Jones Financial Companies Lllp Incresed Positions in Q1 2025

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
236K
+ 7864666.5%
$663000.0 - $801950.0 $156B - $189B
236K $188B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.99M
+ 6.97%
$95.85 - $99.25 $861M - $892M
138M $13.6B
IVV
Ishares Core S&P 500 ETF

ETFs
2.59M
+ 21.51%
$554.06 - $615.85 $1.44B - $1.6B
14.6M $8.23B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.2M
+ 97.84%
$64.88 - $72.1 $989M - $1.1B
30.8M $2.03B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
502K
+ 265541.28%
$1227.6 - $1458.46 $616M - $732M
502K $678M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22M
+ 12.97%
$507.05 - $563.67 $618M - $687M
10.6M $5.45B
NVR
Nvr Inc

Consumer Cyclical
50K
+ 217591.3%
$7062.02 - $8382.63 $353M - $420M
50.1K $363M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.04M
+ 148.51%
$80.08 - $92.93 $324M - $376M
6.77M $546M
PKI
Perkinelmer Inc

Healthcare
2.45M
+ 56910.81%
N/A
2.46M $297M
FIX
Comfort Systems Usa Inc

Industrials
833K
+ 2872410.25%
$313.26 - $550.27 $261M - $458M
833K $269M
BR
Broadridge Financial Solutions, Inc.

Technology
946K
+ 28222.61%
$221.46 - $244.83 $210M - $232M
950K $230M
GOOG
Alphabet Inc.

Communication Services
1.42M
+ 1191.14%
$156.06 - $207.71 $222M - $296M
1.54M $241M
IEF
Ishares Barclays

ETFs
1.85M
+ 4057.28%
$91.17 - $95.39 $169M - $177M
1.9M $181M
VXF
Vanguard Extended Market ETF

ETFs
992K
+ 886.88%
$170.36 - $201.04 $169M - $199M
1.1M $190M
OC
Owens Corning

Industrials
1.12M
+ 91173.59%
$137.83 - $191.19 $154M - $213M
1.12M $159M
PCAR
Paccar Inc

Industrials
1.42M
+ 16393.92%
$96.91 - $112.51 $138M - $160M
1.43M $139M
TYL
Tyler Technologies Inc

Technology
227K
+ 17308.33%
$553.41 - $646.74 $125M - $147M
228K $132M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.92M
+ 6.31%
$82.81 - $92.93 $325M - $365M
66.1M $5.63B
CSWI
Csw Industrials, Inc.

Industrials
428K
+ 261099.39%
$283.77 - $396.86 $122M - $170M
428K $125M
ACA
Arcosa, Inc.

Industrials
1.6M
+ 206210.8%
$77.12 - $103.53 $124M - $166M
1.61M $124M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.42M
+ 2.35%
$44.72 - $46.25 $63.5M - $65.7M
61.9M $2.85B
RZV
Invesco Fd Tr

ETFs
1.19M
+ 228559.77%
$96.48 - $115.16 $115M - $137M
1.19M $118M
RL
Ralph Lauren Corp

Consumer Cyclical
517K
+ 256117.33%
$215.68 - $286.74 $112M - $148M
518K $114M
VOOV
Vanguard S&P 500 Value ETF

ETFs
619K
+ 7288.16%
$179.71 - $192.06 $111M - $119M
628K $116M
EME
Emcor Group, Inc.

Industrials
286K
+ 56287.8%
$361.16 - $535.99 $103M - $153M
286K $106M
SPGI
S&P Global Inc.

Financial Services
206K
+ 667.73%
$478.26 - $543.77 $98.6M - $112M
237K $120M
CGUS
Capital Group Core Equity ETF
3.08M
+ 176.06%
$33.08 - $36.62 $102M - $113M
4.83M $161M
VMC
Vulcan Materials CO

Basic Materials
422K
+ 11723.78%
$220.9 - $277.54 $93.2M - $117M
426K $99.3M
ICLR
Icon PLC

Healthcare
554K
+ 112214.17%
$174.99 - $222.58 $97M - $123M
555K $97.1M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
895K
+ 125663.9%
$103.96 - $122.36 $93M - $109M
895K $95.7M
MGC
Vanguard Mega Cap ETF

ETFs
455K
+ 2183.21%
$199.2 - $222.69 $90.7M - $101M
476K $95.9M
IYR
Ishares Tr

ETFs
911K
+ 43235.44%
$89.49 - $98.98 $81.6M - $90.2M
914K $87.5M
THG
Hanover Insurance Group, Inc.

Financial Services
488K
+ 127808.12%
$147.13 - $174.61 $71.8M - $85.2M
489K $85M
BBUS
J P Morgan Exchg Traded Fd

ETFs
834K
+ 249051.64%
$99.5 - $110.97 $83M - $92.6M
835K $84.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
243K
+ 1276.73%
$333.37 - $384.99 $81M - $93.6M
262K $87.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
929K
+ 2323045.0%
$82.81 - $96.53 $76.9M - $89.7M
929K $78M
CPK
Chesapeake Utilities Corp

Utilities
596K
+ 428876.97%
$116.55 - $130.37 $69.5M - $77.7M
596K $76.6M
NXST
Nexstar Media Group, Inc.

Communication Services
394K
+ 71715.82%
$146.34 - $182.75 $57.7M - $72.1M
395K $70.8M
TDG
Trans Digm Group Inc

Industrials
49.7K
+ 5457.08%
$1251.32 - $1394.11 $62.2M - $69.3M
50.6K $70M
FSLR
First Solar, Inc.

Technology
510K
+ 22107.8%
$126.34 - $197.73 $64.5M - $101M
513K $64.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
537K
+ 194.67%
$120.29 - $134.6 $64.6M - $72.3M
813K $99.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
208K
+ 67.47%
$360.07 - $417.26 $74.8M - $86.7M
516K $186M
EIG
Employers Holdings, Inc.

Financial Services
1.22M
+ 1433860.0%
$47.46 - $52.08 $57.8M - $63.5M
1.22M $61.7M
NOC
Northrop Grumman Corp

Industrials
120K
+ 1989.77%
$433.45 - $513.82 $51.9M - $61.6M
126K $64.4M
OXM
Oxford Industries Inc

Consumer Cyclical
995K
+ 1809774.5%
$55.24 - $88.05 $55M - $87.6M
995K $58.4M
MTD
Mettler Toledo International Inc

Healthcare
48.9K
+ 27938.86%
$1177.09 - $1390.0 $57.6M - $68M
49.1K $57.9M
ASGN
Asgn Inc

Technology
880K
+ 114404.81%
$63.02 - $93.96 $55.4M - $82.7M
881K $55.5M
VTHR
Vanguard Russell 3000 ETF

ETFs
224K
+ 658835.31%
$243.2 - $272.04 $54.5M - $60.9M
224K $55.3M
UNF
Unifirst Corp

Industrials
307K
+ 85558.5%
$169.33 - $230.5 $52M - $70.8M
308K $53.5M
Activity Summary
Buys All Purchases 2170 New Holdings 516 Increased Positions 1654 Sells All Sells 1520 Reductions 1520 Sold out 0 Options Calls 0 Puts 0
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