Jnba Financial Advisors Purchases in Q3 2025

Jnba Financial Advisors

  • $1.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
112K
+ 46.48%
$620.67 - $670.08 $69.4M - $75M
353K $236M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
101K
+ 5.05%
$39.8 - $42.86 $4.01M - $4.32M
2.1M $89.7M
VUG
Vanguard Growth ETF

ETFs
3.32K
+ 3.63%
$433.97 - $484.08 $1.44M - $1.61M
94.6K $45.4M
SPMD
Spdr Portfolio

ETFs
33.8K
+ 4.08%
$54.43 - $58.29 $1.84M - $1.97M
861K $49.2M
MSFT
Microsoft Corp

Technology
6.28K
+ 24.09%
$491.09 - $535.64 $3.08M - $3.36M
32.3K $16.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
27.8K
+ 14.65%
$70.77 - $73.59 $1.97M - $2.05M
218K $16M
VV
Vanguard Large Cap ETF

ETFs
99
+ 0.16%
$285.05 - $309.14 $28.2K - $30.6K
63.1K $19.4M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
14.4K
+ 17.47%
$47.64 - $51.71 $687K - $746K
97K $5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.3K
+ 12.72%
$48.5 - $50.19 $643K - $665K
117K $5.88M
GOOGL
Alphabet Inc.

Communication Services
200
+ 2.18%
$174.36 - $254.72 $34.9K - $50.9K
9.38K $2.28M
ORCL
Oracle Corp

Technology
392
+ 6.36%
$218.96 - $328.33 $85.8K - $129K
6.56K $1.84M
NVDA
Nvidia Corp

Technology
770
+ 6.74%
$153.3 - $186.58 $118K - $144K
12.2K $2.27M
ABBV
Abb Vie Inc.

Healthcare
77
+ 0.83%
$184.85 - $231.54 $14.2K - $17.8K
9.37K $2.17M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
664
+ 1.02%
$87.05 - $93.19 $57.8K - $61.9K
66K $6.14M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.02%
$303.93 - $329.86 $608 - $660
11.5K $3.78M
FSLR
First Solar, Inc.

Technology
272
+ 7.01%
$160.84 - $223.53 $43.7K - $60.8K
4.15K $915K
TSLA
Tesla, Inc.

Consumer Cyclical
119
+ 7.58%
$293.94 - $444.72 $35K - $52.9K
1.69K $750K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
658
+ 0.81%
$41.58 - $44.7 $27.4K - $29.4K
81.8K $3.59M
TRV
Travelers Companies, Inc.

Financial Services
666
+ 24.06%
$250.62 - $279.43 $167K - $186K
3.43K $958K
AMZN
Amazon Com Inc

Consumer Cyclical
809
+ 7.55%
$211.65 - $238.24 $171K - $193K
11.5K $2.53M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 1.72%
$237.77 - $353.61 $18.5K - $27.6K
4.6K $1.59M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
464
+ 7.16%
$110.71 - $127.06 $51.4K - $59K
6.94K $881K
APG
A Pi Group Corp

Industrials
157K
+ 50.0%
$33.09 - $36.34 $5.21M - $5.72M
472K $16.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
674
+ 10.2%
$109.47 - $119.06 $73.8K - $80.2K
7.28K $862K
META
Meta Platforms, Inc.

Communication Services
166
+ 9.33%
$695.21 - $791.73 $115K - $131K
1.95K $1.43M
CIEN
Ciena Corp

Technology
756
New
$77.75 - $145.67 $58.8K - $110K
756 $110K
AVGO
Broadcom Inc.

Technology
268
+ 206.15%
$264.74 - $369.57 $71K - $99K
398 $131K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.33K
+ 2.0%
$46.86 - $48.27 $62.2K - $64.1K
67.6K $3.24M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
192
+ 2.95%
$126.64 - $135.65 $24.3K - $26K
6.71K $909K
COOP
Mr. Cooper Group Inc.

Financial Services
390
New
$143.29 - $220.9 $55.9K - $86.2K
390 $82K
CAH
Cardinal Health Inc

Healthcare
504
New
$146.04 - $167.63 $73.6K - $84.5K
504 $79K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
30
+ 0.16%
$64.58 - $69.94 $1.94K - $2.1K
18.4K $1.27M
CVX
Chevron Corp

Energy
118
+ 2.72%
$145.57 - $161.83 $17.2K - $19.1K
4.46K $692K
JCI
Johnson Controls International PLC

Industrials
585
+ 80.47%
$103.24 - $111.73 $60.4K - $65.4K
1.31K $144K
SSNC
Ss&C Technologies Holdings Inc

Technology
677
New
$81.85 - $90.2 $55.4K - $61.1K
677 $60K
SPGI
S&P Global Inc.

Financial Services
123
New
$484.94 - $564.15 $59.6K - $69.4K
123 $59K
XOM
Exxon Mobil Corp

Energy
100
+ 1.06%
$105.83 - $117.22 $10.6K - $11.7K
9.55K $1.08M
ICE
Intercontinental Exchange, Inc.

Financial Services
347
New
$167.28 - $188.45 $58K - $65.4K
347 $58K
MU
Micron Technology Inc

Technology
319
New
$104.88 - $168.89 $33.5K - $53.9K
319 $53K
HAS
Hasbro, Inc.

Consumer Cyclical
556
New
$73.92 - $81.85 $41.1K - $45.5K
556 $42K
APD
Air Products & Chemicals, Inc.

Basic Materials
153
+ 250.82%
$265.78 - $299.3 $40.7K - $45.8K
214 $58K
DSI
Ishares Msci Kld 400 Social Et

ETFs
82
+ 3.08%
$115.96 - $125.95 $9.51K - $10.3K
2.75K $346K
AMD
Advanced Micro Devices Inc

Technology
206
+ 420.41%
$134.8 - $184.42 $27.8K - $38K
255 $41K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
227
+ 1194.74%
$138.08 - $151.2 $31.3K - $34.3K
246 $37K
WDC
Western Digital Corp

Technology
287
New
$63.84 - $120.06 $18.3K - $34.5K
287 $34K
AIQ
Global X Funds Global X Artifi

ETFs
339
+ 18.53%
$43.2 - $49.66 $14.6K - $16.8K
2.17K $107K
MA
Mastercard Inc

Financial Services
44
+ 7.77%
$550.18 - $598.96 $24.2K - $26.4K
610 $346K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
527
+ 1.09%
$22.89 - $23.7 $12.1K - $12.5K
48.8K $1.15M
PAVE
Global X Fds Us Infrastructure

ETFs
507
New
$44.02 - $47.63 $22.3K - $24.1K
507 $24K
Activity Summary
Buys All Purchases 114 New Holdings 34 Increased Positions 80 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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