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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
SUSCIshares Tr
Recent Activity
Increased 30.54%
0.1%
$913,774
38,410 shares@ $23.8 avg price
NKENike Inc
Recent Activity
Increased 288.79%
0.09%
$876,398
9,914 shares@ $88.41 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.01%
0.09%
$869,591
17,071 shares@ $50.94 avg price
FSLRFirst Solar Inc
Recent Activity
Increased 6.02%
0.08%
$769,772
3,086 shares@ $249.45 avg price
PEPPepsico Inc
Recent Activity
Increased 3.48%
0.08%
$708,801
4,168 shares@ $170.06 avg price
VOOVanguard Index Fds
Recent Activity
Increased 10.59%
0.07%
$612,098
1,160 shares@ $527.68 avg price
MINTPimco Etf Tr
Recent Activity
Increased 9.43%
0.05%
$483,037
4,797 shares@ $100.7 avg price
CIThe Cigna Group
Recent Activity
Increased 0.49%
0.05%
$428,893
1,238 shares@ $346.45 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 4.92%
0.05%
$428,132
2,071 shares@ $206.73 avg price
PSOPearson Plc
Recent Activity
Increased 44.5%
0.04%
$381,602
28,121 shares@ $13.58 avg price