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
$66.2B
$32.6 Million 0.01% of portfolio
143,341
Q1 2025 Added 5,344.02%
$400B
$19.9 Million 0.01% of portfolio
120,136
Q1 2025 Reduced 73.7%
$765B
$36.7 Million 0.01% of portfolio
149,594
Q1 2025 Reduced 75.14%
$14.7B
$36.4 Million 0.01% of portfolio
552,247
Q1 2025 Added 370.96%
$123B
$18.8 Million 0.01% of portfolio
42,114
Q1 2025 Reduced 50.88%
$137B
$22.4 Million 0.01% of portfolio
95,852
Q1 2025 Reduced 69.6%
$29.7B
$15.5 Million 0.01% of portfolio
47,273
Q1 2025 Added 34,155.8%
$107B
$15.2 Million 0.01% of portfolio
169,210
Q1 2025 Reduced 67.59%
$197B
$15.9 Million 0.01% of portfolio
177,183
Q1 2025 Reduced 70.78%
$1.43T
$24.5 Million 0.01% of portfolio
42,463
Q1 2025 Reduced 79.24%
$42.6B
$26 Million 0.01% of portfolio
539,080
Q1 2025 Added 3,356.31%
$393B
$19.1 Million 0.01% of portfolio
112,173
Q1 2025 Reduced 78.93%
$19.8B
$29.7 Million 0.01% of portfolio
191,765
Q1 2025 Added 41,678.87%
$195B
$22 Million 0.01% of portfolio
166,323
Q1 2025 Reduced 67.96%
$273B
$16 Million 0.01% of portfolio
59,473
Q1 2025 Reduced 77.38%
$36.2B
$15.5 Million 0.01% of portfolio
206,437
Q1 2025 Added 342.12%
$146B
$32.8 Million 0.01% of portfolio
268,891
Q1 2025 Reduced 11.82%
$25.6B
$37.1 Million 0.01% of portfolio
539,932
Q1 2025 Added 1,002.6%
$2.21B
$20 Million 0.01% of portfolio
239,210
Q1 2025 Added 241,526.27%
$2.01B
$18.2 Million 0.01% of portfolio
145,379
Q1 2025 Added 35,532.11%
$4.48B
$16.2 Million 0.01% of portfolio
1,811,977
Q1 2025 Added 449,522.09%
$32.5B
$28.2 Million 0.01% of portfolio
47,692
Q1 2025 Added 71,082.09%
$3.83B
$16.1 Million 0.01% of portfolio
186,478
Q1 2025 New
$11.2B
$23.7 Million 0.01% of portfolio
130,701
Q1 2025 Added 15,666.1%
$4.6B
$34.5 Million 0.01% of portfolio
429,443
Q1 2025 Added 241,160.11%
$8.18B
$15.8 Million 0.01% of portfolio
590,937
Q1 2025 Added 74,325.31%
$15.9B
$19.9 Million 0.01% of portfolio
64,071
Q1 2025 Added 34,721.2%
$8.85B
$26.1 Million 0.01% of portfolio
130,482
Q1 2025 Added 14,333.85%
$3.44B
$17 Million 0.01% of portfolio
179,610
Q1 2025 Added 1,362.62%
$29.5B
$30.8 Million 0.01% of portfolio
53,994
Q1 2025 Added 17,778.81%
$18.8B
$25 Million 0.01% of portfolio
151,039
Q1 2025 Added 8,847.81%
$25.4B
$32.8 Million 0.01% of portfolio
186,089
Q1 2025 Added 15,215.97%
$2.14B
$24.7 Million 0.01% of portfolio
187,637
Q1 2025 New
$11.1B
$42.7 Million 0.01% of portfolio
796,302
Q1 2025 Added 6,125,300.0%
$3.56B
$23.5 Million 0.01% of portfolio
69,877
Q1 2025 Added 67,741.75%
$4.18B
$33.4 Million 0.01% of portfolio
590,613
Q1 2025 Added 45,123.05%
$11.6B
$41.4 Million 0.01% of portfolio
239,083
Q1 2025 Added 46,233.91%
$2.3B
$32 Million 0.01% of portfolio
910,695
Q1 2025 Added 1,359,146.25%
$0
$23.4 Million 0.01% of portfolio
2,707,630
Q1 2025 Added 15,064.55%
$4.57B
$18.2 Million 0.01% of portfolio
149,945
Q1 2025 Added 82,742.54%
$25.5B
$32.9 Million 0.01% of portfolio
909,941
Q1 2025 Added 5,484.86%
$5.35B
$32.5 Million 0.01% of portfolio
503,155
Q1 2025 Added 106,726.96%
$1.97B
$18.1 Million 0.01% of portfolio
213,482
Q1 2025 Added 67,457.59%
$20.8B
$15.4 Million 0.01% of portfolio
383,497
Q1 2025 Added 1,488.18%
$1.35B
$19.9 Million 0.01% of portfolio
749,266
Q1 2025 Added 756,734.31%
$991M
$22.8 Million 0.01% of portfolio
671,800
Q1 2025 New
$3.44B
$32.5 Million 0.01% of portfolio
684,277
Q1 2025 Added 207,886.94%
$6.67B
$19.9 Million 0.01% of portfolio
69,606
Q1 2025 Added 463,940.0%
$32.7B
$24.1 Million 0.01% of portfolio
104,027
Q1 2025 Added 1,726.64%

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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