Fund HoldingsJSF Financial, LLC

Total Portfolio Value
$319.41M
Total Bought
$49.18M
Total Sold
$22.66M
Net Transaction
+$26.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR123,963144,113+20,15059,20875,76423.72%+16,556
ISHARES TR81,061103,950+22,88914,09619,4196.08%+5,323
SELECT SECTOR SPDR TR
ST STR FINL ETF
17,943130,611+112,6686755,5011.72%+4,827
ISHARES TR40,49846,986+6,4887,0969,1672.87%+2,071
ISHARES TR66,168328,811+262,64318,33819,9726.25%+1,634
MICROSOFT CORP(MSFT)15,72516,944+1,2195,9137,1292.23%+1,216
SPDR SER TR
ST STR P500ETF
99,967108,377+8,4105,5886,6682.09%+1,080
ISHARES GOLD TR(IAU)423,381417,912-5,46916,52517,5565.50%+1,032
ELI LILLY & CO(LLY)9221,989+1,0675381,5480.48%+1,010
ALPHABET INC(GOOG)18,89823,317+4,4192,6403,5191.10%+879
MOTOROLA SOLUTIONS INC(MSI)02,354+2,35408360.26%+836
DISNEY WALT CO(DIS)023,021+23,02102,8170.88%+2,817
PROCTER AND GAMBLE CO(PG)6,22010,332+4,1129121,6760.52%+765
VISA INC(V)3,4565,874+2,4189001,6390.51%+740
T-MOBILE US INC(TMUS)04,441+4,44107250.23%+725
BJS WHSL CLUB HLDGS INC(BJ)09,335+9,33507060.22%+706
AMAZON COM INC(AMZN)24,51824,470-483,7254,4141.38%+689
BERKSHIRE HATHAWAY INC DEL8,5328,753+2213,0433,6811.15%+638
MONDELEZ INTL INC(MDLZ)3,36012,296+8,9362438610.27%+617
NVIDIA CORPORATION(NVDA)1,2101,316+1065991,1890.37%+590
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
16,31925,577+9,2588971,4800.46%+583
INVESCO QQQ TR23,64622,895-7519,68410,1663.18%+482
FIDELITY WISE ORIGIN BITCOIN(FBTC)07,737+7,73704800.15%+480
ISHARES TR14,87714,672-2054,5104,9451.55%+435
PALO ALTO NETWORKS INC(PANW)01,317+1,31703740.12%+374
ISHARES TR03,568+3,56803600.11%+360
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
8,86814,638+5,7704437940.25%+351
ISHARES TR
ESG AWR MSCI USA
2,8595,400+2,5413006210.19%+321
AXON ENTERPRISE INC(AXON)1,8792,501+6224857830.24%+297
DECKERS OUTDOOR CORP(DECK)850900+505688470.27%+279
EXXON MOBIL CORP02,373+2,37302760.09%+276
JPMORGAN CHASE & CO(JPM)9,6729,440-2321,6451,8910.59%+246
CATERPILLAR INC(CAT)0659+65902420.08%+242
SPDR S&P 500 ETF TR(SPY)3,7173,830+1131,7672,0030.63%+237
NETFLIX INC(NFLX)0355+35502160.07%+216
CENCORA INC2,7423,154+4125637660.24%+203
LAM RESEARCH CORP(LRCX)0208+20802020.06%+202
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,96410,094+1,1307529530.30%+201
ISHARES TR02,378+2,37802010.06%+201
ISHARES TR47,30545,905-1,4003,6773,8601.21%+183
UNITEDHEALTH GROUP INC(UNH)1,7712,171+4009321,0740.34%+142
META PLATFORMS INC(META)846904+582994390.14%+140
SPDR SER TR
ST STR P400MID
41,87040,712-1,1582,0402,1720.68%+132
MCKESSON CORP(MCK)1,2201,296+765656960.22%+131
TARGET CORP(TGT)2,5852,801+2163684960.16%+128
REPUBLIC SVCS INC(RSG)3,5893,742+1535927160.22%+125
