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
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.34K
- 2.56%
$79.17 - $82.04 $502K - $520K
241K $19.7M
WPC
W. P. Carey Inc.

Real Estate
-2.8K
- 90.42%
$53.5 - $65.05 $150K - $182K
297 $18K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-1.93K
- 97.92%
$74.36 - $83.68 $144K - $162K
41 $3K
OI
O I Glass, Inc.

Consumer Cyclical
-13.7K
- 91.58%
$10.17 - $12.26 $140K - $168K
1.26K $14K
USLM
United States Lime & Minerals Inc

Basic Materials
-1.08K
- 90.66%
$85.17 - $125.32 $91.7K - $135K
111 $9K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
-12.5K
- 99.08%
$11.8 - $12.22 $147K - $152K
116 $1K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-3.09K
- 87.08%
$44.87 - $56.71 $139K - $175K
459 $22K
AUR
Aurora Innovation, Inc.

Technology
-23.2K
- 96.62%
$6.1 - $10.19 $142K - $237K
814 $5K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.42K
- 28.61%
$48.65 - $66.04 $69.2K - $93.9K
3.55K $189K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-4.39K
- 94.89%
$32.66 - $36.43 $143K - $160K
236 $8K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.9K
- 4.19%
$33.28 - $36.41 $96.4K - $106K
66.3K $2.27M
SNAP
Snap Inc

Communication Services
-12.2K
- 74.53%
$8.37 - $12.57 $102K - $154K
4.18K $36K
MAC
Macerich CO

Real Estate
-6.98K
- 99.29%
$15.88 - $20.87 $111K - $146K
50 $0
FNDB
Schwab Fundamental U S Broad M

ETFs
-5.83K
- 91.98%
$22.52 - $24.48 $131K - $143K
508 $11K
PDCO
Patterson Companies, Inc.

Healthcare
-4.38K
- 81.42%
$30.8 - $31.25 $135K - $137K
1K $31K
KD
Kyndryl Holdings, Inc.

Technology
-3.74K
- 72.75%
$31.32 - $43.45 $117K - $162K
1.4K $43K
TBBK
Bancorp, Inc.

Financial Services
-2.57K
- 37.12%
$49.74 - $62.75 $128K - $162K
4.36K $230K
STEW
Boulder Growth & Income Fund

Financial Services
-8.42K
- 91.26%
$15.76 - $17.3 $133K - $146K
806 $13K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-35.1K
- 99.95%
$2.15 - $4.21 $75.5K - $148K
17 $0
DAVA
Endava PLC

Technology
-1.98K
- 23.89%
$19.51 - $34.49 $38.6K - $68.3K
6.31K $123K
FOUR
Shift4 Payments, Inc.

Technology
-1.28K
- 98.84%
$81.71 - $125.66 $104K - $160K
15 $1K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
-108
- 0.54%
$39.22 - $49.82 $4.24K - $5.38K
20K $856K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-397
- 98.27%
$243.0 - $367.0 $96.5K - $146K
7 $1K
CW
Curtiss Wright Corp

Industrials
-367
- 96.83%
$304.82 - $384.07 $112K - $141K
12 $3K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-5.75K
- 58.82%
$22.42 - $23.22 $129K - $134K
4.03K $92K
TMDX
Trans Medics Group, Inc.

Healthcare
-2.07K
- 99.61%
$56.73 - $79.42 $117K - $164K
8 $0
ICHR
Ichor Holdings, Ltd.

Technology
-3.85K
- 91.78%
$22.61 - $35.08 $87.1K - $135K
345 $7K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-3.52K
- 91.36%
$36.09 - $38.27 $127K - $135K
333 $12K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.08K
- 32.87%
$42.18 - $45.16 $130K - $139K
6.29K $278K
MANU
Manchester United PLC

Communication Services
-6.84K
- 81.23%
$13.09 - $17.0 $89.6K - $116K
1.58K $20K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.42K
- 9.03%
$28.62 - $36.65 $40.5K - $51.9K
14.3K $407K
DHI
Horton D R Inc

Consumer Cyclical
-21
- 0.22%
$125.29 - $147.65 $2.63K - $3.1K
9.51K $1.21M
HRL
Hormel Foods Corp

Consumer Defensive
-3.78K
- 22.98%
$28.29 - $31.52 $107K - $119K
12.7K $392K
LEVI
Levi Strauss & CO

Consumer Cyclical
-7.16K
- 98.76%
$15.59 - $19.22 $112K - $138K
90 $1K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.32K
- 36.1%
$93.32 - $95.35 $123K - $126K
2.34K $219K
STAG
Stag Industrial, Inc.

Real Estate
-3.74K
- 81.65%
$32.39 - $37.07 $121K - $139K
840 $30K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-3.13K
- 60.17%
$41.46 - $45.98 $130K - $144K
2.08K $91K
EQH
Equitable Holdings, Inc.

Financial Services
-2.62K
- 94.62%
$47.64 - $55.68 $125K - $146K
149 $7K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-3.12K
- 89.93%
$36.14 - $40.81 $113K - $127K
350 $12K
RYAAY
Ryanair Holdings PLC

Industrials
-2.8K
- 95.57%
$41.54 - $50.08 $116K - $140K
130 $5K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-20.6K
- 99.74%
$5.56 - $6.2 $114K - $128K
53 $0
OKTA
Okta, Inc.

Technology
-1.58K
- 85.71%
$78.83 - $116.72 $125K - $185K
264 $27K
EQNR
Equinor Asa

Energy
-4.95K
- 95.19%
$22.37 - $26.45 $111K - $131K
250 $6K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.53K
- 68.99%
$46.26 - $47.48 $117K - $120K
1.14K $53K
KBR
Kbr, Inc.

Industrials
-2K
- 92.07%
$47.88 - $60.47 $95.6K - $121K
172 $8K
ROL
Rollins Inc

Consumer Cyclical
-2.49K
- 93.83%
$45.65 - $54.03 $114K - $135K
164 $8K
ASTS
Ast Space Mobile, Inc.

Communication Services
-5.42K
- 99.3%
$17.72 - $33.8 $96K - $183K
38 $0
TECH
Bio Techne Corp

Healthcare
-1.49K
- 70.94%
$58.47 - $78.75 $86.9K - $117K
609 $35K
LKFN
Lakeland Financial Corp

Financial Services
-1.61K
- 78.03%
$59.44 - $69.54 $95.6K - $112K
453 $26K
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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