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CIK: 0000815917
Total reported value
$249.8B
$249.8B
3697 檔
19.9%
As reported in its official Q1 2025 Form 13F filing, Jones Financial Companies Lllp's tracked investment portfolio stood at $249.8B with 3697 total positions.
In Q1 2025, Jones Financial Companies Lllp displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3697 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.26% | -1.88% | +7.51% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.71% | -0.70% | +12.93% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.28% | -0.87% | +0.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.14% | -0.12% | +18.51% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.11% | -0.22% | +0.75% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.04% | +0.11% | +6.90% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.89% | +0.19% | +13.82% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.23% | -0.02% | +5.23% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.69% | -0.02% | +1.34% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.80% | -0.36% | +5.13% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.57% | -0.13% | +3.07% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.48% | -0.03% | -11.94% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +1.86% | +99.39% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.42% | +0.01% | -6.23% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | -0.05% | -9.21% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.13% | -0.07% | +7.90% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.82% | — | +2.34% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.69% | +0.01% | -3.21% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.69% | -0.15% | +7.12% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.63% | — | -0.60% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.59% | -0.05% | +4.89% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.03% | -22.03% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.51% | -0.06% | +7.14% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.06% | +151.99% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | -0.01% | -21.36% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | +0.02% | +2.87% | |
| 27 | DFIS | Dimensional International Sm | ETF-Other | 0.43% | -0.06% | +3.92% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | -0.01% | -36.47% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.40% | -0.01% | +12.18% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.39% | -0.03% | +5.05% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.05% | +31.59% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | -23.63% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | — | +34.15% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.35% | — | +1.43% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.08% | +34.87% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | +12.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.32% | +0.04% | +38.17% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.20% | +34.81% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.28% | — | -24.52% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.12% | +36.83% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.02% | -25.76% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | +0.02% | +25.76% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.01% | +4.91% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.22% | +0.11% | +48.14% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | — | -45.36% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | +15.44% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | +0.18% | +22.32% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | +0.01% | +27.37% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.04% | +24.55% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | +0.02% | +27.95% |
According to official SEC Form 13F filings, Jones Financial Companies Lllp reported a total U.S. public equity portfolio value of $249.8B across 3697 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VUG, VTV) accounted for 19.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AGG
市值: $13.7B
During Q1 2025, Jones Financial Companies Lllp's top holdings by market value included AGG (12.3%)、VUG (10.7%)、VTV (8.3%). The largest single position, AGG, represented 12.3% of total portfolio value.
In Q1 2025, Jones Financial Companies Lllp made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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