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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
KKellanova
Recent Activity
Exited
0%
$251,831
4,366 shares@ $57.69 avg price
SHMSpdr Ser Tr
Recent Activity
Exited
0%
$108,490
2,299 shares@ $47.2 avg price
INFNInfinera Corp
Recent Activity
Exited
0%
$60,900
10,000 shares@ $6.09 avg price
ESGUIshares Tr
Recent Activity
Exited
0%
$48,922
410 shares@ $119.33 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$44,440
1,000 shares@ $44.44 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$19,084
364 shares@ $52.43 avg price
TJXTjx Cos Inc New
Recent Activity
Exited
0%
$13,433
122 shares@ $110.11 avg price
AALAmerican Airls Group Inc
Recent Activity
Exited
0%
$11,852
1,046 shares@ $11.34 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$11,375
76 shares@ $149.68 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Exited
0%
$9,420
123 shares@ $76.59 avg price