HoldingsChannel.com
JFS Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWB) 215,841 +5,751 $35,137
     IWB215,841+5,751$35,137
ISHARES TR (IJR) 347,551 +5,599 $27,206
     IJR347,551+5,599$27,206
BERKSHIRE HATHAWAY INC DEL      $22,841
     BRK.B107,151-8,314$22,841
ISHARES TR (AGG) 193,477 +11,496 $21,544
     AGG193,477+11,496$21,544
ISHARES TR (IJH) 85,029 -5,716 $16,518
     IJH85,029-5,716$16,518
FIRST TR MORNINGSTAR DIV LEA (FDL) 434,935 -4,831 $13,326
     FDL434,935-4,831$13,326
SPDR INDEX SHS FDS (RWO) 237,378 +2,483 $11,845
     RWO237,378+2,483$11,845
VANGUARD WHITEHALL FDS INC (VYM) 129,338 +297 $11,302
     VYM129,338+297$11,302
ISHARES TR (MUB) 97,658 -813 $11,044
     MUB97,658-813$11,044
WISDOMTREE TR 253,872 +3,168 $9,190
     DON253,872+3,168$9,190
VANGUARD INTL EQUITY INDEX F (VWO) 174,759 +3,527 $7,433
     VWO174,759+3,527$7,433
SPDR SERIES TRUST (TFI) 134,506 +74 $6,744
     TFI134,506+74$6,744
INVESCO EXCHNG TRADED FD TR (SPLV) 118,589 -1,917 $6,525
     SPLV118,589-1,917$6,525
WISDOMTREE TR 99,478 +555 $6,468
     DLS99,478+555$6,468
VANGUARD TAX MANAGED INTL FD (VEA) 153,834 +2,139 $6,416
     VEA153,834+2,139$6,416
WISDOMTREE TR 107,392 +1,928 $5,478
     DWM107,392+1,928$5,478
FIRST TR EXCHANGE TRADED FD (EMLP) 217,438 -828 $5,469
     EMLP217,438-828$5,469
INVESCO EXCHANGE TRADED FD T (PRF) 46,318 -4,170 $5,402
     PRF46,318-4,170$5,402
ENTERPRISE PRODS PARTNERS L 176,050 -200 $5,083
     EPD176,050-200$5,083
SCHWAB STRATEGIC TR 153,059 -2,123 $4,912
     SCHF153,059-2,123$4,912
NUVEEN AMT FREE QLTY MUN INC 334,832 +2,883 $4,624
     NEA334,832+2,883$4,624
APPLE INC 22,346 -676 $4,423
     AAPL22,346-676$4,423
SCHWAB STRATEGIC TR 158,443 -185 $4,158
     SCHE158,443-185$4,158
SCHWAB STRATEGIC TR 47,086 -3,033 $3,918
     SCHG47,086-3,033$3,918
ISHARES TR (IVV) 12,431 +7,999 $3,664
     IVV12,431+7,999$3,664
INVESCO EXCHANGE TRADED FD T (PRFZ) 27,792 -1,494 $3,549
     PRFZ27,792-1,494$3,549
SPDR SERIES TRUST (SHM) 71,690 UNCH $3,508
     SHM71,690UNCH$3,508
EXXON MOBIL CORP 42,076 -280 $3,224
     XOM42,076-280$3,224
VANGUARD BD INDEX FD INC (BND) 35,774 -264 $2,972
     BND35,774-264$2,972
SCHWAB STRATEGIC TR 41,790 +368 $2,947
     SCHB41,790+368$2,947
NUVEEN MUNICIPAL CREDIT INC 185,361 +1,798 $2,919
     NZF185,361+1,798$2,919
BNY MELLON MUN BD INFRASTRUC 209,546 +1,689 $2,791
     DMB209,546+1,689$2,791
SCHWAB STRATEGIC TR 38,749 +79 $2,770
     SCHA38,749+79$2,770
SCHWAB STRATEGIC TR 47,561 +1,410 $2,715
     SCHM47,561+1,410$2,715
NUVEEN QUALITY MUNCP INCOME 191,043 +1,687 $2,675
     NAD191,043+1,687$2,675
INVESCO QUALITY MUNI INC TRS 214,380 +2,055 $2,663
     IQI214,380+2,055$2,663
INVESCO MUN TR 210,934 +2,040 $2,599
     VKQ210,934+2,040$2,599
EATON VANCE MUN BD FD 209,025 +1,628 $2,598
     EIM209,025+1,628$2,598
JOHNSON & JOHNSON 18,528 -1,916 $2,581
     JNJ18,528-1,916$2,581
MCDONALDS CORP 12,082 UNCH $2,509
     MCD12,082UNCH$2,509
BLACKROCK MUNIHLDNGS CALI QL 172,500 +22,500 $2,355
     MUC172,500+22,500$2,355
INVESCO CALIF VALUE MUN INC 181,530 +26,500 $2,349
     VCV181,530+26,500$2,349
PFIZER INC 51,522 +2 $2,232
     PFE51,522+2$2,232
ISHARES TR (IWV) 12,013 +2 $2,071
     IWV12,013+2$2,071
INVESCO MUN OPPORTUNITY TR 162,434 +1,394 $1,998
     VMO162,434+1,394$1,998
DISNEY WALT CO 14,212 -1,566 $1,985
     DIS14,212-1,566$1,985
BLACKROCK MUNIENHANCED FD IN 177,912 +1,490 $1,975
     MEN177,912+1,490$1,975
PROCTER AND GAMBLE CO 17,845 +19 $1,957
     PG17,845+19$1,957
INVESCO EXCHNG TRADED FD TR (PXF) 47,543 -3,774 $1,932
     PXF47,543-3,774$1,932
VANGUARD INDEX FDS (VNQ) 21,792 -2,677 $1,905
     VNQ21,792-2,677$1,905

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 06/30/2019: $395,081
At 03/31/2019: $383,516

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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