Jsf Financial, LLC Top Holdings and 13F Report (2025) About Jsf Financial, LLCInvestment ActivityJsf Financial, LLC has $379.07 million in total holdings as of March 31, 2025.Jsf Financial, LLC owns shares of 121 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 28.50% of the portfolio was purchased this quarter.About 23.27% of the portfolio was sold this quarter.This quarter, Jsf Financial, LLC has purchased 122 new stocks and bought additional shares in 47 stocks.Jsf Financial, LLC sold shares of 48 stocks and completely divested from 21 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $76,809,776Capital Group Growth ETF $32,153,152iShares 0-5 Year TIPS Bond ETF $23,905,673iShares Core MSCI EAFE ETF $22,229,974iShares Russell Top 200 Value ETF $20,898,210 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $23,905,673 Holding81369Y704 - Industrial Select Sector SPDR Fund $7,360,544 Holding58155Q103 - McKesson $1,182,443 Holding94106L109 - Waste Management $1,092,666 Holding81369Y852 - Communication Services Select Sector SPDR Fund $1,012,943 Holding Largest Purchases this Quarter Capital Group Growth ETF 912,600 shares (about $31.26M)iShares 0-5 Year TIPS Bond ETF 231,040 shares (about $23.91M)iShares Russell Top 200 Value ETF 242,645 shares (about $19.94M)Industrial Select Sector SPDR Fund 56,157 shares (about $7.36M)iShares Russell Top 200 Growth ETF 20,343 shares (about $4.29M) Largest Sales this Quarter PIMCO Multi Sector Bond Active ETF 1,052,942 shares (about $27.75M)iShares S&P 500 Value ETF 101,342 shares (about $19.32M)Invesco S&P 500 Top 50 ETF 115,888 shares (about $5.33M)iShares Core S&P Small-Cap ETF 30,891 shares (about $3.23M)iShares Core S&P 500 ETF 3,923 shares (about $2.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJsf Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$76,809,776$2,204,326 ▼-2.8%136,69720.3%ETFCGGRCapital Group Growth ETF$32,153,152$31,256,555 ▲3,486.1%938,7788.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$23,905,673$23,905,673 ▲New Holding231,0406.3%ETFIEFAiShares Core MSCI EAFE ETF$22,229,974$1,946,474 ▲9.6%293,8535.9%ETFIWXiShares Russell Top 200 Value ETF$20,898,210$19,940,566 ▲2,082.3%254,2985.5%ETFAAPLApple$19,008,350$119,284 ▼-0.6%85,5735.0%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$14,528,480$4,291,149 ▲41.9%68,8753.8%ETFQQQInvesco QQQ$10,943,151$384,044 ▲3.6%23,3372.9%FinanceIJHiShares Core S&P Mid-Cap ETF$9,191,688$33,201 ▼-0.4%157,5272.4%ETFXLGInvesco S&P 500 Top 50 ETF$7,457,737$5,333,174 ▼-41.7%162,0542.0%ETFXLIIndustrial Select Sector SPDR Fund$7,360,544$7,360,544 ▲New Holding56,1571.9%ETFNVDANVIDIA$6,721,473$74,023 ▼-1.1%62,0181.8%Computer and TechnologyMSFTMicrosoft$5,699,933$78,081 ▼-1.4%15,1841.5%Computer and TechnologyBRK.BBerkshire Hathaway$5,216,621$166,698 ▲3.3%9,7951.4%FinanceIWFiShares Russell 1000 Growth ETF$4,784,596$206,550 ▼-4.1%13,2501.3%ETFCOSTCostco Wholesale$4,459,164$292,234 ▲7.0%4,7151.2%Retail/WholesaleDVDoubleVerify$4,276,1400.0%319,8311.1%Computer and TechnologyAMZNAmazon.com$4,269,244$93,227 ▼-2.1%22,4391.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$4,224,531$1,364,569 ▼-24.4%78,2761.1%ETFXLVHealth Care Select Sector SPDR Fund$4,147,363$3,233,060 ▲353.6%28,4051.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,141,936$1,071,964 ▼-20.6%33,9481.1%ETFGOOGLAlphabet$2,866,561$878,819 ▼-23.5%18,5370.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,629,565$357,211 ▼-12.0%39,9870.7%ETFJEPIJPMorgan Equity Premium Income ETF$2,488,889$551,398 ▲28.5%43,5580.7%ETFEEMiShares MSCI Emerging Markets ETF$2,421,755$392,599 ▼-13.9%55,4180.6%FinanceIWRiShares Russell Mid-Cap ETF$2,409,176$6,210 ▼-0.3%28,3200.6%ETFJPMJPMorgan Chase & Co.$2,293,174$245 ▲0.0%9,3480.6%FinanceXLUUtilities Select Sector SPDR Fund$2,158,390$118,277 ▲5.8%27,3730.6%ETFSPYSPDR S&P 500 ETF Trust$2,031,510$270,160 ▼-11.7%3,6320.5%FinanceIJRiShares Core S&P Small-Cap ETF$1,921,917$3,230,314 ▼-62.7%18,3790.5%ETFXLKTechnology Select Sector SPDR Fund$1,918,522$30,971 ▲1.6%9,2920.5%ETFDISWalt Disney$1,837,346$21,320 ▼-1.1%18,6150.5%Consumer DiscretionarySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,837,172$108,810 ▲6.3%35,8960.5%ETFBRZEBraze$1,834,4150.0%50,8430.5%Computer and TechnologyIAUiShares Gold Trust$1,744,096$256,358 ▼-12.8%29,5810.5%FinanceVVisa$1,575,700$11,565 ▼-0.7%4,4960.4%Business ServicesUNHUnitedHealth Group$1,446,441$568,731 ▼-28.2%2,7620.4%MedicalGOOGAlphabet$1,377,207$26,872 ▲2.0%8,8150.4%Computer and TechnologyBJBJ's Wholesale Club$1,340,789$61,043 ▲4.8%11,7510.4%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$1,312,042$19,315,073 ▼-93.6%6,8840.3%ETFBROBrown & Brown$1,293,077$16,296 ▼-1.2%10,3950.3%FinanceTMUST-Mobile US$1,272,500$77,614 ▼-5.7%4,7710.3%Computer and TechnologyCAHCardinal Health$1,247,019$120,279 ▲10.7%9,0510.3%MedicalRSGRepublic Services$1,225,198$102,201 ▲9.1%5,0590.3%Business ServicesPGRProgressive$1,197,731$122,547 ▲11.4%4,2320.3%FinanceMCKMcKesson$1,182,443$1,182,443 ▲New Holding1,7570.3%MedicalWMTWalmart$1,158,716$109,384 ▼-8.6%13,1990.3%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$1,111,154$265,704 ▲31.4%26,5510.3%ETFCHENIERE ENERGY INC$1,105,678$24,992 ▲2.3%4,7780.3%COM NEWWMWaste Management$1,092,666$1,092,666 ▲New Holding4,7200.3%Business ServicesCVLTCommvault Systems$1,078,605$306,212 ▲39.6%6,8370.3%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$1,069,323$31,285 ▲3.0%6,6310.3%ETFXLCCommunication Services Select Sector SPDR Fund$1,012,943$1,012,943 ▲New Holding10,5020.3%ETFRPMRPM International$1,007,457$1,007,457 ▲New Holding8,7090.3%ConstructionCASYCasey's General Stores$1,003,500$1,003,500 ▲New Holding2,3120.3%Retail/WholesaleGENGenesis Healthcare$993,434$107,459 ▲12.1%37,4320.3%Business ServicesORLYO'Reilly Automotive$971,289$971,289 ▲New Holding6780.3%Retail/WholesaleHDHome Depot$968,960$3,298 ▼-0.3%2,6440.3%Retail/WholesaleFIFiserv$966,794$966,794 ▲New Holding4,3780.3%Business ServicesTAT&T$955,148$67,391 ▲7.6%33,7750.