CIK 815917
JONES FINANCIAL COMPANIES LLLP
Institutional 13F holdings & portfolio
Holdings
7,394
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
1
Holdings
13F filings as of Mar 31, 2025 · Showing 1–50 of 7,394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPLG | SPDR PORTFOLIO LARGE CAP ETF | 31.1M | $1M+ | SH |
| SPLG | SPDR PORTFOLIO LARGE CAP ETF | 30.8M | $1M+ | SH |
| AMRN | AMAZON COM INC | 1.8M | $1M+ | SH |
| MEOH | MICROSOFT CORP | 911K | $1M+ | SH |
| APPN | APPLE INC | 1.6M | $1M+ | SH |
| NCA | NVIDIA CORP | 2.7M | $1M+ | SH |
| XT | ISHARES CORE DIVIDEND GROWTH | 4.4M | $1M+ | SH |
| PIE | INVESCO EXCHANGE-TRADED FD TR | 1.3M | $1M+ | SH |
| VCLT | VANGUARD S&P 500 ETF | 397K | $1M+ | SH |
| IEFA | ISHARES TR | 2.5M | $1M+ | SH |
| IEFA | ISHARES TR | 2.5M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 320K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 320K | $1M+ | SH |
| ILCB | ISHARES CORE S&P 500 ETF | 307K | $1M+ | SH |
| IBTG | JPMORGAN CHASE & CO | 655K | $1M+ | SH |
| IWR | ISHARES TR | 1.6M | $1M+ | SH |
| IWR | ISHARES TR | 1.6M | $1M+ | SH |
| FSBW | META PLATFORMS INC | 241K | $1M+ | SH |
| VSCO | VISA INC CL A | 382K | $1M+ | SH |
| MOO | VANGUARD DIVIDEND APPRECIATION | 665K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 241K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 241K | $1M+ | SH |
| VXRT | VANGUARD MID CAP ETF | 478K | $1M+ | SH |
| PSR | INVESCO QQQ TR | 250K | $1M+ | SH |
| VIOG | VANGUARD | 895K | $1M+ | SH |
| IEF | ISHARES CORE S&P MID CAP ETF | 1.9M | $1M+ | SH |
| LFMD | ELI LILLY & CO | 133K | $1M+ | SH |
| AGG | ISHARES TR | 1.1M | $1M+ | SH |
| AGG | ISHARES TR | 1.1M | $1M+ | SH |
| CPK | CHEVRON CORP | 596K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.9M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.9M | $1M+ | SH |
| PRMB | PROCTER & GAMBLE CO | 568K | $1M+ | SH |
| IYR | ISHARES CORE S&P SMALL CAP ETF | 914K | $1M+ | SH |
| CGXU | CAPITAL GROUP GROWTH ETF | 2.5M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.9M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.9M | $1M+ | SH |
| IJH | ISHARES TR | 1.4M | $1M+ | SH |
| IJH | ISHARES TR | 1.4M | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | 1.2M | $1M+ | SH |
| RZV | INVESCO EXCHANGE-TRADED FD TR | 1.2M | $1M+ | SH |
| COWZ | PACER US CASH COWS 100 | 1.4M | $1M+ | SH |
| SABR | SALESFORCE INC | 287K | $1M+ | SH |
| MOAT | VANECK ETF TR | 883K | $1M+ | SH |
| SHYD | VANECK ETF TR | 883K | $1M+ | SH |
| AAPL | APPLE INC | 347K | $1M+ | SH |
| AAPL | APPLE INC | 347K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.5M | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.5M | $1M+ | SH |
| IJR | ISHARES TR | 709K | $1M+ | SH |