Jnba Financial Advisors Incresed Positions in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DRIV
Global X Fds Global X Autonomo

ETFs
228
+ 31.23%
$21.14 - $24.23 $4.82K - $5.52K
958 $20K
VCIT
Vanguard Intermediate Term Cor

ETFs
7
+ 0.43%
$79.17 - $82.04 $554 - $574
1.62K $132K
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.29%
$28.88 - $32.4 $116 - $130
1.38K $43K
UPS
United Parcel Service Inc

Industrials
84
+ 18.5%
$109.66 - $136.26 $9.21K - $11.4K
538 $59K
EWJ
Ishares Msci Japan ETF

ETFs
15
+ 3.48%
$65.24 - $71.7 $979 - $1.08K
446 $30K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2
+ 1.45%
$50.03 - $50.27 $100 - $101
140 $7K
WBD
Warner Bros. Discovery, Inc.

Communication Services
67
+ 40.12%
$9.47 - $11.46 $634 - $768
234 $2K
PFN
Pimco Income Strategy Fund Ii

Financial Services
64
+ 2.88%
$7.41 - $7.64 $474 - $489
2.29K $17K
AOR
Ishares Tr Core Growth Allocat

ETFs
6
+ 0.77%
$56.63 - $59.39 $340 - $356
786 $45K
PHO
Invesco Exchange Traded Fd Tr

ETFs
33
+ 4.55%
$63.77 - $68.75 $2.1K - $2.27K
758 $48K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1
+ 0.78%
$49.92 - $50.3 $49.9 - $50.3
130 $6K
FDVV
Fidelity High Dividend ETF

ETFs
4
+ 0.79%
$48.86 - $52.28 $195 - $209
511 $25K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7
+ 1.08%
$39.61 - $42.65 $277 - $299
653 $26K
TBUX
T Rowe Price Exchange Traded F

ETFs
1
+ 0.76%
$49.57 - $49.82 $49.6 - $49.8
133 $6K
EAOA
Ishares Esg Aware Aggressive A

Technology
2
+ 4.0%
$35.04 - $37.29 $70.1 - $74.6
52 $1K
IFRA
Ishares Tr

ETFs
1
+ 0.46%
$44.8 - $49.25 $44.8 - $49.3
217 $9K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1
+ 0.81%
$50.48 - $51.04 $50.5 - $51
125 $6K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.8%
$50.4 - $50.89 $50.4 - $50.9
126 $6K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5
+ 18.52%
$56.17 - $59.71 $281 - $299
32 $1K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1
+ 0.65%
$122.86 - $137.9 $123 - $138
155 $19K
GM
General Motors CO

Consumer Cyclical
12
+ 4.1%
$45.22 - $54.92 $543 - $659
305 $14K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 15.97%
$165.25 - $224.62 $8.26K - $11.2K
363 $60K
CSX
Csx Corp

Industrials
1K
+ 9.27%
$29.11 - $33.67 $29.1K - $33.7K
11.8K $346K
CEG
Constellation Energy Corp

Utilities
50
+ 5.9%
$201.63 - $347.44 $10.1K - $17.4K
897 $180K
XLK
Technology Sector Spdr

ETFs
3
+ 0.73%
$206.38 - $242.18 $619 - $727
416 $85K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 2.75%
$347.25 - $424.87 $13.9K - $17K
1.49K $547K
EMR
Emerson Electric CO

Industrials
135
+ 3.8%
$108.64 - $131.17 $14.7K - $17.7K
3.69K $404K
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.43%
$192.6 - $233.2 $1.54K - $1.87K
1.87K $368K
FSLR
First Solar, Inc.

Technology
256
+ 7.84%
$126.34 - $197.73 $32.3K - $50.6K
3.52K $445K
NVDA
Nvidia Corp

Technology
1.74K
+ 13.91%
$106.98 - $149.43 $186K - $260K
14.2K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 0.56%
$271.18 - $303.12 $15.7K - $17.6K
10.3K $2.84M
DIS
Walt Disney CO

Communication Services
450
+ 3.0%
$96.87 - $114.0 $43.6K - $51.3K
15.5K $1.53M
ORCL
Oracle Corp

Technology
100
+ 1.62%
$139.81 - $186.47 $14K - $18.6K
6.27K $876K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.1%
$156.06 - $207.71 $1.56K - $2.08K
10.3K $1.61M
VUG
Vanguard Growth ETF

ETFs
7.02K
+ 8.36%
$369.1 - $427.61 $2.59M - $3M
90.9K $33.7M
MSFT
Microsoft Corp

Technology
188
+ 0.72%
$375.39 - $447.2 $70.6K - $84.1K
26.2K $9.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.2K
+ 3.01%
$57.21 - $65.8 $1.33M - $1.53M
795K $46.4M
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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