Kimberlee Marie Brown

@Jnba Financial Advisors

Latest period2024 - Q3

Reported2mo 19d ago

Managed Assets$992.943M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AOKIshares Tr Recent Activity Exited	0%	$8,641 234 shares@ $36.93 avg price	Exited
DFUSDimensional Etf Trust Recent Activity Exited	0%	$7,651 130 shares@ $58.86 avg price	Exited
NOWServicenow Inc Recent Activity Exited	0%	$6,294 8 shares@ $786.75 avg price	Exited
MPWRMonolithic Pwr Sys Inc Recent Activity Exited	0%	$5,752 7 shares@ $821.72 avg price	Exited
FCXFreeport-mcmoran Inc Recent Activity Exited	0%	$4,763 98 shares@ $48.61 avg price	Exited
NFLXNetflix Inc Recent Activity Exited	0%	$4,725 7 shares@ $675.0 avg price	Exited
UALUnited Airls Hldgs Inc Recent Activity Exited	0%	$4,380 90 shares@ $48.67 avg price	Exited
CASHPathward Financial Inc Recent Activity Exited	0%	$4,243 75 shares@ $56.58 avg price	Exited
PHBInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$4,152 231 shares@ $17.98 avg price	Exited
EWQIshares Inc Recent Activity Exited	0%	$3,665 97 shares@ $37.79 avg price	Exited