JNBA Financial Advisors
Latest statistics and disclosures from JNBA Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, IJH, VIG, FNDF, SCHD, and represent 27.30% of JNBA Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$8.4M), FNDF, SPDW, BNDX, IJH, SPSM, SPEM, VUG, VIGI, MDYV.
- Started 16 new stock positions in MLPX, ENLC, LAC, PFF, VYM, USAC, AEE, NCR Atleos Corp, FPI, ITA. LAAC, Nxu, SIL, TYG, KLG, VLTO.
- Reduced shares in these 10 stocks: VNQ (-$6.2M), SCHD, BSV, DON, VIG, MOAT, APG, SPYG, DEM, ITM.
- Sold out of its positions in Activision Blizzard, AMTX, ALGN, MDRX, AVY, CNI, CCI, DEO, EVF, EFR.
- JNBA Financial Advisors was a net seller of stock by $-2.5M.
- JNBA Financial Advisors has $879M in assets under management (AUM), dropping by 9.78%.
- Central Index Key (CIK): 0001569118
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Positions held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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JNBA Financial Advisors holds 712 positions in its portfolio as reported in the December 2023 quarterly 13F filing
JNBA Financial Advisors has 712 total positions. Only the first 250 positions are shown.
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- Download the JNBA Financial Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 7.4 | $65M | -2% | 767k | 84.87 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 6.0 | $53M | +2% | 192k | 277.15 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 4.9 | $43M | -3% | 255k | 170.40 |
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 4.9 | $43M | +6% | 1.3M | 33.73 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.0 | $36M | -10% | 467k | 76.13 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $27M | +7% | 804k | 34.01 |
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 2.9 | $26M | +4% | 348k | 73.38 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.6 | $23M | -5% | 351k | 65.06 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.2 | $20M | 411k | 47.90 |
|
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.2 | $19M | 339k | 56.39 |
|
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.1 | $19M | +6% | 234k | 79.34 |
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AFLAC Incorporated (AFL) | 2.1 | $18M | 220k | 82.50 |
|
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.9 | $16M | +7% | 464k | 35.41 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $16M | 377k | 41.10 |
|
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World Gold Tr Spdr Gld Minis (GLDM) | 1.7 | $15M | -2% | 375k | 40.91 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 1.7 | $15M | -28% | 173k | 88.36 |
|
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.7 | $15M | +4% | 201k | 75.67 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.7 | $15M | 414k | 35.20 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 1.6 | $14M | +8% | 46k | 310.88 |
|
Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.6 | $14M | +3% | 521k | 26.51 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.5 | $13M | 281k | 46.63 |
|
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Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $13M | -2% | 120k | 108.25 |
|
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $13M | +187% | 27k | 477.62 |
|
Wisdomtree Tr Us Midcap Divid (DON) | 1.4 | $13M | -10% | 278k | 45.69 |
|
Api Group Corp Com Stk (APG) | 1.4 | $12M | -9% | 354k | 34.60 |
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Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.3 | $12M | 207k | 56.65 |
|
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Microsoft Corporation (MSFT) | 1.2 | $10M | +3% | 28k | 376.05 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $9.8M | -3% | 191k | 51.05 |
|
Ishares Gold Tr Ishares New (IAU) | 1.1 | $9.3M | -2% | 239k | 39.03 |
|
Listed Fd Tr Horizon Kinetics (INFL) | 1.0 | $8.5M | 270k | 31.47 |
|
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $8.2M | +19% | 194k | 42.18 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $7.9M | -34% | 103k | 77.02 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.9 | $7.8M | +11% | 93k | 83.63 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $7.5M | -5% | 32k | 232.64 |
|
Apple (AAPL) | 0.8 | $7.0M | -2% | 36k | 192.53 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $6.6M | -3% | 31k | 218.15 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.7 | $6.4M | 81k | 79.22 |
|
|
Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.7 | $5.9M | -2% | 235k | 24.96 |
|
CF Industries Holdings (CF) | 0.6 | $5.7M | 72k | 79.50 |
|
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $5.5M | +18% | 62k | 89.80 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $4.9M | -2% | 43k | 114.04 |
|
Gra (GGG) | 0.5 | $4.8M | 55k | 86.76 |
|
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $4.7M | 33k | 145.01 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.5 | $4.3M | 88k | 48.72 |
