Jnba Financial Advisors Incresed Positions in Q2 2025

Jnba Financial Advisors

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
19.5K
+ 8.84%
$498.8 - $620.9 $9.75M - $12.1M
241K $149M
VV
Vanguard Large Cap ETF

ETFs
30.5K
+ 94.06%
$228.25 - $285.3 $6.97M - $8.71M
63K $18M
VO
Vanguard Mid Cap ETF

ETFs
21.3K
+ 69.37%
$228.54 - $279.83 $4.86M - $5.95M
51.9K $14.5M
VUG
Vanguard Growth ETF

ETFs
328
+ 0.36%
$329.49 - $438.4 $108K - $144K
91.3K $40M
VB
Vanguard Small Cap ETF

ETFs
22.3K
+ 251.54%
$193.73 - $237.37 $4.33M - $5.3M
31.2K $7.4M
VEA
Vanguard Ftse Developed Market

ETFs
25.8K
+ 5.67%
$45.65 - $57.01 $1.18M - $1.47M
481K $27.4M
SPYG
Spdr Portfolio

ETFs
5.66K
+ 2.37%
$71.83 - $95.32 $407K - $540K
244K $23.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42K
+ 5.54%
$91.43 - $91.74 $3.84M - $3.85M
800K $73.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
29.5K
+ 987.0%
$100.35 - $100.71 $2.96M - $2.97M
32.4K $3.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 3.79%
$39.89 - $49.46 $461K - $571K
316K $15.6M
VGT
Vanguard Information Technolog

ETFs
39
+ 0.85%
$470.37 - $663.28 $18.3K - $25.9K
4.61K $3.06M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
925
+ 1.44%
$73.02 - $90.22 $67.5K - $83.5K
65.3K $5.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.52K
+ 13.57%
$58.41 - $72.69 $264K - $329K
37.8K $2.75M
VEU
Vanguard Ftse All World Ex Us

ETFs
702
+ 1.26%
$54.19 - $67.22 $38K - $47.2K
56.3K $3.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
163
+ 4.48%
$496.48 - $617.85 $80.9K - $101K
3.8K $2.35M
CEG
Constellation Energy Corp

Utilities
550
+ 61.32%
$170.96 - $322.76 $94K - $178K
1.45K $467K
GOOG
Alphabet Inc.

Communication Services
300
+ 2.91%
$146.58 - $180.01 $44K - $54K
10.6K $1.88M
XJR
Ishares Tresg Screened S&P Sma

ETFs
4.43K
+ 20.32%
$32.75 - $39.55 $145K - $175K
26.3K $1.04M
FSLR
First Solar, Inc.

Technology
356
+ 10.11%
$120.38 - $192.98 $42.9K - $68.7K
3.88K $642K
TSLA
Tesla, Inc.

Consumer Cyclical
357
+ 29.46%
$221.86 - $362.89 $79.2K - $130K
1.57K $498K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
132
+ 0.32%
$30.87 - $39.17 $4.07K - $5.17K
41.5K $1.62M
CSCO
Cisco Systems, Inc.

Technology
95
+ 0.63%
$53.19 - $69.38 $5.05K - $6.59K
15.3K $1.06M
AEP
American Electric Power CO Inc

Utilities
1.13K
+ 235.91%
$98.59 - $109.11 $111K - $123K
1.61K $166K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.04K
+ 1.9%
$77.94 - $79.5 $80.7K - $82.3K
55.4K $4.41M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
332
+ 5.29%
$86.93 - $109.64 $28.9K - $36.4K
6.61K $724K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.97K
+ 11.64%
$50.52 - $50.92 $99.6K - $100K
18.9K $962K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
197
+ 3.12%
$101.97 - $126.75 $20.1K - $25K
6.52K $825K
DFAX
Dimensional ETF Tr
2.96K
+ 1944.08%
$23.37 - $29.39 $69.1K - $86.8K
3.11K $91K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.95K
+ 8.27%
$24.66 - $25.17 $72.7K - $74.2K
38.6K $970K
SO
Southern CO

Utilities
825
+ 188.79%
$84.91 - $92.56 $70.1K - $76.4K
1.26K $115K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.87%
$456.74 - $568.03 $4.57K - $5.68K
1.16K $656K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.35K
+ 2.09%
$46.41 - $47.7 $62.8K - $64.5K
66.2K $3.15M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
88
+ 1.38%
$89.06 - $112.24 $7.84K - $9.88K
6.48K $712K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.74K
+ 276.27%
$29.12 - $35.84 $50.5K - $62.2K
2.36K $84K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.03%
$116.42 - $147.52 $116 - $148
3.56K $525K
GLD
Spdr Gold Trust

ETFs
106
+ 10.82%
$273.71 - $316.29 $29K - $33.5K
1.09K $331K
XLK
Technology Sector Spdr

ETFs
93
+ 22.36%
$179.73 - $253.23 $16.7K - $23.6K
509 $128K
PLTR
Palantir Technologies Inc.

Technology
200
+ 200.0%
$74.01 - $144.25 $14.8K - $28.9K
300 $40K
AIQ
Global X Funds Global X Artifi

ETFs
502
+ 37.83%
$31.5 - $43.69 $15.8K - $21.9K
1.83K $79K
GE
General Electric CO

Industrials
17
+ 3.81%
$166.81 - $257.39 $2.84K - $4.38K
463 $119K
NOC
Northrop Grumman Corp

Industrials
58
+ 82.86%
$456.3 - $540.39 $26.5K - $31.3K
128 $63K
DAL
Delta Air Lines, Inc.

Industrials
422
+ 40.08%
$35.88 - $52.99 $15.1K - $22.4K
1.48K $72K
VBK
Vanguard Small Cap Growth ETF

ETFs
67
+ 21.75%
$219.76 - $276.94 $14.7K - $18.6K
375 $103K
ETN
Eaton Corp PLC

Industrials
62
+ 221.43%
$246.52 - $356.99 $15.3K - $22.1K
90 $32K
WMT
Walmart Inc.

Consumer Defensive
46
+ 2.24%
$81.79 - $99.98 $3.76K - $4.6K
2.1K $205K
MDT
Medtronic PLC

Healthcare
1.15K
+ 4.01%
$80.68 - $88.86 $92.5K - $102K
29.7K $2.59M
IWV
Ishares Russell 3000 ETF

ETFs
47
+ 24.35%
$281.67 - $351.0 $13.2K - $16.5K
240 $84K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 3.37%
$908.13 - $1056.85 $9.08K - $10.6K
307 $303K
VBR
Vanguard Small Cap Value ETF

ETFs
118
+ 137.21%
$162.76 - $195.77 $19.2K - $23.1K
204 $39K
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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