Jnba Financial Advisors Reduced Holdings in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-50
- 1.51%
$103.65 - $142.5 $5.18K - $7.13K
3.25K $339K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-584
- 8.52%
$96.93 - $109.51 $56.6K - $64K
6.27K $614K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-335
- 5.48%
$96.3 - $112.23 $32.3K - $37.6K
5.78K $563K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-3.74K
- 16.77%
$38.54 - $41.5 $144K - $155K
18.6K $755K
BK
Bank Of New York Mellon Corp

Financial Services
-1.69K
- 24.42%
$75.42 - $88.95 $127K - $150K
5.22K $437K
JHMM
John Hancock Multifactor Mid C

ETFs
-145
- 0.44%
$55.69 - $63.12 $8.08K - $9.15K
32.8K $1.88M
IVW
Ishares S&P 500 Growth ETF

ETFs
-48
- 0.53%
$92.45 - $106.69 $4.44K - $5.12K
9.09K $843K
FTCS
First Trust Capital Strength E

ETFs
-950
- 82.68%
$86.39 - $91.35 $82.1K - $86.8K
199 $17K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 8.11%
$507.05 - $563.67 $51.2K - $56.9K
1.15K $588K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.4K
- 17.89%
$37.84 - $44.02 $52.8K - $61.4K
6.4K $245K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-880
- 68.32%
$81.83 - $82.73 $72K - $72.8K
408 $33K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-2.5K
- 11.64%
$39.65 - $43.35 $99.1K - $108K
19K $798K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-711
- 14.5%
$100.32 - $100.76 $71.3K - $71.6K
4.19K $421K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-722
- 47.56%
$95.85 - $99.25 $69.2K - $71.7K
796 $78K
IDV
Ishares Tr

ETFs
-9.43K
- 15.41%
$27.0 - $31.7 $255K - $299K
51.8K $1.61M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.72K
- 6.7%
$22.42 - $23.22 $83.4K - $86.4K
51.8K $1.19M
ALE
Allete Inc

Utilities
-1.03K
- 19.46%
$64.9 - $65.91 $66.9K - $68K
4.27K $280K
CSCO
Cisco Systems, Inc.

Technology
-1.62K
- 9.65%
$58.74 - $64.87 $95.1K - $105K
15.2K $935K
WMT
Walmart Inc.

Consumer Defensive
-560
- 21.44%
$84.5 - $105.05 $47.3K - $58.8K
2.05K $180K
ACN
Accenture PLC

Technology
-60
- 6.96%
$300.91 - $398.25 $18.1K - $23.9K
802 $250K
GIS
General Mills Inc

Consumer Defensive
-23
- 0.18%
$57.56 - $65.3 $1.32K - $1.5K
12.5K $749K
VTV
Vanguard Value ETF

ETFs
-339
- 16.37%
$167.73 - $179.21 $56.9K - $60.8K
1.73K $299K
PEP
Pepsico Inc

Consumer Defensive
-269
- 6.49%
$142.64 - $156.42 $38.4K - $42.1K
3.88K $581K
BIIB
Biogen Inc.

Healthcare
-240
- 27.71%
$133.43 - $153.27 $32K - $36.8K
626 $85K
BAC
Bank Of America Corp

Financial Services
-113
- 0.59%
$39.61 - $47.74 $4.48K - $5.39K
18.9K $788K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-22
- 2.28%
$522.96 - $601.18 $11.5K - $13.2K
943 $503K
AOA
Ishares Tr Core Aggressive All

ETFs
-579
- 8.04%
$75.7 - $80.01 $43.8K - $46.3K
6.62K $506K
RTX
Raytheon Technologies Corp

Industrials
-533
- 32.01%
$114.1 - $135.66 $60.8K - $72.3K
1.13K $149K
DAL
Delta Air Lines, Inc.

Industrials
-396
- 27.33%
$43.6 - $69.06 $17.3K - $27.3K
1.05K $45K
TT
Trane Technologies PLC

Industrials
-100
- 41.67%
$332.0 - $400.86 $33.2K - $40.1K
140 $47K
HON
Honeywell International Inc

Industrials
-17
- 0.66%
$202.75 - $226.52 $3.45K - $3.85K
2.56K $542K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-170
- 5.98%
$101.98 - $115.66 $17.3K - $19.7K
2.67K $273K
IBM
International Business Machines Corp

Technology
-203
- 39.96%
$217.4 - $264.74 $44.1K - $53.7K
305 $75K
PRN
Invesco Dwa Industrials Moment

ETFs
-65
- 4.37%
$134.74 - $169.56 $8.76K - $11K
1.42K $195K
IWR
Ishares Russell Mid Cap ETF

ETFs
-60
- 0.78%
$82.81 - $92.93 $4.97K - $5.58K
7.6K $646K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.83K
- 6.4%
$32.74 - $36.2 $92.5K - $102K
41.3K $1.44M
WTW
Willis Towers Watson PLC

Financial Services
-125
- 25.0%
$306.61 - $340.78 $38.3K - $42.6K
375 $126K
VONG
Vanguard Russell 1000 Growth E

ETFs
-198
- 23.77%
$92.71 - $107.38 $18.4K - $21.3K
635 $58K
APD
Air Products & Chemicals, Inc.

Basic Materials
-92
- 60.13%
$283.24 - $338.07 $26.1K - $31.1K
61 $17K
O
Realty Income Corp

Real Estate
-543
- 30.51%
$51.67 - $58.49 $28.1K - $31.8K
1.24K $71K
VNQ
Vanguard Specialized Funds Van

ETFs
-253
- 97.31%
$85.55 - $94.34 $21.6K - $23.9K
7 $0
EEM
Ishares Msci Emerging Markets

ETFs
-537
- 34.07%
$40.81 - $45.34 $21.9K - $24.3K
1.04K $45K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-154
- 5.67%
$67.03 - $74.61 $10.3K - $11.5K
2.56K $174K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-353
- 8.68%
$24.91 - $29.02 $8.79K - $10.2K
3.72K $93K
LLY
Eli Lilly & CO

Healthcare
-56
- 11.22%
$725.72 - $929.72 $40.6K - $52.1K
443 $365K
CL
Colgate Palmolive CO

Consumer Defensive
-221
- 28.12%
$85.68 - $97.5 $18.9K - $21.5K
565 $52K
VBK
Vanguard Small Cap Growth ETF

ETFs
-28
- 8.33%
$247.97 - $296.33 $6.94K - $8.3K
308 $77K
KEYS
Keysight Technologies, Inc.

Technology
-85
- 27.07%
$148.16 - $185.11 $12.6K - $15.7K
229 $34K
C
Citigroup Inc

Financial Services
-231
- 61.27%
$67.23 - $84.63 $15.5K - $19.5K
146 $10K
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
Track This Portfolio

Track Jnba Financial Advisors Portfolio

Follow Jnba Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email