Jnba Financial Advisors Purchases in Q2 2025

Jnba Financial Advisors

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIS
Vanguard Industrial ETF

ETFs
10
New
$220.04 - $280.07 $2.2K - $2.8K
10 $2K
AAL
American Airlines Group Inc.

Industrials
216
New
N/A
216 $2K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
21
New
$86.79 - $101.21 $1.82K - $2.13K
21 $2K
VHT
Vanguard Health Care ETF

ETFs
11
New
$236.71 - $261.92 $2.6K - $2.88K
11 $2K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
32
New
$47.63 - $60.01 $1.52K - $1.92K
32 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
243
+ 279.31%
$3.07 - $4.51 $746 - $1.1K
330 $1K
PFN
Pimco Income Strategy Fund Ii

Financial Services
277
+ 12.11%
$6.87 - $7.56 $1.9K - $2.09K
2.57K $18K
FDVV
Fidelity High Dividend ETF

ETFs
5
+ 0.98%
$43.6 - $52.02 $218 - $260
516 $26K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
21
+ 16.15%
$49.82 - $50.25 $1.05K - $1.06K
151 $7K
XLP
Consumer Staples Sector Spdr

ETFs
18
+ 85.71%
N/A
39 $2K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
37
New
$33.19 - $40.78 $1.23K - $1.51K
37 $1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13
New
$73.0 - $85.5 $949 - $1.11K
13 $1K
EAOA
Ishares Esg Aware Aggressive A

Technology
4
+ 7.69%
$32.02 - $38.54 $128 - $154
56 $2K
HEWJ
Ishares Currency Hedged Msci J

ETFs
20
New
$36.78 - $45.25 $736 - $905
20 $0
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 3.92%
$204.89 - $224.73 $410 - $449
53 $11K
VDE
Vanguard Energy ETF

ETFs
14
+ 17.95%
$105.87 - $130.56 $1.48K - $1.83K
92 $10K
FNDE
Schwab Fundamental Emerging Mk

ETFs
20
New
$26.66 - $33.09 $533 - $662
20 $0
Rbb Fd Inc
271
New
N/A
271 $0
Ishares Bitcoin Trust ETF
175
New
N/A
175 $0
Ralliant Corp
13
New
N/A
13 $0
VAW
Vanguard Materials ETF

ETFs
2
New
$163.82 - $196.64 $328 - $393
2 $0
VXRT
Vaxart, Inc.

Healthcare
5
New
$0.31 - $0.7 $1.55 - $3.5
5 $0
Alps ETF Tr
47
New
N/A
47 $0
Aeluma Inc
3.16K
New
N/A
3.16K $0
Wisdomtree Tr
525
New
N/A
525 $0
OXY
Occidental Petroleum Corp

Energy
3
+ 4.35%
$36.11 - $49.33 $108 - $148
72 $3K
Barrick Mng Corp
3.56K
New
N/A
3.56K $0
CGMU
Capital Group Core Plus Income
95
+ 43.18%
N/A
315 $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.79%
$50.41 - $51.17 $50.4 - $51.2
127 $6K
Ge Vernova Inc
4
+ 3.77%
N/A
110 $0
Ge Healthcare Technologies I
5
+ 3.45%
N/A
150 $0
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1
+ 1.59%
$59.8 - $60.07 $59.8 - $60.1
64 $3K
BBAX
J P Morgan Betabuilders Develo

ETFs
17
New
$42.69 - $54.65 $726 - $929
17 $0
Solidion Technology Inc
417
New
N/A
417 $0
DASH
Door Dash, Inc.

Communication Services
4
New
$163.16 - $246.51 $653 - $986
4 $0
TBUX
T Rowe Price Exchange Traded F

ETFs
2
+ 1.5%
$49.52 - $49.9 $99 - $99.8
135 $6K
RAYD
Advsrs Inner Crcl Fd Iii Rayli
43
New
N/A
43 $0
XLV
Select Sector Spdr Fund Health

ETFs
106
+ 6.86%
$128.77 - $144.3 $13.6K - $15.3K
1.65K $222K
PFE
Pfizer Inc

Healthcare
120
+ 1.52%
$21.59 - $24.84 $2.59K - $2.98K
8.04K $194K
TGT
Target Corp

Consumer Defensive
96
+ 2.95%
$88.76 - $105.77 $8.52K - $10.2K
3.35K $330K
FAST
Fastenal CO

Industrials
4.01K
+ 79.79%
$40.65 - $83.16 $163K - $333K
9.04K $379K
AAPL
Apple Inc.

Technology
283
+ 0.93%
$172.42 - $223.89 $48.8K - $63.4K
30.7K $6.3M
Activity Summary
Buys All Purchases 143 New Holdings 51 Increased Positions 92 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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