Jnba Financial Advisors Reduced Holdings in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-234
- 4.32%
N/A
5.19K $323K
MCO
Moodys Corp

Financial Services
-25
- 8.33%
$437.8 - $527.48 $10.9K - $13.2K
275 $128K
DVY
Ishares Tr

ETFs
-113
- 55.39%
$128.58 - $138.1 $14.5K - $15.6K
91 $12K
RFV
Invesco Exchange Traded Fd Tr

ETFs
-47
- 4.13%
$111.51 - $128.61 $5.24K - $6.04K
1.09K $124K
IEMG
Ishares Inc

ETFs
-250
- 1.83%
N/A
13.4K $720K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-272
- 20.81%
$42.93 - $44.71 $11.7K - $12.2K
1.04K $45K
XSW
Spdr S&P Software & Services E

ETFs
-37
- 18.5%
$159.76 - $197.42 $5.91K - $7.3K
163 $26K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-224
- 28.75%
$58.01 - $64.46 $13K - $14.4K
555 $34K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-42
- 7.27%
$168.16 - $186.21 $7.06K - $7.82K
536 $91K
ECL
Ecolab Inc.

Basic Materials
-158
- 10.62%
$229.72 - $269.82 $36.3K - $42.6K
1.33K $337K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-411
- 16.59%
$25.77 - $27.6 $10.6K - $11.3K
2.07K $54K
MPC
Marathon Petroleum Corp

Energy
-75
- 70.75%
$134.72 - $159.03 $10.1K - $11.9K
31 $4K
ICLN
Ishares

ETFs
-760
- 25.22%
$10.94 - $11.86 $8.31K - $9.01K
2.25K $25K
CARR
Carrier Global Corp

Industrials
-48
- 4.48%
$62.07 - $70.55 $2.98K - $3.39K
1.02K $64K
VDC
Vanguard Consumer Staples ETF

ETFs
-48
- 48.48%
$206.54 - $226.16 $9.91K - $10.9K
51 $11K
MS
Morgan Stanley

Financial Services
-68
- 60.71%
$111.68 - $141.08 $7.59K - $9.59K
44 $5K
XLU
Utilities Sector Spdr

ETFs
-138
- 36.03%
$74.7 - $80.27 $10.3K - $11.1K
245 $19K
MCK
Mckesson Corp

Healthcare
-19
- 67.86%
$566.21 - $672.99 $10.8K - $12.8K
9 $6K
MA
Mastercard Inc

Financial Services
-40
- 6.05%
$504.67 - $576.31 $20.2K - $23.1K
621 $340K
UNP
Union Pacific Corp

Industrials
-38
- 12.38%
$225.21 - $254.42 $8.56K - $9.67K
269 $63K
TRP
Tc Energy Corp

Energy
-139
- 47.12%
$44.29 - $49.27 $6.16K - $6.85K
156 $7K
ENB
Enbridge Inc

Energy
-442
- 5.82%
$41.54 - $45.45 $18.4K - $20.1K
7.15K $316K
NXPI
Nxp Semiconductors N.V.

Technology
-18
- 16.22%
$189.99 - $245.86 $3.42K - $4.43K
93 $17K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-98
- 13.5%
$32.42 - $36.13 $3.18K - $3.54K
628 $20K
OTIS
Otis Worldwide Corp

Industrials
-99
- 17.9%
$90.77 - $104.01 $8.99K - $10.3K
454 $46K
AIQ
Global X Funds Global X Artifi

ETFs
-51
- 3.7%
$36.38 - $42.77 $1.86K - $2.18K
1.33K $48K
VBR
Vanguard Small Cap Value ETF

ETFs
-18
- 17.31%
$183.02 - $207.75 $3.29K - $3.74K
86 $16K
TROW
Price T Rowe Group Inc

Financial Services
-25
- 32.47%
$91.57 - $116.93 $2.29K - $2.92K
52 $4K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-23
- 25.56%
$110.9 - $132.93 $2.55K - $3.06K
67 $7K
UL
Unilever PLC

Consumer Defensive
-65
- 15.33%
$54.72 - $60.29 $3.56K - $3.92K
359 $21K
XLF
Financial Sector Spdr

ETFs
-68
- 35.23%
$47.32 - $52.19 $3.22K - $3.55K
125 $6K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-55
- 45.83%
$54.25 - $57.64 $2.98K - $3.17K
65 $3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 7.41%
$254.58 - $302.92 $1.02K - $1.21K
50 $12K
LHX
L3 Harris Technologies, Inc.

Industrials
-9
- 6.29%
$194.65 - $222.86 $1.75K - $2.01K
134 $28K
GD
General Dynamics Corp

Industrials
-16
- 7.96%
$241.94 - $272.58 $3.87K - $4.36K
185 $50K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-33
- 34.38%
$59.78 - $60.03 $1.97K - $1.98K
63 $3K
DUK
Duke Energy Corp

Utilities
-53
- 19.2%
$105.87 - $121.97 $5.61K - $6.46K
223 $27K
SQ
Block, Inc.

Technology
-27
- 57.45%
$54.04 - $92.95 $1.46K - $2.51K
20 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-9
- 39.13%
$221.78 - $273.45 $2K - $2.46K
14 $3K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-13
- 6.31%
$76.77 - $82.22 $998 - $1.07K
193 $15K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-250
- 19.23%
$46.15 - $63.53 $11.5K - $15.9K
1.05K $64K
PM
Philip Morris International Inc.

Consumer Defensive
-49
- 26.78%
$117.15 - $158.79 $5.74K - $7.78K
134 $21K
GPC
Genuine Parts CO

Consumer Cyclical
-11
- 22.92%
$115.91 - $129.02 $1.28K - $1.42K
37 $4K
Solventum Corp
-1.19K
- 91.45%
N/A
111 $0
Ea Series Trust
-108
- 8.5%
N/A
1.16K $0
STRV
Ea Ser Tr Strive 500 ETF
-481
- 32.28%
N/A
1.01K $0
ZTR
Virtus Total Return Fund Inc.

Financial
-25
- 29.41%
$5.67 - $6.1 $142 - $153
60 $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
-209
- 26.22%
N/A
588 $0
Wk Kellogg CO
-250
- 65.96%
N/A
129 $0
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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