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JNBA Financial Advisors

Latest statistics and disclosures from JNBA Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPDW, SGOV, AVDE, IJH, and represent 39.31% of JNBA Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$42M), APG (+$12M), VO (+$12M), SGOV (+$7.7M), AVDE (+$5.5M), VGT, SPYM, AVGO, FLEX, VEA.
Started 95 new stock positions in HLT, SACH, AMSC, FMX, AME, DLR, KVUE, BNS, MHO, FANG.
Reduced shares in these 10 stocks: SPSM (-$10M), IVV (-$7.2M), SPDW, AGG, SPMD, MRVL, SPHQ, MOAT, VB, IJR.
Sold out of its positions in AAON, AIG, BCPC, OZK, BRBR, BBAI, CCC, CSW, Carnival Corporation, CWST.
JNBA Financial Advisors was a net buyer of stock by $44M.
JNBA Financial Advisors has $1.3B in assets under management (AUM), dropping by 10.01%.
Central Index Key (CIK): 0001569118

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Portfolio Holdings for JNBA Financial Advisors

JNBA Financial Advisors holds 830 positions in its portfolio as reported in the June 2026 quarterly 13F filing

JNBA Financial Advisors has 830 total positions. Only the first 250 positions are shown.

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Download the JNBA Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.2	$174M	-3%	232k	748.89	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	9.3	$123M	-3%	2.4M	50.39	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	7.0	$93M	+9%	924k	100.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.2	$69M	+8%	770k	89.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$61M		794k	77.11	View chart
Spdr Series Trust St Str P400mid (SPMD)	4.2	$55M	-4%	816k	67.56	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$50M	+494%	582k	86.14	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	3.1	$41M		797k	51.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$38M	+2%	535k	71.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.7	$35M	-5%	339k	103.96	View chart
Api Group Corp Com Stk (APG)	2.2	$30M	+66%	699k	42.35	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.0	$27M	-3%	224k	118.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$26M	-3%	75k	343.91	View chart
AFLAC Incorporated (AFL)	1.9	$25M		215k	117.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$21M	-2%	91k	236.62	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$20M	+2%	378k	52.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$18M		303k	59.69	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.3	$18M	-10%	197k	90.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$16M	+290%	195k	80.57	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.1	$14M	+15%	162k	87.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$14M	-8%	91k	148.31	View chart
Microsoft Corporation (MSFT)	0.9	$12M		33k	373.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.9	$11M	-3%	211k	54.03	View chart
Applied Materials (AMAT)	0.7	$9.8M		14k	723.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$9.7M		129k	75.51	View chart
Intel Corporation (INTC)	0.7	$9.2M	-4%	66k	139.63	View chart
Apple (AAPL)	0.7	$9.0M	+6%	31k	289.36	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$8.6M	-54%	148k	57.67	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.6	$8.4M	-12%	75k	112.09	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.6	$8.2M	-2%	86k	94.85	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$8.0M	-11%	85k	93.38	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$7.7M		75k	102.81	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$7.6M		181k	41.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$7.4M	-17%	24k	303.13	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$7.2M	-3%	62k	117.50	View chart
CF Industries Holdings (CF)	0.5	$6.8M		63k	108.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$5.4M		56k	96.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$4.9M	-2%	33k	147.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.9M	-13%	153k	31.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$4.7M		92k	50.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.6M		55k	83.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$4.4M	-2%	22k	197.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.3M	+690%	36k	119.52	View chart
Ishares Tr Esg Select Scre (XJH)	0.3	$4.3M	-3%	83k	52.15	View chart
Ishares Tr Esg Select Scre (XVV)	0.3	$4.3M	-11%	76k	56.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$4.2M	-9%	52k	79.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$4.1M		11k	370.05	View chart
Gra (GGG)	0.3	$4.1M		54k	75.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.9M		49k	79.03	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$3.8M	-5%	62k	60.79	View chart
