Jones Financial Companies Lllp Reduced Holdings in Q1 2025

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.34M
- 69.9%
$247.97 - $296.33 $331M - $396M
576K $145M
VB
Vanguard Small Cap ETF

ETFs
-981K
- 13.38%
$217.89 - $252.64 $214M - $248M
6.35M $1.41B
IWM
Ishares Russell 2000 ETF

ETFs
-650K
- 7.7%
$198.1 - $229.79 $129M - $149M
7.79M $1.55B
AAPL
Apple Inc.

Technology
-1.12M
- 76.3%
$209.68 - $247.1 $234M - $276M
347K $77.1M
MSFT
Microsoft Corp

Technology
-630K
- 77.02%
$375.39 - $447.2 $237M - $282M
188K $70.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18M
- 78.32%
$190.26 - $242.06 $224M - $285M
326K $62.1M
NVDA
Nvidia Corp

Technology
-1.89M
- 81.85%
$106.98 - $149.43 $202M - $282M
419K $45.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.47M
- 36.83%
$182.82 - $196.21 $268M - $288M
2.52M $474M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.26M
- 52.33%
$183.02 - $207.75 $230M - $261M
1.14M $213M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.04M
- 34.71%
$92.45 - $106.69 $189M - $218M
3.84M $357M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4.23M
- 61.37%
$49.42 - $50.43 $209M - $213M
2.66M $133M
GOOGL
Alphabet Inc.

Communication Services
-1.04M
- 78.61%
$154.33 - $206.19 $161M - $215M
284K $43.9M
AVGO
Broadcom Inc.

Technology
-704K
- 73.18%
$167.43 - $244.7 $118M - $172M
258K $43.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-843K
- 98.93%
$192.82 - $222.1 $163M - $187M
9.11K $1.76M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.38M
- 56.3%
$60.46 - $64.42 $144M - $153M
1.85M $114M
IWN
Ishares Russell2000 Val ETF

ETFs
-698K
- 25.56%
$149.27 - $169.4 $104M - $118M
2.03M $307M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-492K
- 7.81%
$126.86 - $146.45 $62.4M - $72M
5.8M $737M
EFG
Msci Eafe Growth ETF

ETFs
-1.61M
- 23.82%
$96.1 - $106.37 $154M - $171M
5.13M $513M
JPM
Jpmorgan Chase & CO

Financial Services
-452K
- 75.14%
$225.19 - $279.95 $102M - $127M
150K $36.7M
EFV
Msci Eafe Value ETF

ETFs
-3.17M
- 25.17%
$51.88 - $60.73 $165M - $193M
9.43M $556M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.55M
- 35.68%
$74.85 - $84.89 $116M - $132M
2.8M $229M
SPY
Spdr S&P 500 ETF Trust

ETFs
-149K
- 24.54%
$551.42 - $612.93 $82.2M - $91.3M
458K $256M
META
Meta Platforms, Inc.

Communication Services
-162K
- 79.24%
$576.36 - $736.67 $93.4M - $119M
42.5K $24.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-166K
- 98.57%
$468.34 - $539.52 $78M - $89.8M
2.41K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
-427K
- 49.62%
N/A
434K $79M
LLY
Eli Lilly & CO

Healthcare
-96.7K
- 85.03%
$725.72 - $929.72 $70.2M - $89.9M
17K $14.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-172K
- 72.54%
$442.66 - $534.52 $76.1M - $91.8M
65K $34.6M
CRM
Salesforce, Inc.

Technology
-203K
- 77.38%
$268.36 - $359.95 $54.6M - $73.2M
59.5K $16M
V
Visa Inc.

Financial Services
-244K
- 60.95%
$306.92 - $362.71 $74.9M - $88.5M
156K $54.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-971K
- 26.98%
$57.21 - $65.8 $55.5M - $63.9M
2.63M $153M
PG
Procter & Gamble CO

Consumer Defensive
-420K
- 78.93%
$158.56 - $176.26 $66.6M - $74M
112K $19.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-558K
- 34.23%
$126.11 - $135.06 $70.4M - $75.4M
1.07M $138M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-451K
- 26.01%
$102.49 - $119.96 $46.2M - $54.1M
1.28M $134M
CVX
Chevron Corp

Energy
-431K
- 77.73%
$146.71 - $167.97 $63.2M - $72.4M
123K $20.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-657K
- 96.5%
N/A
23.9K $2.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-219K
- 69.6%
$222.66 - $268.42 $48.9M - $58.9M
95.9K $22.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.37M
- 61.43%
$33.98 - $39.84 $46.5M - $54.5M
859K $29.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-909K
- 100.0%
$53.6 - $58.97 $48.7M - $53.6M
3 $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-765K
- 99.9%
$65.27 - $71.18 $50M - $54.5M
746 $49K
TSLA
Tesla, Inc.

Consumer Cyclical
-103K
- 66.78%
$222.15 - $428.22 $22.9M - $44.1M
51.2K $13.3M
COST
Costco Wholesale Corp

Consumer Defensive
-51.9K
- 83.0%
$890.62 - $1076.86 $46.2M - $55.8M
10.6K $10M
PFE
Pfizer Inc

Healthcare
-1.76M
- 96.34%
$25.01 - $27.13 $44M - $47.7M
66.9K $1.69M
JNJ
Johnson & Johnson

Healthcare
-337K
- 73.7%
$142.06 - $167.7 $47.8M - $56.4M
120K $19.9M
DUK
Duke Energy Corp

Utilities
-424K
- 82.9%
$105.87 - $121.97 $44.9M - $51.7M
87.5K $10.7M
MRK
Merck & Co., Inc.

Healthcare
-429K
- 70.78%
$83.01 - $101.02 $35.6M - $43.4M
177K $15.9M
PEP
Pepsico Inc

Consumer Defensive
-281K
- 78.94%
$142.64 - $156.42 $40.1M - $44M
75.1K $11.3M
CGDV
Capital Group Divid Value ETF

ETFs
-1.22M
- 45.57%
$34.95 - $37.36 $42.8M - $45.7M
1.46M $52.1M
VTI
Vanguard Total Stock Market Et

ETFs
-134K
- 38.96%
$271.18 - $303.12 $36.2M - $40.5M
209K $57.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.45M
- 99.94%
$27.01 - $28.54 $39.3M - $41.5M
911 $25K
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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