Jones Financial Companies Lllp Incresed Positions in Q1 2025

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
152K
+ 680.2%
$279.74 - $321.29 $42.4M - $48.7M
174K $54.3M
MDT
Medtronic PLC

Healthcare
521K
+ 307.85%
$79.84 - $94.5 $41.6M - $49.2M
690K $62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
626K
+ 23.0%
$71.17 - $73.66 $44.5M - $46.1M
3.35M $246M
TFC
Truist Financial Corp

Financial Services
1.08M
+ 2025.17%
$39.48 - $48.15 $42.8M - $52.2M
1.14M $46.8M
VZ
Verizon Communications Inc

Communication Services
963K
+ 788.01%
$37.81 - $46.49 $36.4M - $44.8M
1.08M $49.2M
O
Realty Income Corp

Real Estate
749K
+ 7840.72%
$51.67 - $58.49 $38.7M - $43.8M
758K $44M
JHMM
John Hancock Multifactor Mid C

ETFs
757K
+ 1930.1%
$55.69 - $63.12 $42.2M - $47.8M
796K $45.6M
HDV
Ishares Core High Dividend ETF

ETFs
358K
+ 305.66%
$110.86 - $121.12 $39.7M - $43.4M
475K $57.6M
VV
Vanguard Large Cap ETF

ETFs
163K
+ 1.02%
$253.32 - $282.66 $41.4M - $46.2M
16.1M $4.15B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.07M
+ 96.03%
$18.36 - $20.51 $38M - $42.4M
4.22M $83.5M
VEA
Vanguard Ftse Developed Market

ETFs
792K
+ 1.49%
$47.4 - $52.99 $37.6M - $42M
54.1M $2.75B
RDVY
First Trust Rising Dividend Ac

ETFs
688K
+ 196495.44%
$57.22 - $63.39 $39.4M - $43.6M
688K $40.3M
XOM
Exxon Mobil Corp

Energy
333K
+ 672.87%
$105.44 - $118.93 $35.2M - $39.7M
383K $45.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
292K
+ 728.03%
$128.74 - $138.67 $37.5M - $40.4M
332K $45M
AMD
Advanced Micro Devices Inc

Technology
377K
+ 2704.24%
$96.63 - $129.55 $36.4M - $48.8M
391K $40.1M
NEE
Nextera Energy Inc

Utilities
539K
+ 393.31%
$66.96 - $76.16 $36.1M - $41M
676K $47.9M
DG
Dollar General Corp

Consumer Defensive
427K
+ 1211.48%
$68.44 - $87.93 $29.2M - $37.5M
462K $40.6M
WMT
Walmart Inc.

Consumer Defensive
425K
+ 1155.04%
$84.5 - $105.05 $35.9M - $44.6M
462K $40.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
290K
+ 4.99%
$126.86 - $146.45 $36.8M - $42.4M
6.09M $774M
FTCS
First Trust Capital Strength E

ETFs
404K
+ 1514.94%
$86.39 - $91.35 $34.9M - $36.9M
431K $38.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
472K
+ 39.74%
$73.78 - $76.59 $34.8M - $36.1M
1.66M $127M
KO
Coca Cola CO

Consumer Defensive
501K
+ 1285.31%
$60.81 - $72.32 $30.4M - $36.2M
540K $38.6M
FTNT
Fortinet, Inc.

Technology
369K
+ 398.95%
$92.49 - $114.57 $34.1M - $42.3M
462K $44.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
432K
+ 15.42%
$74.85 - $84.89 $32.3M - $36.6M
3.23M $264M
ABBV
Abb Vie Inc.

Healthcare
166K
+ 1314.19%
$169.2 - $216.66 $28.1M - $36M
179K $37.5M
MPC
Marathon Petroleum Corp

Energy
239K
+ 436.5%
$134.72 - $159.03 $32.1M - $38M
293K $42.7M
BAC
Bank Of America Corp

Financial Services
817K
+ 298.3%
$39.61 - $47.74 $32.4M - $39M
1.09M $45.5M
MUB
Ishares National Muni Bond ETF

ETFs
323K
+ 27.18%
$104.71 - $107.69 $33.8M - $34.8M
1.51M $159M
UPS
United Parcel Service Inc

Industrials
307K
+ 16004.79%
$109.66 - $136.26 $33.7M - $41.9M
309K $34M
LMT
Lockheed Martin Corp

Industrials
74.9K
+ 177.97%
$423.19 - $506.29 $31.7M - $37.9M
117K $52.3M
HD
Home Depot, Inc.

Consumer Cyclical
90.5K
+ 334.41%
$347.25 - $424.87 $31.4M - $38.5M
118K $43.1M
UNP
Union Pacific Corp

Industrials
139K
+ 643.26%
$225.21 - $254.42 $31.3M - $35.3M
160K $37.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
535K
+ 28.05%
$56.51 - $62.98 $30.2M - $33.7M
2.44M $148M
WFC
Wells Fargo & Company

Financial Services
445K
+ 463.38%
$66.78 - $81.42 $29.7M - $36.2M
541K $38.8M
UNH
Unitedhealth Group Inc

Healthcare
60.7K
+ 223.05%
$461.52 - $548.18 $28M - $33.3M
88K $46.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
347K
+ 188.96%
$89.18 - $104.04 $31M - $36.2M
531K $48.6M
DIS
Walt Disney CO

Communication Services
322K
+ 430.01%
$96.87 - $114.0 $31.2M - $36.7M
397K $39.1M
IBM
International Business Machines Corp

Technology
127K
+ 341.06%
$217.4 - $264.74 $27.7M - $33.7M
165K $40.9M
EMR
Emerson Electric CO

Industrials
286K
+ 1019.66%
$108.64 - $131.17 $31.1M - $37.6M
314K $34.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
367K
+ 0.56%
$82.81 - $92.93 $30.4M - $34.1M
66.5M $5.66B
VBR
Vanguard Small Cap Value ETF

ETFs
167K
+ 14.62%
$183.02 - $207.75 $30.6M - $34.8M
1.31M $244M
TMO
Thermo Fisher Scientific Inc.

Healthcare
62.4K
+ 150.32%
$497.6 - $606.74 $31.1M - $37.9M
104K $51.7M
SBUX
Starbucks Corp

Consumer Cyclical
316K
+ 328.85%
$91.75 - $115.81 $29M - $36.6M
412K $40.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
528K
+ 376.68%
$56.17 - $59.71 $29.7M - $31.5M
669K $38.2M
CMCSA
Comcast Corp

Communication Services
817K
+ 301.95%
$33.19 - $38.23 $27.1M - $31.2M
1.09M $40.1M
CSCO
Cisco Systems, Inc.

Technology
486K
+ 1285.77%
$58.74 - $64.87 $28.6M - $31.5M
524K $32.3M
PLTR
Palantir Technologies Inc.

Technology
350K
+ 3671.71%
$64.98 - $124.62 $22.8M - $43.7M
360K $30.4M
GLD
Spdr Gold Trust

ETFs
101K
+ 441.97%
$243.19 - $288.14 $24.6M - $29.1M
124K $35.7M
HON
Honeywell International Inc

Industrials
137K
+ 483.65%
$202.75 - $226.52 $27.9M - $31.1M
166K $35.1M
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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