Jnba Financial Advisors Incresed Positions in Q3 2024

Jnba Financial Advisors

  • $980 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
30.8K
+ 14.14%
$520.18 - $576.82 $16M - $17.8M
249K $144M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
228K
+ 11.18%
$33.74 - $37.96 $7.69M - $8.65M
2.27M $85.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
134K
+ 13.87%
$36.02 - $41.68 $4.81M - $5.57M
1.1M $45.3M
VEA
Vanguard Ftse Developed Market

ETFs
14.2K
+ 3.91%
$47.6 - $53.31 $676K - $757K
377K $19.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
14.4K
+ 27.61%
$75.63 - $84.89 $1.09M - $1.22M
66.4K $5.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.57K
+ 0.87%
$41.9 - $48.26 $108K - $124K
298K $14.2M
VUG
Vanguard Growth ETF

ETFs
1.56K
+ 2.17%
$341.08 - $391.94 $533K - $613K
73.7K $28.3M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
22.7K
+ 38.78%
$39.71 - $44.22 $903K - $1.01M
81.4K $3.6M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 0.42%
$37.33 - $40.63 $44.4K - $48.3K
286K $11.6M
NKE
Nike, Inc.

Consumer Cyclical
7.36K
+ 288.78%
$71.09 - $89.44 $524K - $659K
9.91K $875K
BNDX
Vanguard Total International B

ETFs
7.7K
+ 10.39%
$48.42 - $50.35 $373K - $387K
81.7K $4.11M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.76K
+ 7.2%
$38.71 - $42.43 $184K - $202K
70.9K $3M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 0.43%
$488.01 - $604.18 $9.76K - $12.1K
4.69K $2.74M
MDT
Medtronic PLC

Healthcare
480
+ 1.71%
$76.84 - $91.03 $36.9K - $43.7K
28.6K $2.57M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.99K
+ 30.54%
$22.51 - $23.92 $202K - $215K
38.4K $913K
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.87K
+ 8.94%
$37.45 - $42.19 $70.2K - $79.1K
22.8K $954K
PSO
Pearson PLC

Communication Services
8.66K
+ 44.49%
$12.39 - $14.05 $107K - $122K
28.1K $381K
XEL
Xcel Energy Inc

Utilities
1.56K
+ 63.38%
$52.11 - $65.3 $81.2K - $102K
4.02K $262K
FSLR
First Solar, Inc.

Technology
175
+ 6.01%
$205.36 - $255.78 $35.9K - $44.8K
3.09K $769K
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 2.4%
$517.38 - $573.86 $31K - $34.4K
2.56K $1.47M
VGT
Vanguard Information Technolog

ETFs
84
+ 1.83%
$514.43 - $606.85 $43.2K - $51K
4.68K $2.74M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
152
+ 0.77%
$55.06 - $62.25 $8.37K - $9.46K
19.9K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
111
+ 10.58%
$475.2 - $527.7 $52.7K - $58.6K
1.16K $612K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.3K
+ 812.81%
$21.72 - $25.05 $71.7K - $82.7K
3.71K $90K
PHYS
Sprott Physical Gold Trust

Financial Services
3.79K
+ 749.01%
$18.12 - $20.72 $68.7K - $78.5K
4.3K $87K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
291
+ 11.65%
$96.78 - $113.53 $28.2K - $33K
2.79K $312K
RTX
Raytheon Technologies Corp

Industrials
116
+ 7.39%
$99.55 - $123.34 $11.5K - $14.3K
1.69K $204K
TT
Trane Technologies PLC

Industrials
100
+ 71.43%
$314.21 - $388.71 $31.4K - $38.9K
240 $93K
PEP
Pepsico Inc

Consumer Defensive
140
+ 3.48%
$161.9 - $179.3 $22.7K - $25.1K
4.17K $708K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
413
+ 9.42%
$100.09 - $100.69 $41.3K - $41.6K
4.8K $483K
VTV
Vanguard Value ETF

ETFs
45
+ 2.13%
$159.75 - $174.57 $7.19K - $7.86K
2.16K $376K
T
At&T Inc.

Communication Services
863
+ 18.07%
$18.21 - $22.28 $15.7K - $19.2K
5.64K $124K
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 555.56%
$213.3 - $270.78 $21.3K - $27.1K
118 $31K
XOM
Exxon Mobil Corp

Energy
29
+ 0.3%
$109.72 - $119.0 $3.18K - $3.45K
9.7K $1.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
199
+ 24.33%
$92.63 - $105.69 $18.4K - $21K
1.02K $105K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
300
+ 82.42%
$59.93 - $66.52 $18K - $20K
664 $44K
CI
Cigna Corp

Healthcare
6
+ 0.49%
$319.12 - $367.1 $1.91K - $2.2K
1.24K $428K
GOLD
Barrick Gold Corp

Basic Materials
3
+ 0.08%
$16.56 - $21.01 $49.7 - $63
3.56K $70K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
40
+ 6.88%
$29.24 - $45.37 $1.17K - $1.81K
621 $27K
PHO
Invesco Exchange Traded Fd Tr

ETFs
76
+ 11.71%
$63.82 - $70.54 $4.85K - $5.36K
725 $51K
TXN
Texas Instruments Inc

Technology
41
+ 4.26%
$194.6 - $194.6 $7.98K - $7.98K
1K $195K
HON
Honeywell International Inc

Industrials
97
+ 4.91%
$196.73 - $220.21 $19.1K - $21.4K
2.07K $428K
CNP
Centerpoint Energy Inc

Utilities
241
+ 26.25%
$25.63 - $30.55 $6.18K - $7.36K
1.16K $34K
FDVV
Fidelity High Dividend ETF

ETFs
77
+ 18.12%
$46.26 - $50.65 $3.56K - $3.9K
502 $25K
HPQ
Hp Inc

Technology
121
+ 4.23%
$32.02 - $38.11 $3.87K - $4.61K
2.98K $106K
TGTX
Tg Therapeutics, Inc.

Healthcare
200
+ 66.67%
$17.21 - $25.28 $3.44K - $5.06K
500 $11K
ARCC
Ares Capital Corp

Financial Services
282
+ 178.48%
$19.8 - $21.28 $5.58K - $6K
440 $9K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
26
+ 20.31%
$119.93 - $131.26 $3.12K - $3.41K
154 $20K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
85
+ 15.37%
$37.98 - $41.19 $3.23K - $3.5K
638 $26K
Activity Summary
Buys All Purchases 127 New Holdings 49 Increased Positions 78 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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