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CIK: 0000815917
Total reported value
$249.8B
$249.8B
3411 檔
18.7%
According to the latest 13F quarterly dataset, Jones Financial Companies Lllp managed an equity portfolio of $249.8B at the end of Q4 2024, spanning 3411 distinct U.S. exchange-listed positions.
In Q4 2024, Jones Financial Companies Lllp displayed an active expansion posture, initiating 1 new positions and adding to 186 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VUG, VTV) accounted for 18.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $43.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $45.1M
Showing top 200 holdings (of 3411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.88% | -1.88% | +6.14% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.15% | -0.70% | +23.46% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.67% | -0.87% | +3.20% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.74% | -0.12% | +4.12% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.92% | -0.22% | +1.32% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.23% | +0.11% | +44.70% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | +0.19% | +3.33% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.38% | -0.02% | +20.49% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 4.08% | -0.02% | -8.48% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.98% | -0.36% | +4.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.79% | -0.03% | -8.36% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.60% | -0.13% | +12.21% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.77% | +0.01% | +4.36% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | -0.05% | +1.65% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.15% | -0.07% | +6.68% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +1.86% | +14332.44% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.84% | — | +3.98% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.83% | +0.01% | -11.12% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | -0.01% | -35.48% | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.68% | -0.15% | +7.19% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.66% | — | +1.28% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.03% | -14.00% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | -0.01% | -12.43% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -29.33% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.56% | -0.05% | -25.61% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.55% | -0.06% | +3.03% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.53% | +0.02% | +2.13% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | — | -2.17% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | — | +0.76% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | — | +5.61% | |
| 31 | DFIS | Dimensional International Sm | ETF-Other | 0.41% | -0.06% | -20.05% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | -0.01% | +10.88% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.37% | — | +2.44% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.36% | -0.03% | -65.70% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.05% | +33.25% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | +14.97% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | — | +38.26% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.33% | +0.06% | +9.82% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.08% | +40.64% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.02% | -19.08% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.20% | +30.48% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.25% | +0.04% | +36.62% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.12% | +37.02% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.06% | +12.10% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.01% | +11.52% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | +0.02% | +16.59% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.04% | +30.16% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | — | +13.89% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | +0.18% | +16.99% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | +0.11% | +58.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2.1% | +23.46% | Add |
| 2 | IWR | Ishares Russell Mid-cap ETF | +1.4% | +44.70% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +14332.44% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.5% | +20.49% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | +40.64% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +33.25% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +30.16% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +37.02% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +30.48% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | +38.26% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +58.20% | Add |
| 12 | DGRO | Ishares Core Dividend Growth | +0.1% | +36.62% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +35.22% | Add |
| 14 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +14.97% | Add |
| 16 | V | Visa Inc-class A Shares | 0% | +29.95% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | 0% | +76.88% | Add |
| 18 | META | Meta Platforms Inc-class A | 0% | +44.15% | Add |
| 19 | CGDV | Cap Group Dividend Value | 0% | +72.95% | Add |
| 20 | TSLA | Tesla Inc | 0% | +36.97% | Add |
| 21 | CGGR | Cap Group Growth Equity | 0% | +49.74% | Add |
| 22 | JGRO | Jpmorgan Active Growth ETF | 0% | +168.52% | Add |
| 23 | IWP | Ishares Russell Mid-cap Grow | 0% | +3.03% | Add |
| 24 | CRM | Salesforce Inc | 0% | +30.16% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | +23.07% | Add |
| 26 | MUB | Ishares National Muni Bond E | 0% | +25.55% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +37.33% | Add |
| 28 | AVEM | Avantis Emerging Markets Eq | 0% | +129.27% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +16.77% | Add |
| 30 | CGUS | Cap Group Core Equity | 0% | +63.68% | Add |
| 31 | MOAT | Vaneck Morningstar Wide Moat | 0% | +62.01% | Add |
| 32 | CVX | Chevron CORP | 0% | +37.83% | Add |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +66.49% | Add |
| 34 | PAAA | Pgim Aaa Clo ETF | 0% | +466.25% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +471.98% | Add |
| 36 | ENB | Enbridge Inc | 0% | +64.23% | Add |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +80.29% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | +68.56% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | +16.59% | Add |
| 40 | VTWO | Vanguard Russell 2000 ETF | 0% | +12.10% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | +16.99% | Add |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +19.87% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | +13.89% | Add |
| 44 | PG | Procter & Gamble Co/the | 0% | +37.85% | Add |
| 45 | NOW | Servicenow Inc | 0% | +27.45% | Add |
| 46 | COST | Costco Wholesale CORP | 0% | +40.14% | Add |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +53.63% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | +17.67% | Add |
| 49 | OKE | Oneok Inc | 0% | +137.53% | Add |
| 50 | WFC | Wells Fargo & Co | 0% | +53.81% | Add |
According to official SEC Form 13F filings, Jones Financial Companies Lllp reported a total U.S. public equity portfolio value of $249.8B across 3411 disclosed positions in Q4 2024.
During Q4 2024, Jones Financial Companies Lllp's top holdings by market value included AGG (11.9%)、VUG (11.2%)、VTV (8.7%). The largest single position, AGG, represented 11.9% of total portfolio value.
In Q4 2024, Jones Financial Companies Lllp made 200 total portfolio adjustments, initiating 1 new buys, adding to 186 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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