Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $947 Million
- Q2 2024
Jnba Financial Advisors has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $947 Million distributed in 640 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 $119M, Spdr Ser Tr Fds Spdr Portfolio with a value of $71.5M, Vaneck Morningstar Wide Moat E with a value of $70.5M, Spdr Portfolio with a value of $45M, and Ishares Core S&P Mid Cap ETF with a value of $44.5M.
Examining the 13F form we can see an decrease of $4.56M in the current position value, from $951M to 947M.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$947 Million
ETFs: $815 Million
Technology: $33.4 Million
Financial Services: $29.4 Million
Industrials: $21.7 Million
Healthcare: $16.1 Million
Communication Services: $7.58 Million
Consumer Cyclical: $7.3 Million
Basic Materials: $6.06 Million
Other: $10.1 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 640
- Current Value $947 Million
- Prior Value $951 Million
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 20 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 170 stocks