Jones Financial Companies Lllp Portfolio Holdings

Jones Financial Companies Lllp

  • $298 Billion
  • Q1 2025

Jones Financial Companies Lllp has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 4412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $188B, Ishares Core U.S. Aggregate Bo with a value of $13.6B, Vanguard Growth ETF with a value of $11.8B, Vanguard Value ETF with a value of $9.16B, and Ishares Core S&P 500 ETF with a value of $8.23B.

Examining the 13F form we can see an increase of $193B in the current position value, from $105B to 298B.

Below you can find more details about Jones Financial Companies Lllp portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
Financial Services: $189 Billion
ETFs: $102 Billion
Industrials: $1.67 Billion
Technology: $1.44 Billion
Consumer Cyclical: $970 Million
Healthcare: $894 Million
Consumer Defensive: $862 Million
Communication Services: $461 Million
Other: $734 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$457B
$188 Billion 63.16% of portfolio
235,943
Q1 2025 Added 7,864,666.5%
$9.52B
$678 Million 0.23% of portfolio
502,062
Q1 2025 Added 265,541.28%
$22.7B
$363 Million 0.12% of portfolio
50,069
Q1 2025 Added 217,591.3%
$15.3B
$297 Million 0.1% of portfolio
2,458,306
Q1 2025 Added 56,910.81%
$16.6B
$269 Million 0.09% of portfolio
833,028
Q1 2025 Added 2,872,410.25%
$1.03T
$241 Million 0.08% of portfolio
1,543,988
Q1 2025 Added 1,191.14%
$36.9B
$230 Million 0.08% of portfolio
949,657
Q1 2025 Added 28,222.61%
$32.8B
$139 Million 0.05% of portfolio
1,431,672
Q1 2025 Added 16,393.92%
$12.6B
$159 Million 0.05% of portfolio
1,116,276
Q1 2025 Added 91,173.59%
$22.1B
$106 Million 0.04% of portfolio
286,450
Q1 2025 Added 56,287.8%
$166B
$120 Million 0.04% of portfolio
237,051
Q1 2025 Added 667.73%
$4.12B
$124 Million 0.04% of portfolio
1,605,098
Q1 2025 Added 206,210.8%
$4.85B
$125 Million 0.04% of portfolio
428,367
Q1 2025 Added 261,099.39%
$11.7B
$114 Million 0.04% of portfolio
517,559
Q1 2025 Added 256,117.33%
$23.6B
$132 Million 0.04% of portfolio
227,875
Q1 2025 Added 17,308.33%
$3.25T
$77.1 Million 0.03% of portfolio
346,924
Q1 2025 Reduced 76.3%
$5.95B
$85 Million 0.03% of portfolio
488,609
Q1 2025 Added 127,808.12%
$36B
$99.3 Million 0.03% of portfolio
425,538
Q1 2025 Added 11,723.78%
$10.3B
$97.1 Million 0.03% of portfolio
554,832
Q1 2025 Added 112,214.17%
$2.05T
$62.1 Million 0.02% of portfolio
326,284
Q1 2025 Reduced 78.32%
$17.4B
$64.8 Million 0.02% of portfolio
512,556
Q1 2025 Added 22,107.8%
$22.2B
$46.7 Million 0.02% of portfolio
343,409
Q1 2025 Added 28,071.37%
$25.5B
$57.9 Million 0.02% of portfolio
49,068
Q1 2025 Added 27,938.86%
$3.37T
$70.6 Million 0.02% of portfolio
187,987
Q1 2025 Reduced 77.02%
$6.62B
$70.8 Million 0.02% of portfolio
394,987
Q1 2025 Added 71,715.82%
$72.9B
$64.4 Million 0.02% of portfolio
125,867
Q1 2025 Added 1,989.77%
$328B
$45.4 Million 0.02% of portfolio
418,726
Q1 2025 Reduced 81.85%
$205B
$73.4 Million 0.02% of portfolio
92,169
Q1 2025 Added 83.8%
$76.4B
$70 Million 0.02% of portfolio
50,625
Q1 2025 Added 5,457.08%
$2.79B
$53.5 Million 0.02% of portfolio
307,514
Q1 2025 Added 85,558.5%
$586B
$54.8 Million 0.02% of portfolio
156,331
Q1 2025 Reduced 60.95%
$2.72B
$55.5 Million 0.02% of portfolio
880,542
Q1 2025 Added 114,404.81%
$1.27B
$45.5 Million 0.02% of portfolio
1,579,858
Q1 2025 Added 347,121.53%
$5.84B
$50.5 Million 0.02% of portfolio
506,367
Q1 2025 Added 299,525.44%
$1.33B
$61.7 Million 0.02% of portfolio
1,218,866
Q1 2025 Added 1,433,860.0%
$19.5B
$49.5 Million 0.02% of portfolio
333,491
Q1 2025 Added 29,971.33%
$848M
$58.4 Million 0.02% of portfolio
995,431
Q1 2025 Added 1,809,774.5%
$11.6B
$51.9 Million 0.02% of portfolio
499,627
Q1 2025 Added 98,445.76%
$233B
$36.6 Million 0.01% of portfolio
276,140
Q1 2025 Reduced 12.55%
$1.01T
$43.9 Million 0.01% of portfolio
283,694
Q1 2025 Reduced 78.61%
$99.5B
$20.5 Million 0.01% of portfolio
94,413
Q1 2025 Reduced 34.65%
$660B
$34.6 Million 0.01% of portfolio
65,048
Q1 2025 Reduced 72.54%
$93B
$43.2 Million 0.01% of portfolio
257,973
Q1 2025 Reduced 73.18%
$265B
$20.7 Million 0.01% of portfolio
123,460
Q1 2025 Reduced 77.73%
$22.4B
$35.3 Million 0.01% of portfolio
171,637
Q1 2025 Added 800.79%
$155B
$19.5 Million 0.01% of portfolio
41,613
Q1 2025 Reduced 69.04%
$9.78B
$17.6 Million 0.01% of portfolio
200,011
Q1 2025 Added 5,315.95%
$7.84B
$31.7 Million 0.01% of portfolio
250,306
Q1 2025 Added 5,071.61%
$9.81B
$37.1 Million 0.01% of portfolio
542,330
Q1 2025 Added 24,351.31%

Summary

  • Portfolio
  • No. of Stocks 4,412
  • Current Value $298 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 516 stocks
  • Additional Purchases 1,654 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,520 stocks
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