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$951,255$308,449 ▲48.0%11,6390.3%FinanceAXONAxon Enterprise$936,191$588,538 ▼-38.6%1,7800.2%AerospaceAMGNAmgen$935,234$127,419 ▲15.8%3,0020.2%MedicalEXLSExlService$934,522$934,522 ▲New Holding19,7950.2%Business ServicesPGProcter & Gamble$930,959$899,433 ▼-49.1%5,4630.2%Consumer StaplesADPAutomatic Data Processing$869,538$869,538 ▲New Holding2,8460.2%Business ServicesCALMCal-Maine Foods$867,837$867,837 ▲New Holding9,5470.2%Basic MaterialsIWMiShares Russell 2000 ETF$851,568$36,105 ▼-4.1%4,2690.2%FinanceHDViShares Core High Dividend ETF$837,371$5,450 ▲0.7%6,9140.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$822,888$27,745,152 ▼-97.1%31,2290.2%ETFBMIBadger Meter$818,622$818,622 ▲New Holding4,3030.2%Computer and TechnologyLLYEli Lilly and Company$818,603$4,130 ▲0.5%9910.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$802,940$202,198 ▼-20.1%15,5070.2%ETFFIDELITY WISE ORIGIN BITCOIN$728,768$45,845 ▼-5.9%10,1260.2%SHSESGUiShares ESG Aware MSCI USA ETF$704,224$99,228 ▼-12.4%5,7770.2%ManufacturingTSLATesla$580,000$83,450 ▲16.8%2,2380.2%Auto/Tires/TrucksPANWPalo Alto Networks$502,364$11,945 ▲2.4%2,9440.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$496,234$716 ▲0.1%8,3150.1%HEDGED EQUITY LAJNJJohnson & Johnson$485,579$51,245 ▼-9.5%2,9280.1%MedicalIWDiShares Russell 1000 Value ETF$470,313$188 ▲0.0%2,5000.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$467,318$67,880 ▲17.0%5,7210.1%ManufacturingGSThe Goldman Sachs Group$466,166$6,012 ▼-1.3%8530.1%FinanceMETAMeta Platforms$453,029$19,020 ▼-4.0%7860.1%Computer and TechnologyCRMSalesforce$423,333$1,342 ▲0.3%1,5770.1%Computer and TechnologyDEDeere & Company$422,9360.0%9010.1%IndustrialsEAGGiShares ESG Aware U.S. Aggregate Bond ETF$419,119$106,691 ▲34.1%8,8270.1%ETFDSIiShares ESG MSCI KLD 400 ETF$418,466$7,476 ▼-1.8%4,0860.1%ETFNFLXNetflix$412,178$53,154 ▲14.8%4420.1%Consumer DiscretionaryAZOAutoZone$407,967$3,813 ▼-0.9%1070.1%Retail/WholesaleCVXChevron$384,202$2,843 ▲0.7%2,2970.1%EnergyORCLOracle$363,628$12,442 ▼-3.3%2,6010.1%Computer and TechnologyMRKMerck & Co., Inc.$361,336$3,141 ▲0.9%4,0260.1%MedicalMSCIMSCI$357,9620.0%6330.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$356,280$6,239 ▼-1.7%3,6550.1%ETFVTIVanguard Total Stock Market ETF$347,358$550 ▲0.2%1,2640.1%ETFRTXRTX$321,276$530 ▲0.2%2,4250.1%AerospaceMUMicron Technology$309,995$12,945 ▲4.4%3,5680.1%Computer and TechnologyCATCaterpillar$304,909$8,900 ▼-2.8%9250.1%IndustrialsAVGOBroadcom$302,680$1,094,536 ▼-78.3%1,8080.1%Computer and TechnologyXOMExxon Mobil$301,093$3,686 ▲1.2%2,5320.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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