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 Market Cap. of $300 Millions to $2 Billions
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