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
SWX
Southwest Gas Holdings, Inc.

Utilities
-23.4K
- 84.11%
$68.42 - $78.18 $1.6M - $1.83M
4.42K $317K
IFRA
Ishares Tr

ETFs
-35.5K
- 96.2%
$44.8 - $49.25 $1.59M - $1.75M
1.4K $63K
SOUN
Soundhound Ai, Inc.

Technology
-60.7K
- 64.37%
$8.12 - $20.62 $493K - $1.25M
33.6K $272K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.59K
- 48.4%
$522.96 - $601.18 $1.35M - $1.56M
2.76K $1.47M
WMB
Williams Companies, Inc.

Energy
-30.3K
- 71.61%
$54.02 - $61.09 $1.64M - $1.85M
12K $718K
SHV
Ishares Tr

ETFs
-14.2K
- 70.98%
$110.11 - $110.51 $1.57M - $1.57M
5.83K $643K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-39K
- 93.27%
$36.26 - $41.89 $1.41M - $1.63M
2.81K $104K
HEFA
Ishares Currency Hedged Msci E

ETFs
-45.6K
- 69.19%
$34.83 - $37.52 $1.59M - $1.71M
20.3K $736K
MDU
Mdu Resources Group Inc

Industrials
-85.5K
- 95.97%
$16.45 - $18.61 $1.41M - $1.59M
3.6K $60K
BNDX
Vanguard Total International B

ETFs
-30.4K
- 12.28%
$48.33 - $49.5 $1.47M - $1.51M
217K $10.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.87K
- 88.57%
$283.06 - $421.16 $1.1M - $1.63M
500 $141K
EDV
Vanguard Extended Duration Tre

ETFs
-22.6K
- 89.38%
$65.05 - $73.43 $1.47M - $1.66M
2.69K $190K
ZS
Zscaler, Inc.

Technology
-8.4K
- 97.94%
$181.66 - $216.87 $1.53M - $1.82M
177 $35K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-63.6K
- 94.52%
$22.83 - $23.75 $1.45M - $1.51M
3.69K $85K
KMB
Kimberly Clark Corp

Consumer Defensive
-11.6K
- 86.28%
$124.46 - $147.4 $1.45M - $1.71M
1.85K $262K
SYNA
Synaptics Inc

Technology
-19.4K
- 97.96%
$61.71 - $87.87 $1.2M - $1.71M
404 $25K
CASY
Caseys General Stores Inc

Consumer Cyclical
-3.78K
- 90.47%
$378.71 - $442.54 $1.43M - $1.67M
398 $172K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-24.6K
- 74.23%
$47.25 - $67.02 $1.16M - $1.65M
8.54K $406K
TEQI
T Rowe Price Exchange Traded F

Technology
-36.4K
- 94.18%
$40.26 - $42.96 $1.47M - $1.56M
2.25K $94K
KR
Kroger CO

Consumer Defensive
-24.2K
- 96.16%
$58.36 - $67.72 $1.41M - $1.64M
966 $65K
APO
Apollo Global Management, Inc.

Financial Services
-8.78K
- 95.78%
$126.01 - $172.06 $1.11M - $1.51M
387 $52K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-67.2K
- 91.56%
$21.64 - $22.08 $1.45M - $1.48M
6.19K $134K
CAG
Conagra Brands Inc.

Consumer Defensive
-51.8K
- 85.39%
$23.9 - $27.67 $1.24M - $1.43M
8.87K $236K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-62.1K
- 84.45%
$23.03 - $23.17 $1.43M - $1.44M
11.4K $263K
VT
Vanguard Total World Stk Index

ETFs
-10.9K
- 9.92%
$115.08 - $123.97 $1.25M - $1.35M
98.6K $11.4M
BHP
Bhp Group LTD

Basic Materials
-28.6K
- 95.02%
$48.18 - $52.11 $1.38M - $1.49M
1.5K $72K
BBY
Best Buy CO Inc

Consumer Cyclical
-16.2K
- 98.56%
$70.3 - $91.1 $1.14M - $1.48M
237 $17K
MRVL
Marvell Technology, Inc.

Technology
-10.6K
- 70.38%
$61.57 - $126.06 $655K - $1.34M
4.48K $275K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-120K
- 96.74%
$11.22 - $11.8 $1.35M - $1.42M
4.06K $45K
HBI
Hanesbrands Inc.

Consumer Cyclical
-170K
- 99.8%
$5.76 - $8.6 $980K - $1.46M
338 $1K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-41.5K
- 99.48%
$32.5 - $33.3 $1.35M - $1.38M
216 $7K
STLA
Stellantis N.V.

Consumer Cyclical
-104K
- 99.76%
$11.21 - $14.21 $1.16M - $1.47M
247 $2K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-22K
- 96.71%
$59.6 - $67.2 $1.31M - $1.48M
750 $47K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-42.2K
- 11.81%
$21.23 - $23.75 $896K - $1M
315K $6.79M
SGOL
Abrdn Gold ETF Trust

ETFs
-54.9K
- 84.68%
$25.14 - $29.82 $1.38M - $1.64M
9.93K $296K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-27.3K
- 99.16%
$48.31 - $49.23 $1.32M - $1.34M
230 $11K
CLX
Clorox CO

Consumer Defensive
-7.93K
- 83.12%
$141.76 - $162.89 $1.12M - $1.29M
1.61K $237K
BMY
Bristol Myers Squibb CO

Healthcare
-32.1K
- 21.89%
$53.9 - $63.11 $1.73M - $2.03M
115K $6.99M
ARES
Ares Management Corp

Financial Services
-7.38K
- 99.39%
$140.19 - $198.28 $1.04M - $1.46M
45 $6K
ADP
Automatic Data Processing Inc

Industrials
-4.66K
- 47.9%
$286.85 - $318.64 $1.34M - $1.48M
5.06K $1.55M
FSIG
First Tr ETF Iv LTD Duration I
-68.3K
- 73.87%
$18.74 - $19.04 $1.28M - $1.3M
24.2K $457K
SYLD
Cambria Shareholder Yld ETF

ETFs
-18.7K
- 96.54%
$62.77 - $71.4 $1.17M - $1.33M
671 $42K
HMOP
Hartford Fds Exchange Traded T

ETFs
-32.8K
- 80.59%
$38.25 - $39.12 $1.26M - $1.28M
7.91K $304K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-29.7K
- 78.03%
$28.45 - $41.08 $846K - $1.22M
8.37K $253K
WMS
Advanced Drainage Systems, Inc.

Industrials
-10.5K
- 99.62%
$105.29 - $126.99 $1.11M - $1.34M
40 $4K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-93K
- 92.05%
$13.05 - $13.97 $1.21M - $1.3M
8.03K $109K
GGG
Graco Inc

Industrials
-14.2K
- 99.78%
$80.53 - $87.54 $1.15M - $1.25M
31 $2K
TBUX
T Rowe Price Exchange Traded F

ETFs
-24K
- 91.13%
$49.57 - $49.82 $1.19M - $1.2M
2.34K $116K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-21.2K
- 35.06%
$54.25 - $57.64 $1.15M - $1.22M
39.3K $2.16M
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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