Jones Financial Companies Lllp Reduced Holdings in Q1 2025

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APPN
Appian Corp

Technology
-1.58M
- 99.98%
$28.81 - $37.23 $45.5M - $58.8M
276 $7K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-662K
- 99.66%
$64.47 - $70.13 $42.7M - $46.5M
2.27K $154K
WTM
White Mountains Insurance Group LTD

Financial Services
-23K
- 99.96%
$1818.58 - $1983.07 $41.7M - $45.5M
10 $19K
FIW
First Trust Water ETF

ETFs
-429K
- 99.83%
$99.48 - $106.74 $42.7M - $45.8M
713 $71K
JEF
Jefferies Financial Group Inc.

Financial Services
-796K
- 99.92%
$52.22 - $81.31 $41.6M - $64.7M
606 $32K
MANH
Manhattan Associates Inc

Technology
-238K
- 99.42%
$163.5 - $295.1 $38.9M - $70.1M
1.39K $241K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-447K
- 99.4%
$89.89 - $100.28 $40.2M - $44.8M
2.69K $247K
MEAR
Blackrock Short Maturity Munic

ETFs
-793K
- 97.77%
$49.97 - $50.36 $39.6M - $39.9M
18.1K $906K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-518K
- 99.23%
$68.9 - $76.16 $35.7M - $39.4M
3.99K $291K
CGXU
Capital Group Intl Focus Equit

ETFs
-1.52M
- 61.01%
$24.48 - $26.59 $37.1M - $40.3M
970K $23.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.56M
- 61.36%
$23.16 - $27.04 $36.2M - $42.3M
985K $23.1M
DLB
Dolby Laboratories, Inc.

Industrials
-429K
- 99.95%
$76.37 - $87.32 $32.8M - $37.5M
199 $15K
MAIN
Main Street Capital Corp

Financial Services
-588K
- 99.52%
$54.71 - $63.1 $32.2M - $37.1M
2.85K $161K
VTR
Ventas, Inc.

Real Estate
-478K
- 88.44%
$56.9 - $70.47 $27.2M - $33.6M
62.4K $4.29M
IQV
Iqvia Holdings Inc.

Healthcare
-185K
- 99.17%
$176.3 - $209.96 $32.5M - $38.7M
1.54K $270K
PVH
Pvh Corp.

Consumer Cyclical
-503K
- 99.9%
$63.81 - $107.78 $32.1M - $54.2M
479 $30K
TPG
Tpg Inc.

Financial Services
-684K
- 99.94%
$46.15 - $69.77 $31.6M - $47.7M
404 $19K
PPL
Ppl Corp

Utilities
-890K
- 97.81%
$31.68 - $36.11 $28.2M - $32.1M
20K $720K
MEOH
Methanex Corp

Basic Materials
-911K
- 99.99%
$35.09 - $53.61 $32M - $48.8M
95 $3K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-139K
- 97.28%
$221.78 - $273.45 $30.9M - $38.1M
3.9K $886K
GNRC
Generac Holdings Inc.

Industrials
-245K
- 97.98%
$126.65 - $164.06 $31.1M - $40.2M
5.04K $638K
CTAS
Cintas Corp

Industrials
-150K
- 87.19%
$182.09 - $208.14 $27.3M - $31.1M
22K $4.52M
HUBS
Hubspot Inc

Technology
-53.5K
- 99.11%
$571.29 - $819.71 $30.6M - $43.9M
481 $274K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-646K
- 94.62%
$44.68 - $46.49 $28.9M - $30M
36.7K $1.7M
PTC
Ptc Inc.

Technology
-191K
- 99.5%
$153.3 - $193.48 $29.3M - $36.9M
958 $148K
JPSE
J P Morgan Diversified Return

ETFs
-673K
- 89.94%
$42.78 - $48.51 $28.8M - $32.7M
75.3K $3.28M
REZ
Ishares Tr Residential And Mul

ETFs
-333K
- 98.55%
$78.21 - $88.48 $26M - $29.5M
4.91K $424K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-256K
- 95.57%
$106.46 - $114.75 $27.3M - $29.4M
11.9K $1.31M
ARGX
Argenx Se

Healthcare
-47.5K
- 99.61%
$571.0 - $671.75 $27.1M - $31.9M
188 $111K
EL
Estee Lauder Companies Inc

Consumer Defensive
-400K
- 72.45%
$64.26 - $85.48 $25.7M - $34.2M
152K $10M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-347K
- 87.41%
$73.11 - $77.43 $25.4M - $26.9M
50K $3.79M
EMB
Ishares Tr

ETFs
-286K
- 3.56%
$88.64 - $92.03 $25.3M - $26.3M
7.74M $701M
EVR
Evercore Inc.

Financial Services
-129K
- 99.18%
$190.28 - $291.27 $24.6M - $37.7M
1.07K $213K
AAXJ
Ishares Msci All Country Asia

ETFs
-348K
- 99.85%
$69.59 - $77.09 $24.2M - $26.8M
525 $38K
LRGF
Ishares Tr

ETFs
-445K
- 80.73%
$56.95 - $63.95 $25.3M - $28.4M
106K $6.14M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-292K
- 88.12%
$86.24 - $97.98 $25.2M - $28.6M
39.3K $3.43M
CMBS
Ishares Cmbs ETF

ETFs
-523K
- 97.76%
$47.16 - $48.21 $24.7M - $25.2M
12K $574K
VGT
Vanguard Information Technolog

ETFs
-46K
- 52.06%
$542.38 - $646.34 $24.9M - $29.7M
42.4K $23M
NEM
Newmont Corp

Basic Materials
-515K
- 95.5%
$37.79 - $48.39 $19.5M - $24.9M
24.3K $1.17M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-188K
- 100.0%
$122.15 - $153.79 $22.9M - $28.9M
1 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
-148K
- 97.94%
$161.03 - $235.53 $23.8M - $34.8M
3.11K $514K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-265K
- 68.08%
$85.29 - $92.57 $22.6M - $24.6M
124K $11.3M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-306K
- 99.62%
$76.17 - $85.05 $23.3M - $26.1M
1.16K $89K
CRS
Carpenter Technology Corp

Industrials
-130K
- 99.3%
$172.39 - $212.53 $22.4M - $27.6M
918 $166K
KAI
Kadant Inc

Industrials
-69.7K
- 99.75%
$335.28 - $398.39 $23.4M - $27.8M
172 $57K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-149K
- 98.14%
$157.04 - $169.58 $23.4M - $25.3M
2.84K $446K
NCA
Nuveen California Municipal Value Fund

Financial Services
-2.68M
- 98.97%
$8.41 - $8.73 $22.5M - $23.4M
27.8K $240K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-1.26M
- 99.7%
$18.18 - $19.42 $22.9M - $24.4M
3.8K $69K
SCSC
Scansource, Inc.

Technology
-672K
- 99.99%
$34.01 - $51.68 $22.8M - $34.7M
34 $1K
Activity Summary
Buys All Purchases 1844 New Holdings 11 Increased Positions 1833 Sells All Sells 1827 Reductions 1827 Sold out 0 Options Calls 0 Puts 0
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