Jnba Financial Advisors New Holdings in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.99K
New
$100.34 - $100.68 $300K - $301K
2.99K $300K
UMBF
Umb Financial Corp

Financial Services
1.84K
New
$98.0 - $122.56 $180K - $226K
1.84K $186K
VKTX
Viking Therapeutics, Inc.

Healthcare
2.3K
New
$24.15 - $42.89 $55.5K - $98.6K
2.3K $55K
FDN
First Tr Fd Dow Jones

ETFs
200
New
$221.38 - $266.86 $44.3K - $53.4K
200 $44K
RGTI
Rigetti Computing, Inc.

Technology
5K
New
$6.05 - $19.51 $30.3K - $97.6K
5K $39K
PLUG
Plug Power Inc

Industrials
27.5K
New
$1.34 - $3.15 $36.9K - $86.6K
27.5K $37K
GBCI
Glacier Bancorp, Inc.

Financial Services
800
New
$43.81 - $52.23 $35K - $41.8K
800 $35K
HIMX
Himax Technologies, Inc.

Technology
4.5K
New
$7.2 - $12.85 $32.4K - $57.8K
4.5K $33K
FIBK
First Interstate Bancsystem Inc

Financial Services
1K
New
$27.77 - $33.5 $27.8K - $33.5K
1K $28K
WM
Waste Management Inc

Industrials
100
New
$200.54 - $233.78 $20.1K - $23.4K
100 $23K
XLE
Energy Sector Spdr

ETFs
244
New
$85.7 - $93.96 $20.9K - $22.9K
244 $22K
DHR
Danaher Corp

Healthcare
100
New
$201.62 - $250.59 $20.2K - $25.1K
100 $20K
ALG
Alamo Group Inc

Industrials
102
New
$172.9 - $190.49 $17.6K - $19.4K
102 $18K
IOO
Ishares Tr Global 100 ETF

ETFs
178
New
$96.2 - $105.12 $17.1K - $18.7K
178 $17K
VONV
Vanguard Russell 1000 Value Et

ETFs
175
New
$80.21 - $86.14 $14K - $15.1K
175 $14K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.45K
New
$5.29 - $10.87 $13K - $26.6K
2.45K $12K
BLNK
Blink Charging Co.

Industrials
12.4K
New
$0.9 - $1.68 $11.2K - $20.8K
12.4K $11K
BALL
Ball Corp

Consumer Cyclical
193
New
$49.04 - $56.53 $9.46K - $10.9K
193 $10K
FIVN
Five9, Inc.

Technology
400
New
$27.15 - $42.82 $10.9K - $17.1K
400 $10K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
17.1K
New
$0.6 - $1.22 $10.3K - $20.9K
17.1K $10K
GMS
Gms Inc.

Industrials
125
New
$70.36 - $86.13 $8.8K - $10.8K
125 $9K
IRBT
Irobot Corp

Consumer Cyclical
3K
New
$2.7 - $12.7 $8.1K - $38.1K
3K $8K
JHX
James Hardie Industries PLC

Basic Materials
300
New
$23.56 - $34.63 $7.07K - $10.4K
300 $7K
TDOC
Teladoc Health, Inc.

Healthcare
800
New
$7.96 - $14.33 $6.37K - $11.5K
800 $6K
MDU
Mdu Resources Group Inc

Industrials
300
New
$16.45 - $18.61 $4.94K - $5.58K
300 $5K
XLC
Select Sector Spdr Tr Communic

ETFs
43
New
$94.84 - $105.31 $4.08K - $4.53K
43 $4K
AOK
Ishares Tr Core Conservative A

ETFs
132
New
$36.86 - $38.15 $4.87K - $5.04K
132 $4K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
53
New
$63.07 - $73.5 $3.34K - $3.9K
53 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
50
New
$61.92 - $76.95 $3.1K - $3.85K
50 $3K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
118
New
$25.34 - $26.96 $2.99K - $3.18K
118 $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
106
New
$22.25 - $23.0 $2.36K - $2.44K
106 $2K
XLP
Consumer Staples Sector Spdr

ETFs
21
New
N/A
21 $1K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
20
New
$59.63 - $64.37 $1.19K - $1.29K
20 $1K
NGVT
Ingevity Corp

Basic Materials
26
New
$37.74 - $48.87 $981 - $1.27K
26 $1K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
25
New
$47.59 - $48.35 $1.19K - $1.21K
25 $1K
IDEV
Ishares Core Msci Intl Develop

ETFs
23
New
$63.77 - $71.36 $1.47K - $1.64K
23 $1K
Hydrofarm Hldgs Group Inc
2K
New
N/A
2K $0
VCR
Vanguard Consumer Discretionar

ETFs
2
New
$318.51 - $391.75 $637 - $784
2 $0
Everus Constr Group
75
New
N/A
75 $0
ALCC
Alt C Acquisition Corp.

Financial Services
1K
New
N/A
1K $0
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
27
New
$28.62 - $36.65 $773 - $990
27 $0
Strategic Trust
524
New
N/A
524 $0
Solidion Technology Inc
20.9K
New
N/A
20.9K $0
Workhorse Group Inc
3
New
N/A
3 $0
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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