Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $1.03 Billion
- Q2 2025
Jnba Financial Advisors has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 651 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $149M, Spdr Ser Tr Fds Spdr Portfolio with a value of $80.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $73.4M, Ishares Core S&P Mid Cap ETF with a value of $48.8M, and Spdr Portfolio with a value of $45M.
Examining the 13F form we can see an increase of $72M in the current position value, from $960M to 1.03B.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $892 Million
Financial Services: $35.3 Million
Technology: $32.9 Million
Industrials: $25.9 Million
Healthcare: $14.9 Million
Communication Services: $7.33 Million
Consumer Cyclical: $7.05 Million
Basic Materials: $6.89 Million
Other: $9.63 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 651
- Current Value $1.03 Billion
- Prior Value $960 Million
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 51 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks