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
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-14K
- 97.32%
$81.8 - $88.86 $1.14M - $1.24M
384 $32K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.82K
- 3.23%
$77.91 - $92.26 $297K - $352K
114K $9.09M
DINO
Hf Sinclair Corp

Energy
-33.2K
- 86.97%
$30.66 - $38.48 $1.02M - $1.28M
4.98K $163K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
-128K
- 66.47%
$9.5 - $9.96 $1.21M - $1.27M
64.5K $634K
ADSK
Autodesk, Inc.

Technology
-4.72K
- 97.96%
N/A
98 $24K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.71K
- 31.08%
$307.43 - $357.48 $833K - $968K
6.01K $1.86M
SQ
Block, Inc.

Technology
-12.5K
- 84.32%
$54.04 - $92.95 $678K - $1.17M
2.33K $133K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-57.8K
- 23.15%
$20.2 - $22.24 $1.17M - $1.28M
192K $4.13M
IVZ
Invesco Ltd.

Financial Services
-64.3K
- 98.57%
$14.82 - $19.34 $953K - $1.24M
932 $14K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-16.7K
- 59.67%
$66.9 - $71.57 $1.12M - $1.2M
11.3K $795K
GRMN
Garmin LTD

Technology
-5.43K
- 92.55%
$204.55 - $241.93 $1.11M - $1.31M
437 $94K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-10.7K
- 12.62%
$75.47 - $84.24 $806K - $899K
73.9K $5.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-33.3K
- 59.32%
$33.84 - $37.77 $1.13M - $1.26M
22.8K $830K
VKTX
Viking Therapeutics, Inc.

Healthcare
-26.8K
- 99.7%
$24.15 - $42.89 $647K - $1.15M
80 $1K
IHE
Ishares Tr

ETFs
-17.3K
- 55.85%
$65.36 - $72.85 $1.13M - $1.26M
13.6K $963K
GPN
Global Payments Inc

Industrials
-9.5K
- 98.89%
$92.18 - $113.03 $876K - $1.07M
107 $10K
BOTZ
Global X Fds

ETFs
-32.6K
- 83.09%
$28.46 - $34.53 $927K - $1.12M
6.63K $188K
FITB
Fifth Third Bancorp

Financial Services
-24.9K
- 89.21%
$37.48 - $44.96 $934K - $1.12M
3.01K $118K
IYG
Ishares Tr

ETFs
-13.6K
- 79.48%
$74.6 - $84.81 $1.02M - $1.16M
3.52K $276K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-26.1K
- 88.82%
$38.99 - $40.37 $1.02M - $1.05M
3.29K $132K
CCI
Crown Castle International Corp

Real Estate
-11.5K
- 89.08%
$84.33 - $106.39 $969K - $1.22M
1.41K $146K
FTS
Fortis Inc.

Utilities
-28.9K
- 39.42%
$40.49 - $45.58 $1.17M - $1.32M
44.5K $2.03M
DKNG
Draft Kings Inc.

Consumer Cyclical
-27.3K
- 97.08%
$33.21 - $53.49 $907K - $1.46M
822 $27K
AZN
Astrazeneca PLC

Healthcare
-15.6K
- 96.05%
$65.37 - $77.96 $1.02M - $1.22M
641 $47K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-20.5K
- 75.85%
$46.77 - $52.97 $958K - $1.08M
6.52K $306K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-18.9K
- 99.81%
$51.9 - $56.78 $979K - $1.07M
35 $1K
CB
Chubb LTD

Financial Services
-3.96K
- 51.12%
$257.71 - $301.99 $1.02M - $1.2M
3.79K $1.14M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-45.2K
- 19.95%
$24.05 - $24.86 $1.09M - $1.12M
181K $4.51M
IWC
Russell Micro Cap ETF

ETFs
-7.58K
- 96.5%
$110.91 - $133.46 $840K - $1.01M
275 $30K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-20K
- 64.51%
$49.6 - $50.28 $993K - $1.01M
11K $553K
TD
Toronto Dominion Bank

Financial Services
-18.8K
- 88.68%
$53.12 - $61.15 $1M - $1.15M
2.4K $144K
CMF
Ishares California Muni Bond E

ETFs
-17.2K
- 94.49%
$55.93 - $57.47 $959K - $986K
1K $56K
ENPH
Enphase Energy, Inc.

Technology
-14.2K
- 95.57%
$52.87 - $73.51 $750K - $1.04M
658 $40K
JKHY
Henry Jack & Associates Inc

Technology
-5.62K
- 85.49%
$166.47 - $191.28 $936K - $1.08M
954 $174K
FCX
Freeport Mcmoran Inc

Basic Materials
-25.6K
- 84.79%
$34.5 - $43.01 $883K - $1.1M
4.59K $173K
VOX
Vanguard Communication Service

ETFs
-5.49K
- 23.28%
$147.73 - $169.24 $810K - $928K
18.1K $2.68M
MLN
Vaneck Long Muni ETF

ETFs
-53.5K
- 99.52%
$17.22 - $18.0 $921K - $963K
259 $4K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-15.3K
- 81.17%
$61.2 - $68.24 $938K - $1.05M
3.56K $234K
IYK
Ishares U.S. Consumer Staples

ETFs
-14.6K
- 95.38%
$63.29 - $71.8 $923K - $1.05M
706 $50K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-18.7K
- 97.43%
$50.87 - $51.09 $953K - $957K
495 $25K
AIQ
Global X Funds Global X Artifi

ETFs
-24.1K
- 78.36%
$36.38 - $42.77 $877K - $1.03M
6.66K $242K
DFS
Discover Financial Services

Financial Services
-5.33K
- 75.59%
$152.99 - $203.25 $815K - $1.08M
1.72K $293K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.32K
- 94.0%
$402.49 - $513.76 $934K - $1.19M
148 $71K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-15.6K
- 27.05%
$59.15 - $62.71 $923K - $979K
42.1K $2.6M
PAYX
Paychex Inc

Industrials
-6.53K
- 94.15%
$136.06 - $154.52 $888K - $1.01M
406 $62K
USRT
Ishares Core U.S. Reit ETF

ETFs
-16K
- 43.19%
$55.14 - $60.29 $881K - $964K
21K $1.21M
TROW
Price T Rowe Group Inc

Financial Services
-7.89K
- 99.68%
$91.57 - $116.93 $722K - $922K
25 $2K
VDE
Vanguard Energy ETF

ETFs
-7.36K
- 92.13%
$119.14 - $132.76 $877K - $977K
629 $81K
DVN
Devon Energy Corp

Energy
-29K
- 68.58%
$33.15 - $38.55 $961K - $1.12M
13.3K $496K
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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