Jnba Financial Advisors has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $960 Million distributed in 647 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 $124M, Spdr Ser Tr Fds Spdr Portfolio with a value of $74.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $69.6M, Vaneck Morningstar Wide Moat E with a value of $55.8M, and Ishares Core S&P Mid Cap ETF with a value of $46.4M.
Examining the 13F form we can see an decrease of $9.79M in the current position value, from $970M to 960M.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$960 Million
ETFs: $829 Million
Financial Services: $36 Million
Technology: $28.6 Million
Industrials: $20.8 Million
Healthcare: $16.3 Million
Consumer Cyclical: $6.87 Million
Communication Services: $6.5 Million
Basic Materials: $6.05 Million
Other: $9.68 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
