Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $960 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 647
- Current Value $960 Million
- Prior Value $970 Million
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 46 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks