Jnba Financial Advisors
CIK Number: 0001569118
Main Sectors:
Top Industries:
Filing Date: Apr 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 652.11 | +0.36% | 221.17K | -17.53% | 124.27M | 527.04 | 12.88% | Share |
| 2 | SPDW | SPDR Portfolio ... | 41.94 | +0.44% | 2.05M | -5.68% | 74.75M | 33.53 | 7.75% | Share |
| 3 | BIL | SPDR Bloomberg ... | 91.74 | +0.02% | 758.39K | +16.19K% | 69.57M | 91.73 | 7.21% | Share |
| 4 | MOAT | VanEck Mornings... | 98.58 | -0.21% | 649.5K | -20.83% | 57.16M | 48.11 | 5.93% | Share |
| 5 | IJH | iShares Core S&... | 65.52 | +0.13% | 794.72K | +3.01% | 46.37M | 37.94 | 4.81% | Share |
| 6 | SPMD | SPDR Portfolio ... | 57.42 | +0.14% | 833.24K | +9.23% | 42.65M | 50.35 | 4.42% | Share |
| 7 | SPEM | SPDR Portfolio ... | 44.62 | +0.33% | 1.01M | -2.96% | 39.78M | 37.07 | 4.12% | Share |
| 8 | VUG | Vanguard Growth... | 463.96 | +0.63% | 90.92K | +8.36% | 33.72M | 309.29 | 3.50% | Share |
| 9 | AFL | Aflac Incorpora... | 106.04 | -1.28% | 216.61K | -0.29% | 24.09M | 45.54 | 2.50% | Share |
| 10 | VEA | Vanguard Develo... | 59.01 | +0.41% | 455.58K | +8.84% | 23.16M | 40.41 | 2.40% | Share |
| 11 | SCHD | Schwab U.S. Div... | 27.82 | -0.2% | 804.9K | -4.76% | 22.5M | 20.9 | 2.33% | Share |
| 12 | VIG | Vanguard Divide... | 211.51 | +0.16% | 102.12K | -15.68% | 19.81M | 109.92 | 2.05% | Share |
| 13 | SPYG | SPDR Portfolio ... | 100.63 | +0.53% | 238.75K | -5.23% | 19.19M | 50.48 | 1.99% | Share |
| 14 | FNDF | Schwab Fundamen... | 42.24 | +0.43% | 448.76K | -18.98% | 16.22M | 31.69 | 1.68% | Share |
| 15 | SPSM | SPDR Portfolio ... | 46.20 | -0.15% | 384.09K | -27.24% | 15.66M | 39.08 | 1.62% | Share |
| 16 | VWO | Vanguard Emergi... | 51.66 | +0.34% | 304.46K | +3.91% | 13.78M | 39.04 | 1.43% | Share |
| 17 | IJR | iShares Core S&... | 118.51 | -0.21% | 114.86K | -1.53% | 12.01M | 76.23 | 1.25% | Share |
| 18 | APG | APi Group Corpo... | 35.91 | -1.17% | 317.65K | -1.61% | 11.36M | 18.15 | 1.18% | Share |
| 19 | PRF | Invesco FTSE RA... | 44.34 | +0.09% | 247.77K | -12.09% | 10.01M | 26.54 | 1.04% | Share |
| 20 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 26.16K | +0.72% | 9.82M | 101.55 | 1.02% | Share |
| 21 | IAU | iShares Gold Tr... | 64.47 | +0.73% | 160.05K | -3.58% | 9.44M | 33.71 | 0.98% | Share |
| 22 | VIGI | Vanguard Intern... | 89.75 | +0.17% | 113.64K | -8.03% | 9.43M | 73.59 | 0.98% | Share |
| 23 | MDYV | SPDR S&P 400 Mi... | 84.06 | -0.24% | 117.81K | -7.03% | 9.08M | 57.89 | 0.94% | Share |
| 24 | MDYG | SPDR S&P 400 Mi... | 91.55 | +0.60% | 111.67K | -4.57% | 8.87M | 56.38 | 0.92% | Share |
