JWA
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JFS Wealth Advisors’s PLDT PHI Stock Holding History

JFS Wealth Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$368 Hold
21
– – ﹤0.01% 2021
2026
Q1 		$442 Sell
21
-48
-70% -$1.08K ﹤0.01% 1781
2025
Q4 		$1.5K Buy
69
+24
+53% +$493 ﹤0.01% 1626
2025
Q3 		$842 Buy
45
+11
+32% +$236 ﹤0.01% 1661
2025
Q2 		$740 Sell
34
-61
-64% -$1.38K ﹤0.01% 1631
2025
Q1 		$2.08K Buy
95
+17
+22% +$393 ﹤0.01% 1454
2024
Q4 		$1.73K Sell
78
-33
-30% -$784 ﹤0.01% 1534
2024
Q3 		$2.98K Hold
111
– – ﹤0.01% 1320
2024
Q2 		$2.73K Sell
111
-10
-8% -$241 ﹤0.01% 1317
2024
Q1 		$2.98K Buy
121
+4
+3% +$93 ﹤0.01% 1298
2023
Q4 		$2.74K Buy
117
+38
+48% +$850 ﹤0.01% 1297
2023
Q3 		$1.63K Sell
79
-34
-30% -$745 ﹤0.01% 1441
2023
Q2 		$2.64K Sell
113
-10
-8% -$225 ﹤0.01% 1279
2023
Q1 		$3.11K Hold
123
– – ﹤0.01% 1190
2022
Q4 		$2.8K Buy
+123
New +$3.25K ﹤0.01% 1237
2022
Q3 		– Sell
-199
Closed -$6K – 1876
2022
Q2 		$6K Sell
199
-32
-14% -$1.14K ﹤0.01% 951
2022
Q1 		$8K Buy
231
+188
+437% +$6.69K ﹤0.01% 878
2021
Q4 		$2K Buy
+43
New +$1.45K ﹤0.01% 1134

Other funds holding PHI

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return