test

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
XVVIshares Tr
Recent Activity
Increased 38.79%
0.37%
$3.598M
81,352 shares@ $44.23 avg price
XJHIshares Tr
Recent Activity
Increased 7.21%
0.31%
$2.997M
70,859 shares@ $42.29 avg price
VGTVanguard World Fd
Recent Activity
Increased 1.83%
0.28%
$2.745M
4,680 shares@ $586.53 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.43%
0.28%
$2.74M
4,686 shares@ $584.73 avg price
MDTMedtronic Plc
Recent Activity
Increased 1.71%
0.26%
$2.574M
28,588 shares@ $90.04 avg price
EAGGIshares Tr
Recent Activity
Increased 38.97%
0.19%
$1.875M
38,580 shares@ $48.6 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.41%
0.15%
$1.468M
2,559 shares@ $573.84 avg price
VSGXVanguard World Fd
Recent Activity
Increased 0.77%
0.13%
$1.226M
19,938 shares@ $61.52 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.3%
0.12%
$1.137M
9,697 shares@ $117.23 avg price
XJRIshares Tr
Recent Activity
Increased 8.95%
0.1%
$954,706
22,834 shares@ $41.82 avg price