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
MDLZ
Mondelez International, Inc.

Consumer Defensive
-198K
- 48.97%
$56.12 - $68.15 $11.1M - $13.5M
206K $14M
RF
Regions Financial Corp

Financial Services
-427K
- 94.92%
$20.84 - $24.77 $8.91M - $10.6M
22.9K $496K
CHKP
Check Point Software Technologies LTD

Technology
-55.6K
- 84.8%
$179.88 - $231.31 $10M - $12.9M
9.96K $2.27M
AXP
American Express CO

Financial Services
-33.1K
- 88.16%
$255.39 - $325.87 $8.44M - $10.8M
4.44K $1.19M
NTR
Nutrien Ltd.

Basic Materials
-221K
- 99.4%
$45.28 - $53.84 $9.99M - $11.9M
1.34K $66K
NVS
Novartis Ag

Healthcare
-106K
- 77.27%
$97.14 - $115.57 $10.3M - $12.2M
31.1K $3.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
-29.3K
- 56.18%
$308.86 - $455.36 $9.06M - $13.4M
22.9K $8.07M
MO
Altria Group, Inc.

Consumer Defensive
-187K
- 95.86%
$50.81 - $60.02 $9.51M - $11.2M
8.09K $485K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-178K
- 42.43%
$48.02 - $53.02 $8.57M - $9.46M
242K $12M
XLI
Industrial Sector Spdr

ETFs
-69.9K
- 97.64%
$128.78 - $141.67 $9M - $9.9M
1.69K $221K
USFR
Wisdomtree Floating Rate Treas

ETFs
-182K
- 99.63%
$50.29 - $50.5 $9.15M - $9.19M
684 $34K
BA
Boeing CO

Industrials
-51.4K
- 95.69%
$148.15 - $186.25 $7.62M - $9.58M
2.31K $394K
IXUS
Ishares Tr

ETFs
-162K
- 25.95%
$65.06 - $72.31 $10.5M - $11.7M
461K $32.2M
GS
Goldman Sachs Group Inc

Financial Services
-15.5K
- 78.54%
$524.81 - $672.19 $8.14M - $10.4M
4.24K $2.32M
ALL
Allstate Corp

Financial Services
-52K
- 42.0%
$180.99 - $210.18 $9.41M - $10.9M
71.8K $14.9M
STT
State Street Corp

Financial Services
-88.1K
- 68.71%
$84.47 - $102.23 $7.44M - $9.01M
40.1K $3.59M
XLE
Energy Sector Spdr

ETFs
-105K
- 95.13%
$85.7 - $93.96 $9M - $9.86M
5.37K $502K
SYK
Stryker Corp

Healthcare
-24.8K
- 90.7%
$355.18 - $399.9 $8.79M - $9.9M
2.54K $945K
C
Citigroup Inc

Financial Services
-125K
- 86.87%
$67.23 - $84.63 $8.41M - $10.6M
18.9K $1.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-258K
- 19.99%
$25.58 - $29.24 $6.59M - $7.53M
1.03M $27M
FISV
Fiserv Inc

Technology
-68.6K
- 58.65%
N/A
48.4K $6.06M
ETN
Eaton Corp PLC

Industrials
-25K
- 90.84%
$271.83 - $371.23 $6.81M - $9.29M
2.53K $686K
TPR
Tapestry, Inc.

Consumer Cyclical
-130K
- 98.24%
$65.63 - $89.21 $8.5M - $11.6M
2.32K $163K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-168K
- 93.44%
$45.72 - $51.73 $7.69M - $8.7M
11.8K $542K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-55.5K
- 39.31%
$121.0 - $142.28 $6.71M - $7.89M
85.6K $10.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-55.5K
- 20.79%
$96.3 - $112.23 $5.34M - $6.23M
211K $20.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-141K
- 99.97%
$58.04 - $65.84 $8.18M - $9.28M
48 $3K
LUV
Southwest Airlines CO

Industrials
-245K
- 43.49%
$28.18 - $34.84 $6.89M - $8.52M
318K $10.7M
ACN
Accenture PLC

Technology
-20.3K
- 43.88%
$300.91 - $398.25 $6.11M - $8.09M
26K $8.11M
IWV
Ishares Russell 3000 ETF

ETFs
-19.7K
- 17.5%
$313.1 - $349.83 $6.18M - $6.9M
93K $29.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-43.4K
- 42.12%
$140.44 - $166.79 $6.09M - $7.23M
59.6K $8.37M
TRP
Tc Energy Corp

Energy
-173K
- 98.79%
$44.29 - $49.27 $7.66M - $8.53M
2.12K $100K
LVHI
Franklin International Low Vol

ETFs
-263K
- 98.91%
$30.53 - $32.85 $8.04M - $8.65M
2.91K $94K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-283K
- 94.01%
$24.91 - $29.02 $7.06M - $8.22M
18K $451K
KEYS
Keysight Technologies, Inc.

Technology
-48.7K
- 92.47%
$148.16 - $185.11 $7.21M - $9.01M
3.96K $593K
AME
Ametek Inc

Industrials
-42K
- 59.3%
$170.39 - $190.43 $7.16M - $8M
28.8K $4.96M
PH
Parker Hannifin Corp

Industrials
-12.2K
- 85.88%
$591.65 - $707.05 $7.2M - $8.6M
2K $1.22M
ARDX
Ardelyx, Inc.

Healthcare
-1.44M
- 99.25%
$4.91 - $6.36 $7.08M - $9.17M
10.9K $53K
ZTS
Zoetis Inc.

Healthcare
-45.6K
- 45.9%
$156.48 - $175.67 $7.14M - $8.02M
53.8K $8.86M
CGCP
Capital Group Core Plus Income

ETFs
-338K
- 34.03%
$21.94 - $22.64 $7.42M - $7.66M
656K $14.7M
PLD
Prologis, Inc.

Real Estate
-70.7K
- 72.71%
$103.59 - $124.04 $7.32M - $8.77M
26.5K $2.97M
EQR
Equity Residential

Real Estate
-101K
- 99.07%
$66.98 - $75.02 $6.78M - $7.6M
948 $67K
PFF
Ishares Trust Ishares Pfd And

ETFs
-229K
- 98.96%
$30.73 - $32.26 $7.04M - $7.39M
2.41K $74K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-275K
- 27.48%
$21.75 - $24.28 $5.98M - $6.68M
726K $16M
ROP
Roper Technologies Inc

Industrials
-13.8K
- 97.27%
$502.71 - $593.81 $6.93M - $8.19M
387 $228K
INTU
Intuit Inc

Technology
-11.3K
- 89.98%
$555.63 - $630.23 $6.26M - $7.1M
1.26K $770K
COP
Conocophillips

Energy
-72.7K
- 70.95%
$88.6 - $105.85 $6.44M - $7.7M
29.8K $3.13M
SO
Southern CO

Utilities
-85.8K
- 93.08%
$80.96 - $92.96 $6.95M - $7.98M
6.38K $586K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-115K
- 99.93%
$54.51 - $63.63 $6.25M - $7.3M
79 $4K
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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