|
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $4.3M | +8% | 44k | 96.85 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $4.1M | +16% | 53k | 77.37 |
|
Intel Corporation (INTC) | 0.5 | $4.0M | 79k | 50.25 |
|
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Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.4 | $3.8M | -18% | 93k | 40.68 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $3.5M | -3% | 42k | 83.31 |
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $3.4M | 45k | 75.54 |
|
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $3.4M | -3% | 60k | 56.14 |
|
Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.3 | $2.8M | -6% | 91k | 31.14 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $2.7M | -15% | 84k | 32.17 |
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Applied Materials (AMAT) | 0.3 | $2.7M | -5% | 17k | 162.07 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $2.7M | 54k | 50.23 |
|
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UnitedHealth (UNH) | 0.3 | $2.6M | -2% | 4.9k | 526.51 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | -6% | 11k | 237.23 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $2.4M | -5% | 116k | 20.71 |
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Medtronic SHS (MDT) | 0.3 | $2.4M | 29k | 82.38 |
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Amazon (AMZN) | 0.3 | $2.3M | 15k | 151.94 |
|
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $2.3M | +66% | 41k | 55.90 |
|
Ishares Core Msci Emkt (IEMG) | 0.3 | $2.3M | -3% | 45k | 50.58 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $2.2M | 4.6k | 484.00 |
|
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Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.2M | +4% | 46k | 47.74 |
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John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.2 | $2.2M | 41k | 52.66 |
|
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Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $2.1M | -17% | 73k | 27.99 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | 9.5k | 213.34 |
|
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Ishares Esg Awr Msci Em (ESGE) | 0.2 | $1.9M | +2% | 61k | 32.06 |
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Ishares Tr Esg Scrd S&p Mid (XJH) | 0.2 | $1.9M | +5% | 51k | 37.73 |
|
Johnson & Johnson (JNJ) | 0.2 | $1.8M | +4% | 12k | 156.74 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | -4% | 11k | 170.10 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | -3% | 13k | 140.93 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.8M | +3546% | 36k | 49.37 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 13k | 139.69 |
|
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McDonald's Corporation (MCD) | 0.2 | $1.6M | -2% | 5.3k | 296.52 |
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Abbott Laboratories (ABT) | 0.2 | $1.6M | 14k | 110.07 |
|
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Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.2 | $1.5M | -6% | 30k | 50.74 |
|
Walt Disney Company (DIS) | 0.2 | $1.5M | 16k | 90.29 |
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Qualcomm (QCOM) | 0.2 | $1.5M | -3% | 10k | 144.63 |
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Spdr Index Shs Fds S&p North Amer (NANR) | 0.2 | $1.5M | +3% | 29k | 51.00 |
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Best Buy (BBY) | 0.2 | $1.5M | -11% | 19k | 78.28 |
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Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $1.4M | 58k | 24.48 |
|
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Abbvie (ABBV) | 0.2 | $1.4M | 9.2k | 154.98 |
|
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Pimco Equity Ser Rafi Esg Us (RAFE) | 0.2 | $1.3M | 41k | 32.52 |
|
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.3M | -4% | 12k | 108.41 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.3M | 10k | 125.14 |
|
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John Hancock Exchange Traded Multfctr Emrng (JHEM) | 0.1 | $1.3M | -9% | 49k | 25.43 |
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Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.2M | 22k | 55.28 |
|
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Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.2M | 14k | 85.06 |
|
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | -2% | 5.3k | 219.59 |
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John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.1 | $1.1M | -3% | 30k | 36.57 |
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Cisco Systems (CSCO) | 0.1 | $1.1M | 21k | 50.52 |
|
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Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 15k | 68.80 |
|
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.0M | -5% | 21k | 50.74 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.0M | -17% | 2.2k | 475.38 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.0M | 10k | 100.51 |
