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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$133 Million 0.04% of portfolio
2,660,474
Q1 2025 Reduced 61.37%
$0
$116 Million 0.04% of portfolio
1,907,815
Q1 2025 Reduced 18.06%
$0
$121 Million 0.04% of portfolio
2,681,298
Q1 2025 Reduced 2.71%
$0
$118 Million 0.04% of portfolio
1,193,604
Q1 2025 Added 228,559.77%
$0
$116 Million 0.04% of portfolio
627,920
Q1 2025 Added 7,288.16%
$0
$83.2 Million 0.03% of portfolio
1,383,297
Q1 2025 Added 57.11%
$0
$99.2 Million 0.03% of portfolio
812,876
Q1 2025 Added 194.67%
$0
$90.9 Million 0.03% of portfolio
1,187,195
Q1 2025 Reduced 21.32%
$0
$80.4 Million 0.03% of portfolio
1,027,638
Q1 2025 Reduced 4.89%
$0
$79 Million 0.03% of portfolio
433,583
Q1 2025 Reduced 49.62%
$0
$87.5 Million 0.03% of portfolio
913,511
Q1 2025 Added 43,235.44%
$0
$84.2 Million 0.03% of portfolio
834,658
Q1 2025 Added 249,051.64%
$0
$95.9 Million 0.03% of portfolio
476,255
Q1 2025 Added 2,183.21%
$0
$87.7 Million 0.03% of portfolio
262,089
Q1 2025 Added 1,276.73%
$0
$78 Million 0.03% of portfolio
929,258
Q1 2025 Added 2,323,045.0%
$0
$95.7 Million 0.03% of portfolio
895,439
Q1 2025 Added 125,663.9%
$0
$53.8 Million 0.02% of portfolio
1,898,445
Q1 2025 Added 42.2%
$0
$49.4 Million 0.02% of portfolio
920,179
Q1 2025 Reduced 4.26%
$0
$63 Million 0.02% of portfolio
330,653
Q1 2025 Added 25.01%
$0
$59.7 Million 0.02% of portfolio
2,549,130
Q1 2025 Added 219.35%
$0
$65 Million 0.02% of portfolio
154,818
Q1 2025 Added 27.81%
$0
$57.5 Million 0.02% of portfolio
209,279
Q1 2025 Reduced 38.96%
$0
$50.6 Million 0.02% of portfolio
438,010
Q1 2025 Reduced 22.2%
$0
$50.1 Million 0.02% of portfolio
540,368
Q1 2025 Added 1,175.42%
$0
$65.4 Million 0.02% of portfolio
886,962
Q1 2025 Added 22.11%
$0
$62.3 Million 0.02% of portfolio
751,313
Q1 2025 Added 36.63%
$0
$47.9 Million 0.02% of portfolio
88,334
Q1 2025 Added 210.41%
$0
$60.9 Million 0.02% of portfolio
2,486,342
Q1 2025 Added 245.55%
$0
$47.8 Million 0.02% of portfolio
279,517
Q1 2025 Added 53.86%
$0
$47.8 Million 0.02% of portfolio
668,517
Q1 2025 New
$0
$45.1 Million 0.02% of portfolio
664,666
Q1 2025 Added 58,824.29%
$0
$56.3 Million 0.02% of portfolio
583,170
Q1 2025 Added 1,233.14%
$0
$55.3 Million 0.02% of portfolio
224,038
Q1 2025 Added 658,835.31%
$0
$29.4 Million 0.01% of portfolio
858,532
Q1 2025 Reduced 61.43%
$0
$24 Million 0.01% of portfolio
241,128
Q1 2025 Added 10.51%
$0
$43.9 Million 0.01% of portfolio
526,578
Q1 2025 Added 93.0%
$0
$31 Million 0.01% of portfolio
121,436
Q1 2025 Added 90.76%
$0
$29.5 Million 0.01% of portfolio
93,025
Q1 2025 Reduced 17.5%
$0
$15.8 Million 0.01% of portfolio
132,344
Q1 2025 Reduced 15.23%
$0
$20.6 Million 0.01% of portfolio
211,444
Q1 2025 Reduced 20.79%
$0
$15.9 Million 0.01% of portfolio
301,961
Q1 2025 Reduced 30.93%
$0
$32.2 Million 0.01% of portfolio
461,396
Q1 2025 Reduced 25.95%
$0
$27.9 Million 0.01% of portfolio
577,567
Q1 2025 Reduced 16.32%
$0
$16 Million 0.01% of portfolio
725,795
Q1 2025 Reduced 27.48%
$0
$27 Million 0.01% of portfolio
1,031,605
Q1 2025 Reduced 19.99%
$0
$36.3 Million 0.01% of portfolio
1,317,885
Q1 2025 Added 13.93%
$0
$42.6 Million 0.01% of portfolio
2,153,470
Q1 2025 Reduced 39.17%
$0
$19.6 Million 0.01% of portfolio
134,525
Q1 2025 Added 83.59%
$0
$16.7 Million 0.01% of portfolio
653,712
Q1 2025 Added 11.64%

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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