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
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-61.8K
- 99.72%
N/A
175 $9K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-152K
- 88.72%
$21.04 - $21.64 $3.19M - $3.28M
19.3K $406K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-139K
- 94.09%
$22.66 - $23.19 $3.15M - $3.23M
8.75K $198K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-61.7K
- 87.0%
$48.3 - $52.85 $2.98M - $3.26M
9.22K $471K
FYC
First Trust Small Cap Growth A

ETFs
-45.6K
- 89.95%
$68.13 - $80.57 $3.11M - $3.68M
5.1K $350K
XHS
Spdr S&P Health Care Services

ETFs
-31.6K
- 99.95%
$90.69 - $103.0 $2.86M - $3.25M
15 $1K
AVSF
American Centy ETF Tr Avantis

ETFs
-66K
- 99.63%
$45.96 - $46.74 $3.03M - $3.08M
246 $11K
XLV
Select Sector Spdr Fund Health

ETFs
-20.8K
- 15.49%
$137.61 - $149.68 $2.87M - $3.12M
114K $16.6M
SRE
Sempra Energy

Utilities
-42.4K
- 86.5%
$67.85 - $87.67 $2.87M - $3.71M
6.61K $471K
DGII
Digi International Inc

Technology
-107K
- 98.94%
$27.83 - $35.68 $2.99M - $3.83M
1.15K $32K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-125K
- 91.81%
$23.49 - $23.77 $2.93M - $2.96M
11.1K $261K
ZBRA
Zebra Technologies Corp

Technology
-10.4K
- 91.83%
$271.72 - $421.11 $2.82M - $4.37M
924 $261K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-110K
- 99.76%
$25.35 - $27.46 $2.79M - $3.03M
260 $6K
FSV
First Service Corp

Real Estate
-17.5K
- 99.99%
$159.66 - $185.88 $2.79M - $3.25M
1 $0
FXD
First Tr Exchange Traded Fd

ETFs
-50K
- 95.35%
$56.39 - $68.12 $2.82M - $3.41M
2.44K $141K
GHC
Graham Holdings CO

Consumer Defensive
-3K
- 99.93%
$854.34 - $983.77 $2.56M - $2.95M
2 $1K
IGV
Ishares Expanded Tech Software

ETFs
-32.3K
- 42.7%
$88.3 - $107.83 $2.85M - $3.48M
43.3K $3.86M
WLFC
Willis Lease Finance Corp

Industrials
-17.7K
- 99.8%
$152.01 - $217.5 $2.69M - $3.85M
35 $5K
STAA
Staar Surgical CO

Healthcare
-158K
- 99.94%
$15.35 - $24.99 $2.43M - $3.96M
95 $1K
AIVI
Kemiao Garment Holding Group

ETFs
-63.5K
- 82.47%
$38.61 - $44.96 $2.45M - $2.85M
13.5K $591K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-116K
- 88.79%
$23.71 - $24.2 $2.76M - $2.81M
14.7K $349K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-39K
- 73.48%
$63.07 - $73.5 $2.46M - $2.87M
14.1K $988K
MAT
Mattel Inc

Consumer Cyclical
-140K
- 92.47%
$17.73 - $21.94 $2.49M - $3.08M
11.4K $221K
MATX
Matson, Inc.

Industrials
-21.2K
- 99.16%
$127.06 - $149.06 $2.7M - $3.17M
180 $23K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-70.7K
- 68.37%
$34.34 - $38.51 $2.43M - $2.72M
32.7K $1.26M
KRNY
Kearny Financial Corp.

Financial Services
-433K
- 99.99%
$6.18 - $7.55 $2.67M - $3.27M
39 $0
LPX
Louisiana Pacific Corp

Industrials
-29.1K
- 97.25%
$89.37 - $118.15 $2.6M - $3.43M
823 $75K
VAW
Vanguard Materials ETF

ETFs
-14.1K
- 76.25%
$185.71 - $202.46 $2.63M - $2.86M
4.41K $831K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-56K
- 95.12%
$46.74 - $47.55 $2.62M - $2.66M
2.88K $136K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-33.1K
- 88.3%
$80.4 - $106.5 $2.66M - $3.52M
4.38K $352K
IAK
Ishares Tr

ETFs
-19.1K
- 78.61%
$121.85 - $137.9 $2.33M - $2.64M
5.21K $717K
NVAX
Novavax Inc

Healthcare
-408K
- 99.33%
$6.41 - $10.82 $2.61M - $4.41M
2.74K $17K
DNOW
Now Inc.

Energy
-153K
- 99.77%
$12.83 - $17.59 $1.96M - $2.69M
358 $6K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-102K
- 92.75%
$25.08 - $25.39 $2.57M - $2.6M
7.99K $202K
NICE
Nice Ltd.

Technology
-16.8K
- 82.19%
$139.18 - $178.5 $2.33M - $2.99M
3.63K $560K
BSJR
Invesco Indx Tr

ETFs
-115K
- 43.66%
$22.4 - $22.69 $2.57M - $2.6M
148K $3.31M
SRLN
Ssga Active Trust

ETFs
-62.4K
- 91.1%
$41.02 - $41.99 $2.56M - $2.62M
6.1K $250K
CVRX
Cv Rx, Inc.

Healthcare
-209K
- 99.88%
$11.05 - $18.4 $2.31M - $3.85M
250 $3K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-24.3K
- 93.04%
$102.72 - $143.06 $2.5M - $3.48M
1.82K $190K
CHE
Chemed Corp

Healthcare
-4.11K
- 99.85%
$521.84 - $615.32 $2.14M - $2.53M
6 $3K
IWV
Ishares Russell 3000 ETF

ETFs
-7.93K
- 8.53%
$313.1 - $349.83 $2.48M - $2.77M
85.1K $27M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-60.9K
- 89.15%
$37.42 - $41.14 $2.28M - $2.51M
7.42K $304K
NTAP
Net App, Inc.

Technology
-28.4K
- 89.08%
$87.84 - $126.3 $2.49M - $3.59M
3.48K $305K
NVMI
Nova Ltd.

Technology
-13.4K
- 99.93%
$184.33 - $273.65 $2.48M - $3.68M
9 $1K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-38.4K
- 60.14%
$63.77 - $68.75 $2.45M - $2.64M
25.4K $1.64M
WIX
Wix.Com Ltd.

Technology
-15.1K
- 95.41%
$163.38 - $246.76 $2.47M - $3.73M
727 $118K
MMSI
Merit Medical Systems Inc

Healthcare
-23.3K
- 99.57%
$95.64 - $110.29 $2.23M - $2.57M
101 $10K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-40.5K
- 61.11%
$59.61 - $66.71 $2.42M - $2.7M
25.8K $1.56M
SYF
Synchrony Financial

Financial Services
-46.2K
- 68.27%
$51.9 - $70.63 $2.4M - $3.26M
21.5K $1.14M
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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