528
     BND29,620+1,688$2,528
INVESCO MUN TR 213,042 +688 $2,493
     VKQ213,042+688$2,493
INVESCO EXCHANGE TRADED FD T (PRFZ) 26,362 -28 $2,358
     PRFZ26,362-28$2,358
ENTERPRISE PRODS PARTNERS L 164,083 -8,800 $2,346
     EPD164,083-8,800$2,346
ISHARES TR (ACWX) 57,192 +24,329 $2,153
     ACWX57,192+24,329$2,153
VANGUARD INDEX FDS (VTI) 16,291 +5,054 $2,100
     VTI16,291+5,054$2,100
JOHNSON & JOHNSON 15,242 -2,262 $1,999
     JNJ15,242-2,262$1,999
SCHWAB STRATEGIC TR 38,230 -257 $1,970
     SCHA38,230-257$1,970
PROCTER & GAMBLE CO 17,888 +490 $1,968
     PG17,888+490$1,968
BLACKROCK MUNIENHANCED FD IN 178,231 +93 $1,900
     MEN178,231+93$1,900
MCDONALDS CORP 11,370 -7 $1,880
     MCD11,370-7$1,880
INVESCO MUN OPPORTUNITY TR 162,758 +108 $1,864
     VMO162,758+108$1,864
SPDR INDEX SHS FDS (SPDW) 76,716 +59,909 $1,837
     SPDW76,716+59,909$1,837
ISHARES TR (IWV) 11,870 +6 $1,761
     IWV11,870+6$1,761
SCHWAB STRATEGIC TR 40,561 -6,707 $1,710
     SCHM40,561-6,707$1,710
PFIZER INC 52,144 +2,142 $1,702
     PFE52,144+2,142$1,702
SCHWAB STRATEGIC TR 26,413 -734 $1,618
     SCHX26,413-734$1,618
PEPSICO INC 12,528 -250 $1,505
     PEP12,528-250$1,505

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 03/31/2020: $333,524
At 12/31/2019: $406,112

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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