Jnba Financial Advisors Purchases in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
754K
+ 16191.92%
$91.45 - $91.75 $68.9M - $69.2M
758K $69.6M
VEA
Vanguard Ftse Developed Market

ETFs
37K
+ 8.84%
$47.4 - $52.99 $1.75M - $1.96M
456K $23.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
SPMD
Spdr Portfolio

ETFs
70.4K
+ 9.23%
$50.21 - $57.73 $3.53M - $4.06M
833K $42.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.5K
+ 3.91%
$42.5 - $46.71 $487K - $535K
304K $13.8M
VO
Vanguard Mid Cap ETF

ETFs
3.5K
+ 12.86%
$251.87 - $277.95 $880K - $971K
30.7K $7.93M
CRM
Salesforce, Inc.

Technology
2.56K
+ 145.43%
$268.36 - $359.95 $688K - $923K
4.33K $1.16M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.63K
+ 11.38%
$45.92 - $47.58 $304K - $315K
64.9K $3.08M
ABBV
Abb Vie Inc.

Healthcare
225
+ 2.48%
$169.2 - $216.66 $38.1K - $48.7K
9.3K $1.95M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.99K
New
$100.34 - $100.68 $300K - $301K
2.99K $300K
INTC
Intel Corp

Technology
11
+ 0.02%
$19.1 - $27.39 $210 - $301
71.4K $1.62M
UMBF
Umb Financial Corp

Financial Services
1.84K
New
$98.0 - $122.56 $180K - $226K
1.84K $186K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.95K
+ 9.79%
$55.47 - $61.45 $108K - $120K
21.9K $1.29M
PSX
Phillips 66

Energy
1.02K
+ 155.57%
$113.93 - $131.55 $116K - $134K
1.67K $206K
CVX
Chevron Corp

Energy
175
+ 4.03%
$146.71 - $167.97 $25.7K - $29.4K
4.52K $755K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
8.07K
+ 10.3%
$38.41 - $44.06 $310K - $355K
86.4K $3.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
297
+ 29.23%
$468.34 - $539.52 $139K - $160K
1.31K $615K
EFA
Ishares Tr Msci Eafe ETF

ETFs
618
+ 8.6%
$74.85 - $84.89 $46.3K - $52.5K
7.81K $637K
VB
Vanguard Small Cap ETF

ETFs
1.03K
+ 13.05%
$217.89 - $252.64 $223K - $259K
8.88K $1.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
285
+ 8.51%
$551.42 - $612.93 $157K - $175K
3.64K $2.03M
V
Visa Inc.

Financial Services
1
+ 0.05%
$306.92 - $362.71 $307 - $363
2.01K $704K
VKTX
Viking Therapeutics, Inc.

Healthcare
2.3K
New
$24.15 - $42.89 $55.5K - $98.6K
2.3K $55K
FDN
First Tr Fd Dow Jones

ETFs
200
New
$221.38 - $266.86 $44.3K - $53.4K
200 $44K
VV
Vanguard Large Cap ETF

ETFs
1.68K
+ 5.45%
$253.32 - $282.66 $425K - $474K
32.4K $8.34M
RGTI
Rigetti Computing, Inc.

Technology
5K
New
$6.05 - $19.51 $30.3K - $97.6K
5K $39K
BMY
Bristol Myers Squibb CO

Healthcare
179
+ 3.03%
$53.9 - $63.11 $9.65K - $11.3K
6.08K $370K
PLUG
Plug Power Inc

Industrials
27.5K
New
$1.34 - $3.15 $36.9K - $86.6K
27.5K $37K
GBCI
Glacier Bancorp, Inc.

Financial Services
800
New
$43.81 - $52.23 $35K - $41.8K
800 $35K
HIMX
Himax Technologies, Inc.

Technology
4.5K
New
$7.2 - $12.85 $32.4K - $57.8K
4.5K $33K
ADBE
Adobe Inc.

Technology
90
+ 360.0%
$377.84 - $464.11 $34K - $41.8K
115 $44K
T
At&T Inc.

Communication Services
33
+ 0.61%
$21.56 - $28.28 $711 - $933
5.42K $153K
DOW
Dow Inc.

Basic Materials
1K
+ 118.62%
$34.36 - $41.92 $34.4K - $41.9K
1.84K $64K
FIBK
First Interstate Bancsystem Inc

Financial Services
1K
New
$27.77 - $33.5 $27.8K - $33.5K
1K $28K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
232
+ 27.29%
$87.68 - $94.52 $20.3K - $21.9K
1.08K $101K
COP
Conocophillips

Energy
179
+ 16.17%
$88.6 - $105.85 $15.9K - $18.9K
1.29K $135K
PSO
Pearson PLC

Communication Services
1.79K
+ 7.02%
$15.45 - $17.75 $27.7K - $31.8K
27.3K $436K
CAT
Caterpillar Inc

Industrials
100
+ 41.84%
$326.75 - $407.63 $32.7K - $40.8K
339 $111K
KMI
Kinder Morgan, Inc.

Energy
870
+ 669.23%
$26.1 - $31.22 $22.7K - $27.2K
1K $28K
FDX
Fedex Corp

Industrials
150
+ 50.68%
$230.33 - $281.53 $34.5K - $42.2K
446 $108K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
93
+ 1.48%
$96.06 - $104.96 $8.93K - $9.76K
6.39K $645K
OLN
Olin Corp

Basic Materials
1K
New
$23.36 - $34.41 $23.4K - $34.4K
1K $24K
WM
Waste Management Inc

Industrials
100
New
$200.54 - $233.78 $20.1K - $23.4K
100 $23K
SYK
Stryker Corp

Healthcare
60
+ 60.0%
$355.18 - $399.9 $21.3K - $24K
160 $59K
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 147.06%
$222.66 - $268.42 $22.3K - $26.8K
168 $39K
XLE
Energy Sector Spdr

ETFs
244
New
$85.7 - $93.96 $20.9K - $22.9K
244 $22K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
326
+ 8.26%
$48.43 - $49.9 $15.8K - $16.3K
4.27K $213K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 5.32%
$890.62 - $1076.86 $13.4K - $16.2K
297 $280K
IWB
Ishares Tr Russell 1000 ETF

ETFs
81
+ 46.55%
$302.31 - $337.54 $24.5K - $27.3K
255 $78K
OTTR
Otter Tail Corp

Utilities
115
+ 6.71%
$72.43 - $83.38 $8.33K - $9.59K
1.83K $147K
Activity Summary
Buys All Purchases 134 New Holdings 46 Increased Positions 88 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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