Jones Financial Companies Lllp Purchases in Q1 2025

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.58M
+ 455.29%
$209.68 - $247.1 $331M - $390M
1.93M $428M
MSFT
Microsoft Corp

Technology
910K
+ 483.88%
$375.39 - $447.2 $341M - $407M
1.1M $412M
AMZN
Amazon Com Inc

Consumer Cyclical
1.7M
+ 522.07%
$190.26 - $242.06 $324M - $412M
2.03M $386M
NVDA
Nvidia Corp

Technology
2.69M
+ 642.61%
$106.98 - $149.43 $288M - $402M
3.11M $337M
DGRO
Ishares Core Dividend Growth E

ETFs
3.99M
+ 216.2%
$60.46 - $64.42 $241M - $257M
5.84M $361M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.25M
+ 13758.46%
$192.82 - $222.1 $242M - $278M
1.26M $244M
GOOGL
Alphabet Inc.

Communication Services
1.53M
+ 539.76%
$154.33 - $206.19 $236M - $316M
1.81M $281M
VUG
Vanguard Growth ETF

ETFs
539K
+ 1.7%
$369.1 - $427.61 $199M - $230M
32.3M $12B
VTV
Vanguard Value ETF

ETFs
1.05M
+ 1.99%
$167.73 - $179.21 $177M - $189M
54.1M $9.34B
AVGO
Broadcom Inc.

Technology
940K
+ 364.46%
$167.43 - $244.7 $157M - $230M
1.2M $201M
META
Meta Platforms, Inc.

Communication Services
241K
+ 567.6%
$576.36 - $736.67 $139M - $178M
283K $163M
SPY
Spdr S&P 500 ETF Trust

ETFs
226K
+ 49.2%
$551.42 - $612.93 $124M - $138M
684K $383M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236K
+ 362.68%
$442.66 - $534.52 $104M - $126M
301K $160M
VO
Vanguard Mid Cap ETF

ETFs
478K
+ 2.67%
$251.87 - $277.95 $120M - $133M
18.4M $4.75B
VIG
Vanguard Dividend Appreciation

ETFs
663K
+ 152.82%
N/A
1.1M $200M
V
Visa Inc.

Financial Services
336K
+ 215.1%
$306.92 - $362.71 $103M - $122M
493K $173M
QQQ
Invesco Qqq Trust, Series 1

ETFs
249K
+ 10355.73%
$468.34 - $539.52 $117M - $135M
252K $118M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.9M
+ 72.24%
$57.21 - $65.8 $109M - $125M
4.53M $264M
LLY
Eli Lilly & CO

Healthcare
133K
+ 779.53%
$725.72 - $929.72 $96.3M - $123M
150K $124M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
810K
+ 75.51%
$126.11 - $135.06 $102M - $109M
1.88M $243M
PG
Procter & Gamble CO

Consumer Defensive
568K
+ 506.12%
$158.56 - $176.26 $90M - $100M
680K $116M
CVX
Chevron Corp

Energy
574K
+ 464.56%
$146.71 - $167.97 $84.1M - $96.3M
697K $117M
CGDV
Capital Group Divid Value ETF

ETFs
2.49M
+ 170.64%
$34.95 - $37.36 $87.2M - $93.2M
3.96M $141M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
838K
+ 65.32%
$102.49 - $119.96 $85.9M - $101M
2.12M $222M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.46M
+ 287.05%
$33.98 - $39.84 $83.7M - $98.2M
3.32M $114M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19M
+ 159900.55%
$65.27 - $71.18 $77.9M - $84.9M
1.19M $79.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.43M
+ 0.0%
$53.6 - $58.97 $76.7M - $84.4M
1.43M $78.4M
CRM
Salesforce, Inc.

Technology
285K
+ 479.91%
$268.36 - $359.95 $76.6M - $103M
345K $92.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
859K
+ 3598.71%
N/A
883K $75.8M
COST
Costco Wholesale Corp

Consumer Defensive
77.3K
+ 727.68%
$890.62 - $1076.86 $68.8M - $83.2M
87.9K $83.2M
JNJ
Johnson & Johnson

Healthcare
439K
+ 365.79%
$142.06 - $167.7 $62.4M - $73.7M
560K $92.8M
DUK
Duke Energy Corp

Utilities
590K
+ 674.82%
$105.87 - $121.97 $62.5M - $72M
678K $82.7M
LOW
Lowes Companies Inc

Consumer Cyclical
298K
+ 311.06%
$222.66 - $268.42 $66.4M - $80M
394K $91.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
692K
+ 0.5%
$95.85 - $99.25 $66.4M - $68.7M
139M $13.7B
VB
Vanguard Small Cap ETF

ETFs
306K
+ 4.81%
$217.89 - $252.64 $66.6M - $77.2M
6.66M $1.48B
RTX
Raytheon Technologies Corp

Industrials
511K
+ 307.3%
$114.1 - $135.66 $58.3M - $69.3M
677K $89.7M
PFE
Pfizer Inc

Healthcare
2.45M
+ 3663.52%
$25.01 - $27.13 $61.3M - $66.5M
2.52M $63.8M
DE
Deere & CO

Industrials
131K
+ 315.85%
$408.57 - $509.27 $53.7M - $66.9M
173K $81.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
653K
+ 16.98%
$92.45 - $106.69 $60.3M - $69.6M
4.5M $417M
IEFA
Ishares Tr

ETFs
794K
+ 0.9%
$69.57 - $78.65 $55.2M - $62.4M
89.2M $6.75B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.08M
+ 228516.25%
$27.01 - $28.54 $56.2M - $59.4M
2.08M $58.2M
VTI
Vanguard Total Stock Market Et

ETFs
209K
+ 99.86%
$271.18 - $303.12 $56.7M - $63.3M
418K $115M
PEP
Pepsico Inc

Consumer Defensive
382K
+ 508.45%
$142.64 - $156.42 $54.5M - $59.7M
457K $68.5M
MRK
Merck & Co., Inc.

Healthcare
621K
+ 350.33%
$83.01 - $101.02 $51.5M - $62.7M
798K $71.6M
PULS
Pgim ETF Tr

ETFs
1.11M
+ 46027.11%
$49.56 - $49.78 $55.2M - $55.4M
1.12M $55.5M
ENB
Enbridge Inc

Energy
1.22M
+ 7304.35%
$41.54 - $45.45 $50.6M - $55.4M
1.24M $54.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
531K
+ 10788.92%
$87.68 - $94.52 $46.5M - $50.2M
536K $50.2M
OEF
Ishares S&P 100 ETF

ETFs
185K
+ 10.32%
N/A
1.98M $527M
TSLA
Tesla, Inc.

Consumer Cyclical
188K
+ 367.46%
$222.15 - $428.22 $41.8M - $80.6M
239K $62M
Activity Summary
Buys All Purchases 1844 New Holdings 11 Increased Positions 1833 Sells All Sells 1827 Reductions 1827 Sold out 0 Options Calls 0 Puts 0
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