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
DOW
Dow Inc.

Basic Materials
-16.7K
- 29.48%
$34.36 - $41.92 $573K - $699K
39.9K $1.39M
CAE
Cae Inc

Industrials
-33.9K
- 98.8%
$23.09 - $26.78 $784K - $909K
413 $10K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-17K
- 97.75%
$50.44 - $50.7 $859K - $864K
393 $19K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-6.58K
- 42.91%
$113.22 - $126.36 $745K - $831K
8.75K $1.01M
VST
Vistra Corp.

Utilities
-6.15K
- 95.93%
$108.49 - $191.89 $667K - $1.18M
261 $30K
FYX
First Tr Small Cap Core Alphad

ETFs
-7.68K
- 53.61%
$89.26 - $104.61 $685K - $803K
6.64K $598K
DDOG
Datadog, Inc.

Technology
-5.63K
- 84.92%
$98.68 - $151.89 $556K - $856K
1K $99K
AIG
American International Group, Inc.

Financial Services
-11.8K
- 92.96%
$70.5 - $86.94 $832K - $1.03M
893 $77K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-16.3K
- 45.87%
$40.15 - $47.73 $656K - $780K
19.3K $785K
HLI
Houlihan Lokey, Inc.

Financial Services
-4.77K
- 84.68%
$154.43 - $187.4 $737K - $895K
864 $139K
CPB
Campbell Soup CO

Consumer Defensive
-19.8K
- 95.14%
$37.29 - $42.04 $738K - $832K
1.01K $40K
XPO
Xpo Logistics, Inc.

Industrials
-6.23K
- 96.14%
$106.12 - $148.16 $661K - $922K
250 $26K
DFAX
Dimensional ETF Tr
-33.1K
- 97.72%
$24.45 - $27.2 $810K - $901K
772 $20K
MTB
M&T Bank Corp

Financial Services
-4.29K
- 80.43%
$170.47 - $201.98 $731K - $866K
1.04K $186K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-39.4K
- 22.47%
$20.64 - $20.73 $813K - $817K
136K $2.81M
IGOV
Ishares 1 3 International Trea

ETFs
-21.8K
- 34.75%
$37.39 - $39.79 $816K - $868K
41K $1.62M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-16.4K
- 95.21%
$47.59 - $50.79 $781K - $833K
826 $41K
PFG
Principal Financial Group Inc

Financial Services
-10.3K
- 92.69%
$76.34 - $89.04 $790K - $921K
816 $68K
FDN
First Tr Fd Dow Jones

ETFs
-2.2K
- 15.05%
$221.38 - $266.86 $487K - $587K
12.4K $2.76M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.86K
- 88.19%
$275.89 - $345.24 $789K - $987K
383 $132K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-9.12K
- 97.03%
$77.0 - $93.47 $702K - $852K
279 $23K
FRME
First Merchants Corp

Financial Services
-19.5K
- 97.62%
$37.99 - $45.25 $741K - $882K
475 $19K
BWA
Borgwarner Inc

Consumer Cyclical
-24.3K
- 97.27%
$27.78 - $32.9 $675K - $799K
682 $19K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.98K
- 56.53%
$77.7 - $78.94 $775K - $788K
7.67K $605K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-19.1K
- 74.78%
$39.18 - $43.52 $748K - $831K
6.44K $269K
IQDF
Flexshares International Quali

ETFs
-33.2K
- 88.35%
$23.0 - $25.77 $764K - $855K
4.38K $109K
FLO
Flowers Foods Inc

Consumer Defensive
-37K
- 99.73%
$18.05 - $20.78 $668K - $769K
100 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
-3.61K
- 97.12%
$194.65 - $222.86 $702K - $804K
107 $22K
FANG
Diamondback Energy, Inc.

Energy
-4.57K
- 68.04%
$139.9 - $180.18 $640K - $824K
2.15K $343K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-15.8K
- 20.28%
$55.47 - $61.45 $879K - $973K
62.2K $3.67M
ICLN
Ishares

ETFs
-66.5K
- 98.06%
$10.94 - $11.86 $728K - $789K
1.32K $15K
ON
On Semiconductor Corp

Technology
-11.8K
- 97.47%
$40.69 - $64.51 $482K - $764K
308 $12K
DRI
Darden Restaurants Inc

Consumer Cyclical
-4.07K
- 92.75%
$180.02 - $208.56 $732K - $848K
318 $66K
ROAD
Construction Partners, Inc.

Industrials
-8.21K
- 85.09%
$67.61 - $93.18 $555K - $765K
1.44K $103K
ROUS
Hartford Multifactor Us Equity

ETFs
-14.5K
- 97.38%
$49.44 - $53.78 $717K - $780K
390 $19K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-21.8K
- 83.44%
$32.57 - $35.82 $709K - $780K
4.32K $143K
MCK
Mckesson Corp

Healthcare
-2.11K
- 31.63%
$566.21 - $672.99 $1.19M - $1.42M
4.55K $3.06M
MPWR
Monolithic Power Systems Inc

Technology
-1.23K
- 98.72%
$565.7 - $720.25 $698K - $888K
16 $9K
DCI
Donaldson CO Inc

Industrials
-10.8K
- 78.47%
$66.51 - $72.28 $720K - $782K
2.97K $199K
PII
Polaris Inc.

Consumer Cyclical
-12.4K
- 94.83%
$40.9 - $58.36 $507K - $724K
677 $27K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-7.32K
- 40.0%
$107.24 - $116.37 $785K - $852K
11K $1.28M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3.74K
- 76.86%
$157.11 - $206.52 $588K - $773K
1.13K $189K
SNY
Sanofi

Healthcare
-14.9K
- 98.45%
$48.15 - $59.42 $717K - $885K
234 $12K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.61K
- 14.41%
$161.05 - $222.93 $259K - $358K
9.54K $1.75M
PINS
Pinterest, Inc.

Communication Services
-24.6K
- 98.4%
$29.79 - $40.0 $733K - $984K
400 $12K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-35.2K
- 99.31%
$18.61 - $21.28 $655K - $748K
243 $4K
URA
Global X Uranium ETF

ETFs
-23.1K
- 50.09%
$22.92 - $30.98 $528K - $714K
23K $526K
TM
Toyota Motor Corp

Consumer Cyclical
-3.49K
- 79.91%
$176.53 - $195.35 $616K - $682K
878 $154K
IAT
Ishares Tr

ETFs
-11.6K
- 28.01%
$44.84 - $53.56 $518K - $619K
29.7K $1.39M
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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