Jones Financial Companies Lllp Sells in Q1 2025

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
-921K
- 98.22%
$41.54 - $45.45 $38.3M - $41.9M
16.7K $739K
RTX
Raytheon Technologies Corp

Industrials
-353K
- 67.96%
$114.1 - $135.66 $40.2M - $47.9M
166K $22M
DE
Deere & CO

Industrials
-92.8K
- 69.04%
$408.57 - $509.27 $37.9M - $47.3M
41.6K $19.5M
MUB
Ishares National Muni Bond ETF

ETFs
-329K
- 21.67%
$104.71 - $107.69 $34.4M - $35.4M
1.19M $125M
OEF
Ishares S&P 100 ETF

ETFs
-130K
- 6.75%
N/A
1.8M $478M
TFC
Truist Financial Corp

Financial Services
-785K
- 93.62%
$39.48 - $48.15 $31M - $37.8M
53.5K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-117K
- 84.03%
$279.74 - $321.29 $32.8M - $37.7M
22.3K $6.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-355K
- 98.63%
$87.68 - $94.52 $31.2M - $33.6M
4.92K $460K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-675K
- 99.87%
$36.64 - $45.76 $24.7M - $30.9M
898 $33K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-469K
- 14.71%
$71.17 - $73.66 $33.4M - $34.6M
2.72M $200M
EMR
Emerson Electric CO

Industrials
-228K
- 89.05%
$108.64 - $131.17 $24.8M - $30M
28.1K $3.08M
VZ
Verizon Communications Inc

Communication Services
-731K
- 85.68%
$37.81 - $46.49 $27.6M - $34M
122K $5.54M
PULS
Pgim ETF Tr

ETFs
-576K
- 99.58%
$49.56 - $49.78 $28.6M - $28.7M
2.42K $120K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-217K
- 84.42%
$128.74 - $138.67 $27.9M - $30.1M
40.1K $5.43M
DIS
Walt Disney CO

Communication Services
-238K
- 76.07%
$96.87 - $114.0 $23M - $27.1M
74.8K $7.38M
NEE
Nextera Energy Inc

Utilities
-381K
- 73.54%
$66.96 - $76.16 $25.5M - $29M
137K $9.71M
MDT
Medtronic PLC

Healthcare
-353K
- 67.59%
$79.84 - $94.5 $28.2M - $33.3M
169K $15.2M
WMT
Walmart Inc.

Consumer Defensive
-292K
- 88.8%
$84.5 - $105.05 $24.7M - $30.7M
36.8K $3.23M
BAC
Bank Of America Corp

Financial Services
-587K
- 68.17%
$39.61 - $47.74 $23.2M - $28M
274K $11.4M
FTNT
Fortinet, Inc.

Technology
-279K
- 75.07%
$92.49 - $114.57 $25.8M - $31.9M
92.5K $8.9M
MPC
Marathon Petroleum Corp

Energy
-188K
- 77.44%
$134.72 - $159.03 $25.3M - $29.8M
54.7K $7.97M
VOT
Vanguard Mid Cap Growth Index

ETFs
-79.5K
- 11.37%
$237.72 - $276.98 $18.9M - $22M
620K $152M
AMD
Advanced Micro Devices Inc

Technology
-210K
- 93.78%
$96.63 - $129.55 $20.3M - $27.2M
13.9K $1.43M
O
Realty Income Corp

Real Estate
-477K
- 98.04%
$51.67 - $58.49 $24.7M - $27.9M
9.55K $554K
RDVY
First Trust Rising Dividend Ac

ETFs
-426K
- 99.92%
$57.22 - $63.39 $24.4M - $27M
350 $20K
UPS
United Parcel Service Inc

Industrials
-199K
- 99.04%
$109.66 - $136.26 $21.8M - $27.1M
1.92K $211K
HDV
Ishares Core High Dividend ETF

ETFs
-231K
- 66.33%
$110.86 - $121.12 $25.6M - $28M
117K $14.2M
ABBV
Abb Vie Inc.

Healthcare
-142K
- 91.82%
$169.2 - $216.66 $24M - $30.8M
12.7K $2.65M
HON
Honeywell International Inc

Industrials
-107K
- 79.07%
$202.75 - $226.52 $21.8M - $24.3M
28.4K $6.02M
HD
Home Depot, Inc.

Consumer Cyclical
-61.8K
- 69.53%
$347.25 - $424.87 $21.4M - $26.2M
27.1K $9.92M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45.4K
- 52.21%
$497.6 - $606.74 $22.6M - $27.5M
41.5K $20.7M
CMCSA
Comcast Corp

Communication Services
-619K
- 69.57%
$33.19 - $38.23 $20.5M - $23.7M
271K $9.99M
UNP
Union Pacific Corp

Industrials
-103K
- 82.65%
$225.21 - $254.42 $23.2M - $26.2M
21.6K $5.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.39M
- 39.17%
$18.36 - $20.51 $25.5M - $28.4M
2.15M $42.6M
LMT
Lockheed Martin Corp

Industrials
-43.6K
- 50.88%
$423.19 - $506.29 $18.5M - $22.1M
42.1K $18.8M
KO
Coca Cola CO

Consumer Defensive
-366K
- 90.38%
$60.81 - $72.32 $22.3M - $26.5M
38.9K $2.79M
WFC
Wells Fargo & Company

Financial Services
-316K
- 76.69%
$66.78 - $81.42 $21.1M - $25.7M
96K $6.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-322K
- 21.32%
$73.78 - $76.59 $23.7M - $24.6M
1.19M $90.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-203K
- 52.44%
$89.18 - $104.04 $18.1M - $21.1M
184K $16.8M
XOM
Exxon Mobil Corp

Energy
-202K
- 80.29%
$105.44 - $118.93 $21.3M - $24M
49.6K $5.89M
CSCO
Cisco Systems, Inc.

Technology
-356K
- 90.41%
$58.74 - $64.87 $20.9M - $23.1M
37.8K $2.33M
SBUX
Starbucks Corp

Consumer Cyclical
-228K
- 70.36%
$91.75 - $115.81 $20.9M - $26.4M
96.1K $9.42M
XLK
Technology Sector Spdr

ETFs
-83.9K
- 83.2%
$206.38 - $242.18 $17.3M - $20.3M
16.9K $3.5M
UNH
Unitedhealth Group Inc

Healthcare
-40.4K
- 59.71%
$461.52 - $548.18 $18.6M - $22.1M
27.2K $14.3M
IBM
International Business Machines Corp

Technology
-93.5K
- 71.48%
$217.4 - $264.74 $20.3M - $24.8M
37.3K $9.28M
FTCS
First Trust Capital Strength E

ETFs
-221K
- 89.23%
$86.39 - $91.35 $19.1M - $20.2M
26.7K $2.39M
NKE
Nike, Inc.

Consumer Cyclical
-240K
- 83.08%
$63.29 - $81.72 $15.2M - $19.6M
48.9K $3.1M
CAT
Caterpillar Inc

Industrials
-50.6K
- 94.63%
$326.75 - $407.63 $16.5M - $20.6M
2.87K $946K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-87.4K
- 99.83%
$196.12 - $229.48 $17.1M - $20.1M
153 $30K
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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