| 25 | VV | Vanguard Large ... | 299.67 | +0.38% | 32.45K | +5.45% | 8.34M | 123.81 | 0.86% | Share |
| 26 | IVLU | iShares Edge MS... | 35.03 | +0.39% | 271.98K | -19.08% | 8.24M | 20.49 | 0.85% | Share |
| 27 | VO | Vanguard Mid Ca... | 290.94 | +0.17% | 30.66K | +12.86% | 7.93M | 152.13 | 0.82% | Share |
| 28 | AAPL | Apple Inc. | 232.56 | +0.90% | 30.4K | -0.96% | 6.75M | 71.22 | 0.70% | Share |
| 29 | GLDM | SPDR Gold MiniS... | 67.75 | +0.74% | 100.28K | -14.32% | 6.21M | 38.02 | 0.64% | Share |
| 30 | IJK | iShares S&P Mid... | 95.91 | +0.55% | 73.12K | -2.42% | 6.09M | 48.08 | 0.63% | Share |
| 31 | VTEB | Vanguard Tax-Ex... | 49.02 | +0.03% | 119.42K | -3.06% | 5.93M | 49.35 | 0.61% | Share |
| 32 | SPYV | SPDR Portfolio ... | 54.62 | +0.07% | 108.26K | -28.01% | 5.53M | 35.23 | 0.57% | Share |
| 33 | ESGD | iShares ESG Awa... | 91.38 | +0.38% | 64.42K | -5.89% | 5.26M | 75.6 | 0.55% | Share |
| 34 | CF | CF Industries H... | 87.25 | +1.04% | 65.85K | 0.00% | 5.15M | 36.85 | 0.53% | Share |
| 35 | GGG | Graco Inc. | 86.08 | -1.07% | 54.44K | 0.00% | 4.55M | 43.06 | 0.47% | Share |
| 36 | AVEM | Avantis Emergin... | 71.58 | +0.45% | 73.4K | -16.56% | 4.42M | 60.65 | 0.46% | Share |
| 37 | IJJ | iShares S&P Mid... | 130.75 | -0.22% | 36.42K | -2.43% | 4.36M | 69.74 | 0.45% | Share |
| 38 | VCSH | Vanguard Short-... | 79.83 | -0.04% | 54.41K | -0.4% | 4.3M | 75.94 | 0.45% | Share |
| 39 | VOE | Vanguard Mid-Ca... | 172.72 | -0.34% | 25.37K | -3.17% | 4.07M | 99.14 | 0.42% | Share |
| 40 | BNDX | Vanguard Total ... | 49.31 | +0.08% | 81.52K | -14.77% | 3.98M | 49.06 | 0.41% | Share |
| 41 | XVV | iShares ESG Scr... | 50.17 | +0.38% | 87.59K | -7.43% | 3.75M | 42.07 | 0.39% | Share |
| 42 | XJH | iShares ESG Scr... | 44.05 | +0.27% | 86.39K | +10.30% | 3.38M | 37.28 | 0.35% | Share |
| 43 | VEU | Vanguard FTSE A... | 69.67 | +0.39% | 55.64K | -2.96% | 3.37M | 45.99 | 0.35% | Share |
| 44 | EFG | iShares MSCI EA... | 111.93 | +0.51% | 31.48K | -17.18% | 3.15M | 85.03 | 0.33% | Share |
| 45 | DON | WisdomTree U.S.... | 52.74 | -0.49% | 62.96K | -11.61% | 3.12M | 33.89 | 0.32% | Share |
| 46 | DFEM | Dimensional Eme... | 31.02 | +0.49% | 116.98K | -12.9% | 3.1M | 20.74 | 0.32% | Share |
| 47 | EAGG | iShares ESG U.S... | 47.72 | +0.14% | 64.88K | +11.38% | 3.08M | 48.52 | 0.32% | Share |
| 48 | VTI | Vanguard Total ... | 320.06 | +0.35% | 10.34K | +0.56% | 2.84M | 127.5 | 0.29% | Share |
| 49 | MDT | Medtronic plc | 91.98 | -0.08% | 28.56K | -0.01% | 2.57M | 90.76 | 0.27% | Share |
| 50 | VGT | Vanguard Inform... | 707.59 | +0.95% | 4.58K | -0.46% | 2.48M | 179.14 | 0.26% | Share |
