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
PSR
Invesco Actively

ETFs
-246K
- 98.37%
$86.57 - $95.84 $21.3M - $23.6M
4.08K $377K
VEEV
Veeva Systems Inc

Healthcare
-96K
- 92.26%
$210.58 - $246.8 $20.2M - $23.7M
8.05K $1.86M
VLUE
Ishares Msci Usa Value Factor

ETFs
-196K
- 84.08%
$104.89 - $113.56 $20.5M - $22.2M
37K $3.95M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-529K
- 99.59%
$38.84 - $41.54 $20.6M - $22M
2.17K $84K
AZZ
Azz Inc

Industrials
-239K
- 99.96%
$82.13 - $99.01 $19.6M - $23.7M
99 $8K
RPD
Rapid7, Inc.

Technology
-749K
- 99.99%
$26.51 - $39.81 $19.9M - $29.8M
99 $2K
VMI
Valmont Industries Inc

Industrials
-69.6K
- 99.95%
$285.37 - $376.98 $19.9M - $26.2M
34 $9K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-400K
- 10.17%
$49.25 - $50.66 $19.7M - $20.3M
3.53M $175M
DUOL
Duolingo, Inc.

Technology
-63.8K
- 99.65%
$272.49 - $441.39 $17.4M - $28.2M
223 $69K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-217K
- 99.99%
$88.44 - $101.55 $19.2M - $22.1M
15 $1K
SHYD
Vaneck Short High Yield Muni E

ETFs
-857K
- 97.03%
$22.46 - $22.9 $19.2M - $19.6M
26.2K $589K
IETC
Ishares U S ETF Tr

ETFs
-246K
- 99.98%
$74.94 - $89.98 $18.4M - $22.1M
40 $2K
ONTO
Onto Innovation Inc.

Technology
-150K
- 99.9%
$121.34 - $224.5 $18.2M - $33.6M
155 $18K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-145K
- 99.72%
$125.01 - $201.52 $18.1M - $29.2M
409 $51K
PATK
Patrick Industries Inc

Consumer Cyclical
-213K
- 99.85%
$82.13 - $97.92 $17.5M - $20.9M
310 $26K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-216K
- 41.05%
$81.62 - $96.63 $17.6M - $20.9M
310K $25.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-153K
- 42.8%
$110.9 - $132.93 $16.9M - $20.3M
204K $23.2M
EMN
Eastman Chemical CO

Basic Materials
-196K
- 98.23%
$87.05 - $103.47 $17.1M - $20.3M
3.53K $311K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-277K
- 66.5%
$58.32 - $65.09 $16.2M - $18M
140K $8.4M
IBB
Ishares Biotechnology ETF

ETFs
-129K
- 85.27%
$127.9 - $140.56 $16.5M - $18.1M
22.3K $2.85M
VHT
Vanguard Health Care ETF

ETFs
-62K
- 63.1%
$254.06 - $273.83 $15.8M - $17M
36.3K $9.6M
AMRN
Amarin Corp Plcuk

Healthcare
-1.81M
- 99.97%
$0.4 - $8.96 $725K - $16.2M
523 $4K
BCO
Brinks CO

Industrials
-186K
- 99.93%
$83.39 - $96.29 $15.5M - $17.9M
133 $11K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-311K
- 96.71%
$49.67 - $51.43 $15.5M - $16M
10.6K $541K
HEES
H&E Equipment Services, Inc.

Industrials
-168K
- 93.32%
$43.93 - $100.57 $7.36M - $16.9M
12K $1.14M
DBX
Dropbox, Inc.

Technology
-590K
- 99.86%
$24.55 - $33.27 $14.5M - $19.6M
822 $21K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-47K
- 99.37%
$308.87 - $383.33 $14.5M - $18M
298 $97K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-655K
- 99.98%
$22.77 - $22.94 $14.9M - $15M
162 $3K
SNDR
Schneider National, Inc.

Industrials
-645K
- 100.0%
$22.65 - $30.73 $14.6M - $19.8M
20 $0
IXJ
Ishares Global Healthcare ETF

ETFs
-161K
- 94.88%
$86.01 - $94.19 $13.9M - $15.2M
8.71K $794K
TOST
Toast, Inc.

Technology
-433K
- 98.42%
$32.61 - $41.98 $14.1M - $18.2M
6.96K $230K
PBA
Pembina Pipeline Corp

Energy
-357K
- 93.0%
$35.13 - $40.12 $12.5M - $14.3M
26.8K $1.07M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-127K
- 95.89%
$111.56 - $223.11 $14.1M - $28.3M
5.43K $606K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-475K
- 99.92%
$29.34 - $31.31 $13.9M - $14.9M
376 $11K
VIS
Vanguard Industrial ETF

ETFs
-53.9K
- 87.31%
$243.63 - $273.99 $13.1M - $14.8M
7.84K $1.94M
AER
Aer Cap Holdings N.V.

Industrials
-129K
- 99.18%
$94.11 - $105.78 $12.2M - $13.7M
1.07K $109K
DISV
Dimensional ETF Tr Dimensional

ETFs
-437K
- 96.39%
$26.09 - $30.21 $11.4M - $13.2M
16.4K $476K
VONE
Vanguard Russell 1000 ETF

ETFs
-49.7K
- 63.76%
$250.16 - $278.79 $12.4M - $13.8M
28.2K $7.16M
IXG
Ishares Global Fin'L ETF

ETFs
-122K
- 98.3%
$94.45 - $105.01 $11.5M - $12.8M
2.12K $218K
FICO
Fair Isaac Corp

Technology
-6.73K
- 94.59%
$1695.35 - $2030.47 $11.4M - $13.7M
385 $710K
AON
Aon PLC

Financial Services
-30.9K
- 88.49%
$348.44 - $409.32 $10.8M - $12.7M
4.02K $1.6M
YUM
Yum Brands Inc

Consumer Cyclical
-78.2K
- 87.43%
$123.25 - $162.53 $9.64M - $12.7M
11.2K $1.77M
LYV
Live Nation Entertainment, Inc.

Communication Services
-92.3K
- 98.46%
$115.79 - $154.66 $10.7M - $14.3M
1.44K $188K
ITB
Ishares Tr

ETFs
-126K
- 90.35%
$93.86 - $111.45 $11.8M - $14.1M
13.5K $1.28M
KFRC
Kforce Inc

Industrials
-245K
- 99.87%
$48.42 - $56.93 $11.9M - $13.9M
315 $15K
DOV
Dover Corp

Industrials
-66.4K
- 84.37%
$174.65 - $206.43 $11.6M - $13.7M
12.3K $2.16M
BANC
Banc Of California, Inc.

Financial Services
-813K
- 99.47%
$12.94 - $16.52 $10.5M - $13.4M
4.36K $61K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-44.7K
- 36.82%
$254.58 - $302.92 $11.4M - $13.5M
76.7K $19.6M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-59.4K
- 97.47%
$191.06 - $228.87 $11.3M - $13.6M
1.54K $295K
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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