JFS WEALTH ADVISORS, LLC Information

1479 N. HERMITAGE RD, HERMITAGE, Pennsylvania, 16148, (724) 962-3200

Report Date: 12/31/2014

Position Statistics

Total Positions 559
New Positions 66
Increased Positions 198
Decreased Positions 127
Positions with Activity 325
Sold Out Positions 33
Total Mkt Value (in $ millions) 620

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.13%
Capital Goods 0.15%
Conglomerates 0.01%
Consumer Cyclical 0.21%
Consumer/Non-Cyclical 0.69%
Energy 1.05%
Financial 92.63%
Healthcare 1.74%
Services 1.26%
Technology 0.48%
Transportation 0.05%
Utilities 1.28%

559 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 417,430 New 1,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 20,284 55 .27 138,950
POWERSHARES ETF TRUST FTSE RAFI 1000 15,596 740 4.98 169,539
POWERSHARES ETF TRUST FTSE US1500 SM 14,184 421 3.06 136,092
VANGUARD INDEX FDS TOTAL STK MKT 12,138 -269 (2.17) 112,151
WISDOMTREE TR TOTAL DIVID FD 11,889 -296 (2.43) 158,747
SELECT SECTOR SPDR TR SBI INT-ENERGY 9,522 9,276 3,770.94 122,012
ENTERPRISE PRODS PARTNERS L P COM 7,123 40 .56 216,430
POWERSHARES GLOBAL ETF TRUST DEV MKTS EX-US 6,618 411 6.62 159,509
BLACKROCK MUNIHLDNGS CALI QLTY COM 5,377 176 3.38 366,512
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 4,779 79 1.68 118,304
WISDOMTREE TR INTL SMCAP DIV 4,748 102 2.19 79,489
WISDOMTREE TR INTL LRGCAP DV 4,653 74 1.61 93,989
POWERSHARES ETF TR II S&P500 LOW VOL 4,258 90 2.15 111,445
INVESCO CALIF VALUE MUN INC TR COM 3,912 358 10.07 293,919
WISDOMTREE TR EMG MKTS SMCAP 3,624 130 3.72 81,688
EXXON MOBIL CORP COM 3,433 93 2.79 40,091
POWERSHARES GLOBAL ETF TRUST EX US SML PORT 3,327 221 7.11 122,139
NOVARTIS A G SPONSORED ADR 3,288 -28 (0.84) 32,455
POWERSHARES GLOBAL ETF TRUST EMER MRKT PORT 2,976 194 6.97 160,020