| 51 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 4.62K | -0.28% | 2.42M | 280.21 | 0.25% | Share |
| 52 | BRK-A | Berkshire Hatha... | 749349.30 | +0.67% | 3 | +100.00% | 2.4M | 798441.33 | 0.25% | Share |
| 53 | SPLG | SPDR Portfolio ... | 76.35 | +0.34% | 33.32K | -3.79% | 2.19M | 45.35 | 0.23% | Share |
| 54 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 11.19K | -7.13% | 2.13M | 97.86 | 0.22% | Share |
| 55 | AMAT | Applied Materia... | 165.27 | +0.54% | 14.59K | -1.78% | 2.12M | 31.93 | 0.22% | Share |
| 56 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 8.63K | -0.03% | 2.12M | 100.88 | 0.22% | Share |
| 57 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 3.63K | +8.51% | 2.03M | 426.01 | 0.21% | Share |
| 58 | VB | Vanguard Small ... | 253.54 | +0.22% | 8.88K | +13.05% | 1.97M | 142.28 | 0.20% | Share |
| 59 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 9.3K | +2.48% | 1.95M | 60.29 | 0.20% | Share |
| 60 | JPST | JPMorgan Ultra-... | 50.72 | -0.01% | 38.11K | -11.26% | 1.93M | 50.23 | 0.20% | Share |
| 61 | JHMM | John Hancock Mu... | 64.25 | +0.05% | 32.82K | -0.44% | 1.88M | 33.75 | 0.20% | Share |
| 62 | SLYG | SPDR S&P 600 Sm... | 94.49 | -0.16% | 22.35K | -35.79% | 1.86M | 73.88 | 0.19% | Share |
| 63 | DES | WisdomTree U.S.... | 34.18 | -0.12% | 54.41K | -4.82% | 1.74M | 24.52 | 0.18% | Share |
| 64 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 10.29K | +0.98% | 1.71M | 134.52 | 0.18% | Share |
| 65 | ABT | Abbott Laborato... | 131.39 | -0.05% | 12.86K | -2.53% | 1.71M | 52.98 | 0.18% | Share |
| 66 | INTC | Intel Corporati... | 24.93 | +0.32% | 71.42K | +0.02% | 1.62M | 36.19 | 0.17% | Share |
| 67 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 10.31K | +0.10% | 1.61M | 52.74 | 0.17% | Share |
| 68 | IDV | iShares Interna... | 36.64 | +0.22% | 51.78K | -15.41% | 1.61M | 27.05 | 0.17% | Share |
| 69 | MCD | McDonald's Corp... | 312.27 | +0.27% | 4.99K | -2.25% | 1.56M | 157.33 | 0.16% | Share |
| 70 | QCOM | QUALCOMM Incorp... | 160.80 | +0.64% | 10.12K | 0.00% | 1.55M | 65.36 | 0.16% | Share |
| 71 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 14.23K | +13.91% | 1.54M | 44.38 | 0.16% | Share |
| 72 | DIS | The Walt Disney... | 117.67 | -0.36% | 15.45K | +3.00% | 1.53M | 110.7 | 0.16% | Share |
| 73 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 9.76K | -2.61% | 1.51M | 56.84 | 0.16% | Share |
| 74 | AVUV | Avantis U.S. Sm... | 100.01 | -0.22% | 16.77K | -18.85% | 1.46M | 78.44 | 0.15% | Share |
