Jones Financial Companies Lllp Portfolio Holdings
Jones Financial Companies Lllp
- $97.4 Billion
- Q3 2024
Jones Financial Companies Lllp has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $97.4 Billion distributed in 3805 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 $12.3B, Vanguard Value ETF with a value of $9.11B, Vanguard Growth ETF with a value of $8.89B, Ishares Tr with a value of $6.82B, and Ishares Core S&P 500 ETF with a value of $6.68B.
Examining the 13F form we can see an increase of $11B in the current position value, from $86.5B to 97.4B.
Below you can find more details about Jones Financial Companies Lllp portfolio as well as his latest detailed transactions.
Portfolio value
$97.4 Billion
ETFs: $92.9 Billion
Technology: $1.25 Billion
Financial Services: $573 Million
Consumer Cyclical: $555 Million
Healthcare: $526 Million
Industrials: $395 Million
Communication Services: $381 Million
Consumer Defensive: $312 Million
Other: $492 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 3,805
- Current Value $97.4 Billion
- Prior Value $86.5 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 721 stocks
- Additional Purchases 1,970 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks