Jnba Financial Advisors New Holdings in Q3 2024

Jnba Financial Advisors

  • $980 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
300
New
$103.95 - $144.98 $31.2K - $43.5K
300 $43K
ALG
Alamo Group Inc

Industrials
205
New
$164.5 - $194.96 $33.7K - $40K
205 $36K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
224
New
$125.95 - $142.04 $28.2K - $31.8K
224 $31K
LNT
Alliant Energy Corp

Utilities
514
New
$50.74 - $60.74 $26.1K - $31.2K
514 $31K
GH
Guardant Health, Inc.

Healthcare
1.14K
New
$22.3 - $36.29 $25.4K - $41.4K
1.14K $26K
SCHA
Schwab Strategic Tr Us Small C

ETFs
250
New
$46.9 - $51.96 $11.7K - $13K
250 $12K
TRMB
Trimble Inc.

Technology
200
New
$49.82 - $62.06 $9.96K - $12.4K
200 $12K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
90
New
$110.22 - $120.89 $9.92K - $10.9K
90 $10K
NI
Nisource Inc.

Utilities
244
New
$28.54 - $34.64 $6.96K - $8.45K
244 $8K
CVRX
Cv Rx, Inc.

Healthcare
1K
New
$7.15 - $12.37 $7.15K - $12.4K
1K $8K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
217
New
$28.7 - $35.25 $6.23K - $7.65K
217 $7K
MAA
Mid America Apartment Communities Inc.

Real Estate
47
New
$138.8 - $166.65 $6.52K - $7.83K
47 $7K
LTC
Ltc Properties Inc

Real Estate
193
New
$34.07 - $38.15 $6.58K - $7.36K
193 $7K
PBA
Pembina Pipeline Corp

Energy
174
New
$36.86 - $41.36 $6.41K - $7.2K
174 $7K
NSA
National Storage Affiliates Trust

Real Estate
160
New
$39.73 - $49.13 $6.36K - $7.86K
160 $7K
COF
Capital One Financial Corp

Financial Services
53
New
$131.42 - $153.05 $6.97K - $8.11K
53 $7K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
615
New
$11.13 - $12.0 $6.84K - $7.38K
615 $7K
ETR
Entergy Corp

Utilities
57
New
$104.75 - $131.61 $5.97K - $7.5K
57 $7K
DLTR
Dollar Tree, Inc.

Consumer Defensive
100
New
$63.56 - $107.36 $6.36K - $10.7K
100 $7K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
276
New
$20.08 - $23.22 $5.54K - $6.41K
276 $6K
PAGP
Plains Gp Holdings LP

Energy
343
New
$17.93 - $19.98 $6.15K - $6.85K
343 $6K
CTO
Cto Realty Growth, Inc.

Real Estate
358
New
$17.36 - $20.15 $6.21K - $7.21K
358 $6K
AVB
Avalonbay Communities Inc

Real Estate
31
New
$200.95 - $234.65 $6.23K - $7.27K
31 $6K
MAIN
Main Street Capital Corp

Financial Services
129
New
$47.05 - $52.25 $6.07K - $6.74K
129 $6K
GAIN
Gladstone Investment Corporation\De

Financial Services
455
New
$12.51 - $14.45 $5.69K - $6.57K
455 $6K
UGI
Ugi Corp

Utilities
266
New
$22.23 - $25.05 $5.91K - $6.66K
266 $6K
PDP
Invesco Exchange Traded Fd Tr

ETFs
59
New
$91.9 - $103.31 $5.42K - $6.1K
59 $6K
HWM
Howmet Aerospace Inc.

Industrials
67
New
$77.3 - $100.22 $5.18K - $6.71K
67 $6K
FRT
Federal Realty Investment Trust

Real Estate
59
New
$100.42 - $117.38 $5.92K - $6.93K
59 $6K
HTGC
Hercules Capital, Inc.

Financial Services
329
New
$17.71 - $21.67 $5.83K - $7.13K
329 $6K
MGV
Vanguard Mega Cap Value

ETFs
41
New
$118.0 - $128.28 $4.84K - $5.26K
41 $5K
VAW
Vanguard Materials ETF

ETFs
24
New
$189.89 - $213.71 $4.56K - $5.13K
24 $5K
VPU
Vanguard Utilities ETF

ETFs
27
New
$146.64 - $174.54 $3.96K - $4.71K
27 $4K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
38
New
$117.9 - $128.2 $4.48K - $4.87K
38 $4K
NGVT
Ingevity Corp

Basic Materials
53
New
$32.91 - $47.24 $1.74K - $2.5K
53 $2K
D
Dominion Energy, Inc

Utilities
40
New
$48.01 - $58.53 $1.92K - $2.34K
40 $2K
JRS
Nuveen Real Estate Income Fund

Financial Services
132
New
$7.64 - $9.3 $1.01K - $1.23K
132 $1K
RF
Regions Financial Corp

Financial Services
50
New
$19.51 - $23.42 $976 - $1.17K
50 $1K
Alarum Technologies LTD
1.1K
New
N/A
1.1K $0
AA
Alcoa Corp

Basic Materials
22
New
$28.17 - $42.44 $620 - $934
22 $0
Smurfit Westrock PLC
322
New
N/A
322 $0
Six Flags Entertainment Corp
27
New
N/A
27 $0
Grayscale Ethereum Mini Tr E
1.09K
New
N/A
1.09K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
350
New
N/A
350 $0
CGMU
Capital Group Core Plus Income
184
New
N/A
184 $0
Grayscale Bitcoin Mini Tr Bt
2.25K
New
N/A
2.25K $0
Grayscale Ethereum Tr Eth
1.09K
New
N/A
1.09K $0
Te Connectivity PLC
76
New
N/A
76 $0
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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