Fund HoldingsJSF Financial, LLC

Total Portfolio Value
$374.01M
Total Bought
$72.79M
Total Sold
$45.73M
Net Transaction
+$27.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PIMCO ETF TR
MULTISECTOR BD
01,084,171+1,084,171028,1027.51%+28,102
NVIDIA CORPORATION(NVDA)062,701+62,70108,4202.25%+8,420
GLOBAL X FDS
US INFR DEV ETF
0132,464+132,46405,3531.43%+5,353
APPLE INC(AAPL)73,19586,110+12,91517,05421,5645.77%+4,509
ISHARES TR16,81849,270+32,4521,9675,6771.52%+3,710
ALPHABET INC(GOOG)024,220+24,22004,5851.23%+4,585
ISHARES TR
US INFRASTRUC
031,091+31,09101,4390.38%+1,439
ARISTA NETWORKS INC(ANET)011,848+11,84801,3100.35%+1,310
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
051,872+51,87201,2800.34%+1,280
ISHARES TR141,355140,620-73581,53682,78022.13%+1,244
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
026,178+26,17809730.26%+973
CARDINAL HEALTH INC(CAH)08,178+8,17809670.26%+967
ISHARES TR011,653+11,65309210.25%+921
LANTHEUS HLDGS INC(LNTH)09,993+9,99308940.24%+894
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
274,988277,942+2,95413,07013,8863.71%+816
SELECT SECTOR SPDR TR
ST STR MATER ETF
09,512+9,51208000.21%+800
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,530+3,53007920.21%+792
FABRINET(FN)03,481+3,48107650.20%+765
VERTEX PHARMACEUTICALS INC(VRTX)01,866+1,86607510.20%+751
COMMVAULT SYS INC(CVLT)04,896+4,89607390.20%+739
BROADCOM INC(AVGO)7,0218,346+1,3251,2111,9350.52%+724
ISHARES TR48,82548,532-29310,74411,4183.05%+674
COSTCO WHSL CORP NEW(COST)3,8494,406+5573,4124,0371.08%+625
AMAZON COM INC(AMZN)022,929+22,92905,0301.34%+5,030
DOUBLEVERIFY HLDGS INC(DV)0319,831+319,83106,1441.64%+6,144
AXON ENTERPRISE INC(AXON)2,8582,899+411,1421,7230.46%+581
BRAZE INC(BRZE)050,843+50,84302,1290.57%+2,129
FIDELITY WISE ORIGIN BITCOIN(FBTC)7,31210,763+3,4514068780.23%+472
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
011,957+11,95704220.11%+422
VISA INC(V)04,529+4,52901,4310.38%+1,431
NETFLIX INC(NFLX)0385+38503430.09%+343
INVESCO QQQ TR22,88722,518-36911,17011,5123.08%+342
AMGEN INC(AMGN)1,0922,593+1,5013526760.18%+324
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
3,2838,303+5,0202015150.14%+314
TRI CONTL CORP(TY)09,787+9,78703100.08%+310
DECKERS OUTDOOR CORP(DECK)6,0546,262+2089651,2720.34%+306
TESLA INC(TSLA)1,8941,916+224967740.21%+278
JPMORGAN CHASE & CO.(JPM)9,3359,347+121,9682,2410.60%+272
ALPHABET INC(GOOG)8,2268,643+4171,3751,6460.44%+271
ISHARES TR05,133+5,13302680.07%+268
CISCO SYS INC(CSCO)04,304+4,30402550.07%+255
ISHARES INC
CORE MSCI EMKT
90,078103,560+13,4825,1715,4081.45%+237
ISHARES TR14,17313,822-3515,3205,5511.48%+230
PALANTIR TECHNOLOGIES INC(PLTR)02,946+2,94602230.06%+223
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
15,91219,412+3,5008741,0940.29%+220
STARBUCKS CORP(SBUX)02,328+2,32802120.06%+212
