Jnba Financial Advisors Reduced Holdings in Q2 2025

Jnba Financial Advisors

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-258K
- 39.71%
N/A
392K $33.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-457K
- 56.83%
$24.32 - $27.87 $11.1M - $12.7M
347K $9.21M
AFL
Aflac Inc

Financial Services
-105
- 0.05%
$99.77 - $112.45 $10.5K - $11.8K
217K $22.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-43.7K
- 11.37%
$35.35 - $42.68 $1.54M - $1.86M
340K $14.5M
UNH
Unitedhealth Group Inc

Healthcare
-94
- 2.04%
$274.35 - $599.47 $25.8K - $56.4K
4.53K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.2K
- 12.71%
$48.13 - $49.85 $731K - $757K
104K $5.11M
BNDX
Vanguard Total International B

ETFs
-12.2K
- 14.92%
$48.77 - $49.55 $593K - $603K
69.4K $3.43M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-9.8K
- 8.32%
$66.87 - $79.47 $655K - $779K
108K $8.58M
VIG
Vanguard Dividend Appreciation

ETFs
-2.69K
- 2.63%
N/A
99.4K $18.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.1K
- 7.93%
$90.56 - $109.49 $824K - $997K
106K $11.6M
MUB
Ishares National Muni Bond ETF

ETFs
-3.61K
- 31.39%
$102.31 - $105.8 $369K - $382K
7.89K $824K
GLDM
World Gold Trust

ETFs
-10.3K
- 10.32%
$58.96 - $67.97 $610K - $703K
89.9K $5.89M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.83K
- 30.04%
$67.03 - $80.35 $257K - $308K
8.93K $712K
AVUV
American Centy ETF Tr Avantis

ETFs
-3.84K
- 22.88%
$75.17 - $91.21 $289K - $350K
12.9K $1.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-27.7K
- 10.18%
$26.69 - $33.44 $739K - $926K
244K $8.03M
MOTI
Vaneck Morningstar Internation

ETFs
-6.53K
- 22.91%
$30.01 - $34.75 $196K - $227K
22K $761K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.82K
- 5.37%
$45.11 - $52.34 $262K - $305K
102K $5.36M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.98K
- 6.32%
$43.28 - $50.37 $172K - $200K
59K $2.96M
JNJ
Johnson & Johnson

Healthcare
-147
- 1.43%
$146.36 - $159.82 $21.5K - $23.5K
10.1K $1.55M
CVX
Chevron Corp

Energy
-175
- 3.88%
$133.73 - $168.51 $23.4K - $29.5K
4.34K $621K
PSO
Pearson PLC

Communication Services
-6.02K
- 22.08%
$14.41 - $16.64 $86.8K - $100K
21.3K $317K
GIS
General Mills Inc

Consumer Defensive
-199
- 1.59%
$50.37 - $60.97 $10K - $12.1K
12.3K $639K
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 0.58%
$285.55 - $321.23 $8.28K - $9.32K
4.96K $1.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.97K
- 5.17%
$50.36 - $50.68 $99.3K - $99.9K
36.1K $1.83M
BMY
Bristol Myers Squibb CO

Healthcare
-179
- 2.94%
$44.12 - $59.6 $7.9K - $10.7K
5.9K $273K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-3.52K
- 16.12%
$52.84 - $65.52 $186K - $231K
18.3K $1.2M
CDNS
Cadence Design Systems Inc

Technology
-394
- 55.34%
$231.64 - $323.08 $91.3K - $127K
318 $97K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-3.06K
- 16.15%
$37.51 - $45.52 $115K - $139K
15.9K $720K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.58K
- 6.9%
$22.43 - $23.23 $80.2K - $83.1K
48.2K $1.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-647
- 15.43%
$100.04 - $100.54 $64.7K - $65K
3.55K $356K
KO
Coca Cola CO

Consumer Defensive
-750
- 5.92%
$68.37 - $73.9 $51.3K - $55.4K
11.9K $842K
PG
Procter & Gamble CO

Consumer Defensive
-61
- 1.39%
$157.66 - $172.39 $9.62K - $10.5K
4.33K $689K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.07K
- 38.01%
$25.57 - $26.34 $52.8K - $54.4K
3.37K $87K
AWK
American Water Works Company, Inc.

Utilities
-279
- 21.75%
$133.82 - $151.96 $37.3K - $42.4K
1K $139K
MMM
3 M CO

Industrials
-457
- 9.12%
$126.09 - $154.15 $57.6K - $70.4K
4.55K $693K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-1.64K
- 8.83%
$35.95 - $42.85 $59K - $70.3K
16.9K $714K
V
Visa Inc.

Financial Services
-133
- 6.62%
$308.27 - $373.31 $41K - $49.7K
1.88K $666K
INTC
Intel Corp

Technology
-658
- 0.92%
$18.13 - $22.69 $11.9K - $14.9K
70.8K $1.59M
LOW
Lowes Companies Inc

Consumer Cyclical
-150
- 89.29%
$210.83 - $235.28 $31.6K - $35.3K
18 $3K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-320
- 18.95%
$77.74 - $78.78 $24.9K - $25.2K
1.37K $107K
COP
Conocophillips

Energy
-30
- 2.33%
$82.66 - $106.1 $2.48K - $3.18K
1.26K $112K
UPS
United Parcel Service Inc

Industrials
-179
- 33.27%
$91.92 - $110.2 $16.5K - $19.7K
359 $36K
VZ
Verizon Communications Inc

Communication Services
-343
- 9.46%
$41.67 - $45.62 $14.3K - $15.6K
3.28K $142K
MA
Mastercard Inc

Financial Services
-55
- 8.86%
$479.92 - $590.74 $26.4K - $32.5K
566 $318K
NVO
Novo Nordisk A S

Healthcare
-310
- 15.61%
$58.08 - $81.05 $18K - $25.1K
1.68K $115K
LMT
Lockheed Martin Corp

Industrials
-50
- 30.86%
$430.82 - $486.45 $21.5K - $24.3K
112 $51K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-198
- 14.34%
$68.13 - $74.77 $13.5K - $14.8K
1.18K $86K
DD
Du Pont De Nemours, Inc.

Basic Materials
-216
- 56.99%
$55.13 - $75.25 $11.9K - $16.3K
163 $11K
OTTR
Otter Tail Corp

Utilities
-115
- 6.28%
$74.62 - $81.76 $8.58K - $9.4K
1.72K $132K
Activity Summary
Buys All Purchases 143 New Holdings 51 Increased Positions 92 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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