Jones Financial Companies Lllp Incresed Positions in Q4 2024

Jones Financial Companies Lllp

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
5.43M
+ 23.46%
$378.79 - $428.11 $2.06B - $2.32B
28.6M $11.7B
IWR
Ishares Russell Mid Cap ETF

ETFs
19.2M
+ 44.7%
$87.25 - $95.52 $1.68B - $1.84B
62.2M $5.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.5M
+ 14332.44%
$66.77 - $71.52 $1.03B - $1.11B
15.6M $1.07B
VO
Vanguard Mid Cap ETF

ETFs
2.97M
+ 20.49%
$261.5 - $284.63 $776M - $844M
17.4M $4.61B
IVV
Ishares Core S&P 500 ETF

ETFs
477K
+ 4.12%
$570.51 - $610.59 $272M - $291M
12.1M $7.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
303K
+ 3.33%
$521.84 - $558.82 $158M - $169M
9.39M $5.06B
IWB
Ishares Tr Russell 1000 ETF

ETFs
461K
+ 4.97%
$311.11 - $335.64 $143M - $155M
9.74M $3.14B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.59M
+ 12.21%
$45.07 - $47.1 $297M - $310M
60.5M $2.74B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.46M
+ 6.14%
$96.64 - $101.23 $721M - $756M
129M $12.5B
AMZN
Amazon Com Inc

Consumer Cyclical
435K
+ 40.64%
$180.88 - $232.93 $78.7M - $101M
1.5M $330M
AVGO
Broadcom Inc.

Technology
223K
+ 30.16%
$159.67 - $250.0 $35.6M - $55.7M
962K $223M
NVDA
Nvidia Corp

Technology
539K
+ 30.48%
$117.0 - $148.88 $63M - $80.2M
2.31M $310M
GOOGL
Alphabet Inc.

Communication Services
358K
+ 37.02%
$161.86 - $196.66 $58M - $70.5M
1.33M $251M
MSFT
Microsoft Corp

Technology
226K
+ 38.26%
$406.35 - $454.46 $92M - $103M
818K $345M
IWM
Ishares Russell 2000 ETF

ETFs
352K
+ 4.36%
$216.13 - $242.4 $76.2M - $85.4M
8.44M $1.87B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
314K
+ 58.2%
$198.04 - $221.51 $62.1M - $69.5M
852K $179M
DGRO
Ishares Core Dividend Growth E

ETFs
1.13M
+ 36.62%
$60.73 - $64.94 $68.8M - $73.5M
4.22M $259M
IWP
Ishares Russell Mid Cap Growth

ETFs
133K
+ 3.03%
$116.4 - $138.52 $15.5M - $18.5M
4.54M $575M
SPY
Spdr S&P 500 ETF Trust

ETFs
79.1K
+ 14.97%
$567.81 - $607.81 $44.9M - $48.1M
607K $356M
VB
Vanguard Small Cap ETF

ETFs
119K
+ 1.65%
$233.76 - $261.58 $27.8M - $31.1M
7.33M $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
157K
+ 35.22%
$205.18 - $250.29 $32.2M - $39.2M
602K $144M
IWS
Ishares Russell Midcap Value E

ETFs
584K
+ 6.68%
$128.08 - $140.32 $74.8M - $81.9M
9.32M $1.21B
V
Visa Inc.

Financial Services
92.3K
+ 29.95%
$273.87 - $320.91 $25.3M - $29.6M
400K $127M
QQQ
Invesco Qqq Trust, Series 1

ETFs
73.4K
+ 76.88%
$481.22 - $538.17 $35.3M - $39.5M
169K $86.3M
META
Meta Platforms, Inc.

Communication Services
62.6K
+ 44.15%
$554.08 - $632.68 $34.7M - $39.6M
205K $121M
CGDV
Capital Group Divid Value ETF

ETFs
1.13M
+ 72.95%
$35.16 - $37.12 $39.8M - $42M
2.69M $94.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
537K
+ 3.98%
N/A
14M $875M
TSLA
Tesla, Inc.

Consumer Cyclical
41.6K
+ 36.97%
$213.65 - $479.86 $8.89M - $20M
154K $62.2M
CRM
Salesforce, Inc.

Technology
60.9K
+ 30.16%
$270.87 - $367.87 $16.5M - $22.4M
263K $87.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.3M
+ 7.19%
$36.54 - $37.53 $47.6M - $48.9M
19.4M $715M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
512K
+ 16.59%
$61.68 - $67.87 $31.6M - $34.8M
3.6M $224M
CGGR
Capital Group Growth ETF Shs C

ETFs
739K
+ 49.74%
$34.49 - $39.24 $25.5M - $29M
2.23M $82.7M
MUB
Ishares National Muni Bond ETF

ETFs
309K
+ 25.55%
$105.78 - $108.7 $32.7M - $33.6M
1.52M $162M
VIG
Vanguard Dividend Appreciation

ETFs
161K
+ 23.07%
N/A
861K $157M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
423K
+ 10.88%
$91.94 - $100.02 $38.9M - $42.3M
4.31M $399M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64.4K
+ 37.33%
$442.29 - $483.08 $28.5M - $31.1M
237K $107M
AVEM
American Centy ETF Tr Avantis

ETFs
496K
+ 129.27%
$58.59 - $66.14 $29.1M - $32.8M
880K $51.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
252K
+ 16.99%
$113.92 - $127.38 $28.7M - $32.1M
1.73M $200M
VTWO
Vanguard Russell 2000 ETF

ETFs
294K
+ 12.1%
$87.42 - $98.06 $25.7M - $28.8M
2.72M $243M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
571K
+ 19.87%
$49.79 - $51.14 $28.4M - $29.2M
3.44M $173M
IWF
Ishares Russell 1000 Gr ETF

ETFs
44.2K
+ 16.77%
$370.24 - $418.94 $16.4M - $18.5M
308K $124M
CGUS
Capital Group Core Equity ETF
681K
+ 63.68%
$33.96 - $36.24 $23.1M - $24.7M
1.75M $61.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
199K
+ 13.89%
$126.68 - $134.74 $25.2M - $26.8M
1.63M $208M
PG
Procter & Gamble CO

Consumer Defensive
146K
+ 37.85%
$161.05 - $179.7 $23.5M - $26.3M
532K $89.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
261K
+ 62.01%
N/A
681K $58.5M
CVX
Chevron Corp

Energy
152K
+ 37.83%
$141.15 - $162.53 $21.5M - $24.7M
554K $80.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
306K
+ 66.49%
$65.67 - $69.79 $20.1M - $21.4M
766K $51.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
616K
+ 9.82%
$49.87 - $52.46 $30.7M - $32.3M
6.89M $344M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2M
+ 471.98%
$26.93 - $84.95 $32.3M - $102M
1.46M $39.8M
Activity Summary
Buys All Purchases 2839 New Holdings 549 Increased Positions 2290 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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