| 75 | ESGE | iShares ESG Awa... | 40.67 | +0.35% | 41.34K | -6.4% | 1.44M | 37.08 | 0.15% | Share |
| 76 | VSGX | Vanguard ESG In... | 67.89 | +0.35% | 21.86K | +9.79% | 1.29M | 51.36 | 0.13% | Share |
| 77 | PWV | Invesco Dynamic... | 64.50 | 0.00% | 21.27K | -16.21% | 1.27M | 33.37 | 0.13% | Share |
| 78 | MUB | iShares Nationa... | 104.50 | +0.05% | 11.5K | 0.00% | 1.21M | 108.98 | 0.13% | Share |
| 79 | SUSC | iShares ESG USD... | 23.36 | +0.13% | 51.81K | -6.7% | 1.19M | 23.88 | 0.12% | Share |
| 80 | BBY | Best Buy Co., I... | 72.68 | -3.67% | 16K | 0.00% | 1.18M | 65.25 | 0.12% | Share |
| 81 | SCHW | The Charles Sch... | 97.13 | +0.26% | 14.92K | -2.26% | 1.17M | 41.59 | 0.12% | Share |
| 82 | CRM | Salesforce, Inc... | 254.55 | +1.76% | 4.33K | +145.43% | 1.16M | 235.99 | 0.12% | Share |
| 83 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 9.45K | -0.94% | 1.12M | 85.72 | 0.12% | Share |
| 84 | META | Meta Platforms,... | 751.11 | +0.50% | 1.79K | -10.48% | 1.03M | 174.39 | 0.11% | Share |
| 85 | IEFA | iShares Core MS... | 86.03 | +0.36% | 13.35K | -2.49% | 1.01M | 61.94 | 0.10% | Share |
| 86 | SLYV | SPDR S&P 600 Sm... | 88.07 | -0.16% | 12.77K | -31.17% | 1M | 71.97 | 0.10% | Share |
| 87 | IJT | iShares S&P Sma... | 141.74 | -0.14% | 7.66K | -5.78% | 954.04K | 80.75 | 0.10% | Share |
| 88 | MOTI | VanEck Mornings... | 36.50 | +0.56% | 28.51K | -19.41% | 948.64K | 31.04 | 0.10% | Share |
| 89 | VOT | Vanguard Mid-Ca... | 291.24 | +0.80% | 3.84K | 0.00% | 940.42K | 124.03 | 0.10% | Share |
| 90 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 15.16K | -9.65% | 935.71K | 44.45 | 0.10% | Share |
| 91 | KO | The Coca-Cola C... | 68.36 | -0.68% | 12.66K | -5.27% | 906.85K | 46.41 | 0.09% | Share |
| 92 | SUSB | iShares ESG 1-5... | 25.27 | -0.08% | 35.62K | -16.48% | 890.04K | 24.6 | 0.09% | Share |
| 93 | ORCL | Oracle Corporat... | 240.21 | +1.87% | 6.27K | +1.62% | 876.19K | 52.8 | 0.09% | Share |
| 94 | JMST | JPMorgan Ultra-... | 51.02 | -0.01% | 16.93K | 0.00% | 861.14K | 50.72 | 0.09% | Share |
| 95 | IVW | iShares S&P 500... | 116.23 | +0.55% | 9.09K | -0.53% | 843.65K | 38.67 | 0.09% | Share |
| 96 | XJR | iShares ESG Scr... | 42.72 | -0.42% | 21.82K | -13.4% | 820.8K | 37.1 | 0.09% | Share |
| 97 | DE | Deere & Company | 491.81 | -0.26% | 1.72K | -4.17% | 808.22K | 139.34 | 0.08% | Share |
| 98 | DEM | WisdomTree Emer... | 46.42 | +0.69% | 18.96K | -11.64% | 798.01K | 39.73 | 0.08% | Share |
| 99 | NVS | Novartis AG | 126.53 | -0.28% | 7.07K | -8.15% | 788.56K | 71.33 | 0.08% | Share |
| 100 | BAC | Bank of America... | 50.52 | +0.28% | 18.9K | -0.59% | 788.55K | 23.9 | 0.08% | Share |
