Jnba Financial Advisors Reduced Holdings in Q4 2024

Jnba Financial Advisors

  • $970 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-1.08K
- 4.95%
$94.37 - $106.41 $102K - $114K
20.7K $2M
NVO
Novo Nordisk A S

Healthcare
-201
- 9.19%
$85.0 - $120.04 $17.1K - $24.1K
1.99K $170K
VOT
Vanguard Mid Cap Growth Index

ETFs
-506
- 11.63%
$241.48 - $274.89 $122K - $139K
3.84K $975K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-958
- 42.65%
$81.68 - $82.93 $78.2K - $79.4K
1.29K $105K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-330
- 3.9%
$134.53 - $150.65 $44.4K - $49.7K
8.13K $1.1M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-1.72K
- 9.12%
$36.21 - $38.2 $62.1K - $65.6K
17.1K $621K
PEP
Pepsico Inc

Consumer Defensive
-22
- 0.53%
$151.29 - $176.1 $3.33K - $3.87K
4.15K $630K
GNR
Spdr S&P Global Natural Resour

ETFs
-654
- 12.67%
$48.67 - $58.43 $31.8K - $38.2K
4.51K $224K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-920
- 4.73%
$84.34 - $95.14 $77.6K - $87.5K
18.5K $1.62M
FTCS
First Trust Capital Strength E

ETFs
-679
- 37.14%
$87.62 - $94.03 $59.5K - $63.8K
1.15K $100K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-1.23K
- 5.28%
$39.44 - $43.65 $48.5K - $53.7K
22.1K $876K
VO
Vanguard Mid Cap ETF

ETFs
-242
- 0.88%
$261.5 - $284.63 $63.3K - $68.9K
27.2K $7.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-472
- 23.72%
$96.64 - $101.23 $45.6K - $47.8K
1.52K $147K
JHMM
John Hancock Multifactor Mid C

ETFs
-609
- 1.81%
$59.61 - $64.8 $36.3K - $39.5K
33K $1.97M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.31K
- 2.98%
$24.61 - $25.12 $32.2K - $32.9K
42.6K $1.05M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-480
- 9.08%
$49.25 - $53.57 $23.6K - $25.7K
4.81K $237K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.15K
- 1.96%
$33.7 - $37.69 $38.6K - $43.2K
57.2K $1.96M
DAL
Delta Air Lines, Inc.

Industrials
-1.18K
- 44.78%
$47.46 - $65.77 $55.8K - $77.3K
1.45K $87K
ABT
Abbott Laboratories

Healthcare
-284
- 2.11%
$111.93 - $119.39 $31.8K - $33.9K
13.2K $1.49M
ECL
Ecolab Inc.

Basic Materials
-24
- 1.59%
$234.32 - $261.43 $5.62K - $6.27K
1.49K $348K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-386
- 5.94%
$104.59 - $118.05 $40.4K - $45.6K
6.12K $664K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-200
- 13.33%
$49.78 - $66.55 $9.96K - $13.3K
1.3K $65K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-485
- 34.82%
$50.02 - $58.31 $24.3K - $28.3K
908 $46K
PG
Procter & Gamble CO

Consumer Defensive
-19
- 0.42%
$161.05 - $179.7 $3.06K - $3.41K
4.46K $747K
VTV
Vanguard Value ETF

ETFs
-87
- 4.03%
$168.32 - $181.87 $14.6K - $15.8K
2.07K $350K
DE
Deere & CO

Industrials
-85
- 4.52%
$389.45 - $466.0 $33.1K - $39.6K
1.8K $761K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.07K
- 3.0%
$66.77 - $71.52 $71.4K - $76.5K
34.6K $2.39M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-917
- 3.95%
$37.46 - $43.08 $34.4K - $39.5K
22.3K $850K
PFE
Pfizer Inc

Healthcare
-127
- 1.58%
$24.8 - $30.19 $3.15K - $3.83K
7.92K $209K
VZ
Verizon Communications Inc

Communication Services
-16
- 0.44%
$39.6 - $45.21 $634 - $723
3.63K $145K
LNT
Alliant Energy Corp

Utilities
-257
- 50.0%
$56.24 - $63.63 $14.5K - $16.4K
257 $15K
CARR
Carrier Global Corp

Industrials
-33
- 2.99%
$66.69 - $82.65 $2.2K - $2.73K
1.07K $73K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 42.37%
$244.52 - $284.07 $12.2K - $14.2K
68 $16K
CMI
Cummins Inc

Industrials
-50
- 45.87%
$324.93 - $383.42 $16.2K - $19.2K
59 $20K
MET
Metlife Inc

Financial Services
-170
- 44.5%
$78.15 - $88.25 $13.3K - $15K
212 $17K
RTX
Raytheon Technologies Corp

Industrials
-20
- 1.19%
$114.45 - $127.21 $2.29K - $2.54K
1.67K $192K
VNQ
Vanguard Specialized Funds Van

ETFs
-104
- 28.57%
$87.85 - $98.6 $9.14K - $10.3K
260 $23K
NTR
Nutrien Ltd.

Basic Materials
-232
- 74.84%
$44.04 - $50.78 $10.2K - $11.8K
78 $3K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-136
- 0.8%
$50.67 - $50.9 $6.89K - $6.92K
16.9K $858K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-279
- 3.45%
$41.09 - $45.94 $11.5K - $12.8K
7.8K $327K
CAT
Caterpillar Inc

Industrials
-7
- 2.85%
$360.37 - $416.88 $2.52K - $2.92K
239 $86K
ADP
Automatic Data Processing Inc

Industrials
-50
- 14.75%
$280.08 - $307.97 $14K - $15.4K
289 $84K
ITW
Illinois Tool Works Inc

Industrials
-20
- 3.75%
$253.56 - $278.5 $5.07K - $5.57K
513 $130K
IVE
Ishares S&P 500 Value ETF

ETFs
-40
- 16.67%
$189.5 - $206.17 $7.58K - $8.25K
200 $38K
COP
Conocophillips

Energy
-7
- 0.63%
$95.12 - $114.72 $666 - $803
1.11K $109K
WEC
Wec Energy Group, Inc.

Utilities
-52
- 3.81%
$92.94 - $101.82 $4.83K - $5.29K
1.31K $123K
EEM
Ishares Msci Emerging Markets

ETFs
-18
- 1.13%
$41.82 - $47.36 $753 - $852
1.58K $65K
SO
Southern CO

Utilities
-35
- 7.42%
$81.5 - $94.15 $2.85K - $3.3K
437 $35K
FAST
Fastenal CO

Industrials
-132
- 2.56%
$69.99 - $84.35 $9.24K - $11.1K
5.03K $361K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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