CHENIERE ENERGY INC(LNG)4,4424,670+2287991,0030.27%+205
SALESFORCE INC(CRM)1,1991,572+3733285260.14%+197
SPDR S&P 500 ETF TR(SPY)3,9154,115+2002,2462,4120.64%+166
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
30,17233,908+3,7361,7961,9510.52%+155
WALMART INC(WMT)14,34314,445+1021,1581,3050.35%+147
AT&T INC(T)26,56531,392+4,8275847150.19%+130
BJS WHSL CLUB HLDGS INC(BJ)10,72611,216+4908851,0020.27%+117
CATERPILLAR INC(CAT)632952+3202473450.09%+98
SPDR SER TR
ST STR P500ETF
44,93745,419+4823,0343,1310.84%+98
LENNOX INTL INC(LII)1,3391,485+1468099050.24%+96
T-MOBILE US INC(TMUS)5,0185,062+441,0351,1170.30%+82
PACKAGING CORP AMER(PKG)4,5124,668+1569721,0510.28%+79
MOTOROLA SOLUTIONS INC(MSI)2,6292,706+771,1821,2510.33%+68
DISNEY WALT CO(DIS)018,831+18,83102,0970.56%+2,097
FIDELITY COVINGTON TRUST6,4706,437-331,1291,1900.32%+61
VANGUARD INDEX FDS1,0771,262+1853053660.10%+61
GOLDMAN SACHS GROUP INC(GS)878864-144354950.13%+60
REPUBLIC SVCS INC(RSG)4,3894,637+2488829330.25%+51
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,984+2,98402560.07%+256
GEN DIGITAL INC(GEN)32,01633,383+1,3678789140.24%+36
SPDR SER TR
ST STR P400MID
033,770+33,77001,8470.49%+1,847
PALO ALTO NETWORKS INC(PANW)1,4372,874+1,4374915230.14%+32
ALX ONCOLOGY HLDGS INC017,500+17,5000290.01%+29
BROWN & BROWN INC(BRO)10,12810,526+3981,0491,0740.29%+25
UNITED THERAPEUTICS CORP DEL(UTHR)2,8822,996+1141,0331,0570.28%+24
MICRON TECHNOLOGY INC(MU)03,419+3,41902880.08%+288
KAYNE ANDERSON ENERGY INFRST(KYN)10,16410,448+2841121330.04%+21
MSCI INC(MSCI)63363303693800.10%+11
DEERE & CO(DE)90190103763820.10%+6
ISHARES TR2,2812,188-932182220.06%+4
AUTOZONE INC(AZO)109108-13433460.09%+2
SPDR S&P MIDCAP 400 ETF TR(MDY)51751702942950.08%0
SELECT SECTOR SPDR TR
ST STR REAL ETF
18,39020,202+1,8128218220.22%0
HYCROFT MINING HOLDING CORP10,00010,0000000.00%-0
ISHARES TR
ESG AWR US AGRGT
6,3166,580+2643073060.08%-1
ISHARES TR4,2324,159-734604590.12%-2
ISHARES TR5,1045,089-152162130.06%-3
VANGUARD INDEX FDS1,2551,256+12192130.06%-6
ISHARES TR3,8143,719-954114040.11%-7
CHEVRON CORP NEW(CVX)2,2902,280-103373300.09%-7
ISHARES TR4,4864,450-369919830.26%-8
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4602,462+24414310.12%-9
EXXON MOBIL CORP2,3812,501+1202792690.07%-10
ISHARES INC
ESG AWR MSCI EM
5,9016,112+2112152040.05%-11
PROGRESSIVE CORP(PGR)3,6353,799+1649229100.24%-12
RTX CORPORATION(RTX)2,4532,421-322972800.07%-17
ISHARES TR
ESG AWR MSCI USA
6,8836,591-2928688490.23%-19
BLACKSTONE INC(BX)1,8841,560-3242892690.07%-19
ISHARES TR2,6092,499-1104954630.12%-33
PEPSICO INC(PEP)1,8311,83103112780.07%-33
TARGET CORP(TGT)01,806+1,80602440.07%+244
PROCTER AND GAMBLE CO(PG)10,64510,741+961,8441,8010.48%-43
ORACLE CORP(ORCL)2,9152,690-2254974480.12%-48
ISHARES TR028,393+28,39302,5100.67%+2,510
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