Jnba Financial Advisors Purchases in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
199
+ 16.84%
$68.32 - $75.06 $13.6K - $14.9K
1.38K $103K
BA
Boeing CO

Industrials
140
+ 29.17%
$148.15 - $186.25 $20.7K - $26.1K
620 $105K
DHR
Danaher Corp

Healthcare
100
New
$201.62 - $250.59 $20.2K - $25.1K
100 $20K
IWV
Ishares Russell 3000 ETF

ETFs
70
+ 56.91%
$313.1 - $349.83 $21.9K - $24.5K
193 $61K
ALG
Alamo Group Inc

Industrials
102
New
$172.9 - $190.49 $17.6K - $19.4K
102 $18K
IOO
Ishares Tr Global 100 ETF

ETFs
178
New
$96.2 - $105.12 $17.1K - $18.7K
178 $17K
LMT
Lockheed Martin Corp

Industrials
45
+ 38.46%
$423.19 - $506.29 $19K - $22.8K
162 $72K
DD
Du Pont De Nemours, Inc.

Basic Materials
216
+ 132.52%
$72.7 - $84.32 $15.7K - $18.2K
379 $28K
VONV
Vanguard Russell 1000 Value Et

ETFs
175
New
$80.21 - $86.14 $14K - $15.1K
175 $14K
HAL
Halliburton CO

Energy
500
+ 505.05%
$24.15 - $29.9 $12.1K - $15K
599 $15K
BLNK
Blink Charging Co.

Industrials
12.4K
New
$0.9 - $1.68 $11.2K - $20.8K
12.4K $11K
FIVN
Five9, Inc.

Technology
400
New
$27.15 - $42.82 $10.9K - $17.1K
400 $10K
BALL
Ball Corp

Consumer Cyclical
193
New
$49.04 - $56.53 $9.46K - $10.9K
193 $10K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
17.1K
New
$0.6 - $1.22 $10.3K - $20.9K
17.1K $10K
CMCSA
Comcast Corp

Communication Services
250
+ 20.96%
$33.19 - $38.23 $8.3K - $9.56K
1.44K $53K
GMS
Gms Inc.

Industrials
125
New
$70.36 - $86.13 $8.8K - $10.8K
125 $9K
VTRS
Viatris Inc

Healthcare
951
+ 970.41%
$8.68 - $12.42 $8.25K - $11.8K
1.05K $9K
IRBT
Irobot Corp

Consumer Cyclical
3K
New
$2.7 - $12.7 $8.1K - $38.1K
3K $8K
JHX
James Hardie Industries PLC

Basic Materials
300
New
$23.56 - $34.63 $7.07K - $10.4K
300 $7K
TRMB
Trimble Inc.

Technology
100
+ 100.0%
$65.52 - $77.49 $6.55K - $7.75K
200 $13K
TDOC
Teladoc Health, Inc.

Healthcare
800
New
$7.96 - $14.33 $6.37K - $11.5K
800 $6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
417
+ 20.93%
$21.23 - $23.75 $8.85K - $9.9K
2.41K $51K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
228
+ 58.46%
$18.36 - $20.51 $4.19K - $4.68K
618 $12K
MDU
Mdu Resources Group Inc

Industrials
300
New
$16.45 - $18.61 $4.94K - $5.58K
300 $5K
TXN
Texas Instruments Inc

Technology
25
+ 2.58%
N/A
995 $193K
HWM
Howmet Aerospace Inc.

Industrials
33
+ 97.06%
$110.79 - $139.39 $3.66K - $4.6K
67 $8K
DRIV
Global X Fds Global X Autonomo

ETFs
228
+ 31.23%
$21.14 - $24.23 $4.82K - $5.52K
958 $20K
XLC
Select Sector Spdr Tr Communic

ETFs
43
New
$94.84 - $105.31 $4.08K - $4.53K
43 $4K
AOK
Ishares Tr Core Conservative A

ETFs
132
New
$36.86 - $38.15 $4.87K - $5.04K
132 $4K
DLTR
Dollar Tree, Inc.

Consumer Defensive
50
New
$61.92 - $76.95 $3.1K - $3.85K
50 $3K
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.29%
$28.88 - $32.4 $116 - $130
1.38K $43K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
118
New
$25.34 - $26.96 $2.99K - $3.18K
118 $3K
VCIT
Vanguard Intermediate Term Cor

ETFs
7
+ 0.43%
$79.17 - $82.04 $554 - $574
1.62K $132K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
53
New
$63.07 - $73.5 $3.34K - $3.9K
53 $3K
EWJ
Ishares Msci Japan ETF

ETFs
15
+ 3.48%
$65.24 - $71.7 $979 - $1.08K
446 $30K
UPS
United Parcel Service Inc

Industrials
84
+ 18.5%
$109.66 - $136.26 $9.21K - $11.4K
538 $59K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
106
New
$22.25 - $23.0 $2.36K - $2.44K
106 $2K
IDEV
Ishares Core Msci Intl Develop

ETFs
23
New
$63.77 - $71.36 $1.47K - $1.64K
23 $1K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
25
New
$47.59 - $48.35 $1.19K - $1.21K
25 $1K
AOR
Ishares Tr Core Growth Allocat

ETFs
6
+ 0.77%
$56.63 - $59.39 $340 - $356
786 $45K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
20
New
$59.63 - $64.37 $1.19K - $1.29K
20 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
67
+ 40.12%
$9.47 - $11.46 $634 - $768
234 $2K
NGVT
Ingevity Corp

Basic Materials
26
New
$37.74 - $48.87 $981 - $1.27K
26 $1K
XLP
Consumer Staples Sector Spdr

ETFs
21
New
N/A
21 $1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2
+ 1.45%
$50.03 - $50.27 $100 - $101
140 $7K
PFN
Pimco Income Strategy Fund Ii

Financial Services
64
+ 2.88%
$7.41 - $7.64 $474 - $489
2.29K $17K
PHO
Invesco Exchange Traded Fd Tr

ETFs
33
+ 4.55%
$63.77 - $68.75 $2.1K - $2.27K
758 $48K
TBUX
T Rowe Price Exchange Traded F

ETFs
1
+ 0.76%
$49.57 - $49.82 $49.6 - $49.8
133 $6K
Workhorse Group Inc
3
New
N/A
3 $0
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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