CIK 1569118
JNBA Financial Advisors
Institutional 13F holdings & portfolio
Holdings
796
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 796
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNC | PNC FINL SVCS GROUP INC | 691 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 251 | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 2K | $100K–$500K | SH |
| MCO | MOODYS CORP | 275 | $100K–$500K | SH |
| B | BARRICK MNG CORP | 3K | $100K–$500K | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| OTTR | OTTER TAIL CORP | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 357 | $100K–$500K | SH |
| ESGU | ISHARES TR | 910 | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 1K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 2K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 1K | $100K–$500K | SH |
| FDX | FEDEX CORP | 446 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 3K | $100K–$500K | SH |
| SGOV | ISHARES TR | 1K | $100K–$500K | SH |
| L | LOEWS CORP | 1K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 1K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 375 | $100K–$500K | SH |
| STT | STATE STR CORP | 936 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 489 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 389 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 395 | $100K–$500K | SH |
| GH | GUARDANT HEALTH INC | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 577 | $100K–$500K | SH |
| COR | CENCORA INC | 339 | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 375 | $100K–$500K | SH |
| SNY | SANOFI SA | 2K | $100K–$500K | SH |
| LRGF | ISHARES TR | 2K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 187 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 516 | $100K–$500K | SH |
| BIIB | BIOGEN INC | 596 | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 222 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 1K | $100K–$500K | SH |
| USMV | ISHARES TR | 1K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 350 | $100K–$500K | SH |
| BA | BOEING CO | 465 | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 322 | $100K–$500K | SH |
| STE | STERIS PLC | 397 | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 615 | $50K–$100K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| IWV | ISHARES TR | 240 | $50K–$100K | SH |
| IUSG | ISHARES TR | 542 | $50K–$100K | SH |
| EXC | EXELON CORP | 2K | $50K–$100K | SH |
| VXF | VANGUARD INDEX FDS | 431 | $50K–$100K | SH |