Jones Financial Companies Lllp has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 4219 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 $12.5B, Vanguard Growth ETF with a value of $11.7B, Vanguard Value ETF with a value of $9.12B, Ishares Core S&P 500 ETF with a value of $7.09B, and Ishares Tr with a value of $6.22B.

Examining the 13F form we can see an increase of $7.39B in the current position value, from $97.4B to 105B.

Below you can find more details about Jones Financial Companies Lllp portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $98.4 Billion
Technology: $1.82 Billion
Consumer Cyclical: $821 Million
Financial Services: $776 Million
Healthcare: $630 Million
Communication Services: $561 Million
Industrials: $551 Million
Consumer Defensive: $417 Million
Other: $674 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 4,219
  • Current Value $105 Billion
  • Prior Value $97.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 549 stocks
  • Additional Purchases 2,290 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 246 stocks
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