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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$153 Million 0.05% of portfolio
2,627,162
Q1 2025 Reduced 26.98%
$32.8B
$139 Million 0.05% of portfolio
1,431,672
Q1 2025 Added 16,393.92%
$0
$152 Million 0.05% of portfolio
619,788
Q1 2025 Reduced 11.37%
$0
$145 Million 0.05% of portfolio
575,591
Q1 2025 Reduced 69.9%
$0
$138 Million 0.05% of portfolio
1,072,644
Q1 2025 Reduced 34.23%
$12.6B
$159 Million 0.05% of portfolio
1,116,276
Q1 2025 Added 91,173.59%
$22.1B
$106 Million 0.04% of portfolio
286,450
Q1 2025 Added 56,287.8%
$0
$134 Million 0.04% of portfolio
1,283,426
Q1 2025 Reduced 26.01%
$0
$125 Million 0.04% of portfolio
1,188,028
Q1 2025 Reduced 21.67%
$0
$114 Million 0.04% of portfolio
1,846,200
Q1 2025 Reduced 56.3%
$0
$133 Million 0.04% of portfolio
2,660,474
Q1 2025 Reduced 61.37%
$166B
$120 Million 0.04% of portfolio
237,051
Q1 2025 Added 667.73%
$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%
$4.12B
$124 Million 0.04% of portfolio
1,605,098
Q1 2025 Added 206,210.8%
$4.85B
$125 Million 0.04% of portfolio
428,367
Q1 2025 Added 261,099.39%
$11.7B
$114 Million 0.04% of portfolio
517,559
Q1 2025 Added 256,117.33%
$23.6B
$132 Million 0.04% of portfolio
227,875
Q1 2025 Added 17,308.33%
$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%
$3.25T
$77.1 Million 0.03% of portfolio
346,924
Q1 2025 Reduced 76.3%
$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%
$2.17B
$76.6 Million 0.03% of portfolio
596,278
Q1 2025 Added 428,876.97%
$5.95B
$85 Million 0.03% of portfolio
488,609
Q1 2025 Added 127,808.12%
$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%
$36B
$99.3 Million 0.03% of portfolio
425,538
Q1 2025 Added 11,723.78%
$10.3B
$97.1 Million 0.03% of portfolio
554,832
Q1 2025 Added 112,214.17%
$2.05T
$62.1 Million 0.02% of portfolio
326,284
Q1 2025 Reduced 78.32%
$0
$52.1 Million 0.02% of portfolio
1,461,576
Q1 2025 Reduced 45.57%
$0
$53.8 Million 0.02% of portfolio
1,898,445
Q1 2025 Added 42.2%
$17.4B
$64.8 Million 0.02% of portfolio
512,556
Q1 2025 Added 22,107.8%
$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%
$22.2B
$46.7 Million 0.02% of portfolio
343,409
Q1 2025 Added 28,071.37%
$25.5B
$57.9 Million 0.02% of portfolio
49,068
Q1 2025 Added 27,938.86%
$3.37T
$70.6 Million 0.02% of portfolio
187,987
Q1 2025 Reduced 77.02%
$6.62B
$70.8 Million 0.02% of portfolio
394,987
Q1 2025 Added 71,715.82%
$72.9B
$64.4 Million 0.02% of portfolio
125,867
Q1 2025 Added 1,989.77%
$328B
$45.4 Million 0.02% of portfolio
418,726
Q1 2025 Reduced 81.85%
$0
$59.7 Million 0.02% of portfolio
2,549,130
Q1 2025 Added 219.35%
$205B
$73.4 Million 0.02% of portfolio
92,169
Q1 2025 Added 83.8%

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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