Jones Financial Companies Lllp Portfolio Holdings

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025

Jones Financial Companies Lllp has filed its 13F form on May 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 4412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $13.7B, Vanguard Growth ETF with a value of $12B, Vanguard Value ETF with a value of $9.34B, Ishares Core S&P 500 ETF with a value of $8.03B, and Ishares Tr with a value of $6.75B.

Examining the 13F form we can see an decrease of $187B in the current position value, from $298B to 111B.

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

Portfolio value $111 Billion
ETFs: $103 Billion
Technology: $2.1 Billion
Financial Services: $1.03 Billion
Consumer Cyclical: $971 Million
Healthcare: $848 Million
Industrials: $709 Million
Communication Services: $691 Million
Consumer Defensive: $572 Million
Other: $931 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$8.09 Million 0.01% of portfolio
25,969
Q1 2025 Added 1,538.42%
$60.6B
$14 Million 0.01% of portfolio
213,358
Q1 2025 Added 2,954.95%
$166B
$6.6 Million 0.01% of portfolio
45,489
Q1 2025 Added 2,527.9%
$296B
$8.96 Million 0.01% of portfolio
13,523
Q1 2025 Added 7,854.71%
$22B
$7 Million 0.01% of portfolio
304,780
Q1 2025 Added 4,067.08%
$51.6B
$13.6 Million 0.01% of portfolio
59,256
Q1 2025 Added 130.23%
$122B
$13.3 Million 0.01% of portfolio
95,507
Q1 2025 Added 3,640.97%
$138B
$12.1 Million 0.01% of portfolio
71,216
Q1 2025 Added 2,977.61%
$102B
$11.9 Million 0.01% of portfolio
195,534
Q1 2025 Added 70.64%
$83.7B
$13.6 Million 0.01% of portfolio
75,947
Q1 2025 Added 218.45%
$64.3B
$8.66 Million 0.01% of portfolio
136,587
Q1 2025 Added 2,179.49%
$180B
$12.6 Million 0.01% of portfolio
177,257
Q1 2025 Added 837.97%
$52.6B
$5.93 Million 0.01% of portfolio
94,235
Q1 2025 Added 840.75%
$49.1B
$5.96 Million 0.01% of portfolio
19,009
Q1 2025 Added 3,885.12%
$83.1B
$14.4 Million 0.01% of portfolio
211,901
Q1 2025 Added 901.61%
$50.8B
$15.8 Million 0.01% of portfolio
110,176
Q1 2025 Added 1,589.3%
$76.7B
$9.1 Million 0.01% of portfolio
35,875
Q1 2025 Added 1,245.65%
$83.5B
$13.9 Million 0.01% of portfolio
31,936
Q1 2025 Added 869.52%
$54.1B
$6.94 Million 0.01% of portfolio
373,212
Q1 2025 Added 223,380.23%
$25.4B
$10.2 Million 0.01% of portfolio
142,522
Q1 2025 Added 14,933.97%
$9.78B
$12.5 Million 0.01% of portfolio
317,187
Q1 2025 Added 119.07%
$15.6B
$9.19 Million 0.01% of portfolio
133,262
Q1 2025 Added 865.81%
$59.4B
$5.94 Million 0.01% of portfolio
24,373
Q1 2025 Added 690.82%
$44B
$8.21 Million 0.01% of portfolio
818,893
Q1 2025 Added 1,678.31%
$284B
$10.1 Million 0.01% of portfolio
50,692
Q1 2025 Added 341.49%
$29.8B
$16 Million 0.01% of portfolio
268,232
Q1 2025 Added 1,390.18%
$136B
$7.14 Million 0.01% of portfolio
63,733
Q1 2025 Added 3,236.81%
$241B
$13.9 Million 0.01% of portfolio
25,522
Q1 2025 Added 502.08%
$213B
$11.9 Million 0.01% of portfolio
19,387
Q1 2025 Added 1,444.78%
$27.2B
$5.83 Million 0.01% of portfolio
70,696
Q1 2025 Added 502.44%
$29.2B
$10.2 Million 0.01% of portfolio
68,110
Q1 2025 Added 1,619.08%
$61.8B
$7.03 Million 0.01% of portfolio
246,546
Q1 2025 Added 14,085.62%
$20B
$10 Million 0.01% of portfolio
152,138
Q1 2025 Reduced 72.45%
$118B
$8.58 Million 0.01% of portfolio
4,399
Q1 2025 Added 2,277.84%
$10.1B
$6.12 Million 0.01% of portfolio
100,578
Q1 2025 Added 9,317.42%
$70.3B
$6.67 Million 0.01% of portfolio
15,245
Q1 2025 Added 1,427.56%
$16.3B
$6.19 Million 0.01% of portfolio
154,340
Q1 2025 Added 8,450.69%
$147B
$7.54 Million 0.01% of portfolio
108,640
Q1 2025 Added 242.18%
$31.4B
$13.6 Million 0.01% of portfolio
273,354
Q1 2025 Added 20,360.63%
$14.4B
$6.03 Million 0.01% of portfolio
72,733
Q1 2025 Added 1,008.57%
$58.7B
$15.2 Million 0.01% of portfolio
89,120
Q1 2025 Added 4,272.91%
$92.9B
$12.4 Million 0.01% of portfolio
20,361
Q1 2025 Added 918.05%
$85.4B
$14.2 Million 0.01% of portfolio
217,499
Q1 2025 Added 604.84%
$79.2B
$6.08 Million 0.01% of portfolio
34,616
Q1 2025 Added 379.78%
$145B
$7.8 Million 0.01% of portfolio
27,560
Q1 2025 Added 1,274.56%
$98.3B
$13.3 Million 0.01% of portfolio
119,330
Q1 2025 Added 349.69%
$49.8B
$8.26 Million 0.01% of portfolio
27,608
Q1 2025 Added 5,954.39%
$22.9B
$15 Million 0.01% of portfolio
692,212
Q1 2025 Added 2,927.65%
$57.9B
$9.49 Million 0.01% of portfolio
16,101
Q1 2025 Added 4,060.47%

Summary

  • Portfolio
  • No. of Stocks 4,412
  • Current Value $111 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 28, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 1,833 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,827 stocks
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