Jones Financial Companies Lllp Incresed Positions in Q4 2024

Jones Financial Companies Lllp

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
42.5K
+ 94.48%
$201.32 - $217.44 $8.56M - $9.25M
87.5K $18.1M
VZ
Verizon Communications Inc

Communication Services
293K
+ 52.32%
$39.6 - $45.21 $11.6M - $13.2M
853K $34.1M
GLD
Spdr Gold Trust

ETFs
37K
+ 79.31%
$236.59 - $257.5 $8.75M - $9.53M
83.6K $20.3M
HD
Home Depot, Inc.

Consumer Cyclical
25.2K
+ 39.64%
$385.02 - $431.37 $9.71M - $10.9M
88.8K $34.5M
MRK
Merck & Co., Inc.

Healthcare
152K
+ 33.5%
$96.31 - $114.76 $14.7M - $17.5M
606K $60.3M
CSCO
Cisco Systems, Inc.

Technology
117K
+ 42.05%
$52.45 - $60.02 $6.12M - $7M
394K $23.3M
XLK
Technology Sector Spdr

ETFs
33K
+ 48.68%
$220.26 - $241.44 $7.27M - $7.97M
101K $23.4M
VTV
Vanguard Value ETF

ETFs
1.67M
+ 3.2%
$168.32 - $181.87 $281M - $304M
53.9M $9.12B
AMD
Advanced Micro Devices Inc

Technology
108K
+ 93.43%
$118.88 - $172.8 $12.9M - $18.7M
224K $27.1M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
63K
+ 90.34%
$119.61 - $136.3 $7.53M - $8.58M
133K $16.4M
CGCP
Capital Group Core Plus Income

ETFs
375K
+ 60.56%
$22.13 - $23.17 $8.3M - $8.69M
994K $22.1M
SPG
Simon Property Group Inc

Real Estate
44.5K
+ 353.97%
$167.23 - $183.84 $7.44M - $8.18M
57.1K $9.83M
XLF
Financial Sector Spdr

ETFs
149K
+ 97.94%
$44.89 - $51.34 $6.68M - $7.64M
301K $14.5M
DG
Dollar General Corp

Consumer Defensive
116K
+ 75.04%
$73.27 - $84.47 $8.5M - $9.8M
271K $20.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
858
+ 20.74%
$4100.99 - $5300.34 $3.52M - $4.55M
4.99K $24.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
133K
+ 32.05%
$79.93 - $88.06 $10.7M - $11.8M
550K $44M
FDL
First Tr Morningstar Dividend

ETFs
182K
+ 191.72%
$39.59 - $43.95 $7.2M - $8M
277K $11.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
67.5K
+ 35.61%
$131.66 - $144.0 $8.89M - $9.72M
257K $34M
MDT
Medtronic PLC

Healthcare
136K
+ 35.23%
$79.61 - $92.24 $10.8M - $12.5M
522K $41.7M
VXF
Vanguard Extended Market ETF

ETFs
32.8K
+ 41.52%
$179.17 - $207.15 $5.88M - $6.79M
112K $21.2M
NKE
Nike, Inc.

Consumer Cyclical
119K
+ 70.01%
$73.36 - $89.13 $8.73M - $10.6M
289K $21.9M
XOM
Exxon Mobil Corp

Energy
79.1K
+ 45.87%
$105.51 - $125.37 $8.34M - $9.91M
251K $27M
UNP
Union Pacific Corp

Industrials
37K
+ 42.28%
$223.15 - $249.32 $8.25M - $9.22M
124K $28.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
148K
+ 25.58%
$67.29 - $73.38 $9.95M - $10.9M
726K $49.3M
ABBV
Abb Vie Inc.

Healthcare
49.7K
+ 47.38%
$164.99 - $203.87 $8.2M - $10.1M
155K $27.5M
IBM
International Business Machines Corp

Technology
29.8K
+ 29.47%
$204.9 - $238.04 $6.1M - $7.09M
131K $28.8M
UNH
Unitedhealth Group Inc

Healthcare
20K
+ 42.06%
$485.52 - $625.25 $9.72M - $12.5M
67.6K $34.2M
CGXU
Capital Group Intl Focus Equit

ETFs
296K
+ 70.07%
$24.67 - $26.94 $7.31M - $7.99M
720K $17.8M
MA
Mastercard Inc

Financial Services
10.7K
+ 49.96%
$491.3 - $536.15 $5.23M - $5.71M
32K $16.8M
GOOG
Alphabet Inc.

Communication Services
21K
+ 21.29%
$163.08 - $198.16 $3.42M - $4.16M
120K $22.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
98.3K
+ 113.51%
$63.01 - $68.55 $6.19M - $6.74M
185K $11.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
83.1K
+ 50.58%
$80.13 - $83.77 $6.66M - $6.96M
247K $19.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
24K
+ 82.82%
$216.72 - $244.71 $5.21M - $5.88M
53K $12.5M
DFIV
Dimensional ETF Tr

ETFs
188K
+ 80.6%
$34.86 - $37.97 $6.56M - $7.15M
422K $15M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
168K
+ 207.05%
$35.45 - $40.33 $5.96M - $6.78M
249K $8.94M
DLR
Digital Realty Trust, Inc.

Real Estate
29K
+ 56.11%
$156.46 - $195.69 $4.54M - $5.68M
80.8K $14.3M
MFC
Manulife Financial Corp

Financial Services
182K
+ 67.03%
$29.21 - $32.87 $5.31M - $5.98M
453K $13.9M
VGT
Vanguard Information Technolog

ETFs
8.19K
+ 40.4%
$571.78 - $647.97 $4.68M - $5.31M
28.5K $17.7M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
222K
+ 554.76%
$26.16 - $29.13 $5.81M - $6.47M
262K $6.87M
NEE
Nextera Energy Inc

Utilities
146K
+ 39.41%
$69.77 - $85.43 $10.2M - $12.5M
518K $37.1M
IYW
Ishares Dj Us Tech ETF

ETFs
32.3K
+ 45.83%
$148.14 - $166.23 $4.79M - $5.38M
103K $16.4M
KO
Coca Cola CO

Consumer Defensive
133K
+ 49.02%
$61.74 - $71.71 $8.22M - $9.55M
405K $25.2M
SOXX
Ishares Semiconductor ETF

ETFs
29.7K
+ 61.04%
$211.27 - $239.8 $6.28M - $7.13M
78.5K $16.9M
SBUX
Starbucks Corp

Consumer Cyclical
79.3K
+ 32.36%
$87.44 - $102.5 $6.93M - $8.12M
324K $29.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
64.5K
+ 30.96%
$90.66 - $99.46 $5.85M - $6.42M
273K $24.8M
CMCSA
Comcast Corp

Communication Services
225K
+ 33.83%
$37.39 - $45.14 $8.4M - $10.1M
889K $33.4M
LUV
Southwest Airlines CO

Industrials
111K
+ 24.72%
$28.99 - $34.84 $3.23M - $3.88M
562K $18.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
108K
+ 34.72%
$50.53 - $55.55 $5.48M - $6.02M
420K $21.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23.3K
+ 64.99%
$172.07 - $207.36 $4.01M - $4.83M
59.1K $11.7M
Activity Summary
Buys All Purchases 2839 New Holdings 549 Increased Positions 2290 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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