Jones Financial Companies Lllp Portfolio Holdings

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025

Jones Financial Companies Lllp has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 4412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $188B, Ishares Core U.S. Aggregate Bo with a value of $13.6B, Vanguard Growth ETF with a value of $11.8B, Vanguard Value ETF with a value of $9.16B, and Ishares Core S&P 500 ETF with a value of $8.23B.

Examining the 13F form we can see an increase of $193B in the current position value, from $105B to 298B.

Below you can find more details about Jones Financial Companies Lllp portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
Financial Services: $189 Billion
ETFs: $102 Billion
Industrials: $1.67 Billion
Technology: $1.44 Billion
Consumer Cyclical: $970 Million
Healthcare: $894 Million
Consumer Defensive: $862 Million
Communication Services: $461 Million
Other: $734 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$457B
$188 Billion 63.16% of portfolio
235,943
Q1 2025 Added 7,864,666.5%
$0
$13.6 Billion 4.57% of portfolio
137,933,526
Q1 2025 Added 6.97%
$0
$11.8 Billion 3.95% of portfolio
31,733,151
Q1 2025 Added 11.04%
$0
$9.16 Billion 3.07% of portfolio
53,025,364
Q1 2025 Reduced 1.55%
$0
$8.23 Billion 2.76% of portfolio
14,644,144
Q1 2025 Added 21.51%
$0
$6.69 Billion 2.24% of portfolio
88,441,531
Q1 2025 Reduced 0.15%
$0
$5.63 Billion 1.89% of portfolio
66,129,912
Q1 2025 Added 6.31%
$0
$5.45 Billion 1.83% of portfolio
10,605,705
Q1 2025 Added 12.97%
$0
$4.62 Billion 1.55% of portfolio
17,875,109
Q1 2025 Added 2.49%
$0
$4.1 Billion 1.38% of portfolio
15,967,371
Q1 2025 Added 0.32%
$0
$3.13 Billion 1.05% of portfolio
10,212,592
Q1 2025 Added 4.84%
$0
$2.85 Billion 0.96% of portfolio
61,946,480
Q1 2025 Added 2.35%
$0
$2.71 Billion 0.91% of portfolio
53,329,001
Q1 2025 Reduced 13.23%
$0
$2.03 Billion 0.68% of portfolio
30,832,479
Q1 2025 Added 97.84%
$0
$1.55 Billion 0.52% of portfolio
7,791,161
Q1 2025 Reduced 7.7%
$0
$1.41 Billion 0.47% of portfolio
6,352,032
Q1 2025 Reduced 13.38%
$0
$891 Million 0.3% of portfolio
14,279,098
Q1 2025 Added 1.79%
$0
$737 Million 0.25% of portfolio
5,802,293
Q1 2025 Reduced 7.81%
$0
$751 Million 0.25% of portfolio
20,398,183
Q1 2025 Added 5.01%
$0
$727 Million 0.24% of portfolio
8,022,852
Q1 2025 Added 3.07%
$9.52B
$678 Million 0.23% of portfolio
502,062
Q1 2025 Added 265,541.28%
$0
$625 Million 0.21% of portfolio
9,844,870
Q1 2025 Added 1.33%
$0
$553 Million 0.19% of portfolio
4,707,054
Q1 2025 Added 3.73%
$0
$556 Million 0.19% of portfolio
9,427,199
Q1 2025 Reduced 25.17%
$0
$546 Million 0.18% of portfolio
6,767,326
Q1 2025 Added 148.51%
$0
$513 Million 0.17% of portfolio
5,132,905
Q1 2025 Reduced 23.82%
$0
$471 Million 0.16% of portfolio
18,230,993
Q1 2025 Added 2.91%
$0
$478 Million 0.16% of portfolio
1,795,004
Q1 2025 Reduced 6.75%
$0
$474 Million 0.16% of portfolio
2,517,544
Q1 2025 Reduced 36.83%
$0
$432 Million 0.14% of portfolio
6,191,791
Q1 2025 Added 5.09%
$0
$426 Million 0.14% of portfolio
4,612,055
Q1 2025 Added 7.09%
$0
$395 Million 0.13% of portfolio
2,459,081
Q1 2025 Added 1.63%
$0
$357 Million 0.12% of portfolio
3,844,353
Q1 2025 Reduced 34.71%
$22.7B
$363 Million 0.12% of portfolio
50,069
Q1 2025 Added 217,591.3%
$0
$307 Million 0.1% of portfolio
2,031,924
Q1 2025 Reduced 25.56%
$15.3B
$297 Million 0.1% of portfolio
2,458,306
Q1 2025 Added 56,910.81%
$0
$256 Million 0.09% of portfolio
458,372
Q1 2025 Reduced 24.54%
$16.6B
$269 Million 0.09% of portfolio
833,028
Q1 2025 Added 2,872,410.25%
$0
$256 Million 0.09% of portfolio
4,447,205
Q1 2025 Added 10,895.41%
$1.03T
$241 Million 0.08% of portfolio
1,543,988
Q1 2025 Added 1,191.14%
$36.9B
$230 Million 0.08% of portfolio
949,657
Q1 2025 Added 28,222.61%
$0
$229 Million 0.08% of portfolio
2,798,959
Q1 2025 Reduced 35.68%
$0
$200 Million 0.07% of portfolio
2,720,671
Q1 2025 Reduced 14.71%
$0
$213 Million 0.07% of portfolio
1,144,263
Q1 2025 Reduced 52.33%
$0
$195 Million 0.07% of portfolio
3,928,838
Q1 2025 Added 14.11%
$0
$186 Million 0.06% of portfolio
515,921
Q1 2025 Added 67.47%
$0
$190 Million 0.06% of portfolio
1,103,367
Q1 2025 Added 886.88%
$0
$181 Million 0.06% of portfolio
1,899,503
Q1 2025 Added 4,057.28%
$0
$161 Million 0.05% of portfolio
4,833,131
Q1 2025 Added 176.06%

Summary

  • Portfolio
  • No. of Stocks 4,412
  • Current Value $298 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 516 stocks
  • Additional Purchases 1,654 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,520 stocks
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