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 51–100 of 7,394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 709K | $1M+ | SH |
| CRVL | COSTCO WHOLESALE CORP | 79K | $1M+ | SH |
| JCTC | JOHNSON & JOHNSON | 440K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 275K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 275K | $1M+ | SH |
| DBX | DUKE ENERGY CORP NEW | 591K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 187K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 187K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE-TRADED FD | 945K | $1M+ | SH |
| LYG | LOWES COMPANIES INC | 300K | $1M+ | SH |
| RL | RTX CORP | 518K | $1M+ | SH |
| TENB | TESLA INC | 236K | $1M+ | SH |
| RVTY | PFIZER INC | 2.5M | $1M+ | SH |
| MEAR | ISHARES TRUST CORE MSCI EAFE | 811K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| CGCV | CAPITAL GROUP CORE EQUITY ETF | 1.7M | $1M+ | SH |
| BIDD | BLACKROCK INC NEW | 61K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TRUST US | 2.1M | $1M+ | SH |
| PBA | PEPSICO INC | 383K | $1M+ | SH |
| PULS | PGIM ETF TR | 1.1M | $1M+ | SH |
| OC | PGIM ETF TR | 1.1M | $1M+ | SH |
| MPW | MERCK & CO INC | 621K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE-TRADED FD | 748K | $1M+ | SH |
| IBB | ISHARES RUSSELL 1000 GROWTH | 151K | $1M+ | SH |
| EIG | ENBRIDGE INC | 1.2M | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 323K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 323K | $1M+ | SH |
| EWQ | ISHARES S&P 100 FUND | 192K | $1M+ | SH |
| HIMU | BLACKROCK ETF TR II | 1.0M | $1M+ | SH |
| OXM | PGIM ETF TR | 995K | $1M+ | SH |
| PAAA | PGIM ETF TR | 995K | $1M+ | SH |
| CMBS | ISHARES TRUST | 535K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE-TRADED FD TR | 531K | $1M+ | SH |
| ERTH | INVESCO EXCHANGE-TRADED FD TR | 531K | $1M+ | SH |
| ICLR | MEDTRONIC PLC | 555K | $1M+ | SH |
| VIOV | VANGUARD FTSE DEVELOPED | 929K | $1M+ | SH |
| MUB | ISHARES TR | 451K | $1M+ | SH |
| MUB | ISHARES TR | 451K | $1M+ | SH |
| MAT | MCDONALDS CORP | 152K | $1M+ | SH |
| VOOV | VANGUARD TOTAL BD MARKET ETF | 628K | $1M+ | SH |
| JEF | JOHN HANCOCK EXCHANGE TRADED | 796K | $1M+ | SH |
| ILLR | TRUIST FINL CORP | 1.1M | $1M+ | SH |
| GOOGL | ALPHABET INC | 283K | $1M+ | SH |
| GOOGL | ALPHABET INC | 283K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 402K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 402K | $1M+ | SH |
| VIOO | VANGUARD INTERNATIONAL HIGH | 583K | $1M+ | SH |
| JPXN | ISHARES MSCI EAFE FUND | 522K | $1M+ | SH |
| GOVT | ISHARES TRUST HIGH DIVIDEND | 358K | $1M+ | SH |