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
FXL
First Tr Exchange Traded Fd Fi

ETFs
-36.7K
- 80.69%
$131.2 - $160.72 $4.82M - $5.91M
8.79K $1.16M
WLK
Westlake Corp

Basic Materials
-48.2K
- 99.48%
$99.12 - $119.16 $4.78M - $5.75M
254 $25K
MDV
Modiv Inc.

Real Estate
-300K
- 99.79%
$14.39 - $16.05 $4.31M - $4.81M
643 $10K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-63.6K
- 94.94%
$72.01 - $79.94 $4.58M - $5.09M
3.39K $251K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-78.3K
- 54.12%
$58.81 - $68.2 $4.61M - $5.34M
66.4K $3.97M
GVI
Ishares Tr

ETFs
-44K
- 98.0%
$103.49 - $106.02 $4.55M - $4.66M
895 $94K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-105K
- 82.88%
$43.72 - $51.15 $4.61M - $5.39M
21.8K $961K
SANM
Sanmina Corp

Technology
-59.7K
- 98.39%
$73.38 - $90.52 $4.38M - $5.4M
976 $74K
EWI
Ishares Inc Msci Italy ETF

ETFs
-106K
- 99.97%
$35.58 - $43.99 $3.77M - $4.67M
37 $1K
NWN
Northwest Natural Holding CO

Utilities
-104K
- 98.94%
$38.31 - $42.72 $3.97M - $4.43M
1.11K $47K
EMLP
First Tr Exchange Traded Iv

ETFs
-118K
- 69.86%
$35.79 - $38.28 $4.21M - $4.5M
50.7K $1.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-189K
- 52.75%
$22.25 - $23.0 $4.2M - $4.34M
169K $3.89M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-54.4K
- 95.03%
$72.65 - $81.17 $3.95M - $4.41M
2.84K $225K
SDGR
Schrodinger, Inc.

Healthcare
-215K
- 99.64%
$18.69 - $26.15 $4.02M - $5.63M
782 $15K
MBB
Ishares Tr

ETFs
-45.1K
- 56.67%
$90.37 - $94.08 $4.08M - $4.25M
34.5K $3.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-41.3K
- 74.87%
$101.98 - $115.66 $4.21M - $4.77M
13.9K $1.42M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-393K
- 74.14%
$9.47 - $11.46 $3.72M - $4.51M
137K $1.47M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-74.3K
- 84.9%
$55.48 - $59.47 $4.12M - $4.42M
13.2K $748K
GNMA
Ishares Gnma Bond ETF

ETFs
-95.5K
- 99.31%
$42.17 - $44.04 $4.03M - $4.21M
666 $29K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-76.3K
- 89.49%
$50.99 - $55.74 $3.89M - $4.25M
8.95K $490K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-178K
- 56.71%
$23.19 - $23.5 $4.12M - $4.18M
136K $3.15M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-108K
- 98.7%
$33.7 - $43.19 $3.64M - $4.66M
1.43K $53K
COLB
Columbia Banking System, Inc.

Financial Services
-161K
- 98.78%
$23.89 - $28.84 $3.84M - $4.64M
1.98K $49K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-155K
- 100.0%
$25.31 - $30.02 $3.93M - $4.66M
3 $0
SE
Sea LTD

Consumer Cyclical
-30.5K
- 80.02%
$104.87 - $146.31 $3.2M - $4.46M
7.61K $993K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-50.5K
- 44.66%
$77.33 - $90.16 $3.9M - $4.55M
62.6K $4.9M
RXI
Ishares Tr

ETFs
-22.2K
- 90.18%
$176.15 - $195.4 $3.9M - $4.33M
2.41K $428K
IYM
Ishares Tr

ETFs
-28.9K
- 89.93%
$128.53 - $142.03 $3.71M - $4.1M
3.23K $435K
FMY
First Trust Mortgage Income Fund

Financial Services
-312K
- 95.67%
$11.64 - $12.22 $3.63M - $3.81M
14.1K $172K
JXI
Ishares Tr Global Utils ETF

ETFs
-54.9K
- 96.55%
$62.9 - $69.09 $3.45M - $3.79M
1.96K $135K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-37K
- 94.15%
$96.18 - $109.82 $3.55M - $4.06M
2.3K $235K
SONO
Sonos Inc

Technology
-350K
- 99.02%
$10.67 - $15.08 $3.73M - $5.27M
3.47K $37K
SEE
Sealed Air Corp

Consumer Cyclical
-129K
- 98.58%
$28.9 - $35.65 $3.73M - $4.6M
1.85K $53K
TDIV
First Trust Nasdaq Technology

ETFs
-50.5K
- 67.61%
$73.39 - $83.95 $3.7M - $4.24M
24.2K $1.78M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-134K
- 10.16%
$25.81 - $28.52 $3.45M - $3.82M
1.18M $32.6M
STRL
Sterling Construction CO Inc

Industrials
-32.6K
- 92.15%
$108.65 - $200.56 $3.54M - $6.53M
2.78K $314K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-137K
- 69.56%
$25.1 - $27.85 $3.43M - $3.81M
59.9K $1.61M
SG
Sweetgreen, Inc.

Consumer Cyclical
-146K
- 99.77%
$21.47 - $34.94 $3.14M - $5.11M
332 $8K
LAD
Lithia Motors Inc

Consumer Cyclical
-12.2K
- 93.89%
$285.59 - $385.71 $3.48M - $4.7M
794 $233K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
-267K
- 97.92%
$12.9 - $13.32 $3.44M - $3.55M
5.66K $74K
IYT
Ishares Tr U.S. Transportation

ETFs
-54.6K
- 65.87%
$63.37 - $73.39 $3.46M - $4M
28.3K $1.81M
MPW
Medical Properties Trust Inc

Real Estate
-579K
- 93.21%
$3.83 - $6.21 $2.22M - $3.6M
42.2K $254K
PWZ
Invesco California Amt Free Mu

ETFs
-145K
- 91.44%
$23.68 - $24.72 $3.43M - $3.58M
13.6K $323K
RLY
Ssga Active ETF Tr

ETFs
-121K
- 99.46%
$27.21 - $28.6 $3.29M - $3.46M
660 $18K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-152K
- 99.84%
$20.83 - $23.69 $3.16M - $3.6M
246 $5K
ICF
Ishares Tr

ETFs
-54.7K
- 97.18%
$57.98 - $63.8 $3.17M - $3.49M
1.59K $97K
HRI
Herc Holdings Inc

Industrials
-24.9K
- 99.12%
$122.25 - $211.06 $3.04M - $5.25M
222 $29K
PGNY
Progyny, Inc.

Healthcare
-146K
- 99.93%
$17.43 - $23.88 $2.55M - $3.49M
106 $2K
ISCV
Ishares Morningstar Small Cap

ETFs
-55K
- 90.36%
$58.11 - $66.0 $3.2M - $3.63M
5.87K $347K
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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