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Kimberlee Marie Brown

@Jnba Financial Advisors

Latest period2024 - Q3ReportedManaged Assets$992.943MTotal holdings652
Assets growth rate4.77%Assets growth rate (2-Q avg)2.16%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jnba Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 652 positions.

Assets under management

The assets under management (AUM) of Jnba Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 992.943M in assets, with a quarterly growth rate of 4.77% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Kimberlee Marie Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PHMPulte Group Inc
Recent Activity
New Position
0.01%
$43,059
300 shares@ $143.53 avg price
ALGAlamo Group Inc
Recent Activity
New Position
0.01%
$36,953
205 shares@ $180.26 avg price
SDYSpdr Ser Tr
Recent Activity
New Position
0.01%
$31,817
224 shares@ $142.05 avg price
LNTAlliant Energy Corp
Recent Activity
New Position
0.01%
$31,195
514 shares@ $60.7 avg price
GHGuardant Health Inc
Recent Activity
New Position
0.01%
$26,175
1,141 shares@ $22.95 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$23,861
1,090 shares@ $21.9 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$15,914
322 shares@ $49.43 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$13,195
350 shares@ $37.7 avg price
SCHASchwab Strategic Tr
Recent Activity
New Position
0.01%
$12,875
250 shares@ $51.5 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$12,668
2,250 shares@ $5.64 avg price