| 101 | JHEM | John Hancock Mu... | 30.17 | +0.43% | 29.34K | -2.72% | 782.3K | 24.6 | 0.08% | Share |
| 102 | JHSC | John Hancock Mu... | 41.80 | -0.16% | 20.35K | -7.75% | 758.35K | 25.76 | 0.08% | Share |
| 103 | INFL | Horizon Kinetic... | 42.91 | +0.49% | 18.58K | -16.77% | 755.33K | 30.49 | 0.08% | Share |
| 104 | CVX | Chevron Corpora... | 159.34 | +0.06% | 4.51K | +4.03% | 755.33K | 125.68 | 0.08% | Share |
| 105 | GIS | General Mills, ... | 48.45 | -1.62% | 12.53K | -0.18% | 749.37K | 43.87 | 0.08% | Share |
| 106 | PG | The Procter & G... | 155.64 | -0.84% | 4.39K | -1.52% | 748.27K | 94.27 | 0.08% | Share |
| 107 | MMM | 3M Company | 157.57 | +0.66% | 5.01K | -6.62% | 735.93K | 141.04 | 0.08% | Share |
| 108 | TRV | The Travelers C... | 270.35 | -0.68% | 2.77K | -8.28% | 731.99K | 120 | 0.08% | Share |
| 109 | SUSA | iShares MSCI US... | 132.47 | +0.38% | 6.32K | -13.26% | 725.86K | 65.34 | 0.08% | Share |
| 110 | IEMG | iShares Core MS... | 62.38 | +0.37% | 13.42K | -1.83% | 724.44K | 47.71 | 0.08% | Share |
| 111 | V | Visa Inc. | 349.84 | -0.15% | 2.01K | +0.05% | 704.03K | 147.15 | 0.07% | Share |
| 112 | GDX | VanEck Gold Min... | 61.27 | -0.33% | 15.1K | 0.00% | 694.33K | 21.75 | 0.07% | Share |
| 113 | BSX | Boston Scientif... | 105.70 | -0.16% | 6.86K | 0.00% | 692.34K | 38.83 | 0.07% | Share |
| 114 | BLK | BlackRock, Inc. | 1129.93 | -0.15% | 702 | 0.00% | 664.43K | 1025.11 | 0.07% | Share |
| 115 | WFC | Wells Fargo & C... | 81.97 | -0.64% | 9.13K | -17.12% | 655.45K | 42.83 | 0.07% | Share |
| 116 | IWR | iShares Russell... | 96.29 | +0.16% | 7.6K | -0.78% | 646.7K | 67.27 | 0.07% | Share |
| 117 | SMOG | VanEck Low Carb... | 119.25 | +0.15% | 6.39K | +1.48% | 645.92K | 88.66 | 0.07% | Share |
| 118 | EFA | iShares MSCI EA... | 92.03 | +0.38% | 7.81K | +8.60% | 637.99K | 67.2 | 0.07% | Share |
| 119 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 1.31K | +29.23% | 615.69K | 327.49 | 0.06% | Share |
| 120 | ESGV | Vanguard ESG U.... | 115.36 | +0.42% | 6.27K | -8.52% | 614.44K | 72.69 | 0.06% | Share |
| 121 | IWM | iShares Russell... | 236.22 | +0.12% | 3K | -2.18% | 599.07K | 188.58 | 0.06% | Share |
| 122 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 1.15K | -8.11% | 588.53K | 388.37 | 0.06% | Share |
| 123 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 3.88K | -6.49% | 581.33K | 117.75 | 0.06% | Share |
| 124 | IJS | iShares S&P Sma... | 109.76 | -0.25% | 5.78K | -5.48% | 563.49K | 67.44 | 0.06% | Share |
| 125 | HD | The Home Depot,... | 407.36 | -0.22% | 1.49K | +2.75% | 547.54K | 204.14 | 0.06% | Share |