RELIANCE INC(RS)2,2902,289-16407650.24%+125
ISHARES INC
CORE MSCI EMKT
84,78885,453+6654,2894,4091.38%+121
MOLINA HEALTHCARE INC(MOH)1,6141,693+795836960.22%+112
COSTCO WHSL CORP NEW(COST)4,2023,938-2642,7732,8850.90%+112
REGENERON PHARMACEUTICALS(REGN)658711+535786840.21%+106
EQUINIX INC(EQIX)679791+1125476530.20%+106
BROWN & BROWN INC(BRO)9,5428,942-6006797830.25%+104
HOME DEPOT INC(HD)2,6532,654+19191,0180.32%+99
MERCK & CO INC(MRK)4,1004,104+44475420.17%+95
PACKAGING CORP AMER(PKG)3,9643,888-766467380.23%+92
MICRON TECHNOLOGY INC(MU)2,8252,82502413330.10%+92
AMGEN INC(AMGN)2,9443,302+3588489390.29%+91
ISHARES TR
CORE HIGH DV ETF
9,5919,663+729781,0650.33%+87
NOVO-NORDISK A S(NVO)1,9572,094+1372022690.08%+66
AUTOZONE INC(AZO)10810802793400.11%+61
ALPHABET INC(GOOG)7,8937,693-2001,1121,1710.37%+59
ORACLE CORP(ORCL)2,8342,829-52993550.11%+57
CBOE GLOBAL MKTS INC(CBOE)3,3883,598+2106056610.21%+56
ISHARES TR55,75651,305-4,4515,8675,9151.85%+48
SALESFORCE INC(CRM)1,2051,20503173630.11%+46
ISHARES TR2,7922,817+254615050.16%+43
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,3942,456+623784160.13%+38
NUTANIX INC(NTNX)11,3759,375-2,0005425790.18%+36
RTX CORPORATION(RTX)2,4762,47602082410.08%+33
ISHARES TR
ESG AWR US AGRGT
4,2454,990+7452032350.07%+32
GOLDMAN SACHS GROUP INC(GS)89689603463740.12%+29
SPDR S&P MIDCAP 400 ETF TR(MDY)515516+12622870.09%+26
SYNOPSYS INC(SNPS)1,5861,464-1228178370.26%+20
FIDELITY COVINGTON TRUST7,1606,713-4471,0281,0460.33%+18
CHEVRON CORP NEW(CVX)01,980+1,98003120.10%+312
ISHARES TR
MSCI USA MIN ETF
3,4413,389-522692830.09%+15
BLACKSTONE INC(BX)1,8221,920+982392520.08%+14
ALTRIA GROUP INC(MO)6,0565,900-1562442570.08%+13
VANGUARD INDEX FDS883848-352102210.07%+11
AT&T INC(T)25,58824,950-6384294390.14%+10
PEPSICO INC(PEP)01,834+1,83403210.10%+321
TESLA INC(TSLA)1,2621,814+5523143190.10%+5
BANK AMERICA CORP6,4725,879-5932182230.07%+5
PACCAR INC(PCAR)8,4606,700-1,7608268300.26%+4
HYCROFT MINING HOLDING CORP10,00010,0000000.00%-0
DEERE & CO(DE)978951-273913910.12%-0
PIMCO ETF TR
INTER MUN BD ACT
4,0004,00002112100.07%-1
MSCI INC(MSCI)63363303583550.11%-3
PHILIP MORRIS INTL INC(PM)3,4813,506+253273210.10%-6
ISHARES TR
ESG AW MSCI EAFE
4,8934,498-3953703590.11%-10
ISHARES TR5,3034,970-3331,0641,0450.33%-19
ISHARES TR5,8245,661-1635785540.17%-24
CADENCE DESIGN SYSTEM INC(CDNS)2,8912,438-4537877590.24%-29
ARISTA NETWORKS INC3,3692,595-7747937520.24%-41
JOHNSON & JOHNSON(JNJ)03,428+3,42805420.17%+542
SIRIUS XM HOLDINGS INC(SIRI)10,1830-10,183560-56
ISHARES TR4,4933,814-6794633920.12%-71
BROADCOM INC(AVGO)857651-2069578630.27%-94
ISHARES TR19,55217,345-2,2072,1161,9170.60%-200
Page 1 of 1