Celcuity (CELC)	0.3	$3.7M		36k	104.62	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$3.7M		77k	47.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.6M		10k	353.33	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$3.4M		84k	40.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.4M		9.5k	357.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.2M		26k	124.42	View chart
Amazon (AMZN)	0.2	$3.1M	+10%	13k	238.34	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$3.1M		34k	91.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M		8.6k	327.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.7M		3.6k	746.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$2.6M	-4%	46k	56.52	View chart
NVIDIA Corporation (NVDA)	0.2	$2.6M	+2%	13k	200.09	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.3M		42k	54.69	View chart
Abbvie (ABBV)	0.2	$2.3M		9.0k	251.65	View chart
Medtronic SHS (MDT)	0.2	$2.2M		28k	78.23	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$2.1M		28k	74.96	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$2.0M		50k	40.68	View chart
Johnson & Johnson (JNJ)	0.1	$2.0M	-8%	7.7k	253.98	View chart
UnitedHealth (UNH)	0.1	$1.9M		4.5k	415.61	View chart
Qualcomm (QCOM)	0.1	$1.9M		10k	184.79	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.8M		43k	41.43	View chart
Broadcom (AVGO)	0.1	$1.6M	+720%	4.3k	377.75	View chart
Cisco Systems (CSCO)	0.1	$1.6M		14k	117.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	+34%	12k	136.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M	-33%	2.00	748850.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$1.5M		18k	82.34	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$1.5M	-8%	12k	119.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.4M		12k	124.76	View chart
Travelers Companies (TRV)	0.1	$1.4M		4.4k	330.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.4M		15k	96.58	View chart
Walt Disney Company (DIS)	0.1	$1.4M		15k	96.25	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	+10%	5.2k	270.32	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.4M		59k	23.15	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.4M		15k	92.27	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.3M		20k	65.61	View chart
Best Buy (BBY)	0.1	$1.2M		16k	75.88	View chart
Flex Ord (FLEX)	0.1	$1.2M	+21752%	7.4k	162.07	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.2M	-6%	6.6k	178.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	-2%	1.6k	736.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.2M	-11%	24k	48.43	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		13k	90.74	View chart
Meta Platforms Cl A (META)	0.1	$1.1M		2.0k	563.29	View chart
First Solar (FSLR)	0.1	$1.1M	+4%	4.7k	235.96	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M		13k	82.84	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.1M		15k	75.45	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+4%	19k	56.98	View chart
Deere & Company (DE)	0.1	$1.1M		1.7k	634.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M	-4%	7.8k	137.53	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M		43k	24.99	View chart
Vaneck Etf Trust Low Carbn Energy (SMOG)	0.1	$1.1M		7.2k	146.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.0M	-8%	3.3k	306.26	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$1.0M	-11%	13k	75.77	View chart
Novartis Sponsored Adr (NVS)	0.1	$984k		6.3k	156.71	View chart
Oracle Corporation (ORCL)	0.1	$976k		6.7k	146.55	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$964k		19k	51.00	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.1	$920k	-35%	17k	52.75	View chart
3M Company (MMM)	0.1	$920k	+13%	5.7k	161.91	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$915k	-3%	5.9k	154.30	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.1	$915k	-3%	23k	40.24	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$879k		8.2k	107.62	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$850k	-2%	18k	48.56	View chart
Lumentum Hldgs (LITE)	0.1	$846k	NEW	986.00	858.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$831k	+2%	1.2k	686.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$828k		7.5k	110.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$812k	-10%	16k	50.57	View chart
Spotify Technology S A SHS (SPOT)	0.1	$809k		1.8k	459.13	View chart
Tesla Motors (TSLA)	0.1	$807k	+8%	1.9k	420.60	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$786k		15k	53.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$777k		7.5k	103.88	View chart
