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
SCHO
Schwab Short Term Us Treasury

ETFs
-23.1K
- 75.13%
$24.1 - $24.34 $556K - $561K
7.63K $185K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-9.28K
- 84.53%
$55.97 - $64.13 $519K - $595K
1.7K $95K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-763
- 93.97%
$634.14 - $744.83 $484K - $568K
49 $31K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-21.4K
- 90.41%
$25.44 - $25.58 $545K - $548K
2.27K $58K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-58.5K
- 97.98%
$9.19 - $12.93 $537K - $756K
1.21K $13K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-4.33K
- 41.44%
$105.28 - $121.93 $456K - $528K
6.12K $667K
AVES
American Centy ETF Tr Avantis

ETFs
-11.7K
- 98.77%
$44.71 - $48.65 $522K - $568K
146 $6K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-9.06K
- 77.81%
$55.05 - $58.37 $499K - $529K
2.58K $143K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11.7K
- 93.24%
$40.03 - $46.81 $470K - $549K
850 $34K
AUB
Atlantic Union Bankshares Corp

Financial Services
-13.9K
- 99.46%
$30.68 - $39.07 $427K - $544K
76 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-17.6K
- 61.73%
$18.53 - $29.07 $325K - $511K
10.9K $206K
CRBG
Corebridge Financial, Inc.

Financial Services
-17.6K
- 94.16%
$29.61 - $34.68 $520K - $609K
1.09K $34K
ETSY
Etsy Inc

Consumer Cyclical
-9.77K
- 90.56%
$44.4 - $57.29 $434K - $560K
1.02K $48K
MLPA
Global X Mlp ETF

ETFs
-10.8K
- 71.32%
$49.83 - $54.53 $539K - $590K
4.35K $231K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-10.4K
- 92.91%
$49.75 - $50.27 $516K - $521K
791 $39K
RSG
Republic Services, Inc.

Industrials
-3K
- 58.76%
$200.09 - $242.16 $600K - $726K
2.1K $509K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-21.4K
- 99.14%
$23.9 - $24.18 $512K - $518K
186 $4K
NET
Cloudflare, Inc.

Technology
-4.76K
- 94.71%
$110.71 - $176.5 $527K - $840K
266 $29K
RWT
Redwood Trust Inc

Real Estate
-77.7K
- 99.8%
$6.01 - $6.72 $467K - $522K
154 $0
MGM
Mgm Resorts International

Consumer Cyclical
-14.5K
- 99.32%
$29.64 - $40.37 $430K - $586K
100 $2K
GBX
Greenbrier Companies Inc

Industrials
-8.16K
- 99.67%
$51.22 - $70.7 $418K - $577K
27 $1K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.99K
- 19.33%
$173.56 - $210.67 $345K - $419K
8.3K $1.44M
WPP
Wpp PLC

Communication Services
-9.28K
- 90.74%
$37.96 - $51.07 $352K - $474K
947 $35K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-7.93K
- 92.7%
$58.38 - $64.16 $463K - $509K
625 $37K
GWRE
Guidewire Software, Inc.

Technology
-2.89K
- 96.05%
$166.74 - $218.22 $482K - $631K
119 $22K
GWW
W.W. Grainger, Inc.

Industrials
-420
- 41.26%
$953.54 - $1132.42 $400K - $476K
598 $590K
PRN
Invesco Dwa Industrials Moment

ETFs
-3.13K
- 99.59%
$134.74 - $169.56 $422K - $531K
13 $1K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-5.99K
- 67.51%
$66.66 - $82.75 $399K - $495K
2.88K $193K
WCC
Wesco International Inc

Industrials
-2.53K
- 76.22%
$155.3 - $199.95 $392K - $505K
788 $122K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-21.4K
- 95.45%
$21.73 - $23.02 $465K - $493K
1.02K $23K
BAX
Baxter International Inc

Healthcare
-16.9K
- 82.53%
$29.26 - $36.57 $494K - $618K
3.58K $122K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-9.86K
- 86.87%
$44.19 - $55.09 $436K - $543K
1.49K $65K
EXC
Exelon Corp

Utilities
-12.6K
- 93.76%
$37.3 - $46.08 $469K - $579K
836 $38K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.89K
- 53.84%
$48.43 - $49.9 $479K - $493K
8.48K $423K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-3.93K
- 45.27%
$109.15 - $120.99 $429K - $475K
4.75K $535K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9K
- 60.5%
$51.52 - $52.37 $464K - $471K
5.88K $307K
BLDR
Builders First Source, Inc.

Industrials
-3.23K
- 99.6%
$122.8 - $173.51 $397K - $561K
13 $1K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-7.47K
- 85.36%
$58.79 - $65.0 $439K - $486K
1.28K $76K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-18.7K
- 65.96%
$24.22 - $24.86 $454K - $466K
9.67K $236K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.08K
- 41.84%
$161.27 - $192.3 $335K - $400K
2.89K $466K
AMP
Ameriprise Financial Inc

Financial Services
-763
- 45.58%
$472.29 - $575.13 $360K - $439K
911 $441K
CHWY
Chewy, Inc.

Consumer Cyclical
-13.3K
- 98.97%
$31.83 - $39.8 $425K - $531K
139 $4K
PARA
Paramount Global

Communication Services
-42.8K
- 99.46%
$10.16 - $12.14 $435K - $520K
234 $2K
PAYC
Paycom Software, Inc.

Technology
-2.21K
- 73.07%
$199.42 - $225.82 $442K - $500K
816 $178K
IGRO
Ishares Tr International Divid

ETFs
-6.64K
- 74.94%
$66.91 - $73.87 $445K - $491K
2.22K $160K
CFG
Citizens Financial Group Inc

Financial Services
-9.96K
- 89.92%
$39.73 - $48.36 $396K - $481K
1.12K $45K
APP
App Lovin Corp

Technology
-1.23K
- 64.74%
$238.08 - $510.13 $293K - $628K
671 $177K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-21.7K
- 79.97%
$20.03 - $20.68 $435K - $449K
5.44K $112K
CBRE
Cbre Group, Inc.

Real Estate
-3.3K
- 71.65%
$121.79 - $147.13 $402K - $486K
1.31K $170K
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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