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
XLE
Energy Sector Spdr

ETFs
-153
- 62.7%
$76.44 - $94.13 $11.7K - $14.4K
91 $7K
IEMG
Ishares Inc

ETFs
-269
- 2.0%
N/A
13.2K $705K
HAL
Halliburton CO

Energy
-500
- 83.47%
$19.26 - $25.7 $9.63K - $12.9K
99 $2K
SHEL
Shell PLC

Energy
-147
- 26.87%
$59.75 - $73.05 $8.78K - $10.7K
400 $28K
CCL
Carnival Corp

Consumer Cyclical
-1.2K
- 43.64%
$16.43 - $28.12 $19.7K - $33.7K
1.55K $43K
VTRS
Viatris Inc

Healthcare
-1K
- 95.33%
$7.26 - $9.12 $7.26K - $9.12K
49 $0
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-5.26K
- 6.09%
$34.28 - $41.6 $180K - $219K
81.1K $3.37M
FNDF
Schwab Fundamental Intl Large

ETFs
-43.7K
- 9.74%
$32.25 - $40.02 $1.41M - $1.75M
405K $16.2M
CSX
Csx Corp

Industrials
-1.4K
- 11.88%
$26.69 - $32.91 $37.4K - $46.1K
10.4K $338K
TRMB
Trimble Inc.

Technology
-100
- 50.0%
$55.12 - $75.98 $5.51K - $7.6K
100 $7K
ADBE
Adobe Inc.

Technology
-15
- 13.04%
$340.0 - $420.68 $5.1K - $6.31K
100 $38K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-649
- 5.86%
$32.04 - $38.14 $20.8K - $24.8K
10.4K $397K
FTCS
First Trust Capital Strength E

ETFs
-58
- 29.15%
$81.6 - $92.39 $4.73K - $5.36K
141 $12K
T
At&T Inc.

Communication Services
-281
- 5.18%
$26.33 - $28.94 $7.4K - $8.13K
5.14K $148K
TXN
Texas Instruments Inc

Technology
-25
- 2.51%
N/A
970 $188K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-340
- 10.0%
$26.18 - $30.91 $8.9K - $10.5K
3.06K $92K
PHYS
Sprott Physical Gold Trust

Financial Services
-379
- 8.82%
$22.82 - $26.29 $8.65K - $9.96K
3.92K $99K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-73
- 8.04%
$46.99 - $57.94 $3.43K - $4.23K
835 $47K
XLC
Select Sector Spdr Tr Communic

ETFs
-20
- 46.51%
$86.13 - $108.53 $1.72K - $2.17K
23 $2K
HWM
Howmet Aerospace Inc.

Industrials
-33
- 49.25%
$112.33 - $186.13 $3.71K - $6.14K
34 $6K
RTX
Raytheon Technologies Corp

Industrials
-124
- 10.95%
$113.75 - $148.48 $14.1K - $18.4K
1.01K $147K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-18
- 12.86%
$49.98 - $50.26 $900 - $905
122 $6K
FNDX
Schwab Fundamental U S Large C

ETFs
-105
- 4.41%
$20.84 - $24.54 $2.19K - $2.58K
2.28K $55K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-67
- 28.63%
$7.69 - $11.46 $515 - $768
167 $1K
SLV
I Shares Silver Trust

ETFs
-670
- 5.85%
$27.08 - $33.74 $18.1K - $22.6K
10.8K $353K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-13
- 3.19%
$82.21 - $83.12 $1.07K - $1.08K
395 $32K
VNQ
Vanguard Specialized Funds Van

ETFs
-2
- 28.57%
$79.79 - $91.42 $160 - $183
5 $0
STRV
Ea Ser Tr Strive 500 ETF
-73
- 7.23%
N/A
936 $0
Strategic Trust
-480
- 91.6%
N/A
44 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 6.9%
$152.42 - $182.82 $5.64K - $6.76K
499 $91K
IWD
Ishares Russell 1000 Val ETF

ETFs
-53
- 3.15%
$166.82 - $194.23 $8.84K - $10.3K
1.63K $316K
VCIT
Vanguard Intermediate Term Cor

ETFs
-7
- 0.43%
$79.56 - $82.92 $557 - $580
1.62K $133K
GNR
Spdr S&P Global Natural Resour

ETFs
-68
- 1.57%
$45.66 - $55.03 $3.1K - $3.74K
4.26K $231K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-8
- 0.77%
$41.55 - $46.04 $332 - $368
1.03K $47K
CARR
Carrier Global Corp

Industrials
-100
- 9.78%
$55.55 - $75.83 $5.56K - $7.58K
923 $67K
BA
Boeing CO

Industrials
-96
- 15.48%
$136.59 - $217.51 $13.1K - $20.9K
524 $109K
IAU
Ishares Gold Trust

ETFs
-8.63K
- 5.39%
$56.1 - $64.74 $484K - $559K
151K $9.44M
VXF
Vanguard Extended Market ETF

ETFs
-14
- 3.01%
$150.43 - $192.71 $2.11K - $2.7K
451 $86K
BK
Bank Of New York Mellon Corp

Financial Services
-330
- 6.33%
$73.31 - $91.62 $24.2K - $30.2K
4.89K $445K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-216
- 3.37%
$33.46 - $41.33 $7.23K - $8.93K
6.19K $255K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-74
- 2.89%
$60.34 - $74.89 $4.47K - $5.54K
2.49K $186K
CRM
Salesforce, Inc.

Technology
-25
- 0.58%
$236.26 - $291.15 $5.91K - $7.28K
4.3K $1.17M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-12.2K
- 10.39%
$23.4 - $29.68 $284K - $361K
105K $3.11M
AOA
Ishares Tr Core Aggressive All

ETFs
-297
- 4.49%
$69.46 - $83.4 $20.6K - $24.8K
6.32K $527K
JHEM
John Hancock Exchange Traded

ETFs
-1.7K
- 5.79%
$23.58 - $29.25 $40K - $49.7K
27.6K $806K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-306
- 1.5%
$32.47 - $39.09 $9.94K - $12K
20K $782K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 1.06%
$468.22 - $566.51 $4.68K - $5.67K
933 $528K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-488
- 2.29%
$52.26 - $62.14 $25.5K - $30.3K
20.8K $1.29M
XLY
Select Sector Spdr Consumer Di

ETFs
-17
- 0.91%
$176.34 - $218.59 $3K - $3.72K
1.85K $402K
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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