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 Market Cap. of $50 Millions to $300 Millions
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