Jnba Financial Advisors Portfolio Holdings
Jnba Financial Advisors
- $1.09 Billion
- Q3 2025
Jnba Financial Advisors has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.09 Billion distributed in 651 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 $236M, Spdr Ser Tr Fds Spdr Portfolio with a value of $89.7M, Ishares Core S&P Mid Cap ETF with a value of $51.1M, Spdr Portfolio with a value of $49.2M, and Vanguard Growth ETF with a value of $45.4M.
Examining the 13F form we can see an increase of $57.5M in the current position value, from $1.03B to 1.09B.
Below you can find more details about Jnba Financial Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.09 Billion
ETFs: $935 Million
Technology: $40.7 Million
Financial Services: $37.5 Million
Industrials: $26 Million
Healthcare: $17.2 Million
Communication Services: $8.64 Million
Consumer Cyclical: $7.75 Million
Basic Materials: $6.83 Million
Other: $9.84 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 651
- Current Value $1.09 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 34 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks