Jnba Financial Advisors Reduced Holdings in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-47K
- 17.53%
$554.06 - $615.85 $26M - $28.9M
221K $124M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-171K
- 20.83%
N/A
650K $55.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-144K
- 27.24%
$40.03 - $46.81 $5.76M - $6.73M
384K $15.7M
VIG
Vanguard Dividend Appreciation

ETFs
-19K
- 15.68%
N/A
102K $18.6M
SPYG
Spdr Portfolio

ETFs
-13.2K
- 5.23%
$80.05 - $92.39 $1.05M - $1.22M
239K $19.2M
FNDF
Schwab Fundamental Intl Large

ETFs
-105K
- 18.98%
$32.9 - $37.45 $3.46M - $3.94M
449K $16.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-42.1K
- 28.01%
$49.78 - $53.19 $2.1M - $2.24M
108K $5.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.79K
- 1.53%
$102.49 - $119.96 $183K - $214K
115K $12M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-34.1K
- 12.09%
$39.4 - $42.61 $1.34M - $1.45M
248K $10M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-5.35K
- 4.57%
$77.91 - $92.26 $417K - $494K
112K $8.87M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8.91K
- 7.03%
$75.47 - $84.24 $672K - $750K
118K $9.08M
AAPL
Apple Inc.

Technology
-296
- 0.96%
$209.68 - $247.1 $62.1K - $73.1K
30.4K $6.75M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-64.1K
- 19.08%
$26.71 - $31.58 $1.71M - $2.02M
272K $8.24M
AVEM
American Centy ETF Tr Avantis

ETFs
-14.6K
- 16.56%
$57.11 - $62.4 $832K - $909K
73.4K $4.42M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.81K
- 2.42%
$81.62 - $96.63 $148K - $175K
73.1K $6.09M
BNDX
Vanguard Total International B

ETFs
-14.1K
- 14.77%
$48.33 - $49.5 $683K - $699K
81.5K $3.98M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.78K
- 31.17%
$77.33 - $90.16 $447K - $521K
12.8K $1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-40.2K
- 4.76%
$27.01 - $28.54 $1.09M - $1.15M
805K $22.5M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-7.03K
- 7.43%
$42.24 - $47.29 $297K - $332K
87.6K $3.75M
EFG
Msci Eafe Growth ETF

ETFs
-6.53K
- 17.18%
$96.1 - $106.37 $628K - $695K
31.5K $3.15M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.9K
- 18.85%
$84.95 - $100.62 $331K - $392K
16.8K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-859
- 7.13%
$190.26 - $242.06 $163K - $208K
11.2K $2.13M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-8.27K
- 11.61%
$48.02 - $53.02 $397K - $438K
63K $3.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-9.92K
- 8.03%
$78.97 - $85.82 $783K - $851K
114K $9.43M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-17.3K
- 12.9%
$25.35 - $27.46 $439K - $476K
117K $3.1M
GOOGL
Alphabet Inc.

Communication Services
-262
- 2.61%
$154.33 - $206.19 $40.4K - $54K
9.76K $1.51M
VGT
Vanguard Information Technolog

ETFs
-21
- 0.46%
$542.38 - $646.34 $11.4K - $13.6K
4.58K $2.48M
NKE
Nike, Inc.

Consumer Cyclical
-3.28K
- 32.69%
$63.29 - $81.72 $208K - $268K
6.76K $429K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-907
- 2.43%
$117.4 - $131.02 $106K - $119K
36.4K $4.36M
AMAT
Applied Materials Inc

Technology
-265
- 1.78%
$145.06 - $195.51 $38.4K - $51.8K
14.6K $2.12M
APG
A Pi Group Corp

Industrials
-5.2K
- 1.61%
$35.67 - $40.88 $185K - $213K
318K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.77K
- 3.06%
$49.25 - $50.66 $186K - $191K
119K $5.93M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.84K
- 11.26%
$50.39 - $50.66 $244K - $245K
38.1K $1.93M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.76K
- 4.82%
$31.63 - $35.22 $87.2K - $97.1K
54.4K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-118
- 8.87%
$222.15 - $428.22 $26.2K - $50.5K
1.21K $314K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-6.02K
- 35.19%
$35.66 - $38.5 $214K - $232K
11.1K $402K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-3.38K
- 13.4%
$36.7 - $42.78 $124K - $144K
21.8K $820K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.31K
- 3.79%
$64.88 - $72.1 $85.2K - $94.7K
33.3K $2.19M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-4.11K
- 16.21%
$56.58 - $60.89 $233K - $250K
21.3K $1.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.9K
- 2.96%
$37.07 - $40.63 $1.14M - $1.25M
1.01M $39.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
-831
- 3.17%
$156.61 - $168.02 $130K - $140K
25.4K $4.07M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-7.03K
- 16.48%
$24.6 - $24.99 $173K - $176K
35.6K $890K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-966
- 13.26%
$113.22 - $126.36 $109K - $122K
6.32K $725K
META
Meta Platforms, Inc.

Communication Services
-210
- 10.48%
$576.36 - $736.67 $121K - $155K
1.79K $1.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-470
- 5.78%
$121.0 - $142.28 $56.9K - $66.9K
7.66K $954K
MOTI
Vaneck Morningstar Internation

ETFs
-6.87K
- 19.41%
$29.35 - $35.37 $202K - $243K
28.5K $948K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-1.71K
- 7.75%
$36.26 - $41.89 $62K - $71.6K
20.3K $758K
WFC
Wells Fargo & Company

Financial Services
-1.89K
- 17.12%
$66.78 - $81.42 $126K - $154K
9.13K $655K
BX
Blackstone Inc.

Financial Services
-290
- 12.76%
$136.53 - $186.74 $39.6K - $54.2K
1.98K $277K
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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