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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
627K
+ 60.74%
$25.58 - $29.24 $16M - $18.3M
1.66M $43.4M
ALL
Allstate Corp

Financial Services
78.6K
+ 109.53%
$180.99 - $210.18 $14.2M - $16.5M
150K $31.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
479K
+ 4982.27%
$33.03 - $34.09 $15.8M - $16.3M
489K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
242K
+ 0.78%
$64.88 - $72.1 $15.7M - $17.4M
31.1M $2.04B
CHKP
Check Point Software Technologies LTD

Technology
69.1K
+ 693.03%
$179.88 - $231.31 $12.4M - $16M
79K $18M
VLO
Valero Energy Corp

Energy
117K
+ 2308.61%
$121.76 - $142.99 $14.3M - $16.7M
122K $16.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
410K
+ 2.01%
$36.63 - $37.45 $15M - $15.3M
20.8M $766M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
130K
+ 29.78%
$110.75 - $119.78 $14.4M - $15.6M
568K $65.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
87K
+ 85.42%
$169.43 - $182.84 $14.7M - $15.9M
189K $32.7M
GIS
General Mills Inc

Consumer Defensive
250K
+ 1390.18%
$57.56 - $65.3 $14.4M - $16.3M
268K $16M
CRWD
Crowd Strike Holdings, Inc.

Technology
42.3K
+ 184.7%
$308.86 - $455.36 $13.1M - $19.2M
65.2K $23M
PANW
Palo Alto Networks Inc

Technology
87.1K
+ 4272.91%
$167.82 - $208.28 $14.6M - $18.1M
89.1K $15.2M
DLR
Digital Realty Trust, Inc.

Real Estate
104K
+ 1589.3%
$142.1 - $183.56 $14.7M - $19M
110K $15.8M
COP
Conocophillips

Energy
141K
+ 472.04%
$88.6 - $105.85 $12.4M - $14.9M
170K $17.9M
SOXX
Ishares Semiconductor ETF

ETFs
78K
+ 651.97%
$188.17 - $235.81 $14.7M - $18.4M
90K $16.9M
DFIV
Dimensional ETF Tr

ETFs
371K
+ 119.27%
$35.33 - $40.77 $13.1M - $15.1M
683K $26.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
69.1K
+ 1235.42%
$210.19 - $243.33 $14.5M - $16.8M
74.7K $15.8M
RF
Regions Financial Corp

Financial Services
669K
+ 2927.65%
$20.84 - $24.77 $13.9M - $16.6M
692K $15M
XLE
Energy Sector Spdr

ETFs
155K
+ 2879.01%
$85.7 - $93.96 $13.3M - $14.5M
160K $15M
FVD
First Tr Value Line Divid Inde

ETFs
323K
+ 9398.17%
$42.61 - $45.51 $13.8M - $14.7M
327K $14.6M
MO
Altria Group, Inc.

Consumer Defensive
240K
+ 2962.53%
$50.81 - $60.02 $12.2M - $14.4M
248K $14.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3.12K
+ 115.56%
$4295.4 - $5141.88 $13.4M - $16M
5.82K $26.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
138K
+ 1697.69%
$97.38 - $104.52 $13.5M - $14.5M
146K $15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
639K
+ 88.1%
$21.75 - $24.28 $13.9M - $15.5M
1.37M $30.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
304K
+ 2575.29%
$45.72 - $51.73 $13.9M - $15.7M
316K $14.5M
NVS
Novartis Ag

Healthcare
124K
+ 399.86%
$97.14 - $115.57 $12.1M - $14.4M
155K $17.3M
AXP
American Express CO

Financial Services
51.1K
+ 1150.6%
$255.39 - $325.87 $13M - $16.6M
55.5K $14.9M
APH
Amphenol Corp

Technology
206K
+ 2954.95%
$61.62 - $78.55 $12.7M - $16.2M
213K $14M
TTE
Total Energies Se

Energy
197K
+ 129.47%
N/A
349K $24M
NTR
Nutrien Ltd.

Basic Materials
272K
+ 20360.63%
$45.28 - $53.84 $12.3M - $14.6M
273K $13.6M
VFC
V F Corp

Consumer Cyclical
869K
+ 656.79%
$15.52 - $26.93 $13.5M - $23.4M
1M $15.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
268K
+ 39109.94%
$50.29 - $50.5 $13.5M - $13.5M
268K $13.5M
IXUS
Ishares Tr

ETFs
190K
+ 41.12%
$65.06 - $72.31 $12.3M - $13.7M
651K $45.5M
SYK
Stryker Corp

Healthcare
35.3K
+ 1389.33%
$355.18 - $399.9 $12.5M - $14.1M
37.8K $14.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
523K
+ 2898.87%
$24.91 - $29.02 $13M - $15.2M
541K $13.6M
BX
Blackstone Inc.

Financial Services
93K
+ 3640.97%
$136.53 - $186.74 $12.7M - $17.4M
95.5K $13.3M
CVS
Cvs Health Corp

Healthcare
191K
+ 901.61%
$44.22 - $68.64 $8.43M - $13.1M
212K $14.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
381K
+ 403.77%
$32.49 - $37.99 $12.4M - $14.5M
475K $15.9M
CSX
Csx Corp

Industrials
428K
+ 126.56%
$29.11 - $33.67 $12.5M - $14.4M
766K $22.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
241K
+ 103.47%
$51.45 - $58.51 $12.4M - $14.1M
473K $24.5M
ELV
Elevance Health, Inc.

Healthcare
28.6K
+ 869.52%
$365.9 - $436.25 $10.5M - $12.5M
31.9K $13.9M
AME
Ametek Inc

Industrials
71.9K
+ 249.39%
$170.39 - $190.43 $12.3M - $13.7M
101K $17.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
33.4K
+ 863.35%
$314.47 - $431.35 $10.5M - $14.4M
37.3K $13.7M
IEMG
Ishares Inc

ETFs
228K
+ 24.79%
N/A
1.15M $61.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
252K
+ 43.63%
$47.59 - $48.35 $12M - $12.2M
830K $40.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
187K
+ 604.84%
$65.15 - $91.81 $12.2M - $17.1M
217K $14.2M
IWS
Ishares Russell Midcap Value E

ETFs
95.6K
+ 0.96%
$122.59 - $135.24 $11.7M - $12.9M
10.1M $1.27B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
188K
+ 390810.41%
$58.04 - $65.84 $10.9M - $12.4M
188K $12M
LUV
Southwest Airlines CO

Industrials
352K
+ 110.9%
$28.18 - $34.84 $9.93M - $12.3M
670K $22.5M
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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