Jones Financial Companies Lllp Reduced Holdings in Q1 2025

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-236K
- 100.0%
$663000.0 - $801950.0 $156B - $189B
3 $2.4M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-502K
- 99.95%
$1227.6 - $1458.46 $616M - $732M
266 $359K
NVR
Nvr Inc

Consumer Cyclical
-50K
- 99.94%
$7062.02 - $8382.63 $353M - $419M
32 $231K
PKI
Perkinelmer Inc

Healthcare
-2.45M
- 99.81%
N/A
4.55K $550K
FIX
Comfort Systems Usa Inc

Industrials
-833K
- 99.96%
$313.26 - $550.27 $261M - $458M
335 $107K
XT
Ishares Tr Exponential Technol

ETFs
-4.4M
- 98.9%
$57.56 - $64.0 $253M - $281M
49K $2.82M
BR
Broadridge Financial Solutions, Inc.

Technology
-945K
- 99.56%
$221.46 - $244.83 $209M - $231M
4.17K $1.01M
GOOG
Alphabet Inc.

Communication Services
-1.39M
- 89.77%
$156.06 - $207.71 $216M - $288M
158K $24.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-362K
- 2.47%
$554.06 - $615.85 $200M - $223M
14.3M $8.03B
IEF
Ishares Barclays

ETFs
-1.84M
- 96.77%
$91.17 - $95.39 $168M - $175M
61.4K $5.86M
OC
Owens Corning

Industrials
-1.11M
- 99.8%
$137.83 - $191.19 $154M - $213M
2.26K $322K
PCAR
Paccar Inc

Industrials
-1.42M
- 99.1%
$96.91 - $112.51 $137M - $160M
12.9K $1.26M
TYL
Tyler Technologies Inc

Technology
-226K
- 99.3%
$553.41 - $646.74 $125M - $146M
1.6K $931K
CSWI
Csw Industrials, Inc.

Industrials
-428K
- 99.95%
$283.77 - $396.86 $122M - $170M
198 $57K
ACA
Arcosa, Inc.

Industrials
-1.6M
- 99.92%
$77.12 - $103.53 $124M - $166M
1.32K $101K
RZV
Invesco Fd Tr

ETFs
-1.19M
- 99.96%
$96.48 - $115.16 $115M - $137M
520 $51K
RL
Ralph Lauren Corp

Consumer Cyclical
-517K
- 99.95%
$215.68 - $286.74 $112M - $148M
242 $53K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-617K
- 98.25%
$179.71 - $192.06 $111M - $118M
11K $2.02M
EME
Emcor Group, Inc.

Industrials
-285K
- 99.47%
$361.16 - $535.99 $103M - $153M
1.53K $564K
SPGI
S&P Global Inc.

Financial Services
-196K
- 82.51%
$478.26 - $543.77 $93.5M - $106M
41.5K $21.1M
VMC
Vulcan Materials CO

Basic Materials
-421K
- 98.89%
$220.9 - $277.54 $93M - $117M
4.73K $1.1M
ICLR
Icon PLC

Healthcare
-554K
- 99.92%
$174.99 - $222.58 $97M - $123M
423 $74K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-893K
- 99.77%
$103.96 - $122.36 $92.9M - $109M
2.05K $219K
MGC
Vanguard Mega Cap ETF

ETFs
-450K
- 94.39%
$199.2 - $222.69 $89.5M - $100M
26.7K $5.38M
IYR
Ishares Tr

ETFs
-907K
- 99.33%
$89.49 - $98.98 $81.2M - $89.8M
6.14K $588K
THG
Hanover Insurance Group, Inc.

Financial Services
-488K
- 99.92%
$147.13 - $174.61 $71.8M - $85.3M
374 $65K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-834K
- 99.98%
$99.5 - $110.97 $83M - $92.6M
207 $20K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-236K
- 90.19%
$333.37 - $384.99 $78.8M - $91M
25.7K $8.6M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-929K
- 99.98%
$82.81 - $96.53 $76.9M - $89.7M
172 $14K
CPK
Chesapeake Utilities Corp

Utilities
-596K
- 99.97%
$116.55 - $130.37 $69.5M - $77.7M
165 $21K
CGUS
Capital Group Core Equity ETF
-2.2M
- 45.51%
$33.08 - $36.62 $72.8M - $80.6M
2.63M $88M
NXST
Nexstar Media Group, Inc.

Communication Services
-395K
- 99.9%
$146.34 - $182.75 $57.7M - $72.1M
406 $72K
TDG
Trans Digm Group Inc

Industrials
-49.6K
- 97.93%
$1251.32 - $1394.11 $62M - $69.1M
1.05K $1.45M
FSLR
First Solar, Inc.

Technology
-508K
- 99.17%
$126.34 - $197.73 $64.2M - $101M
4.24K $535K
EIG
Employers Holdings, Inc.

Financial Services
-1.22M
- 99.98%
$47.46 - $52.08 $57.8M - $63.5M
285 $14K
NOC
Northrop Grumman Corp

Industrials
-117K
- 93.1%
$433.45 - $513.82 $50.8M - $60.2M
8.69K $4.45M
OXM
Oxford Industries Inc

Consumer Cyclical
-995K
- 99.99%
$55.24 - $88.05 $55M - $87.6M
140 $8K
MTD
Mettler Toledo International Inc

Healthcare
-48.9K
- 99.6%
$1177.09 - $1390.0 $57.5M - $67.9M
197 $232K
ASGN
Asgn Inc

Technology
-880K
- 99.9%
$63.02 - $93.96 $55.4M - $82.7M
865 $54K
VTHR
Vanguard Russell 3000 ETF

ETFs
-224K
- 99.98%
$243.2 - $272.04 $54.5M - $60.9M
49 $12K
UNF
Unifirst Corp

Industrials
-307K
- 99.86%
$169.33 - $230.5 $52M - $70.8M
421 $73K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-145K
- 28.03%
$360.07 - $417.26 $52.1M - $60.3M
371K $134M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-426K
- 52.45%
$120.29 - $134.6 $51.3M - $57.4M
387K $47.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-539K
- 92.39%
$94.32 - $110.46 $50.8M - $59.5M
44.4K $4.28M
SNX
Td Synnex Corp

Technology
-499K
- 99.89%
$103.96 - $144.69 $51.9M - $72.2M
533 $55K
CRUS
Cirrus Logic, Inc.

Technology
-506K
- 99.87%
$97.89 - $111.4 $49.5M - $56.3M
644 $64K
EXR
Extra Space Storage Inc.

Real Estate
-332K
- 99.52%
$143.8 - $161.28 $47.7M - $53.5M
1.59K $236K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-668K
- 99.99%
$69.15 - $74.69 $46.2M - $49.9M
40 $2K
JBL
Jabil Inc

Technology
-341K
- 99.35%
$130.51 - $173.33 $44.5M - $59.1M
2.24K $304K
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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