JNBA Financial Advisors Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$1.0B

Holdings

651

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (651 positions)

#StockSharesValue% PortfolioType
201
MSIMOTOROLA SOLUTIONS INC
306$128K0.01%
202
XLKSELECT SECTOR SPDR TR
509$128K0.01%
203
ITWILLINOIS TOOL WKS INC
513$126K0.01%
204
TRITHOMSON REUTERS CORP
602$121K0.01%
205
GEGE AEROSPACE
463$119K0.01%
206
NVONOVO-NORDISK A S
1,676$115K0.01%
207
SOSOUTHERN CO
1,262$115K0.01%
208
WTWWILLIS TOWERS WATSON PLC LTD
375$114K0.01%
209
PG4PRINCIPAL FINANCIAL GROUP IN
1,432$113K0.01%
210
COPCONOCOPHILLIPS
1,256$112K0.01%
211
SNYSANOFI
2,323$112K0.01%
212
LLOEWS CORP
1,200$109K0.01%
213
BABOEING CO
524$109K0.01%
214
SCHGSCHWAB STRATEGIC TR
3,719$108K0.01%
215
BSVVANGUARD BD INDEX FDS
1,369$107K0.01%
216
STTSTATE STR CORP
1,006$106K0.01%
217
LRGFISHARES TR
1,615$103K0.01%
218
VBKVANGUARD INDEX FDS
375$103K0.01%
219
USMVISHARES TR
1,082$101K0.01%
220
FDXFEDEX CORP
446$101K0.01%
221
ABGCENCORA INC
334$100K0.01%
222
PHYS/USPROTT PHYSICAL GOLD TR
3,917$99K0.01%
223
GLWCORNING INC
1,867$98K0.01%
224
CDNSCADENCE DESIGN SYSTEM INC
318$97K0.01%
225
VSTVISTRA CORP
500$96K0.01%
226
PSAPUBLIC STORAGE OPER CO
321$94K0.01%
227
RELYREMITLY GLOBAL INC
5,000$93K0.01%
228
CEF/USPROTT PHYSICAL GOLD & SILVE
3,060$92K0.01%
229
NEENEXTERA ENERGY INC
1,313$91K0.01%
230
DFAXDIMENSIONAL ETF TRUST
3,107$91K0.01%
231
QUALISHARES TR
499$91K0.01%
232
IBMINTERNATIONAL BUSINESS MACHS
305$89K0.01%
233
ADPAUTOMATIC DATA PROCESSING IN
289$89K0.01%
234
PEOEXELON CORP
2,046$88K0.01%
235
NSCNORFOLK SOUTHN CORP
346$88K0.01%
236
SPIPSPDR SERIES TRUST
3,369$87K0.01%
237
VXFVANGUARD INDEX FDS
451$86K0.01%
238
IWBISHARES TR
255$86K0.01%
239
SPLVINVESCO EXCH TRADED FD TR II
1,183$86K0.01%
240
IWVISHARES TR
240$84K0.01%
241
DFACDIMENSIONAL ETF TRUST
2,363$84K0.01%
242
TSMTAIWAN SEMICONDUCTOR MFG LTD
363$82K0.01%
243
SPSCSPS COMM INC
600$81K0.01%
244
BKNGBOOKING HOLDINGS INC
14$81K0.01%
245
EDCONSOLIDATED EDISON INC
793$79K0.01%
246
BWBBRIDGEWATER BANCSHARES INC
5,000$79K0.01%
247
AIQGLOBAL X FDS
1,829$79K0.01%
248
AGGISHARES TR
796$78K0.01%
249
BIIBBIOGEN INC
626$78K0.01%
250
SYYSYSCO CORP
1,016$76K0.01%
251
JCIJOHNSON CTLS INTL PLC
727$76K0.01%
252
CSMPROSHARES TR
1,050$74K0.01%
253
BBARRICK MNG CORP
3,556$74K0.01%
254
TMOTHERMO FISHER SCIENTIFIC INC
181$73K0.01%
255
HSICHENRY SCHEIN INC
1,000$73K0.01%
256
DALDELTA AIR LINES INC DEL
1,475$72K0.01%
257
7HPHP INC
2,982$72K0.01%
258
KMBKIMBERLY-CLARK CORP
559$72K0.01%
259
BUDANHEUSER BUSCH INBEV SA/NV
1,050$72K0.01%
260
PPGPPG INDS INC
628$71K0.01%
261
OREALTY INCOME CORP
1,237$71K0.01%
262
WMBWILLIAMS COS INC
1,120$70K0.01%
263
EIXEDISON INTL
1,373$70K0.01%
264
VONGVANGUARD SCOTTSDALE FDS
635$69K0.01%
265
AXPAMERICAN EXPRESS CO
214$68K0.01%
266
AG8AGILENT TECHNOLOGIES INC
582$68K0.01%
267
PEGPUBLIC SVC ENTERPRISE GRP IN
800$67K0.01%
268
CARRCARRIER GLOBAL CORPORATION
923$67K0.01%
269
XLGINVESCO EXCHANGE TRADED FD T
1,250$65K0.01%
270
SLBSCHLUMBERGER LTD
1,874$63K0.01%
271
SYKSTRYKER CORPORATION
160$63K0.01%
272
NOCNORTHROP GRUMMAN CORP
128$63K0.01%
273
DONSPDR DOW JONES INDL AVERAGE
142$62K0.01%
274
UNPUNION PAC CORP
269$61K0.01%
275
TTTRANE TECHNOLOGIES PLC
140$61K0.01%
276
HPEHEWLETT PACKARD ENTERPRISE C
2,946$60K0.01%
277
GHGUARDANT HEALTH INC
1,141$59K0.01%
278
GEVGE VERNOVA INC
110$58K0.01%
279
ADMARCHER DANIELS MIDLAND CO
1,116$58K0.01%
280
SCHVSCHWAB STRATEGIC TR
2,067$57K0.01%
281
SCHBSCHWAB STRATEGIC TR
2,409$57K0.01%
282
FNDXSCHWAB STRATEGIC TR
2,277$55K0.01%
283
BMOBANK MONTREAL QUE
500$55K0.01%
284
PHOINVESCO EXCHANGE TRADED FD T
759$53K0.01%
285
GDGENERAL DYNAMICS CORP
185$53K0.01%
286
SCZISHARES TR
708$51K0.00%
287
CLCOLGATE PALMOLIVE CO
565$51K0.00%
288
CMCSACOMCAST CORP NEW
1,443$51K0.00%
289
LMTLOCKHEED MARTIN CORP
112$51K0.00%
290
CBCHUBB LIMITED
179$51K0.00%
291
ALMUAELUMA INC
3,162$51K0.00%
292
EEMISHARES TR
1,039$50K0.00%
293
ACVFETF OPPORTUNITIES TRUST
1,081$50K0.00%
294
DGROISHARES TR
756$48K0.00%
295
USACUSA COMPRESSION PARTNERS LP
2,000$48K0.00%
296
AORISHARES TR
789$48K0.00%
297
MDLZMONDELEZ INTL INC
715$48K0.00%
298
DOWDOW INC
1,843$48K0.00%
299
NANRSPDR INDEX SHS FDS
835$47K0.00%
300
SJMSMUCKER J M CO
486$47K0.00%
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