Jones Financial Companies Lllp Reduced Holdings in Q4 2024

Jones Financial Companies Lllp

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
-11.3M
- 65.7%
$63.85 - $70.4 $721M - $794M
5.89M $383M
VEA
Vanguard Ftse Developed Market

ETFs
-5.61M
- 8.36%
$47.57 - $52.44 $267M - $294M
61.5M $2.94B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.19M
- 35.48%
$183.23 - $199.79 $402M - $438M
3.99M $738M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.34M
- 25.61%
$60.13 - $67.31 $201M - $225M
9.72M $590M
VV
Vanguard Large Cap ETF

ETFs
-1.47M
- 8.48%
$260.27 - $280.65 $384M - $414M
15.9M $4.29B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.44M
- 29.33%
$94.43 - $105.47 $231M - $258M
5.89M $598M
EFV
Msci Eafe Value ETF

ETFs
-2.05M
- 14.0%
$51.78 - $57.15 $106M - $117M
12.6M $661M
EFG
Msci Eafe Growth ETF

ETFs
-957K
- 12.43%
$96.83 - $106.88 $92.6M - $102M
6.74M $652M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.44M
- 20.05%
$24.25 - $26.7 $108M - $119M
17.7M $435M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.03M
- 19.08%
$75.1 - $82.99 $77M - $85.1M
4.35M $329M
INSI
Insight Select Income Fund

Financial Services
-173K
- 85.44%
$16.59 - $18.0 $2.88M - $3.12M
29.6K $512K
ENPH
Enphase Energy, Inc.

Technology
-3.61K
- 19.56%
$59.52 - $111.18 $215K - $401K
14.8K $1.02M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-71.2K
- 23.88%
$8.65 - $9.34 $616K - $665K
227K $1.98M
RWO
Spdr Dow Jones Global Real Est

ETFs
-538
- 0.4%
$42.41 - $47.31 $22.8K - $25.5K
133K $5.72M
IXC
Ishares Tr Global Energy ETF

ETFs
-11.1K
- 24.12%
$36.95 - $43.06 $410K - $477K
34.9K $1.33M
PCG
Pg&E Corp

Utilities
-18.2K
- 39.38%
$19.2 - $21.63 $350K - $394K
28K $565K
HES
Hess Corp

Energy
-1.8K
- 20.53%
$127.66 - $148.65 $230K - $268K
6.98K $928K
NEM
Newmont Corp

Basic Materials
-146
- 0.93%
$37.0 - $58.68 $5.4K - $8.57K
15.6K $580K
RCII
Rent A Center Inc De

Industrials
-8.89K
- 51.07%
N/A
8.52K $227K
ETSY
Etsy Inc

Consumer Cyclical
-3.15K
- 22.58%
$47.48 - $61.61 $149K - $194K
10.8K $570K
DRIV
Global X Fds Global X Autonomo

ETFs
-7.43K
- 67.17%
$22.45 - $24.22 $167K - $180K
3.63K $83K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-15.8K
- 91.9%
$9.64 - $10.11 $153K - $160K
1.4K $13K
IDXX
Idexx Laboratories Inc

Healthcare
-194
- 24.65%
$406.92 - $495.42 $78.9K - $96.1K
593 $245K
SJM
J M Smucker CO

Consumer Defensive
-963
- 26.85%
$106.92 - $121.75 $103K - $117K
2.62K $288K
MBB
Ishares Tr

ETFs
-115
- 0.39%
$91.26 - $95.82 $10.5K - $11K
29.4K $2.69M
VALE
Vale S.A.

Basic Materials
-4.41K
- 14.68%
$8.74 - $11.78 $38.6K - $52K
25.6K $227K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-7.12K
- 46.57%
$12.61 - $15.33 $89.7K - $109K
8.16K $104K
CDW
Cdw Corp

Technology
-216
- 15.51%
$171.49 - $225.64 $37K - $48.7K
1.18K $204K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.27K
- 53.0%
$64.29 - $75.41 $81.8K - $95.9K
1.13K $72K
NDSN
Nordson Corp

Industrials
-339
- 49.78%
$208.83 - $264.36 $70.8K - $89.6K
342 $71K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-153
- 1.6%
$84.3 - $106.41 $12.9K - $16.3K
9.4K $809K
SAVA
Cassava Sciences Inc

Healthcare
-3.16K
- 88.8%
$2.29 - $32.18 $7.22K - $102K
398 $0
ICLR
Icon PLC

Healthcare
-183
- 27.03%
$187.22 - $297.57 $34.3K - $54.5K
494 $103K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-6.34K
- 78.29%
N/A
1.76K $23K
BLD
Top Build Corp

Industrials
-157
- 51.31%
$308.96 - $414.77 $48.5K - $65.1K
149 $46K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-108
- 3.96%
$156.32 - $178.25 $16.9K - $19.3K
2.62K $410K
DY
Dycom Industries Inc

Industrials
-343
- 88.17%
$168.3 - $202.91 $57.7K - $69.6K
46 $8K
MTCH
Match Group, Inc.

Communication Services
-1.5K
- 41.22%
$30.29 - $38.64 $45.5K - $58K
2.14K $70K
CDAY
Ceridian Hcm Holding Inc.

Technology
-1.01K
- 38.81%
N/A
1.6K $103K
AVSC
American Centy ETF Tr Avantis
-1.16K
- 32.95%
$52.7 - $59.57 $61K - $69K
2.36K $128K
MMM
3 M CO

Industrials
-277
- 8.9%
$124.74 - $137.12 $34.6K - $38K
2.84K $365K
MKTX
Marketaxess Holdings Inc

Financial Services
-105
- 8.94%
$225.3 - $293.66 $23.7K - $30.8K
1.07K $241K
IBND
Spdr Bloomberg International C

ETFs
-1.77K
- 56.6%
$28.36 - $30.49 $50.1K - $53.8K
1.35K $38K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
-3.44K
- 49.38%
$12.94 - $14.1 $44.5K - $48.5K
3.53K $45K
HUMA
Humacyte, Inc.

Healthcare
-9.67K
- 84.3%
$3.46 - $5.81 $33.4K - $56.2K
1.8K $9K
UHS
Universal Health Services Inc

Healthcare
-169
- 37.81%
$175.8 - $236.9 $29.7K - $40K
278 $49K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-1.25K
- 29.83%
$26.77 - $30.82 $33.5K - $38.5K
2.94K $79K
PBF
Pbf Energy Inc.

Energy
-492
- 7.22%
$25.15 - $33.71 $12.4K - $16.6K
6.33K $167K
KEX
Kirby Corp

Industrials
-272
- 34.96%
$104.14 - $130.55 $28.3K - $35.5K
506 $53K
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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