|
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $988k | +3% | 14k | 70.35 |
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Procter & Gamble Company (PG) | 0.1 | $914k | -6% | 6.2k | 146.53 |
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Visa Com Cl A (V) | 0.1 | $905k | 3.5k | 260.35 |
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Coca-Cola Company (KO) | 0.1 | $886k | -2% | 15k | 58.93 |
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Novartis Sponsored Adr (NVS) | 0.1 | $877k | -3% | 8.7k | 100.96 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $875k | +19% | 38k | 23.27 |
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Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $874k | +5% | 13k | 69.05 |
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Exxon Mobil Corporation (XOM) | 0.1 | $869k | -3% | 8.7k | 99.98 |
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General Mills (GIS) | 0.1 | $863k | 13k | 65.14 |
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Deere & Company (DE) | 0.1 | $851k | 2.1k | 399.87 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $840k | -7% | 11k | 75.10 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $835k | +18% | 9.1k | 91.39 |
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Oracle Corporation (ORCL) | 0.1 | $814k | -7% | 7.7k | 105.43 |
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Meta Platforms Cl A (META) | 0.1 | $802k | 2.3k | 353.96 |
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3M Company (MMM) | 0.1 | $796k | 7.3k | 109.32 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $782k | -5% | 7.6k | 103.07 |
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Wells Fargo & Company (WFC) | 0.1 | $761k | +6% | 16k | 49.22 |
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Home Depot (HD) | 0.1 | $723k | 2.1k | 346.55 |
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Pepsi (PEP) | 0.1 | $702k | -2% | 4.1k | 169.85 |
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Bank of America Corporation (BAC) | 0.1 | $697k | 21k | 33.67 |
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Merck & Co (MRK) | 0.1 | $696k | 6.4k | 109.01 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $667k | +12% | 8.1k | 82.04 |
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $656k | -28% | 10k | 63.75 |
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Chevron Corporation (CVX) | 0.1 | $651k | +8% | 4.4k | 149.16 |
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BlackRock (BLK) | 0.1 | $647k | -3% | 797.00 | 811.80 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $620k | +29% | 8.2k | 75.35 |
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Travelers Companies (TRV) | 0.1 | $602k | 3.2k | 190.48 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $568k | +183% | 2.8k | 200.71 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $560k | -2% | 5.4k | 103.45 |
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Celcuity (CELC) | 0.1 | $555k | 38k | 14.57 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $543k | +5% | 35k | 15.57 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $537k | 1.1k | 507.43 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $526k | -50% | 6.6k | 80.04 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $526k | +7% | 17k | 31.01 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $524k | +17% | 5.3k | 99.79 |
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Tesla Motors (TSLA) | 0.1 | $521k | +2% | 2.1k | 248.48 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $520k | -2% | 6.7k | 77.73 |
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Target Corporation (TGT) | 0.1 | $518k | 3.6k | 142.43 |
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Ishares Tr Esg Aware Msci (ESML) | 0.1 | $515k | 14k | 38.01 |
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NVIDIA Corporation (NVDA) | 0.1 | $496k | 1.0k | 495.35 |
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Ishares Tr Esg Scrnd S&p Sm (XJR) | 0.1 | $486k | +2% | 13k | 38.26 |
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CVS Caremark Corporation (CVS) | 0.1 | $486k | -7% | 6.1k | 78.95 |
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salesforce (CRM) | 0.1 | $482k | +9% | 1.8k | 263.14 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $458k | 1.0k | 436.80 |
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Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $455k | +43% | 18k | 25.57 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $434k | -5% | 1.1k | 409.52 |
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Honeywell International (HON) | 0.0 | $426k | 2.0k | 209.73 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $425k | -9% | 2.8k | 149.50 |
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First Solar (FSLR) | 0.0 | $410k | +13% | 2.4k | 172.28 |
