Jnba Financial Advisors Reduced Holdings in Q3 2024

Jnba Financial Advisors

  • $980 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-34
- 3.44%
$85.48 - $98.39 $2.91K - $3.35K
954 $92K
Solventum Corp
-33
- 2.48%
N/A
1.3K $0
XLU
Utilities Sector Spdr

ETFs
-66
- 14.7%
$67.67 - $80.78 $4.47K - $5.33K
383 $30K
Saba Capital Income & Opport
-1.04K
- 22.91%
N/A
3.49K $0
ACN
Accenture PLC

Technology
-140
- 13.97%
$295.44 - $355.81 $41.4K - $49.8K
862 $304K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
-7
- 3.91%
$37.66 - $45.0 $264 - $315
172 $7K
DOW
Dow Inc.

Basic Materials
-42
- 4.75%
$50.15 - $55.41 $2.11K - $2.33K
843 $46K
Linde PLC
-13
- 14.13%
N/A
79 $0
Ge Vernova Inc
-2
- 1.82%
N/A
108 $0
Jpmorgan Chase Finl CO LLC
-63
- 10.98%
N/A
511 $0
DRLL
Ea Ser Tr Strive U S Energy Et
-181
- 51.27%
N/A
172 $0
IEMG
Ishares Inc

ETFs
-35
- 0.26%
$53.64 - $53.64 $1.88K - $1.88K
13.5K $724K
Ea Series Trust
-131
- 8.89%
N/A
1.34K $0
EEM
Ishares Msci Emerging Markets

ETFs
-109
- 6.4%
$40.42 - $46.7 $4.41K - $5.09K
1.59K $73K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-200
- 11.76%
$58.35 - $66.29 $11.7K - $13.3K
1.5K $99K
IVW
Ishares S&P 500 Growth ETF

ETFs
-305
- 3.23%
$84.77 - $97.13 $25.9K - $29.6K
9.14K $874K
HD
Home Depot, Inc.

Consumer Cyclical
-285
- 14.94%
$333.64 - $405.2 $95.1K - $115K
1.62K $657K
VNQ
Vanguard Specialized Funds Van

ETFs
-29
- 7.38%
$82.97 - $98.97 $2.41K - $2.87K
364 $35K
SO
Southern CO

Utilities
-34
- 6.72%
$77.0 - $90.52 $2.62K - $3.08K
472 $42K
CB
Chubb LTD

Financial Services
-5
- 2.72%
$252.51 - $292.2 $1.26K - $1.46K
179 $51K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-84
- 2.88%
$97.81 - $108.79 $8.22K - $9.14K
2.83K $307K
ADP
Automatic Data Processing Inc

Industrials
-28
- 7.63%
$233.44 - $279.45 $6.54K - $7.82K
339 $93K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-8
- 4.15%
$72.18 - $107.33 $577 - $859
185 $19K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-214
- 3.89%
$49.13 - $54.55 $10.5K - $11.7K
5.29K $285K
CVS
Cvs Health Corp

Healthcare
-246
- 4.17%
$55.81 - $63.18 $13.7K - $15.5K
5.65K $355K
VZ
Verizon Communications Inc

Communication Services
-128
- 3.39%
$38.89 - $45.0 $4.98K - $5.76K
3.64K $163K
GLW
Corning Inc

Technology
-67
- 3.46%
$37.76 - $46.2 $2.53K - $3.1K
1.87K $84K
ECL
Ecolab Inc.

Basic Materials
-72
- 4.55%
$228.86 - $255.76 $16.5K - $18.4K
1.51K $385K
TGT
Target Corp

Consumer Defensive
-100
- 2.98%
$133.47 - $159.25 $13.3K - $15.9K
3.25K $506K
AOA
Ishares Tr Core Aggressive All

ETFs
-221
- 3.04%
$72.11 - $79.05 $15.9K - $17.5K
7.04K $555K
BSX
Boston Scientific Corp

Healthcare
-435
- 5.96%
$72.96 - $84.0 $31.7K - $36.5K
6.86K $575K
CARR
Carrier Global Corp

Industrials
-81
- 6.84%
$61.9 - $80.88 $5.01K - $6.55K
1.1K $88K
GLD
Spdr Gold Trust

ETFs
-65
- 6.22%
$215.56 - $246.98 $14K - $16.1K
980 $238K
NEE
Nextera Energy Inc

Utilities
-44
- 3.45%
$69.9 - $84.97 $3.08K - $3.74K
1.23K $104K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 3.39%
$523.84 - $572.02 $17.8K - $19.4K
970 $552K
IBM
International Business Machines Corp

Technology
-25
- 5.21%
$175.1 - $223.38 $4.38K - $5.58K
455 $100K
CRM
Salesforce, Inc.

Technology
-35
- 2.19%
$238.42 - $276.53 $8.34K - $9.68K
1.56K $427K
JNJ
Johnson & Johnson

Healthcare
-994
- 8.81%
$145.48 - $167.38 $145K - $166K
10.3K $1.67M
IEFA
Ishares Tr

ETFs
-668
- 5.07%
$70.09 - $78.74 $46.8K - $52.6K
12.5K $976K
SBUX
Starbucks Corp

Consumer Cyclical
-321
- 12.06%
$72.51 - $98.6 $23.3K - $31.7K
2.34K $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-188
- 2.55%
$75.32 - $84.37 $14.2K - $15.9K
7.19K $601K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-532
- 5.91%
$127.29 - $141.5 $67.7K - $75.3K
8.46K $1.18M
JHMM
John Hancock Multifactor Mid C

ETFs
-2.68K
- 7.39%
$54.25 - $60.2 $145K - $161K
33.6K $2.02M
IWM
Ishares Russell 2000 ETF

ETFs
-94
- 3.53%
$200.87 - $224.6 $18.9K - $21.1K
2.57K $566K
ICLN
Ishares

ETFs
-789
- 2.69%
$13.26 - $14.77 $10.5K - $11.7K
28.6K $419K
FAST
Fastenal CO

Industrials
-265
- 4.89%
$62.09 - $71.83 $16.5K - $19K
5.16K $368K
XLY
Select Sector Spdr Consumer Di

ETFs
-30
- 1.59%
$170.05 - $200.86 $5.1K - $6.03K
1.86K $372K
EFG
Msci Eafe Growth ETF

ETFs
-1.69K
- 4.12%
$96.84 - $108.77 $164K - $184K
39.3K $4.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
-96
- 1.46%
$79.92 - $88.19 $7.67K - $8.47K
6.49K $571K
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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