Jnba Financial Advisors Incresed Positions in Q4 2024

Jnba Financial Advisors

  • $970 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1
+ 0.69%
$139.44 - $150.37 $139 - $150
145 $20K
CGMU
Capital Group Core Plus Income
36
+ 19.57%
N/A
220 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
250
+ 100.0%
$25.33 - $51.16 $6.33K - $12.8K
500 $12K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8
+ 1.25%
$40.26 - $42.88 $322 - $343
646 $26K
FDVV
Fidelity High Dividend ETF

ETFs
5
+ 1.0%
$49.66 - $52.63 $248 - $263
507 $25K
TSCO
Tractor Supply CO

Consumer Cyclical
64
+ 400.0%
$52.59 - $303.74 $3.37K - $19.4K
80 $4K
BDX
Becton Dickinson & CO

Healthcare
18
+ 7.32%
$220.02 - $243.75 $3.96K - $4.39K
264 $59K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
2
+ 1.57%
$49.93 - $50.24 $99.9 - $100
129 $6K
Vaneck ETF Trust
10
+ 4.0%
N/A
260 $0
FNDA
Schwab Fundamental U S Small C

ETFs
94
+ 100.0%
$29.26 - $59.11 $2.75K - $5.56K
188 $5K
FNDX
Schwab Fundamental U S Large C

ETFs
1.59K
+ 200.0%
$23.49 - $71.77 $37.3K - $114K
2.38K $56K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1
+ 0.73%
$50.0 - $50.27 $50 - $50.3
138 $6K
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 1.63%
$50.28 - $51.08 $101 - $102
125 $6K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2
+ 1.64%
$50.62 - $50.97 $101 - $102
124 $6K
EAOA
Ishares Esg Aware Aggressive A

Technology
9
+ 21.95%
$35.68 - $37.3 $321 - $336
50 $1K
PFN
Pimco Income Strategy Fund Ii

Financial Services
62
+ 2.87%
$7.33 - $7.72 $454 - $479
2.22K $16K
IHDG
Wisdomtree Tr

ETFs
4
+ 0.72%
$43.38 - $46.0 $174 - $184
559 $24K
AOR
Ishares Tr Core Growth Allocat

ETFs
20
+ 2.63%
$57.32 - $59.66 $1.15K - $1.19K
780 $44K
IFRA
Ishares Tr

ETFs
1
+ 0.47%
$45.94 - $51.71 $45.9 - $51.7
216 $9K
NOC
Northrop Grumman Corp

Industrials
6
+ 9.38%
$466.52 - $543.88 $2.8K - $3.26K
70 $32K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
195
+ 100.0%
$18.41 - $40.87 $3.59K - $7.97K
390 $7K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2
+ 1.69%
$55.45 - $61.08 $111 - $122
120 $6K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.65K
+ 200.0%
$25.79 - $80.4 $42.6K - $133K
2.48K $64K
PII
Polaris Inc.

Consumer Cyclical
165
+ 35.48%
$56.74 - $83.06 $9.36K - $13.7K
630 $36K
AOA
Ishares Tr Core Aggressive All

ETFs
156
+ 2.21%
$76.61 - $79.88 $12K - $12.5K
7.2K $551K
NEE
Nextera Energy Inc

Utilities
80
+ 6.49%
$69.77 - $85.43 $5.58K - $6.83K
1.31K $94K
IEFA
Ishares Tr

ETFs
1.18K
+ 9.45%
$70.06 - $77.43 $82.8K - $91.5K
13.7K $962K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.26K
+ 1.09%
$113.92 - $127.38 $143K - $160K
117K $13.4M
TGT
Target Corp

Consumer Defensive
50
+ 1.54%
$121.59 - $160.69 $6.08K - $8.03K
3.3K $446K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
807
+ 1.86%
$33.39 - $37.66 $26.9K - $30.4K
44.2K $1.47M
NKE
Nike, Inc.

Consumer Cyclical
131
+ 1.32%
$73.36 - $89.13 $9.61K - $11.7K
10K $760K
QCOM
Qualcomm Inc

Technology
3
+ 0.03%
$150.4 - $178.04 $451 - $534
10.1K $1.55M
FSLR
First Solar, Inc.

Technology
181
+ 5.87%
$175.88 - $240.66 $31.8K - $43.6K
3.27K $575K
MSFT
Microsoft Corp

Technology
14
+ 0.05%
$406.35 - $454.46 $5.69K - $6.36K
26K $10.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.04K
+ 3.08%
$75.65 - $83.47 $155K - $171K
68.4K $5.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
561K
+ 197.89%
$26.93 - $84.95 $15.1M - $47.7M
845K $23.1M
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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