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Select Sector Spdr Tr Indl (XLI) | 0.0 | $406k | 3.6k | 113.99 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $403k | 7.7k | 52.05 |
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Fastenal Company (FAST) | 0.0 | $401k | 6.2k | 64.77 |
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Boston Scientific Corporation (BSX) | 0.0 | $400k | 6.9k | 57.81 |
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CSX Corporation (CSX) | 0.0 | $395k | 11k | 34.67 |
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Allete Com New (ALE) | 0.0 | $394k | 6.4k | 61.16 |
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Pfizer (PFE) | 0.0 | $383k | 13k | 28.79 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $380k | 1.1k | 350.84 |
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Cigna Corp (CI) | 0.0 | $369k | 1.2k | 299.45 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $365k | +28% | 3.7k | 99.25 |
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Gilead Sciences (GILD) | 0.0 | $364k | +2% | 4.5k | 81.01 |
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Ftai Aviation SHS (FTAI) | 0.0 | $349k | 7.5k | 46.40 |
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Emerson Electric (EMR) | 0.0 | $346k | 3.6k | 97.33 |
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Enbridge (ENB) | 0.0 | $345k | +5% | 9.6k | 36.02 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $338k | -6% | 1.9k | 178.81 |
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Pearson Sponsored Adr (PSO) | 0.0 | $338k | 28k | 12.29 |
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Biogen Idec (BIIB) | 0.0 | $329k | 1.3k | 258.77 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $328k | -8% | 1.1k | 303.17 |
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Wal-Mart Stores (WMT) | 0.0 | $326k | -6% | 2.1k | 157.65 |
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Boeing Company (BA) | 0.0 | $322k | 1.2k | 260.65 |
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $315k | -68% | 6.7k | 47.03 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $310k | 2.4k | 130.92 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $308k | 721.00 | 426.51 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $303k | -6% | 6.4k | 47.49 |
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Ecolab (ECL) | 0.0 | $300k | -15% | 1.5k | 198.35 |
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Bristol Myers Squibb (BMY) | 0.0 | $290k | -14% | 5.7k | 51.31 |
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Us Bancorp Del Com New (USB) | 0.0 | $289k | 6.7k | 43.28 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $278k | -5% | 1.7k | 165.25 |
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Nike CL B (NKE) | 0.0 | $277k | 2.5k | 108.57 |
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Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $274k | -4% | 5.6k | 49.26 |
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Kellogg Company (K) | 0.0 | $272k | 4.9k | 55.91 |
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American Express Company (AXP) | 0.0 | $267k | -2% | 1.4k | 187.34 |
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Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) | 0.0 | $264k | 2.9k | 91.49 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $257k | -3% | 2.8k | 91.04 |
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Starbucks Corporation (SBUX) | 0.0 | $256k | 2.7k | 96.01 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $253k | 1.9k | 136.38 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $249k | 11k | 21.78 |
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Heartland Financial USA (HTLF) | 0.0 | $239k | 6.4k | 37.61 |
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Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $239k | 2.2k | 110.64 |
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Eli Lilly & Co. (LLY) | 0.0 | $233k | -22% | 400.00 | 582.92 |
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Costco Wholesale Corporation (COST) | 0.0 | $227k | -8% | 344.00 | 660.08 |
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Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.0 | $222k | 1.9k | 118.40 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | 1.1k | 191.17 |
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Amgen (AMGN) | 0.0 | $211k | -2% | 731.00 | 288.02 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $208k | -3% | 4.8k | 43.85 |
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Cadence Design Systems (CDNS) | 0.0 | $194k | -12% | 712.00 | 272.37 |
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Union Pacific Corporation (UNP) | 0.0 | $184k | -10% | 750.00 | 245.64 |
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Sanofi Sponsored Adr (SNY) | 0.0 | $184k | -4% | 3.7k | 49.73 |
