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
KMI
Kinder Morgan, Inc.

Energy
-165K
- 98.96%
$26.1 - $31.22 $4.32M - $5.16M
1.74K $49K
XLP
Consumer Staples Sector Spdr

ETFs
-59.4K
- 95.16%
N/A
3.02K $229K
MS
Morgan Stanley

Financial Services
-35.1K
- 88.35%
$111.68 - $141.08 $3.92M - $4.95M
4.63K $540K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-154K
- 99.44%
$28.55 - $29.09 $4.41M - $4.49M
873 $25K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-73.4K
- 62.34%
$58.01 - $64.46 $4.26M - $4.73M
44.4K $2.76M
BDX
Becton Dickinson & CO

Healthcare
-18.6K
- 41.88%
$222.79 - $249.08 $4.13M - $4.62M
25.7K $5.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-20.7K
- 74.13%
$168.84 - $202.89 $3.49M - $4.19M
7.22K $1.27M
TJX
Tjx Companies Inc

Consumer Cyclical
-36.1K
- 11.82%
$112.81 - $126.16 $4.07M - $4.55M
269K $32.8M
TTD
Trade Desk, Inc.

Technology
-34.8K
- 99.86%
$53.59 - $126.58 $1.86M - $4.4M
49 $2K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-101K
- 97.68%
$39.4 - $42.61 $3.99M - $4.31M
2.4K $96K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-59.4K
- 93.05%
$65.49 - $74.67 $3.89M - $4.43M
4.43K $317K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-79.7K
- 99.9%
$50.72 - $50.92 $4.04M - $4.06M
78 $3K
NI
Nisource Inc.

Utilities
-110K
- 98.38%
$35.57 - $41.23 $3.89M - $4.51M
1.81K $72K
NVO
Novo Nordisk A S

Healthcare
-40.3K
- 55.94%
$69.3 - $90.95 $2.79M - $3.67M
31.7K $2.2M
OMC
Omnicom Group Inc.

Communication Services
-45.5K
- 87.39%
$79.43 - $88.34 $3.61M - $4.02M
6.56K $543K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-39.1K
- 95.21%
$97.25 - $104.79 $3.8M - $4.09M
1.96K $203K
PID
Invesco Exchange Traded Fd Tr

ETFs
-216K
- 87.58%
N/A
30.7K $547K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-44.1K
- 92.52%
$59.37 - $95.63 $2.62M - $4.22M
3.56K $228K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-73.7K
- 99.97%
$51.26 - $52.53 $3.78M - $3.87M
24 $1K
GE
General Electric CO

Industrials
-25.1K
- 68.61%
$168.59 - $212.13 $4.23M - $5.32M
11.5K $2.3M
VRT
Vertiv Holdings CO

Industrials
-43.8K
- 61.29%
N/A
27.6K $2.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-92.1K
- 95.85%
$39.96 - $43.3 $3.68M - $3.99M
3.99K $164K
IYF
Ishares Tr

ETFs
-34K
- 94.56%
$107.69 - $119.37 $3.67M - $4.06M
1.96K $221K
IYH
Ishares Tr

ETFs
-64.6K
- 95.23%
$58.32 - $62.76 $3.77M - $4.05M
3.23K $196K
ELV
Elevance Health, Inc.

Healthcare
-10.7K
- 76.52%
$365.9 - $436.25 $3.93M - $4.68M
3.29K $1.43M
ATO
Atmos Energy Corp

Utilities
-26.8K
- 97.2%
$136.51 - $154.58 $3.66M - $4.15M
774 $119K
DD
Du Pont De Nemours, Inc.

Basic Materials
-48.7K
- 90.25%
$72.7 - $84.32 $3.54M - $4.1M
5.26K $392K
AVUV
American Centy ETF Tr Avantis

ETFs
-32K
- 32.39%
$84.95 - $100.62 $2.72M - $3.22M
66.8K $5.82M
K
Kellogg CO

Consumer Defensive
-45.8K
- 79.62%
$81.06 - $82.9 $3.72M - $3.8M
11.7K $968K
TMUS
T Mobile Us, Inc.

Communication Services
-17.9K
- 74.74%
$211.3 - $272.83 $3.78M - $4.88M
6.04K $1.61M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-23.8K
- 15.23%
$117.4 - $131.02 $2.79M - $3.12M
132K $15.8M
HTAB
Hartford Fds Exchange Traded

ETFs
-189K
- 99.98%
$18.95 - $19.6 $3.58M - $3.71M
38 $0
JHML
John Hancock Multifactor Large

ETFs
-52K
- 99.96%
$66.07 - $73.03 $3.44M - $3.8M
22 $1K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-31.2K
- 99.74%
$108.02 - $120.45 $3.37M - $3.76M
80 $8K
MCO
Moodys Corp

Financial Services
-7.55K
- 97.85%
$437.8 - $527.48 $3.31M - $3.98M
166 $77K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-15.3K
- 96.69%
$203.38 - $274.79 $3.1M - $4.19M
523 $107K
PWR
Quanta Services, Inc.

Industrials
-10.6K
- 78.17%
$236.71 - $358.03 $2.5M - $3.78M
2.95K $749K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-64K
- 99.59%
$51.3 - $56.76 $3.28M - $3.63M
261 $13K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-88.9K
- 35.71%
$31.63 - $35.22 $2.81M - $3.13M
160K $5.12M
D
Dominion Energy, Inc

Utilities
-63.8K
- 91.37%
$52.85 - $57.43 $3.37M - $3.67M
6.03K $338K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-113K
- 27.37%
$33.57 - $37.22 $3.8M - $4.21M
300K $10.8M
KHC
Kraft Heinz CO

Consumer Defensive
-110K
- 98.67%
$28.51 - $32.22 $3.14M - $3.55M
1.49K $45K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-58.5K
- 89.12%
$55.41 - $60.74 $3.24M - $3.55M
7.14K $403K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-49.5K
- 69.65%
$59.97 - $70.03 $2.97M - $3.46M
21.6K $1.35M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-108K
- 96.32%
$30.71 - $30.87 $3.32M - $3.34M
4.13K $127K
SOFI
So Fi Technologies, Inc.

Financial Services
-214K
- 98.4%
$11.18 - $18.03 $2.39M - $3.85M
3.47K $40K
INTC
Intel Corp

Technology
-161K
- 95.61%
$19.1 - $27.39 $3.08M - $4.42M
7.41K $168K
AMAT
Applied Materials Inc

Technology
-19.5K
- 91.86%
$145.06 - $195.51 $2.83M - $3.82M
1.73K $251K
VGIT
Vanguard Intermediate Term Tre

ETFs
-58.5K
- 29.3%
$57.44 - $59.4 $3.36M - $3.47M
141K $8.38M
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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