| 126 | HON | Honeywell Inter... | 221.35 | +0.05% | 2.56K | -0.66% | 542.75K | 155.42 | 0.06% | Share |
| 127 | MRK | Merck & Co., In... | 83.22 | -1.01% | 5.7K | 0.00% | 511.18K | 74.02 | 0.05% | Share |
| 128 | AOA | iShares Core Ag... | 86.04 | +0.29% | 6.62K | -8.04% | 506.51K | 63.95 | 0.05% | Share |
| 129 | MDY | SPDR S&P MIDCAP... | 598.14 | +0.15% | 943 | -2.28% | 503.12K | 371.62 | 0.05% | Share |
| 130 | GILD | Gilead Sciences... | 112.56 | -1.19% | 4.42K | -0.45% | 495.26K | 75.97 | 0.05% | Share |
| 131 | XLI | Industrial Sele... | 153.42 | +0.18% | 3.56K | 0.00% | 466.87K | 64.53 | 0.05% | Share |
| 132 | FSLR | First Solar, In... | 197.02 | +3.03% | 3.52K | +7.84% | 445.41K | 153.31 | 0.05% | Share |
| 133 | BK | The Bank of New... | 106.13 | +1.05% | 5.22K | -24.42% | 437.51K | 45.65 | 0.05% | Share |
| 134 | PSO | Pearson plc | 14.66 | -0.71% | 27.27K | +7.02% | 436.67K | 12 | 0.05% | Share |
| 135 | NKE | NIKE, Inc. | 77.94 | -0.15% | 6.76K | -32.69% | 429.17K | 88.98 | 0.04% | Share |
| 136 | MINT | PIMCO Enhanced ... | 100.67 | +0.01% | 4.19K | -14.5% | 421.9K | 101.04 | 0.04% | Share |
| 137 | EMR | Emerson Electri... | 134.55 | +0.82% | 3.69K | +3.80% | 404.02K | 59.27 | 0.04% | Share |
| 138 | RAFE | PIMCO RAFI ESG ... | 39.58 | -0.05% | 11.08K | -35.19% | 402.39K | 27.52 | 0.04% | Share |
| 139 | CI | The Cigna Group | 298.97 | -0.33% | 1.22K | 0.00% | 401.71K | 230.51 | 0.04% | Share |
| 140 | FAST | Fastenal Compan... | 50.18 | -0.04% | 5.03K | 0.00% | 389.77K | 28.37 | 0.04% | Share |
| 141 | IWF | iShares Russell... | 450.80 | +0.61% | 1.08K | 0.00% | 389.26K | 185.24 | 0.04% | Share |
| 142 | CELC | Celcuity Inc. | 54.60 | +9.29% | 38.09K | 0.00% | 385.1K | 20.33 | 0.04% | Share |
| 143 | BMY | Bristol-Myers S... | 46.88 | -1.56% | 6.08K | +3.03% | 370.76K | 59.93 | 0.04% | Share |
| 144 | XLY | Consumer Discre... | 234.17 | +0.18% | 1.87K | +0.43% | 368.86K | 102.71 | 0.04% | Share |
| 145 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 443 | -11.22% | 365.88K | 364.17 | 0.04% | Share |
| 146 | SLV | iShares Silver ... | 35.52 | +1.50% | 11.45K | 0.00% | 354.68K | 16.97 | 0.04% | Share |
| 147 | CSX | CSX Corporation | 32.65 | +0.34% | 11.79K | +9.27% | 346.86K | 17.93 | 0.04% | Share |
| 148 | MA | Mastercard Inco... | 590.46 | -0.03% | 621 | -6.05% | 340.38K | 311.57 | 0.04% | Share |
| 149 | TGT | Target Corporat... | 96.82 | -1.16% | 3.25K | -1.51% | 339.31K | 85.79 | 0.04% | Share |
| 150 | ECL | Ecolab Inc. | 279.00 | -0.49% | 1.33K | -10.62% | 337.18K | 153.36 | 0.04% | Share |