Jnba Financial Advisors Incresed Positions in Q4 2024

Jnba Financial Advisors

  • $970 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
19.1K
+ 7.69%
$570.51 - $610.59 $10.9M - $11.7M
268K $158M
VUG
Vanguard Growth ETF

ETFs
10.3K
+ 13.92%
$378.79 - $428.11 $3.88M - $4.39M
83.9K $34.4M
SPMD
Spdr Portfolio

ETFs
53.6K
+ 7.56%
$54.13 - $59.56 $2.9M - $3.19M
763K $41.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.1K
+ 2.13%
$61.68 - $67.87 $993K - $1.09M
771K $48.1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
19.7K
+ 50.98%
$46.33 - $48.6 $911K - $956K
58.2K $2.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.4K
+ 4.43%
$44.33 - $49.55 $993K - $1.11M
528K $23.7M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
13.3K
+ 16.31%
$43.67 - $47.04 $579K - $624K
94.6K $4.29M
BNDX
Vanguard Total International B

ETFs
13.9K
+ 17.03%
$48.91 - $50.61 $681K - $705K
95.6K $4.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
791
+ 30.91%
$567.81 - $607.81 $449K - $481K
3.35K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
336
+ 2.87%
$180.88 - $232.93 $60.8K - $78.3K
12K $2.64M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
17.1K
+ 44.58%
$22.65 - $23.8 $388K - $408K
55.5K $1.26M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
3.51K
+ 125.82%
$98.71 - $112.67 $346K - $395K
6.3K $621K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7.46K
+ 10.53%
$41.64 - $45.75 $311K - $341K
78.3K $3.28M
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.01%
$205.18 - $250.29 $17.6K - $21.5K
8.63K $2.07M
NVDA
Nvidia Corp

Technology
600
+ 5.05%
$117.0 - $148.88 $70.2K - $89.3K
12.5K $1.68M
DIS
Walt Disney CO

Communication Services
5
+ 0.03%
$92.39 - $117.6 $462 - $588
15K $1.67M
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 2.47%
$213.65 - $479.86 $6.84K - $15.4K
1.33K $537K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.0%
$260.27 - $280.65 $260 - $281
30.8K $8.3M
CRM
Salesforce, Inc.

Technology
201
+ 12.87%
$270.87 - $367.87 $54.4K - $73.9K
1.76K $589K
HON
Honeywell International Inc

Industrials
509
+ 24.58%
$202.84 - $236.0 $103K - $120K
2.58K $582K
IWM
Ishares Russell 2000 ETF

ETFs
504
+ 19.64%
$216.13 - $242.4 $109K - $122K
3.07K $678K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.17K
+ 18.08%
$87.25 - $95.52 $102K - $112K
7.66K $677K
VEA
Vanguard Ftse Developed Market

ETFs
41.6K
+ 11.02%
$47.57 - $52.44 $1.98M - $2.18M
419K $20M
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.36K
+ 10.33%
$40.62 - $45.4 $95.8K - $107K
25.2K $1.04M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
424
+ 6.59%
$100.18 - $109.1 $42.5K - $46.3K
6.86K $719K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
86
+ 7.41%
$521.84 - $558.82 $44.9K - $48.1K
1.25K $671K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
394
+ 5.72%
$118.0 - $127.04 $46.5K - $50.1K
7.29K $885K
VBK
Vanguard Small Cap Growth ETF

ETFs
150
+ 80.65%
$264.18 - $304.19 $39.6K - $45.6K
336 $94K
USB
Us Bancorp \De\

Financial Services
491
+ 7.35%
$43.98 - $53.66 $21.6K - $26.3K
7.17K $343K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.4K
+ 2.64%
$77.86 - $79.27 $109K - $111K
54.6K $4.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
774
+ 1.84%
$50.37 - $50.6 $39K - $39.2K
42.9K $2.16M
MA
Mastercard Inc

Financial Services
2
+ 0.3%
$491.3 - $536.15 $983 - $1.07K
661 $348K
BA
Boeing CO

Industrials
47
+ 10.85%
$138.14 - $180.72 $6.49K - $8.49K
480 $84K
IBM
International Business Machines Corp

Technology
53
+ 11.65%
$204.9 - $238.04 $10.9K - $12.6K
508 $111K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
224
+ 40.36%
$58.88 - $64.8 $13.2K - $14.5K
779 $45K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
107
+ 2.23%
$100.22 - $100.73 $10.7K - $10.8K
4.9K $492K
MPC
Marathon Petroleum Corp

Energy
75
+ 241.94%
$131.65 - $174.84 $9.87K - $13.1K
106 $14K
IEMG
Ishares Inc

ETFs
165
+ 1.22%
N/A
13.7K $733K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.05K
+ 300.1%
$25.93 - $105.3 $79.1K - $321K
4.07K $113K
DSI
Ishares Msci Kld 400 Social Et

ETFs
13
+ 0.46%
$107.41 - $115.71 $1.4K - $1.5K
2.84K $313K
ADBE
Adobe Inc.

Technology
10
+ 66.67%
$437.39 - $552.96 $4.37K - $5.53K
25 $11K
KEYS
Keysight Technologies, Inc.

Technology
23
+ 7.9%
$149.01 - $172.53 $3.43K - $3.97K
314 $50K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
14
+ 155.56%
$229.83 - $258.46 $3.22K - $3.62K
23 $5K
FISV
Fiserv Inc

Technology
24
+ 2.15%
N/A
1.14K $142K
F
Ford Motor CO

Consumer Cyclical
176
+ 22.17%
$9.69 - $11.4 $1.71K - $2.01K
970 $9K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.33K
+ 200.0%
$22.01 - $66.82 $29.2K - $88.7K
1.99K $45K
CVX
Chevron Corp

Energy
80
+ 1.88%
$141.15 - $162.53 $11.3K - $13K
4.34K $628K
ETR
Entergy Corp

Utilities
57
+ 100.0%
$73.19 - $156.4 $4.17K - $8.91K
114 $8K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1
+ 1.05%
$59.74 - $60.03 $59.7 - $60
96 $5K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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