Jones Financial Companies Lllp Purchases in Q3 2024

Jones Financial Companies Lllp

  • $97.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
156K
+ 68.0%
$160.76 - $177.82 $25.1M - $27.8M
386K $66.8M
LOW
Lowes Companies Inc

Consumer Cyclical
73.8K
+ 43.18%
$213.3 - $270.78 $15.7M - $20M
245K $66.2M
V
Visa Inc.

Financial Services
87.3K
+ 39.56%
$253.74 - $291.56 $22.2M - $25.5M
308K $84.7M
VIG
Vanguard Dividend Appreciation

ETFs
143K
+ 25.7%
$182.15 - $182.15 $26M - $26M
699K $127M
BND
Vanguard Bd Index Fd Inc Total

ETFs
234K
+ 8.92%
$71.45 - $75.64 $16.7M - $17.7M
2.86M $215M
JNJ
Johnson & Johnson

Healthcare
131K
+ 59.66%
$145.48 - $167.38 $19M - $21.9M
350K $56.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
658K
+ 79.4%
$30.71 - $34.79 $20.2M - $22.9M
1.49M $51.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46.8K
+ 96.05%
$434.77 - $502.96 $20.3M - $23.5M
95.5K $46.6M
CRM
Salesforce, Inc.

Technology
74.8K
+ 58.81%
$238.42 - $276.53 $17.8M - $20.7M
202K $55.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
253K
+ 151.76%
$85.84 - $85.84 $21.7M - $21.7M
420K $36.1M
RTX
Raytheon Technologies Corp

Industrials
131K
+ 49.05%
$99.55 - $123.34 $13M - $16.1M
397K $48M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
303K
+ 193.02%
$61.47 - $67.36 $18.6M - $20.4M
460K $31M
DUK
Duke Energy Corp

Utilities
152K
+ 74.51%
$99.35 - $117.71 $15.1M - $17.9M
356K $41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
340K
+ 13.44%
$49.93 - $51.15 $17M - $17.4M
2.87M $147M
CVX
Chevron Corp

Energy
147K
+ 57.68%
$137.88 - $161.97 $20.3M - $23.8M
402K $59.2M
BLK
Black Rock Inc.

Financial Services
14.7K
+ 44.73%
$782.27 - $949.51 $11.5M - $14M
47.6K $45.2M
MUB
Ishares National Muni Bond ETF

ETFs
156K
+ 14.86%
$106.13 - $108.7 $16.6M - $17M
1.21M $131M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
310K
+ 110.1%
$53.41 - $57.9 $16.6M - $18M
592K $34.2M
PFE
Pfizer Inc

Healthcare
628K
+ 88.11%
$27.7 - $31.39 $17.4M - $19.7M
1.34M $38.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
395K
+ 3.02%
$62.4 - $62.4 $24.7M - $24.7M
13.5M $842M
CGUS
Capital Group Core Equity ETF
481K
+ 81.83%
$31.19 - $34.33 $15M - $16.5M
1.07M $36.7M
LMT
Lockheed Martin Corp

Industrials
21K
+ 48.38%
$460.3 - $584.56 $9.65M - $12.3M
64.3K $37.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
39.6K
+ 17.64%
$332.02 - $382.76 $13.1M - $15.1M
264K $99M
PEP
Pepsico Inc

Consumer Defensive
95.8K
+ 59.33%
$161.9 - $179.3 $15.5M - $17.2M
257K $43.7M
TSLA
Tesla, Inc.

Consumer Cyclical
49K
+ 77.22%
$191.76 - $263.26 $9.4M - $12.9M
113K $29.4M
DE
Deere & CO

Industrials
32.9K
+ 46.18%
$344.84 - $418.0 $11.3M - $13.7M
104K $43.4M
COST
Costco Wholesale Corp

Consumer Defensive
17.7K
+ 65.78%
$801.83 - $917.05 $14.2M - $16.2M
44.6K $39.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
117K
+ 5.66%
$56.47 - $63.69 $6.63M - $7.48M
2.19M $138M
MCD
Mcdonalds Corp

Consumer Cyclical
42.9K
+ 72.47%
$245.82 - $304.51 $10.5M - $13.1M
102K $31.1M
MDT
Medtronic PLC

Healthcare
141K
+ 57.3%
$76.84 - $91.03 $10.8M - $12.8M
386K $34.8M
TFC
Truist Financial Corp

Financial Services
330K
+ 118.72%
$38.22 - $44.94 $12.6M - $14.8M
608K $26M
ENB
Enbridge Inc

Energy
332K
+ 139.24%
$35.27 - $41.18 $11.7M - $13.7M
571K $23.2M
MRK
Merck & Co., Inc.

Healthcare
155K
+ 51.7%
$111.15 - $128.97 $17.2M - $20M
454K $51.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
167K
+ 40.63%
$66.31 - $74.08 $11.1M - $12.4M
578K $42.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
133K
+ 161.72%
$94.31 - $103.26 $12.5M - $13.7M
214K $22M
VOT
Vanguard Mid Cap Growth Index

ETFs
18K
+ 2.7%
$218.05 - $243.47 $3.92M - $4.38M
684K $167M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
66.1K
+ 2.59%
$41.9 - $48.26 $2.77M - $3.19M
2.62M $125M
VZ
Verizon Communications Inc

Communication Services
277K
+ 98.17%
$38.89 - $45.0 $10.8M - $12.5M
560K $25.2M
CGGO
Capital Group Global Growth Eq

ETFs
435K
+ 103.8%
$27.25 - $30.52 $11.9M - $13.3M
855K $25.8M
HD
Home Depot, Inc.

Consumer Cyclical
27.7K
+ 77.27%
$333.64 - $405.2 $9.25M - $11.2M
63.6K $25.8M
NEE
Nextera Energy Inc

Utilities
117K
+ 46.12%
$69.9 - $84.97 $8.2M - $9.96M
372K $31.4M
AVEM
American Centy ETF Tr Avantis

ETFs
196K
+ 104.37%
$57.2 - $65.59 $11.2M - $12.9M
384K $24.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
112K
+ 8.72%
$74.26 - $78.84 $8.32M - $8.83M
1.4M $109M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
148K
+ 139.36%
$77.02 - $85.06 $11.4M - $12.6M
254K $21.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
240K
+ 19.43%
$36.98 - $41.55 $8.89M - $9.98M
1.48M $60.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15.4K
+ 29.25%
$531.86 - $624.21 $8.2M - $9.63M
68.2K $42.2M
JHMM
John Hancock Multifactor Mid C

ETFs
205K
+ 200.87%
$54.25 - $60.2 $11.1M - $12.3M
307K $18.5M
HDV
Ishares Core High Dividend ETF

ETFs
94.2K
+ 59.8%
$107.62 - $118.76 $10.1M - $11.2M
252K $29.6M
AMD
Advanced Micro Devices Inc

Technology
74.2K
+ 178.34%
$128.67 - $183.96 $9.55M - $13.6M
116K $19M
Activity Summary
Buys All Purchases 2691 New Holdings 721 Increased Positions 1970 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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