Coca-Cola Company (KO)	0.1	$760k	-8%	9.3k	81.27	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.1	$756k		15k	49.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$747k	-5%	2.5k	300.45	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$712k	-4%	5.4k	132.24	View chart
Merck & Co (MRK)	0.1	$706k		5.5k	128.50	View chart
Chevron Corporation (CVX)	0.1	$706k	-11%	4.3k	165.76	View chart
Wells Fargo & Company (WFC)	0.1	$687k		8.3k	82.64	View chart
Visa Com Cl A (V)	0.1	$687k		2.0k	343.09	View chart
Blackrock (BLK)	0.1	$679k		706.00	961.56	View chart
Procter & Gamble Company (PG)	0.1	$667k	+4%	4.5k	146.63	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$660k		3.6k	185.23	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$649k	NEW	2.1k	302.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$647k	-6%	4.7k	136.68	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$636k	-12%	5.8k	109.11	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$632k	+3%	6.5k	97.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$631k	-80%	6.4k	98.98	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$618k		878.00	703.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$617k	+299%	5.0k	124.16	View chart
Gilead Sciences (GILD)	0.0	$541k		4.3k	126.34	View chart
Eli Lilly & Co. (LLY)	0.0	$540k		450.00	1199.43	View chart
Home Depot (HD)	0.0	$530k		1.5k	352.68	View chart
Pepsi (PEP)	0.0	$521k	+2%	3.8k	135.40	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$511k	-4%	9.6k	53.47	View chart
Emerson Electric (EMR)	0.0	$497k		3.5k	143.15	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$471k	-2%	3.3k	144.59	View chart
Corning Incorporated (GLW)	0.0	$464k	-7%	1.8k	255.43	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$462k		3.2k	142.37	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$459k		5.1k	90.79	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.0	$458k	-36%	14k	33.25	View chart
Enbridge (ENB)	0.0	$444k	+12%	8.2k	54.21	View chart
Target Corporation (TGT)	0.0	$440k		3.4k	130.61	View chart
Ss Innovations International Com New (SSII)	0.0	$425k	-12%	102k	4.15	View chart
CSX Corporation (CSX)	0.0	$420k	-2%	8.8k	47.53	View chart
CVS Caremark Corporation (CVS)	0.0	$414k	-6%	4.0k	103.44	View chart
salesforce (CRM)	0.0	$406k	-36%	2.6k	156.66	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$404k		3.4k	117.28	View chart
Fastenal Company (FAST)	0.0	$401k		8.4k	48.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$397k		1.6k	242.43	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.0	$394k	-11%	8.2k	47.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$371k		1.0k	368.38	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.0	$357k		4.8k	74.36	View chart
Ecolab (ECL)	0.0	$357k		1.3k	278.61	View chart
Mastercard Incorporated Cl A (MA)	0.0	$341k		663.00	513.60	View chart
Pearson Sponsored Adr (PSO)	0.0	$338k		21k	15.89	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.0	$332k	NEW	4.1k	81.98	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$332k		4.9k	67.24	View chart
Xcel Energy (XEL)	0.0	$326k		4.1k	80.31	View chart
General Mills (GIS)	0.0	$323k	-7%	9.3k	34.80	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$318k		3.2k	100.81	View chart
Costco Wholesale Corporation (COST)	0.0	$306k		327.00	935.47	View chart
Bristol Myers Squibb (BMY)	0.0	$304k		5.3k	57.62	View chart
Constellation Energy (CEG)	0.0	$302k		1.2k	248.37	View chart
Cigna Corp (CI)	0.0	$299k		1.1k	275.68	View chart
Honeywell International (HON)	0.0	$298k	NEW	1.3k	223.83	View chart
Us Bancorp Com New (USB)	0.0	$295k		4.9k	60.40	View chart
Honeywell Aerospace (HONA)	0.0	$294k	NEW	1.3k	221.08	View chart
Boston Scientific Corporation (BSX)	0.0	$293k		6.9k	42.68	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.0	$293k	-6%	1.1k	260.62	View chart
Texas Instruments Incorporated (TXN)	0.0	$276k	-4%	927.00	298.07	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.0	$275k		4.1k	67.31	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$272k	-16%	4.9k	55.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$264k	-22%	1.2k	217.93	View chart
UMB Financial Corporation (UMBF)	0.0	$263k		1.8k	142.76	View chart
Caterpillar (CAT)	0.0	$252k	-3%	237.00	1064.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$251k	-8%	613.00	409.50	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$244k		1.5k	158.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$242k	NEW	6.5k	37.26	View chart
Amgen (AMGN)	0.0	$238k	-4%	657.00	362.12	View chart
Starbucks Corporation (SBUX)	0.0	$226k	-4%	2.2k	102.21	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$223k	NEW	1.3k	170.86	View chart
