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Size ($ in 1000's)
At 12/31/2023: $288,271 At 09/30/2023: $258,175
JSF Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JSF Financial LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the JSF Financial LLC top holdings by largest position size, as per the latest 13f filing made by JSF Financial LLC.
In the JSF Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by JSF Financial LLC in that top holding, then the share count change between reporting periods, and finally the JSF Financial LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
123,963 |
+328 |
$59,208 | IVV | 123,963 | +328 | $59,208 | ISHARES TR (IEFA) |
346,456 |
+7,064 |
$24,373 | IEFA | 346,456 | +7,064 | $24,373 | ISHARES TR (IJH) |
66,168 |
+1,755 |
$18,338 | IJH | 66,168 | +1,755 | $18,338 | ISHARES GOLD TR (IAU) |
423,381 |
+3,724 |
$16,525 | IAU | 423,381 | +3,724 | $16,525 | APPLE INC |
74,804 |
-2,369 |
$14,402 | AAPL | 74,804 | -2,369 | $14,402 | ISHARES TR (IVE) |
81,061 |
+4,236 |
$14,096 | IVE | 81,061 | +4,236 | $14,096 | DOUBLEVERIFY HLDGS INC |
336,831 |
UNCH |
$12,389 | DV | 336,831 | UNCH | $12,389 | INVESCO QQQ TR |
23,646 |
-1,081 |
$9,684 | QQQ | 23,646 | -1,081 | $9,684 | ISHARES TR (IWY) |
40,498 |
+838 |
$7,096 | IWY | 40,498 | +838 | $7,096 | MICROSOFT CORP |
15,725 |
-330 |
$5,913 | MSFT | 15,725 | -330 | $5,913 | ISHARES TR (ITOT) |
55,756 |
-1,395 |
$5,867 | ITOT | 55,756 | -1,395 | $5,867 | SPDR SER TR (SPLG) |
99,967 |
+7,657 |
$5,588 | SPLG | 99,967 | +7,657 | $5,588 | ISHARES TR (EEM) |
130,483 |
-4,425 |
$5,247 | EEM | 130,483 | -4,425 | $5,247 | SELECT SECTOR SPDR TR (XLU) |
73,890 |
-14,767 |
$4,679 | XLU | 73,890 | -14,767 | $4,679 | ISHARES TR (IWF) |
14,877 |
-105 |
$4,510 | IWF | 14,877 | -105 | $4,510 | ISHARES INC (IEMG) |
84,788 |
+3,288 |
$4,289 | IEMG | 84,788 | +3,288 | $4,289 | AMAZON COM INC |
24,518 |
-152 |
$3,725 | AMZN | 24,518 | -152 | $3,725 | ISHARES TR (IWR) |
47,305 |
-837 |
$3,677 | IWR | 47,305 | -837 | $3,677 | BERKSHIRE HATHAWAY INC DEL |
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$3,043 | BRK.B | 8,532 | +13 | $3,043 | SELECT SECTOR SPDR TR (XLK) |
14,880 |
-3,895 |
$2,864 | XLK | 14,880 | -3,895 | $2,864 | COSTCO WHSL CORP NEW |
4,202 |
-255 |
$2,773 | COST | 4,202 | -255 | $2,773 | BRAZE INC |
51,558 |
-31,359 |
$2,739 | BRZE | 51,558 | -31,359 | $2,739 | ALPHABET INC |
18,898 |
-1,184 |
$2,640 | GOOGL | 18,898 | -1,184 | $2,640 | SELECT SECTOR SPDR TR (XLV) |
17,970 |
+117 |
$2,451 | XLV | 17,970 | +117 | $2,451 | ISHARES TR (IJR) |
19,552 |
+594 |
$2,116 | IJR | 19,552 | +594 | $2,116 | SPDR SER TR (SPMD) |
41,870 |
-404 |
$2,040 | SPMD | 41,870 | -404 | $2,040 | DISNEY WALT CO |
22,346 |
-4,958 |
$2,018 | DIS | 22,346 | -4,958 | $2,018 | SPDR S&P 500 ETF TR (SPY) |
3,717 |
+100 |
$1,767 | SPY | 3,717 | +100 | $1,767 | SELECT SECTOR SPDR TR (XLP) |
24,432 |
+24,432 |
$1,760 | XLP | 24,432 | +24,432 | $1,760 | JPMORGAN CHASE & CO |
9,672 |
-723 |
$1,645 | JPM | 9,672 | -723 | $1,645 | SELECT SECTOR SPDR TR (XLC) |
21,254 |
+4,382 |
$1,544 | XLC | 21,254 | +4,382 | $1,544 | FIDELITY COVINGTON TRUST |
30,708 |
+30,708 |
$1,255 | FUTY | 30,708 | +30,708 | $1,255 | ALPHABET INC |
7,893 |
-652 |
$1,112 | GOOG | 7,893 | -652 | $1,112 | ISHARES TR (IWM) |
5,303 |
-51 |
$1,064 | IWM | 5,303 | -51 | $1,064 | FIDELITY COVINGTON TRUST |
7,160 |
-92 |
$1,028 | FTEC | 7,160 | -92 | $1,028 | ISHARES TR (EFA) |
13,405 |
-398 |
$1,010 | EFA | 13,405 | -398 | $1,010 | ISHARES TR (HDV) |
9,591 |
+188 |
$978 | HDV | 9,591 | +188 | $978 | BROADCOM INC |
857 |
+3 |
$957 | AVGO | 857 | +3 | $957 | UNITEDHEALTH GROUP INC |
1,771 |
+5 |
$932 | UNH | 1,771 | +5 | $932 | HOME DEPOT INC |
2,653 |
+64 |
$919 | HD | 2,653 | +64 | $919 | PROCTER AND GAMBLE CO |
6,220 |
-182 |
$912 | PG | 6,220 | -182 | $912 | VISA INC |
3,456 |
-13 |
$900 | V | 3,456 | -13 | $900 | J P MORGAN EXCHANGE TRADED F (JEPI) |
16,319 |
-710 |
$897 | JEPI | 16,319 | -710 | $897 | AMGEN INC |
2,944 |
+9 |
$848 | AMGN | 2,944 | +9 | $848 | PACCAR INC |
8,460 |
-20 |
$826 | PCAR | 8,460 | -20 | $826 | SYNOPSYS INC |
1,586 |
-3 |
$817 | SNPS | 1,586 | -3 | $817 | ARISTA NETWORKS INC |
3,369 |
+3,369 |
$793 | ANET | 3,369 | +3,369 | $793 | CADENCE DESIGN SYSTEM INC |
2,891 |
-4 |
$787 | CDNS | 2,891 | -4 | $787 | SELECT SECTOR SPDR TR (XLE) |
8,964 |
+6,556 |
$752 | XLE | 8,964 | +6,556 | $752 | BROWN & BROWN INC |
9,542 |
+7 |
$679 | BRO | 9,542 | +7 | $679 |
See Full List: All Stocks Held By JSF Financial LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By JSF Financial LLC
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