Jfs Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings: A Balanced Approach to Diversification

Jfs Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment firms are known to hold a diverse range of assets in their portfolios, including stocks and bonds. Here, we will be taking a closer look at Jfs Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison, which provides a comprehensive summary of the changes in holdings of this fund.

13F filings are required by the Securities and Exchange Commission (SEC) for institutional investment managers that manage over $100 million in qualifying assets. These filings contain detailed information about the holdings of these firms. Here, we will be analyzing Jfs Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison, which provides a detailed breakdown of the firm’s holdings.

According to the report, Jfs Wealth Advisors, LLC increased its holdings in several stocks, including Apple Inc. (AAPL) and Microsoft Corp. (MSFT). The firm increased its holdings in AAPL by 24.9% and its holdings in MSFT by 18.4%. These two companies are among the largest companies in the world, and Jfs Wealth Advisors, LLC’s decision to increase its holdings in these companies suggests that the firm is bullish on their long-term prospects.

Another company that saw an increase in Jfs Wealth Advisors, LLC’s holdings was Berkshire Hathaway Inc. (BRK-B). However, the increase was only marginal, from 100,059 in Q4 2022 to 98,178 in Q1 2023, representing a decline of 1.9%. This decrease in holdings suggests that Jfs Wealth Advisors, LLC may not be as bullish on the long-term prospects of Berkshire Hathaway Inc. compared to other companies.

The report also shows that Jfs Wealth Advisors, LLC increased its holdings in the Dimensional ETF Trust, with the holdings of DFAX, DFAC, and DFUS increasing by 7.5%, 6%, and 4.9%, respectively. These Dimensional ETF Trust holdings consist of ETFs that track various market indices, and it’s possible that Jfs Wealth Advisors, LLC is increasing its exposure to these markets due to positive market sentiment.

Furthermore, the firm increased its holdings in the iShares TR, Vanguard Tax-Managed FDS, and Vanguard Mun BD FDS. These are exchange-traded funds (ETFs) that provide exposure to different types of stocks and bonds. The increase in holdings in these ETFs suggests that Jfs Wealth Advisors, LLC is taking a more balanced approach to its portfolio, with a focus on diversification across different asset classes.

In addition to these holdings, Jfs Wealth Advisors, LLC decreased its holdings in several companies, including Johnson & Johnson (JNJ), InvESCO Exchange Traded FD T (PRF), and Invesco Exch Traded FD Tr II (SPLV).

The decrease in JNJ holdings by 13.2% suggests that the firm may not be as bullish on the long-term prospects of the company compared to other companies in its portfolio. Meanwhile, the decrease in PRF, which tracks the performance of global companies, may be due to Jfs Wealth Advisors, LLC reallocating its investments from this fund to other funds with potentially better growth prospects.

Overall, the Jfs Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison report indicates that the firm is taking a more balanced approach to its portfolio, with a focus on diversification across different asset classes. The increase in holdings in various ETFs and stocks, such as Apple Inc. and Microsoft Corp., suggests that Jfs Wealth Advisors, LLC is optimistic about the prospects of the markets. However, the decrease in holdings in certain companies also suggests that the firm is taking a more cautious approach to risk management.