Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $970 Million
- Q4 2024
Jnba Financial Advisors has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $970 Million distributed in 648 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 $158M, Spdr Ser Tr Fds Spdr Portfolio with a value of $74.3M, Vaneck Morningstar Wide Moat E with a value of $70.4M, Ishares Core S&P Mid Cap ETF with a value of $48.1M, and Spdr Portfolio with a value of $41.7M.
Examining the 13F form we can see an decrease of $10.4M in the current position value, from $980M to 970M.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$970 Million
ETFs: $839 Million
Financial Services: $32.4 Million
Technology: $30.8 Million
Industrials: $21.1 Million
Healthcare: $14.9 Million
Consumer Cyclical: $8.15 Million
Communication Services: $7.44 Million
Basic Materials: $6.43 Million
Other: $9.45 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 648
- Current Value $970 Million
- Prior Value $980 Million
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 87 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks