Jones Financial Companies Lllp

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

4,412 positions • $111,609,440.675K total value

4,412 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 31 of 185

Sort by:

464286525

ACWV|464286525

21443(+17.1%)

Value:

$2.5B(+24.1%)

Southwest Gas Holdings, Inc.

SWX|844895102

33931(+22.0%)

Value:

$2.5B(+25.9%)

464287549

27249(+30.4%)

Value:

$2.5B(+16.0%)

337345102

14160(+37.7%)

Value:

$2.5B(+27.6%)

abrdn Gold ETF Trust

SGOL|00326A104

84008(+29.6%)

Value:

$2.5B(+52.0%)

KEYCORP /NEW/

KEY|493267108

155139(+7.0%)

Value:

$2.5B(-1.4%)

46434V886

57855(+42.5%)

Value:

$2.4B(+41.3%)

46138J452

112342(+53.1%)

Value:

$2.4B(+53.0%)

Haleon plc

HLN|405552100

235884(+45.4%)

Value:

$2.4B(+56.1%)

KIMBERLY CLARK CORP

KMB|494368103

17085(+26.8%)

Value:

$2.4B(+36.3%)

00162Q395

57217(+30.6%)

Value:

$2.4B(+25.2%)

BOSTON SCIENTIFIC CORP

BSX|101137107

24052(+56.4%)

Value:

$2.4B(+74.2%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

3(+0.0%)

Value:

$2.4B(+16.9%)

87283Q826

77935(+327.9%)

Value:

$2.4B(+304.9%)

46641Q407

20842(+26.4%)

Value:

$2.4B(+26.3%)

25434V815

84462(+41.6%)

Value:

$2.4B(+29.4%)

CROWN CASTLE INC.

CCI|22822V101

22854(+77.1%)

Value:

$2.4B(+102.2%)

37954Y632

64568(+110.0%)

Value:

$2.4B(+98.5%)

464287812

33188(+117.0%)

Value:

$2.3B(+133.5%)

Dutch Bros Inc.

BROS|26701L100

37442(+37.2%)

Value:

$2.3B(+63.8%)

Instrument	Shares		Other Manager	Value
(ACWVcusip464286525)	21.4K	QoQ +17.12% (+3.1K) YoY +1026.20% (+19.5K)	All Managers (Combined)	$2.5M	QoQ +24.07% (+$481.4K) YoY +1137.61% (+$2.3M)
Southwest Gas Holdings, Inc.(SWXcusip844895102)	33.9K	QoQ +22.01% (+6.1K) YoY +612.98% (+29.2K)	All Managers (Combined)	$2.5M	QoQ +25.89% (+$509.2K) YoY +583.27% (+$2.1M)
(cusip464287549)✕	27.2K	QoQ +30.37% (+6.3K) YoY +1734.94% (+25.8K)	All Managers (Combined)	$2.5M	QoQ +15.97% (+$340.8K) YoY +1833.94% (+$2.3M)
(cusip337345102)✕	14.2K	QoQ +37.67% (+3.9K) YoY +1955.15% (+13.5K)	All Managers (Combined)	$2.5M	QoQ +27.61% (+$534.8K) YoY +1780.70% (+$2.3M)
Abrdn Gold Etf Trust(SGOLcusip00326A104)	84.0K	QoQ +29.59% (+19.2K) YoY +432.94% (+68.2K)	All Managers (Combined)	$2.5M	QoQ +52.05% (+$845.2K) YoY +637.44% (+$2.1M)
Keycorp /New/(KEYcusip493267108)	155.1K	QoQ +6.97% (-10.1K) YoY +1442.59% (+145.1K)	All Managers (Combined)	$2.5M	QoQ -1.35% (-$33.8K) YoY +1442.10% (+$2.3M)
(cusip46434V886)✕	57.9K	QoQ +42.46% (+17.2K) YoY NEW(+57.9K)	All Managers (Combined)	$2.4M	QoQ +41.31% (+$715.1K) YoY NEW(+$2.4M)
(cusip46138J452)✕	112.3K	QoQ +53.14% (+39.0K) YoY NEW(+112.3K)	All Managers (Combined)	$2.4M	QoQ +53.00% (+$843.0K) YoY NEW(+$2.4M)
Haleon Plc(HLNcusip405552100)	235.9K	QoQ +45.43% (+73.7K) YoY +3077.74% (+228.5K)	All Managers (Combined)	$2.4M	QoQ +56.11% (+$868.3K) YoY +3732.84% (+$2.4M)
Kimberly Clark Corp(KMBcusip494368103)	17.1K	QoQ +26.83% (+3.6K) YoY +708.18% (+15.0K)	All Managers (Combined)	$2.4M	QoQ +36.31% (+$640.9K) YoY +779.71% (+$2.1M)
(cusip00162Q395)✕	57.2K	QoQ +30.63% (+13.4K) YoY +2668.11% (+55.1K)	All Managers (Combined)	$2.4M	QoQ +25.19% (+$482.5K) YoY +2624.09% (+$2.3M)
Boston Scientific Corp(BSXcusip101137107)	24.1K	QoQ +56.42% (+8.7K) YoY +2899.00% (+23.3K)	All Managers (Combined)	$2.4M	QoQ +74.16% (+$1.0M) YoY +4254.74% (+$2.3M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	3	QoQ 0.00% (+0) YoY +200.00% (+2)	All Managers (Combined)	$2.4M	QoQ +16.85% (+$344.4K) YoY +276.25% (+$1.8M)
(cusip87283Q826)✕	77.9K	QoQ +327.95% (+59.7K) YoY NEW(+77.9K)	All Managers (Combined)	$2.4M	QoQ +304.92% (+$1.8M) YoY NEW(+$2.4M)
(cusip46641Q407)✕	20.8K	QoQ +26.37% (+4.3K) YoY +4325.05% (+20.4K)	All Managers (Combined)	$2.4M	QoQ +26.30% (+$495.0K) YoY +4405.66% (+$2.3M)
(cusip25434V815)✕	84.5K	QoQ +41.59% (+24.8K) YoY +644.61% (+73.1K)	All Managers (Combined)	$2.4M	QoQ +29.40% (+$539.9K) YoY +595.90% (+$2.0M)
Crown Castle Inc.(CCIcusip22822V101)	22.9K	QoQ +77.12% (+10.0K) YoY +2060.11% (+21.8K)	All Managers (Combined)	$2.4M	QoQ +102.18% (+$1.2M) YoY +2014.77% (+$2.3M)
(cusip37954Y632)✕	64.6K	QoQ +109.95% (+33.8K) YoY +3392.04% (+62.7K)	All Managers (Combined)	$2.4M	QoQ +98.54% (+$1.2M) YoY +3657.32% (+$2.3M)
(cusip464287812)✕	33.2K	QoQ +117.00% (+17.9K) YoY +2850.04% (+32.1K)	All Managers (Combined)	$2.3M	QoQ +133.54% (+$1.3M) YoY +2979.13% (+$2.3M)
Dutch Bros Inc.(BROScusip26701L100)	37.4K	QoQ +37.20% (+10.2K) YoY +1788.14% (+35.5K)	All Managers (Combined)	$2.3M	QoQ +63.76% (+$911.4K) YoY +3476.76% (+$2.3M)