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
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-1.85K
- 86.43%
$186.55 - $250.04 $346K - $463K
291 $58K
FTV
Fortive Corp

Technology
-5.67K
- 96.68%
$71.82 - $82.98 $408K - $471K
195 $14K
CRSP
Crispr Therapeutics Ag

Healthcare
-10.7K
- 95.34%
$34.03 - $53.02 $365K - $569K
525 $17K
SLF
Sun Life Financial Inc

Financial Services
-7.16K
- 97.95%
$54.05 - $59.19 $387K - $424K
150 $8K
RBLX
Roblox Corp

Communication Services
-7.35K
- 52.34%
$53.77 - $75.47 $395K - $555K
6.69K $390K
ZM
Zoom Video Communications, Inc.

Technology
-4.79K
- 55.08%
$72.23 - $88.64 $346K - $425K
3.91K $288K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-6.14K
- 84.78%
$64.6 - $69.89 $396K - $429K
1.1K $72K
RKT
Rocket Companies, Inc.

Financial Services
-36.4K
- 99.95%
$10.28 - $15.77 $374K - $574K
19 $0
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-16.3K
- 96.33%
$25.05 - $25.16 $409K - $411K
622 $15K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.9K
- 8.09%
$37.84 - $44.02 $185K - $216K
55.6K $2.14M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-9.49K
- 78.43%
$37.35 - $43.35 $355K - $411K
2.61K $98K
KRC
Kilroy Realty Corp

Real Estate
-9.93K
- 97.07%
$32.02 - $40.63 $318K - $403K
300 $9K
EOG
Eog Resources Inc

Energy
-3.56K
- 37.36%
$120.54 - $138.05 $429K - $491K
5.97K $765K
EEM
Ishares Msci Emerging Markets

ETFs
-9.75K
- 79.48%
$40.81 - $45.34 $398K - $442K
2.52K $109K
FDM
First Trust Dow Jones Select M

ETFs
-5.81K
- 89.06%
$61.73 - $71.81 $358K - $417K
713 $44K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-16.6K
- 95.3%
$25.2 - $68.74 $418K - $1.14M
819 $24K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.4K
- 77.15%
$37.07 - $40.63 $386K - $423K
3.08K $121K
HUM
Humana Inc

Healthcare
-1.58K
- 77.97%
$249.11 - $303.11 $394K - $480K
447 $118K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-8.49K
- 97.62%
$46.45 - $47.26 $394K - $401K
207 $9K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-16.6K
- 67.49%
N/A
7.99K $189K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-20.1K
- 19.34%
$16.76 - $17.69 $336K - $355K
83.7K $1.4M
XYL
Xylem Inc.

Industrials
-3.31K
- 91.31%
$114.02 - $132.04 $377K - $437K
315 $37K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-5.31K
- 80.5%
$81.78 - $131.92 $434K - $700K
1.29K $169K
IBDV
Ishares Tr

Technology
-17.7K
- 99.95%
$21.11 - $21.73 $375K - $386K
9 $0
BRO
Brown & Brown, Inc.

Financial Services
-3.73K
- 95.17%
$100.54 - $124.4 $375K - $464K
189 $23K
CPRT
Copart Inc

Consumer Cyclical
-6.48K
- 92.27%
$52.3 - $59.83 $339K - $388K
543 $30K
JWN
Nordstrom Inc

Consumer Cyclical
-15.5K
- 77.7%
$24.01 - $24.46 $371K - $378K
4.44K $108K
HAS
Hasbro, Inc.

Consumer Cyclical
-6.95K
- 70.12%
$56.16 - $69.06 $390K - $480K
2.96K $182K
PODD
Insulet Corp

Healthcare
-1.42K
- 92.99%
$237.06 - $288.29 $337K - $409K
107 $28K
FLNC
Fluence Energy, Inc.

Utilities
-23.2K
- 99.26%
$4.85 - $17.66 $112K - $409K
173 $0
IR
Ingersoll Rand Inc.

Industrials
-3.95K
- 81.17%
$79.44 - $94.23 $314K - $373K
917 $73K
NTRS
Northern Trust Corp

Financial Services
-3.57K
- 99.94%
$96.09 - $113.81 $343K - $406K
2 $0
HWM
Howmet Aerospace Inc.

Industrials
-4.9K
- 36.65%
$110.79 - $139.39 $543K - $683K
8.47K $1.1M
HCRB
Hartford Fds Exchange Traded T

ETFs
-10.5K
- 99.85%
$34.11 - $35.31 $358K - $371K
16 $0
EA
Electronic Arts Inc.

Communication Services
-2.45K
- 89.49%
$116.53 - $146.29 $286K - $359K
288 $41K
CATH
Global X Fds Global X S&P 500

ETFs
-4.97K
- 94.5%
$66.14 - $74.2 $329K - $369K
289 $19K
SSNC
Ss&C Technologies Holdings Inc

Technology
-4.77K
- 75.38%
$74.75 - $89.13 $356K - $425K
1.56K $129K
MPV
Barings Participation Investors

Financial Services
-20.4K
- 99.51%
$15.2 - $17.63 $310K - $359K
101 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-6.49K
- 84.42%
$38.18 - $50.93 $248K - $330K
1.2K $46K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-6.14K
- 41.36%
$50.93 - $57.24 $313K - $352K
8.71K $461K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
-49.9K
- 80.1%
N/A
12.4K $84K
AN
Autonation, Inc.

Consumer Cyclical
-1.98K
- 77.12%
$156.67 - $195.15 $311K - $387K
588 $95K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-4.04K
- 70.81%
$85.24 - $94.86 $344K - $383K
1.67K $151K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.7K
- 94.5%
$132.75 - $177.12 $358K - $478K
157 $23K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-12.3K
- 67.1%
$28.65 - $33.18 $353K - $408K
6.03K $190K
UPST
Upstart Holdings, Inc.

Financial Services
-5.45K
- 98.87%
$46.03 - $88.77 $251K - $484K
62 $2K
BKR
Baker Hughes CO

Energy
-8.14K
- 89.72%
$41.16 - $48.85 $335K - $397K
932 $40K
FFIN
First Financial Bankshares Inc

Financial Services
-9.21K
- 85.92%
$34.78 - $38.52 $320K - $355K
1.51K $54K
CHDN
Churchill Downs Inc

Consumer Cyclical
-2.04K
- 44.07%
$106.5 - $132.91 $217K - $271K
2.59K $287K
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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