Jnba Financial Advisors has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $980 Million distributed in 652 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 $144M, Spdr Ser Tr Fds Spdr Portfolio with a value of $85.1M, Vaneck Morningstar Wide Moat E with a value of $70M, Ishares Core S&P Mid Cap ETF with a value of $47.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $45.3M.
Examining the 13F form we can see an increase of $33.8M in the current position value, from $947M to 980M.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$980 Million
ETFs: $845 Million
Financial Services: $34.2 Million
Technology: $31.6 Million
Industrials: $20.8 Million
Healthcare: $16.7 Million
Consumer Cyclical: $8.09 Million
Communication Services: $6.75 Million
Basic Materials: $6.69 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
