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
KLAC
Kla Corp

Technology
-1.14K
- 63.55%
$636.62 - $777.63 $723K - $883K
651 $442K
EEMV
Ishares Msci Emerging Markets

ETFs
-11.7K
- 99.66%
$57.07 - $59.29 $669K - $695K
40 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
-4.96K
- 69.24%
$119.38 - $161.42 $592K - $801K
2.2K $263K
FNDX
Schwab Fundamental U S Large C

ETFs
-28.1K
- 15.12%
$23.03 - $25.01 $648K - $704K
158K $3.73M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-169K
- 99.88%
$3.92 - $4.13 $661K - $697K
200 $0
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-48.8K
- 99.8%
$13.59 - $14.05 $663K - $685K
100 $1K
CINF
Cincinnati Financial Corp

Financial Services
-4.61K
- 89.04%
$133.67 - $147.81 $616K - $681K
567 $83K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-22K
- 96.8%
$29.82 - $30.1 $657K - $663K
729 $21K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-5.17K
- 97.69%
$103.02 - $140.69 $532K - $727K
122 $12K
ONON
On Holding Ag

Consumer Cyclical
-10.5K
- 61.29%
$43.92 - $63.62 $463K - $670K
6.65K $292K
KSS
Kohls Corp

Consumer Cyclical
-45.6K
- 99.33%
$8.06 - $14.12 $368K - $644K
308 $2K
TU
Telus Corp

Communication Services
-47.2K
- 97.79%
$13.63 - $16.07 $643K - $758K
1.07K $15K
PHM
Pultegroup Inc

Consumer Cyclical
-5.86K
- 98.99%
$101.09 - $118.51 $593K - $695K
60 $6K
UBS
Ubs Group Ag

Financial Services
-20.9K
- 94.7%
$30.28 - $35.78 $632K - $746K
1.17K $35K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-9.42K
- 64.77%
$55.05 - $64.52 $519K - $608K
5.13K $288K
HCA
Hca Healthcare, Inc.

Healthcare
-2.19K
- 76.53%
$296.7 - $345.55 $650K - $757K
672 $232K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-13.1K
- 94.29%
$42.3 - $53.69 $554K - $703K
793 $41K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-12.3K
- 58.54%
$39.97 - $48.7 $490K - $597K
8.69K $347K
NUE
Nucor Corp

Basic Materials
-5.31K
- 98.04%
$114.48 - $142.52 $608K - $757K
106 $12K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-26.4K
- 54.08%
$23.32 - $23.84 $615K - $629K
22.4K $524K
WSM
Williams Sonoma Inc

Consumer Cyclical
-3.23K
- 82.69%
$158.1 - $217.71 $511K - $703K
676 $106K
SR
Spire Inc

Utilities
-9.17K
- 92.46%
$65.62 - $78.25 $602K - $718K
748 $58K
SLB
Schlumberger Limited

Energy
-18.4K
- 41.14%
$38.4 - $43.74 $706K - $804K
26.3K $1.1M
ILMN
Illumina, Inc.

Healthcare
-4.55K
- 98.32%
$79.34 - $144.22 $361K - $657K
78 $6K
MRNA
Moderna, Inc.

Healthcare
-14.6K
- 98.65%
$28.35 - $47.53 $415K - $696K
200 $5K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-5.76K
- 57.88%
$94.5 - $110.71 $544K - $637K
4.19K $402K
LMAT
Lemaitre Vascular Inc

Healthcare
-6.54K
- 93.55%
$78.82 - $104.0 $515K - $680K
451 $37K
CMA
Comerica Inc

Financial Services
-9.65K
- 89.69%
$56.11 - $68.38 $542K - $660K
1.11K $65K
SONY
Sony Group Corp

Technology
-28.6K
- 93.77%
$19.88 - $25.64 $569K - $733K
1.9K $48K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-25.4K
- 98.61%
$23.29 - $23.9 $593K - $608K
359 $8K
NTRA
Natera, Inc.

Healthcare
-3.76K
- 97.01%
$132.63 - $177.0 $499K - $666K
116 $16K
UAL
United Airlines Holdings, Inc.

Industrials
-3.55K
- 28.43%
$69.05 - $110.52 $245K - $392K
8.94K $617K
LNG
Cheniere Energy, Inc.

Energy
-2.88K
- 65.13%
$209.32 - $253.66 $604K - $732K
1.54K $357K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-22.7K
- 96.74%
$25.54 - $27.64 $579K - $627K
764 $20K
ING
Ing Groep Nv

Financial Services
-37.8K
- 97.62%
$15.51 - $20.74 $587K - $785K
923 $18K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-36.1K
- 93.18%
$15.13 - $18.07 $546K - $652K
2.64K $43K
HBAN
Huntington Bancshares Inc

Financial Services
-36K
- 99.12%
$14.28 - $17.39 $515K - $627K
319 $4K
HAL
Halliburton CO

Energy
-21.3K
- 86.56%
$24.15 - $29.9 $515K - $638K
3.32K $84K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.64K
- 50.73%
$67.03 - $74.61 $512K - $570K
7.42K $504K
ADM
Archer Daniels Midland CO

Consumer Defensive
-11.2K
- 93.29%
$45.22 - $52.17 $508K - $586K
808 $38K
MLM
Martin Marietta Materials Inc

Basic Materials
-1.08K
- 92.02%
$460.39 - $552.64 $499K - $599K
94 $44K
FE
Firstenergy Corp

Utilities
-14.1K
- 95.28%
$37.95 - $43.5 $536K - $614K
700 $28K
AX
Axos Financial, Inc.

Financial Services
-7.98K
- 99.85%
$61.63 - $73.1 $492K - $583K
12 $0
GIB
Cgi Inc

Technology
-4.89K
- 67.62%
$98.12 - $122.43 $480K - $599K
2.34K $234K
ATI
Allegheny Technologies Inc

Industrials
-10.1K
- 95.44%
$50.0 - $65.86 $504K - $664K
482 $25K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-5.11K
- 95.69%
$106.44 - $113.12 $544K - $578K
230 $25K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-8.53K
- 20.36%
$41.78 - $50.35 $357K - $430K
33.4K $1.43M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.52K
- 84.53%
$100.32 - $100.76 $554K - $557K
1.01K $101K
UAA
Under Armour, Inc.

Consumer Cyclical
-66K
- 94.75%
$6.25 - $8.66 $413K - $572K
3.66K $22K
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
Track This Portfolio

Track Jones Financial Companies Lllp Portfolio

Follow Jones Financial Companies Lllp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jones Financial Companies Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Jones Financial Companies Lllp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email