Jnba Financial Advisors Sells in Q1 2025

Jnba Financial Advisors

  • $960 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FAN
First Tr Exchange Traded Fd Ii
-1.2K
- 53.31%
N/A
1.05K $0
Ge Vernova Inc
-2
- 1.85%
N/A
106 $0
ILCG
Ishares Morningstar Growth ETF
-23
- 8.24%
N/A
256 $0
PSL
Invesco Dwa Consumer Staples M
-280
- 11.5%
N/A
2.15K $0
Gsk PLC
-160
- 16.93%
N/A
785 $0
BFB
Brown Forman Corp Cl B
-450
- 75.38%
N/A
147 $0
PG
Procter & Gamble CO

Consumer Defensive
-68
- 1.53%
$158.56 - $176.26 $10.8K - $12K
4.39K $748K
XEL
Xcel Energy Inc

Utilities
-171
- 4.26%
$63.37 - $72.1 $10.8K - $12.3K
3.85K $272K
PFG
Principal Financial Group Inc

Financial Services
-100
- 6.53%
$76.34 - $89.04 $7.63K - $8.9K
1.43K $120K
JHEM
John Hancock Exchange Traded

ETFs
-821
- 2.72%
$25.12 - $27.4 $20.6K - $22.5K
29.3K $782K
TRV
Travelers Companies, Inc.

Financial Services
-250
- 8.28%
$232.43 - $265.13 $58.1K - $66.3K
2.77K $732K
GNR
Spdr S&P Global Natural Resour

ETFs
-180
- 3.99%
$50.12 - $54.48 $9.02K - $9.81K
4.33K $230K
XLV
Select Sector Spdr Fund Health

ETFs
-54
- 3.38%
$137.61 - $149.68 $7.43K - $8.08K
1.55K $225K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-306
- 8.26%
$24.11 - $28.41 $7.38K - $8.69K
3.4K $96K
AWK
American Water Works Company, Inc.

Utilities
-67
- 4.96%
$121.01 - $149.31 $8.11K - $10K
1.28K $189K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-221
- 0.4%
$77.7 - $78.94 $17.2K - $17.4K
54.4K $4.3M
NVS
Novartis Ag

Healthcare
-628
- 8.15%
$97.14 - $115.57 $61K - $72.6K
7.07K $788K
SCHW
Schwab Charles Corp

Financial Services
-345
- 2.26%
$71.24 - $83.64 $24.6K - $28.9K
14.9K $1.17M
MMM
3 M CO

Industrials
-355
- 6.62%
$129.7 - $155.12 $46K - $55.1K
5.01K $735K
DE
Deere & CO

Industrials
-75
- 4.17%
$408.57 - $509.27 $30.6K - $38.2K
1.72K $808K
IEFA
Ishares Tr

ETFs
-341
- 2.49%
$69.57 - $78.65 $23.7K - $26.8K
13.3K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.03%
$225.19 - $279.95 $676 - $840
8.63K $2.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.03K
- 5.89%
$75.32 - $84.77 $304K - $342K
64.4K $5.26M
KO
Coca Cola CO

Consumer Defensive
-705
- 5.27%
$60.81 - $72.32 $42.9K - $51K
12.7K $906K
UNH
Unitedhealth Group Inc

Healthcare
-13
- 0.28%
$461.52 - $548.18 $6K - $7.13K
4.62K $2.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-115
- 2.25%
$279.74 - $321.29 $32.2K - $36.9K
4.99K $1.56M
CVS
Cvs Health Corp

Healthcare
-667
- 12.27%
$44.22 - $68.64 $29.5K - $45.8K
4.77K $323K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.7K
- 2.96%
$56.51 - $62.98 $96.1K - $107K
55.6K $3.37M
GILD
Gilead Sciences, Inc.

Healthcare
-20
- 0.45%
$89.14 - $117.41 $1.78K - $2.35K
4.42K $495K
XOM
Exxon Mobil Corp

Energy
-90
- 0.94%
$105.44 - $118.93 $9.49K - $10.7K
9.45K $1.12M
GLDM
World Gold Trust

ETFs
-16.8K
- 14.32%
$52.19 - $61.89 $875K - $1.04M
100K $6.21M
ABT
Abbott Laboratories

Healthcare
-334
- 2.53%
$111.1 - $140.22 $37.1K - $46.8K
12.9K $1.71M
MDT
Medtronic PLC

Healthcare
-4
- 0.01%
$79.84 - $94.5 $319 - $378
28.6K $2.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-124K
- 5.68%
$33.84 - $37.77 $4.19M - $4.67M
2.05M $74.8M
IAU
Ishares Gold Trust

ETFs
-5.95K
- 3.58%
$49.74 - $58.96 $296K - $351K
160K $9.44M
AFL
Aflac Inc

Financial Services
-636
- 0.29%
$100.99 - $111.19 $64.2K - $70.7K
217K $24.1M
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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