HoldingsChannel.com
JFS Wealth Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWB) 210,090 +2,010 $33,049
     IWB210,090+2,010$33,049
ISHARES TR (IJR) 341,952 -7,201 $26,382
     IJR341,952-7,201$26,382
BERKSHIRE HATHAWAY INC DEL      $23,196
     BRK.B115,465-1,363$23,196
ISHARES TR (AGG) 181,981 +3,187 $19,849
     AGG181,981+3,187$19,849
ISHARES TR (IJH) 90,745 -924 $17,187
     IJH90,745-924$17,187
FIRST TR MORNINGSTAR DIV L (FDL) 439,766 +11,219 $13,263
     FDL439,766+11,219$13,263
SPDR INDEX SHS FDS (RWO) 234,895 -2,561 $11,752
     RWO234,895-2,561$11,752
VANGUARD WHITEHALL FDS INC (VYM) 129,041 +6,152 $11,054
     VYM129,041+6,152$11,054
ISHARES TR (MUB) 98,471 -9,063 $10,949
     MUB98,471-9,063$10,949
WISDOMTREE TR 250,704 +10,703 $8,973
     DON250,704+10,703$8,973
VANGUARD INTL EQUITY INDEX (VWO) 171,232 +3,194 $7,277
     VWO171,232+3,194$7,277
SPDR SER TR (TFI) 134,432 -84,318 $6,625
     TFI134,432-84,318$6,625
WISDOMTREE TR 98,923 +1,166 $6,510
     DLS98,923+1,166$6,510
INVESCO EXCHNG TRADED FD T (SPLV) 120,506 -4,343 $6,343
     SPLV120,506-4,343$6,343
VANGUARD TAX MANAGED INTL (VEA) 151,695 +3,217 $6,200
     VEA151,695+3,217$6,200
INVESCO EXCHANGE TRADED FD (PRF) 50,488 -18,735 $5,724
     PRF50,488-18,735$5,724
FIRST TR EXCHANGE TRADED F (EMLP) 218,266 -42,742 $5,398
     EMLP218,266-42,742$5,398
WISDOMTREE TR 105,464 +5,567 $5,340
     DWM105,464+5,567$5,340
ENTERPRISE PRODS PARTNERS 176,250 UNCH $5,129
     EPD176,250UNCH$5,129
SCHWAB STRATEGIC TR 155,182 -43,484 $4,859
     SCHF155,182-43,484$4,859
NUVEEN AMT FREE QLTY MUN I 331,949 +4,105 $4,435
     NEA331,949+4,105$4,435
APPLE INC 23,022 -6 $4,373
     AAPL23,022-6$4,373
SCHWAB STRATEGIC TR 158,628 -19,949 $4,126
     SCHE158,628-19,949$4,126
SCHWAB STRATEGIC TR 50,119 -714 $3,981
     SCHG50,119-714$3,981
INVESCO EXCHANGE TRADED FD (PRFZ) 29,286 -6,486 $3,737
     PRFZ29,286-6,486$3,737
SPDR SER TR (SHM) 71,690 -62,183 $3,476
     SHM71,690-62,183$3,476
EXXON MOBIL CORP 42,356 -467 $3,422
     XOM42,356-467$3,422
VANGUARD BD INDEX FD INC (BND) 36,038 +172 $2,926
     BND36,038+172$2,926
JOHNSON & JOHNSON 20,444 -46 $2,858
     JNJ20,444-46$2,858
SCHWAB STRATEGIC TR 41,422 -20,789 $2,819
     SCHB41,422-20,789$2,819
NUVEEN MUNICIPAL CREDIT IN 183,563 +2,549 $2,766
     NZF183,563+2,549$2,766
SCHWAB STRATEGIC TR 38,670 +853 $2,704
     SCHA38,670+853$2,704
DREYFUS MUN BD INFRSTRCTR 207,857 +2,633 $2,694
     DMB207,857+2,633$2,694
EATON VANCE MUN BD FD 207,397 +2,290 $2,572
     EIM207,397+2,290$2,572
INVESCO QUALITY MUNI INC T 212,325 +2,861 $2,571
     IQI212,325+2,861$2,571
NUVEEN QUALITY MUNCP INCOM 189,356 +2,295 $2,570
     NAD189,356+2,295$2,570
SCHWAB STRATEGIC TR 46,151 +600 $2,556
     SCHM46,151+600$2,556
INVESCO MUN TR 208,894 +2,801 $2,517
     VKQ208,894+2,801$2,517
MCDONALDS CORP 12,082 UNCH $2,294
     MCD12,082UNCH$2,294
PFIZER INC 51,520 -1,419 $2,188
     PFE51,520-1,419$2,188
VANGUARD INDEX FDS (VNQ) 24,469 -2,198 $2,127
     VNQ24,469-2,198$2,127
INVESCO EXCHNG TRADED FD T (PXF) 51,317 -19,892 $2,079
     PXF51,317-19,892$2,079
ISHARES TR (IWV) 12,011 +1,046 $2,002
     IWV12,011+1,046$2,002
BLACKROCK MUNIHLDNGS CALI 150,000 UNCH $1,988
     MUC150,000UNCH$1,988
INVESCO MUN OPPORTUNITY TR 161,040 +2,277 $1,921
     VMO161,040+2,277$1,921
BLACKROCK MUNIENHANCED FD 176,422 +2,494 $1,888
     MEN176,422+2,494$1,888
SCHWAB STRATEGIC TR 27,928 +2,819 $1,888
     SCHX27,928+2,819$1,888
INVESCO CALIF VALUE MUN IN 155,030 +5,000 $1,884
     VCV155,030+5,000$1,884
PROCTER AND GAMBLE CO 17,826 +19 $1,855
     PG17,826+19$1,855
DISNEY WALT CO 15,778 -50 $1,752
     DIS15,778-50$1,752

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 03/31/2019: $383,516
At 12/31/2018: $373,343

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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