American Electric Power Company (AEP)	0.0	$221k		1.6k	136.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$220k	+9%	461.00	477.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$220k		4.4k	50.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$213k		1.8k	117.67	View chart
Goldman Sachs (GS)	0.0	$210k	+4%	208.00	1011.37	View chart
Nike CL B (NKE)	0.0	$209k	-13%	5.1k	41.05	View chart
International Business Machines (IBM)	0.0	$203k	+5%	720.00	281.21	View chart
Wec Energy Group (WEC)	0.0	$194k		1.7k	116.77	View chart
Ge Aerospace Com New (GE)	0.0	$194k		518.00	373.73	View chart
Johnson Controls Internation SHS (JCI)	0.0	$193k		1.3k	146.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$191k	+2%	1.0k	190.52	View chart
Wal-Mart Stores (WMT)	0.0	$187k	+7%	1.6k	113.26	View chart
Western Digital (WDC)	0.0	$183k		287.00	638.72	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$177k	+20%	923.00	191.78	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL)	0.0	$175k	-2%	1.6k	111.99	View chart
Delta Air Lines Com New (DAL)	0.0	$172k		1.8k	93.66	View chart
PNC Financial Services (PNC)	0.0	$172k		697.00	246.22	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$172k		9.7k	17.73	View chart
Guardant Health (GH)	0.0	$171k		1.1k	150.03	View chart
Newmont Mining Corporation (NEM)	0.0	$167k		1.8k	93.40	View chart
Pfizer (PFE)	0.0	$167k	-14%	6.9k	24.08	View chart
Alliant Energy Corporation (LNT)	0.0	$166k		2.2k	76.29	View chart
Principal Financial (PFG)	0.0	$154k		1.4k	107.78	View chart
Motorola Solutions Com New (MSI)	0.0	$152k		365.00	415.29	View chart
State Street Corporation (STT)	0.0	$151k		891.00	169.60	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.0	$148k		1.0k	142.93	View chart
Raytheon Technologies Corp (RTX)	0.0	$142k		748.00	189.73	View chart
Verizon Communications (VZ)	0.0	$142k	+8%	3.3k	42.34	View chart
Loews Corporation (L)	0.0	$136k		1.2k	113.21	View chart
Illinois Tool Works (ITW)	0.0	$132k		489.00	270.47	View chart
American Water Works (AWK)	0.0	$132k		1.0k	131.58	View chart
Cadence Design Systems (CDNS)	0.0	$131k	+8%	349.00	375.32	View chart
Lam Research Corp Com New (LRCX)	0.0	$130k	+8%	301.00	433.33	View chart
Otter Tail Corporation (OTTR)	0.0	$130k	-15%	1.4k	89.98	View chart
CenterPoint Energy (CNP)	0.0	$129k		2.9k	44.04	View chart
Hershey Company (HSY)	0.0	$128k		732.00	175.48	View chart
At&t (T)	0.0	$125k		6.1k	20.70	View chart
Moody's Corporation (MCO)	0.0	$125k		275.00	452.92	View chart
Cardinal Health (CAH)	0.0	$123k		516.00	237.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$123k	-7%	335.00	365.70	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$122k		1.6k	75.63	View chart
Southern Company (SO)	0.0	$121k		1.3k	95.71	View chart
Nextera Energy (NEE)	0.0	$120k		1.4k	87.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$115k		3.1k	36.84	View chart
Ge Vernova (GEV)	0.0	$114k	+3%	97.00	1174.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$114k	-14%	1.4k	82.65	View chart
Remitly Global (RELY)	0.0	$112k		5.0k	22.41	View chart
Synopsys (SNPS)	0.0	$110k		247.00	446.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$110k		499.00	219.43	View chart
Norfolk Southern (NSC)	0.0	$109k		346.00	314.59	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$104k		1.1k	96.46	View chart
Welltower Inc Com reit (WELL)	0.0	$104k	+129%	458.00	227.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$103k	-2%	419.00	246.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$102k		240.00	426.80	View chart
Edison International (EIX)	0.0	$102k		1.4k	74.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$102k		820.00	124.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$102k		542.00	188.09	View chart
Boeing Company (BA)	0.0	$100k		461.00	216.45	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$99k		2.3k	42.66	View chart
Exelon Corporation (EXC)	0.0	$96k		2.1k	46.62	View chart
Barrick Mng Corp Com Shs (B)	0.0	$96k		2.6k	36.73	View chart

Past Filings by JNBA Financial Advisors

SEC 13F filings are viewable for JNBA Financial Advisors going back to 2012

JNBA Financial Advisors 2026 Q2 filed July 23, 2026
JNBA Financial Advisors 2026 Q1 filed April 23, 2026
JNBA Financial Advisors 2025 Q4 filed Jan. 26, 2026
JNBA Financial Advisors 2025 Q3 filed Oct. 28, 2025
JNBA Financial Advisors 2025 Q2 filed July 24, 2025
JNBA Financial Advisors 2025 Q1 filed April 25, 2025
JNBA Financial Advisors 2024 Q4 filed Jan. 30, 2025
JNBA Financial Advisors 2024 Q3 filed Oct. 31, 2024
JNBA Financial Advisors 2024 Q2 filed July 22, 2024
JNBA Financial Advisors 2024 Q1 filed April 26, 2024
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

View all past filings

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