JNBA Financial Advisors Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$965K

Holdings

647

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (647 positions)

StockValue
SPDWSPDR INDEX SHS FDS
$74.8M
BILSPDR SER TR
$69.6M
MOATVANECK ETF TRUST
$57.2M
IJHISHARES TR
$46.4M
SPMDSPDR SER TR
$42.6M
SPEMSPDR INDEX SHS FDS
$39.8M
VUGVANGUARD INDEX FDS
$33.7M
AFLAFLAC INC
$24.1M
VEAVANGUARD TAX-MANAGED FDS
$23.2M
SCHDSCHWAB STRATEGIC TR
$22.5M
VIGVANGUARD SPECIALIZED FUNDS
$19.8M
SPYGSPDR SER TR
$19.2M
FNDFSCHWAB STRATEGIC TR
$16.2M
SPSMSPDR SER TR
$15.7M
VWOVANGUARD INTL EQUITY INDEX F
$13.8M
IJRISHARES TR
$12.0M
APGAPI GROUP CORP
$11.4M
PRFINVESCO EXCHANGE TRADED FD T
$10.0M
MSFTMICROSOFT CORP
$9.8M
IAU*ISHARES GOLD TR
$9.4M
VIGIVANGUARD WHITEHALL FDS
$9.4M
MDYVSPDR SER TR
$9.1M
MDYGSPDR SER TR
$8.9M
VVVANGUARD INDEX FDS
$8.3M
IVLUISHARES TR
$8.2M
VOVANGUARD INDEX FDS
$7.9M
AAPLAPPLE INC
$6.8M
GLDMWORLD GOLD TR
$6.2M
IJKISHARES TR
$6.1M
VTEBVANGUARD MUN BD FDS
$5.9M
SPYVSPDR SER TR
$5.5M
ESGDISHARES TR
$5.3M
CFCF INDS HLDGS INC
$5.1M
GGGGRACO INC
$4.5M
AVEMAMERICAN CENTY ETF TR
$4.4M
IJJISHARES TR
$4.4M
VCSHVANGUARD SCOTTSDALE FDS
$4.3M
VOEVANGUARD INDEX FDS
$4.1M
BNDXVANGUARD CHARLOTTE FDS
$4.0M
XVVISHARES TR
$3.7M
XJHISHARES TR
$3.4M
VEUVANGUARD INTL EQUITY INDEX F
$3.4M
EFGISHARES TR
$3.1M
DONWISDOMTREE TR
$3.1M
DFEMDIMENSIONAL ETF TRUST
$3.1M
EAGGISHARES TR
$3.1M
VTIVANGUARD INDEX FDS
$2.8M
MDTMEDTRONIC PLC
$2.6M
SPYMSPDR SER TR
$2.2M
AMZNAMAZON COM INC
$2.1M
AMATAPPLIED MATLS INC
$2.1M
JPMJPMORGAN CHASE & CO.
$2.1M
STISOLIDION TECHNOLOGY INC
$2.0M
VBVANGUARD INDEX FDS
$2.0M
ABBVABBVIE INC
$1.9M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.9M
JHMMJOHN HANCOCK EXCHANGE TRADED
$1.9M
SLYGSPDR SER TR
$1.9M
DESWISDOMTREE TR
$1.7M
JNJJOHNSON & JOHNSON
$1.7M
ABTABBOTT LABS
$1.7M
INTCINTEL CORP
$1.6M
GOOGALPHABET INC
$1.6M
IDV*ISHARES TR
$1.6M
MCDMCDONALDS CORP
$1.6M
QCOMQUALCOMM INC
$1.6M
NVDANVIDIA CORPORATION
$1.5M
DISDISNEY WALT CO
$1.5M
GOOGLALPHABET INC
$1.5M
AVUVAMERICAN CENTY ETF TR
$1.5M
ESGEISHARES INC
$1.4M
VSGXVANGUARD WORLD FD
$1.3M
PWVINVESCO EXCHANGE TRADED FD T
$1.3M
MUBISHARES TR
$1.2M
SUSCISHARES TR
$1.2M
BBYBEST BUY INC
$1.2M
SCHWSCHWAB CHARLES CORP
$1.2M
CRMSALESFORCE INC
$1.2M
XOMEXXON MOBIL CORP
$1.1M
AQLTISHARES TR
$1.0M
SLYVSPDR SER TR
$1.0M
IJTISHARES TR
$954K
MOTIVANECK ETF TRUST
$948K
VOTVANGUARD INDEX FDS
$940K
CSCOCISCO SYS INC
$935K
KOCOCA COLA CO
$906K
SUSBISHARES TR
$890K
ORCLORACLE CORP
$876K
JMSTJ P MORGAN EXCHANGE TRADED F
$861K
IVWISHARES TR
$843K
XJRISHARES TR
$820K
DEDEERE & CO
$808K
DEMWISDOMTREE TR
$798K
BACBANK AMERICA CORP
$788K
NVSNNOVARTIS AG
$788K
JHEMJOHN HANCOCK EXCHANGE TRADED
$782K
JHSCJOHN HANCOCK EXCHANGE TRADED
$758K
CVXCHEVRON CORP NEW
$755K
INFLLISTED FD TR
$755K
GISGENERAL MLS INC
$749K
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