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Texas Instruments Incorporated (TXN) | 0.0 | $182k | -7% | 1.1k | 170.46 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $181k | -15% | 3.1k | 58.45 |
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Willis Towers Watson SHS (WTW) | 0.0 | $179k | -4% | 740.00 | 241.20 |
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American Water Works (AWK) | 0.0 | $178k | 1.4k | 131.99 |
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Phillips 66 (PSX) | 0.0 | $172k | 1.3k | 133.14 |
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Xcel Energy (XEL) | 0.0 | $162k | +14% | 2.6k | 61.92 |
|
Newmont Mining Corporation (NEM) | 0.0 | $157k | +26% | 3.8k | 41.39 |
|
Fiserv (FI) | 0.0 | $148k | 1.1k | 132.84 |
|
|
Raytheon Technologies Corp (RTX) | 0.0 | $147k | -34% | 1.7k | 84.14 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $147k | 2.2k | 67.35 |
|
|
Hershey Company (HSY) | 0.0 | $147k | 786.00 | 186.47 |
|
|
Two Hbrs Invt Corp (TWO) | 0.0 | $146k | 11k | 13.93 |
|
|
Doubleline Income Solutions (DSL) | 0.0 | $139k | -69% | 11k | 12.24 |
|
Verizon Communications (VZ) | 0.0 | $135k | -14% | 3.6k | 37.70 |
|
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.0 | $133k | 1.1k | 116.43 |
|
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $130k | -60% | 2.7k | 47.79 |
|
Sap Se Spon Adr (SAP) | 0.0 | $129k | 835.00 | 154.59 |
|
|
ConocoPhillips (COP) | 0.0 | $129k | -5% | 1.1k | 116.07 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $127k | 1.8k | 72.22 |
|
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $125k | 3.1k | 40.23 |
|
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $121k | 9.5k | 12.72 |
|
|
AmerisourceBergen (COR) | 0.0 | $121k | 588.00 | 205.29 |
|
|
Principal Financial (PFG) | 0.0 | $121k | 1.5k | 78.67 |
|
|
Otter Tail Corporation (OTTR) | 0.0 | $119k | 1.4k | 84.97 |
|
|
Moody's Corporation (MCO) | 0.0 | $117k | 300.00 | 390.56 |
|
|
SPS Commerce (SPSC) | 0.0 | $116k | 600.00 | 193.84 |
|
|
Wec Energy Group (WEC) | 0.0 | $115k | 1.4k | 84.17 |
|
|
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $110k | -5% | 1.7k | 64.62 |
|
Automatic Data Processing (ADP) | 0.0 | $109k | 467.00 | 232.97 |
|
|
PNC Financial Services (PNC) | 0.0 | $106k | -3% | 685.00 | 154.85 |
|
Schlumberger Com Stk (SLB) | 0.0 | $103k | 2.0k | 52.04 |
|
|
Constellation Energy (CEG) | 0.0 | $103k | 880.00 | 116.89 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $102k | -7% | 193.00 | 530.79 |
|
Realty Income (O) | 0.0 | $102k | +35% | 1.8k | 57.42 |
|
Bank Of Montreal Cadcom (BMO) | 0.0 | $99k | 1.0k | 98.94 |
|
|
Edison International (EIX) | 0.0 | $98k | 1.4k | 71.49 |
|
|
Public Storage (PSA) | 0.0 | $98k | 321.00 | 305.00 |
|
|
Ishares Tr Esg Scrnd S&p500 (XVV) | 0.0 | $97k | +91% | 2.7k | 36.39 |
|
Remitly Global (RELY) | 0.0 | $97k | -7% | 5.0k | 19.42 |
|
Goldman Sachs (GS) | 0.0 | $96k | 250.00 | 385.77 |
|
|
PPG Industries (PPG) | 0.0 | $94k | -11% | 628.00 | 149.55 |
|
Colgate-Palmolive Company (CL) | 0.0 | $94k | 1.2k | 79.71 |
|
|
United Parcel Service CL B (UPS) | 0.0 | $93k | -3% | 588.00 | 157.28 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $89k | 542.00 | 164.42 |
|
|
Exelon Corporation (EXC) | 0.0 | $88k | 2.4k | 35.90 |
|
|
Pioneer Natural Resources (PXD) | 0.0 | $86k | -3% | 384.00 | 224.70 |
|
Hp (HPQ) | 0.0 | $86k | 2.9k | 30.09 |
|
|
Chubb (CB) | 0.0 | $85k | -4% | 374.00 | 226.00 |
|
Loews Corporation (L) | 0.0 | $84k | 1.2k | 69.59 |
|
|
FedEx Corporation (FDX) | 0.0 | $84k | -3% | 330.00 | 252.97 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $83k | +13% | 563.00 | 147.14 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $81k | 582.00 | 139.03 |
|
|
At&t (T) | 0.0 | $80k | -31% | 4.8k | 16.78 |
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $80k | 1.9k | 42.17 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $80k | -4% | 413.00 | 192.48 |
|
International Business Machines (IBM) | 0.0 | $79k | -17% | 480.00 | 163.62 |
|
State Street Corporation (STT) | 0.0 | $78k | 1.0k | 77.46 |
|
Past Filings by JNBA Financial Advisors
SEC 13F filings are viewable for JNBA Financial Advisors going back to 2012
- JNBA Financial Advisors 2023 Q4 filed Feb. 8, 2024
- JNBA Financial Advisors 2023 Q3 filed Nov. 2, 2023
- JNBA Financial Advisors 2023 Q2 filed Aug. 3, 2023
- JNBA Financial Advisors 2023 Q1 filed May 2, 2023
- JNBA Financial Advisors 2022 Q4 filed Feb. 7, 2023
- JNBA Financial Advisors 2022 Q3 filed Nov. 7, 2022
- JNBA Financial Advisors 2022 Q2 filed July 22, 2022
- JNBA Financial Advisors 2022 Q1 filed April 29, 2022
- JNBA Financial Advisors 2021 Q4 filed Feb. 3, 2022
- JNBA Financial Advisors 2021 Q3 filed Nov. 10, 2021
- JNBA Financial Advisors 2021 Q2 filed Aug. 4, 2021
- JNBA Financial Advisors 2021 Q1 filed May 3, 2021
- JNBA Financial Advisors 2020 Q4 filed Jan. 25, 2021
- JNBA Financial Advisors 2020 Q3 filed Nov. 5, 2020
- JNBA Financial Advisors 2020 Q2 filed July 24, 2020
- JNBA Financial Advisors 2020 Q1 filed May 1, 2020