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
$65 Million 0.02% of portfolio
154,818
Q1 2025 Added 27.81%
$76.4B
$70 Million 0.02% of portfolio
50,625
Q1 2025 Added 5,457.08%
$2.79B
$53.5 Million 0.02% of portfolio
307,514
Q1 2025 Added 85,558.5%
$0
$57.5 Million 0.02% of portfolio
209,279
Q1 2025 Reduced 38.96%
$0
$50.6 Million 0.02% of portfolio
438,010
Q1 2025 Reduced 22.2%
$0
$50.1 Million 0.02% of portfolio
540,368
Q1 2025 Added 1,175.42%
$0
$65.4 Million 0.02% of portfolio
886,962
Q1 2025 Added 22.11%
$0
$62.3 Million 0.02% of portfolio
751,313
Q1 2025 Added 36.63%
$0
$47.9 Million 0.02% of portfolio
88,334
Q1 2025 Added 210.41%
$586B
$54.8 Million 0.02% of portfolio
156,331
Q1 2025 Reduced 60.95%
$2.72B
$55.5 Million 0.02% of portfolio
880,542
Q1 2025 Added 114,404.81%
$1.27B
$45.5 Million 0.02% of portfolio
1,579,858
Q1 2025 Added 347,121.53%
$0
$60.9 Million 0.02% of portfolio
2,486,342
Q1 2025 Added 245.55%
$5.84B
$50.5 Million 0.02% of portfolio
506,367
Q1 2025 Added 299,525.44%
$1.33B
$61.7 Million 0.02% of portfolio
1,218,866
Q1 2025 Added 1,433,860.0%
$19.5B
$49.5 Million 0.02% of portfolio
333,491
Q1 2025 Added 29,971.33%
$0
$47.8 Million 0.02% of portfolio
668,517
Q1 2025 New
$848M
$58.4 Million 0.02% of portfolio
995,431
Q1 2025 Added 1,809,774.5%
$11.6B
$51.9 Million 0.02% of portfolio
499,627
Q1 2025 Added 98,445.76%
$0
$45.1 Million 0.02% of portfolio
664,666
Q1 2025 Added 58,824.29%
$0
$56.3 Million 0.02% of portfolio
583,170
Q1 2025 Added 1,233.14%
$0
$55.3 Million 0.02% of portfolio
224,038
Q1 2025 Added 658,835.31%
$233B
$36.6 Million 0.01% of portfolio
276,140
Q1 2025 Reduced 12.55%
$1.01T
$43.9 Million 0.01% of portfolio
283,694
Q1 2025 Reduced 78.61%
$99.5B
$20.5 Million 0.01% of portfolio
94,413
Q1 2025 Reduced 34.65%
$660B
$34.6 Million 0.01% of portfolio
65,048
Q1 2025 Reduced 72.54%
$93B
$43.2 Million 0.01% of portfolio
257,973
Q1 2025 Reduced 73.18%
$0
$29.4 Million 0.01% of portfolio
858,532
Q1 2025 Reduced 61.43%
$265B
$20.7 Million 0.01% of portfolio
123,460
Q1 2025 Reduced 77.73%
$22.4B
$35.3 Million 0.01% of portfolio
171,637
Q1 2025 Added 800.79%
$155B
$19.5 Million 0.01% of portfolio
41,613
Q1 2025 Reduced 69.04%
$9.78B
$17.6 Million 0.01% of portfolio
200,011
Q1 2025 Added 5,315.95%
$7.84B
$31.7 Million 0.01% of portfolio
250,306
Q1 2025 Added 5,071.61%
$9.81B
$37.1 Million 0.01% of portfolio
542,330
Q1 2025 Added 24,351.31%
$66.7B
$32.6 Million 0.01% of portfolio
143,341
Q1 2025 Added 5,344.02%
$0
$24 Million 0.01% of portfolio
241,128
Q1 2025 Added 10.51%
$0
$43.9 Million 0.01% of portfolio
526,578
Q1 2025 Added 93.0%
$0
$31 Million 0.01% of portfolio
121,436
Q1 2025 Added 90.76%
$0
$29.5 Million 0.01% of portfolio
93,025
Q1 2025 Reduced 17.5%
$0
$15.8 Million 0.01% of portfolio
132,344
Q1 2025 Reduced 15.23%
$0
$20.6 Million 0.01% of portfolio
211,444
Q1 2025 Reduced 20.79%
$0
$15.9 Million 0.01% of portfolio
301,961
Q1 2025 Reduced 30.93%
$0
$32.2 Million 0.01% of portfolio
461,396
Q1 2025 Reduced 25.95%
$0
$27.9 Million 0.01% of portfolio
577,567
Q1 2025 Reduced 16.32%
$400B
$19.9 Million 0.01% of portfolio
120,136
Q1 2025 Reduced 73.7%
$766B
$36.7 Million 0.01% of portfolio
149,594
Q1 2025 Reduced 75.14%
$14.7B
$36.4 Million 0.01% of portfolio
552,247
Q1 2025 Added 370.96%
$123B
$18.8 Million 0.01% of portfolio
42,114
Q1 2025 Reduced 50.88%
$141B
$22.4 Million 0.01% of portfolio
95,852
Q1 2025 Reduced 69.6%

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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