Jones Financial Companies Lllp

Filing Details

13F-HR/A • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-28
Total Holdings
4,412
Total Value
111609440675
Accession Number
0000950123-25-005907
Form Type
13F-HR/A
CIK
0000815917
Manager Name
Jones Financial Companies Lllp
Data Enrichment
76% identified
3,344 identified1,068 unidentified

Holdings

4,412 positions
Manager:
SEC
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Page 3 of 185
464287465
EFA|464287465
Shares:
3230661(-25.8%)
Value:
$266.1B(-19.1%)
464287507
IJH|464287507
Shares:
4525078(+25.8%)
Value:
$263.6B(+17.6%)
921937835
BND|921937835
Shares:
3346454(+4.9%)
Value:
$245.4B(+7.0%)
46138G649
46138G649
Shares:
1262644(+48.1%)
Value:
$243.8B(+35.9%)
922908611
VBR|922908611
Shares:
1311587(-45.4%)
Value:
$243.4B(-48.8%)
921946406
VYM|921946406
Shares:
1882559(+15.4%)
Value:
$240.2B(+15.4%)
464287804
IJR|464287804
Shares:
2121798(+22.3%)
Value:
$221.1B(+10.6%)
921908844
VIG|921908844
Shares:
1096198(+27.4%)
Value:
$210.4B(+24.9%)
Broadcom Inc.
AVGO|11135F101
Shares:
1198179(+24.6%)
Value:
$202.2B(-9.3%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
769996(+27.9%)
Value:
$187.3B(+29.8%)
922908538
VOT|922908538
Shares:
723604(+3.5%)
Value:
$176.6B(-0.5%)
922907746
VTEB|922907746
Shares:
3529097(+2.5%)
Value:
$175.0B(+1.4%)
VISA INC.
V|92826C839
Shares:
492604(+23.1%)
Value:
$169.7B(+34.1%)
922908595
VBK|922908595
Shares:
646506(-66.2%)
Value:
$163.5B(-69.5%)
Meta Platforms, Inc.
META|30303M102
Shares:
283481(+38.6%)
Value:
$163.5B(+36.5%)
464288414
MUB|464288414
Shares:
1510950(-0.4%)
Value:
$159.0B(-1.6%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
300965(+27.1%)
Value:
$158.8B(+47.9%)
922042775
VEU|922042775
Shares:
2442915(+4.9%)
Value:
$149.0B(+11.4%)
922042858
VWO|922042858
Shares:
3130494(+13.6%)
Value:
$141.7B(+16.8%)
46435G672
46435G672
Shares:
2810381(-59.2%)
Value:
$140.5B(-59.1%)