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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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