Jnba Financial Advisors Reduced Holdings in Q3 2025

Jnba Financial Advisors

  • $1.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-775K
- 96.89%
$91.44 - $91.77 $70.9M - $71.2M
24.9K $2.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-203K
- 20.39%
$42.67 - $46.91 $8.67M - $9.54M
794K $37.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-24.8K
- 76.55%
$100.37 - $100.74 $2.49M - $2.5M
7.61K $766K
BNDX
Vanguard Total International B

ETFs
-42.7K
- 61.55%
$49.0 - $49.51 $2.09M - $2.11M
26.7K $1.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-59.4K
- 17.1%
$26.38 - $27.95 $1.57M - $1.66M
288K $7.86M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.82K
- 2.25%
N/A
383K $32.9M
VIG
Vanguard Dividend Appreciation

ETFs
-2.63K
- 2.65%
N/A
96.8K $17.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.53K
- 3.35%
$86.07 - $90.74 $303K - $320K
102K $9.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.14K
- 19.75%
$50.47 - $50.74 $360K - $362K
29K $1.47M
CRM
Salesforce, Inc.

Technology
-16
- 0.37%
$231.66 - $273.65 $3.71K - $4.38K
4.29K $1.02M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.89K
- 3.41%
$78.96 - $80.04 $149K - $151K
53.6K $4.28M
JHMM
John Hancock Multifactor Mid C

ETFs
-3.46K
- 10.57%
$61.22 - $65.26 $212K - $226K
29.2K $1.89M
GIS
General Mills Inc

Consumer Defensive
-1.01K
- 8.19%
$48.44 - $53.83 $48.9K - $54.4K
11.3K $570K
HON
Honeywell International Inc

Industrials
-16
- 0.62%
$207.7 - $240.4 $3.32K - $3.85K
2.55K $536K
CVS
Cvs Health Corp

Healthcare
-1.09K
- 22.91%
$58.75 - $76.5 $64.2K - $83.6K
3.68K $277K
TGT
Target Corp

Consumer Defensive
-96
- 2.87%
$86.56 - $107.43 $8.31K - $10.3K
3.25K $291K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.04K
- 6.54%
$45.07 - $47.56 $46.9K - $49.5K
14.9K $683K
BMY
Bristol Myers Squibb CO

Healthcare
-602
- 10.2%
$43.31 - $48.98 $26.1K - $29.5K
5.3K $238K
BHK
Blackrock Core Bond Trust

Financial Services
-3.51K
- 81.83%
$9.42 - $9.94 $33.1K - $34.9K
780 $7K
CSCO
Cisco Systems, Inc.

Technology
-240
- 1.57%
$66.2 - $71.79 $15.9K - $17.2K
15K $1.03M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.42K
- 6.82%
$61.22 - $65.41 $86.8K - $92.8K
19.4K $1.26M
ABT
Abbott Laboratories

Healthcare
-19
- 0.15%
$120.51 - $136.62 $2.29K - $2.6K
12.8K $1.72M
EMR
Emerson Electric CO

Industrials
-150
- 4.11%
$128.6 - $149.63 $19.3K - $22.4K
3.5K $459K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-62
- 43.66%
$435.72 - $463.74 $27K - $28.8K
80 $37K
NKE
Nike, Inc.

Consumer Cyclical
-236
- 3.52%
$69.24 - $79.24 $16.3K - $18.7K
6.48K $451K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.35K
- 34.54%
$25.02 - $29.62 $33.9K - $40.1K
2.56K $75K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.15K
- 37.65%
$30.06 - $36.69 $34.6K - $42.3K
1.91K $70K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.32K
- 10.17%
$90.37 - $102.12 $119K - $134K
11.6K $1.16M
ADM
Archer Daniels Midland CO

Consumer Defensive
-450
- 40.32%
$53.54 - $64.21 $24.1K - $28.9K
666 $39K
CAT
Caterpillar Inc

Industrials
-100
- 29.5%
$390.92 - $477.15 $39.1K - $47.7K
239 $114K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-793
- 21.32%
$28.92 - $32.19 $22.9K - $25.5K
2.93K $93K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-250
- 4.82%
N/A
4.94K $308K
AOA
Ishares Tr Core Aggressive All

ETFs
-500
- 7.91%
$82.71 - $88.14 $41.4K - $44.1K
5.82K $513K
AOR
Ishares Tr Core Growth Allocat

ETFs
-246
- 31.18%
$60.99 - $64.39 $15K - $15.8K
543 $34K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-134
- 3.78%
$100.16 - $100.7 $13.4K - $13.5K
3.41K $343K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-130
- 16.33%
$97.75 - $100.75 $12.7K - $13.1K
666 $66K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-160
- 36.78%
$90.62 - $107.71 $14.5K - $17.2K
275 $27K
MMM
3 M CO

Industrials
-148
- 3.25%
$144.41 - $160.2 $21.4K - $23.7K
4.41K $683K
CCL
Carnival Corp

Consumer Cyclical
-400
- 25.81%
$28.37 - $32.49 $11.3K - $13K
1.15K $33K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-97
- 38.04%
$102.17 - $110.66 $9.91K - $10.7K
158 $17K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-527
- 1.37%
$25.0 - $25.33 $13.2K - $13.3K
38K $962K
ADBE
Adobe Inc.

Technology
-10
- 10.0%
$333.65 - $392.1 $3.34K - $3.92K
90 $31K
AVEM
American Centy ETF Tr Avantis

ETFs
-6.08K
- 8.85%
$68.33 - $75.41 $416K - $459K
62.6K $4.7M
JHEM
John Hancock Exchange Traded

ETFs
-2.31K
- 8.35%
$29.05 - $31.71 $67K - $73.2K
25.3K $802K
FISV
Fiserv Inc

Technology
-24
- 2.11%
N/A
1.11K $139K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-7.89K
- 7.53%
$29.55 - $32.52 $233K - $257K
96.9K $3.11M
NVS
Novartis Ag

Healthcare
-417
- 5.89%
$113.5 - $129.73 $47.3K - $54.1K
6.66K $853K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-136
- 22.01%
$21.69 - $23.34 $2.95K - $3.17K
482 $11K
FTCS
First Trust Capital Strength E

ETFs
-25
- 17.73%
$89.72 - $93.74 $2.24K - $2.34K
116 $10K
Activity Summary
Buys All Purchases 114 New Holdings 34 Increased Positions 80 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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