JONES FINANCIAL COMPANIES LLLP Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$111.6T

Holdings

3,697

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (3,697 positions)

#StockSharesValue% PortfolioType
101
LYGLOWES COMPANIES INC
300,386$68.6B0.06%
102
RLRTX CORP
517,559$68.2B0.06%
103
SCHASCHWAB US SMALL-CAP
2,310,866$62.8B0.06%
104
TENBTESLA INC
236,413$62.3B0.06%
105
PKNPFIZER INC
2,458,306$62.0B0.06%
106
MEARISHARES TRUST CORE MSCI EAFE
811,087$62.0B0.06%
107
DECKDEERE & CO
132,034$61.4B0.06%
108
IJRISHARES CORE S&P SMALL CAP ETF
574,024$61.2B0.05%
109
DFISDIMENSIONAL ETF TRUST
2,329,191$60.2B0.05%
110
CGCVCAPITAL GROUP CORE EQUITY ETF
1,748,854$58.2B0.05%
111
BIDDBLACKROCK INC NEW
61,497$58.2B0.05%
112
PPLPEPSICO INC
383,497$57.2B0.05%
113
VYMIVANGUARD INTERNATIONAL HIGH
860,201$56.7B0.05%
114
OCPGIM ETF TR
1,116,276$55.5B0.05%
115
MPTMERCK & CO INC
621,225$55.4B0.05%
116
JPSEJ P MORGAN EXCHANGE-TRADED FD
748,469$55.2B0.05%
117
VXFVANGUARD EXTENDED MARKET
1,103,283$54.7B0.05%
118
IBBISHARES RUSSELL 1000 GROWTH
151,265$54.5B0.05%
119
EIGENBRIDGE INC
1,218,866$54.2B0.05%
120
VOEVANGUARD INDEX FDS
323,186$51.9B0.05%
121
EWQISHARES S&P 100 FUND
191,546$51.6B0.05%
122
OXMPGIM ETF TR
995,431$51.0B0.05%
123
VONGVANGUARD RUSSELL 1000 GROWTH
540,275$50.1B0.04%
124
CMBSISHARES TRUST
534,735$49.6B0.04%
125
ERTHINVESCO EXCHANGE-TRADED FD TR
531,383$48.6B0.04%
126
SPABSPDR PORTFOLIO AGGREGATE BOND
652,998$48.6B0.04%
127
ICLRMEDTRONIC PLC
554,832$48.6B0.04%
128
VIOVVANGUARD FTSE DEVELOPED
929,258$47.6B0.04%
129
MUBISHARES TR
450,613$47.5B0.04%
130
IVEISHARES S&P 500 VALUE
317,640$47.0B0.04%
131
MATMCDONALDS CORP
151,758$46.6B0.04%
132
VOOVVANGUARD TOTAL BD MARKET ETF
627,920$46.0B0.04%
133
CGGOCAPITAL GROUP GLOBAL GROWTH
1,898,145$45.6B0.04%
134
JEFJOHN HANCOCK EXCHANGE TRADED
796,302$45.3B0.04%
135
ILLRTRUIST FINL CORP
1,117,411$45.2B0.04%
136
IJKISHARES S&P MIDCAP 400 GROWTH
507,973$45.1B0.04%
137
VIGIVANGUARD INTERNATIONAL
749,006$44.9B0.04%
138
GOOGLALPHABET INC
283,494$43.8B0.04%
139
NVDANVIDIA CORPORATION
401,884$43.6B0.04%
140
VIOOVANGUARD INTERNATIONAL HIGH
583,170$43.2B0.04%
141
JPXNISHARES MSCI EAFE FUND
521,626$43.0B0.04%
142
AQLTISHARES TRUST HIGH DIVIDEND
358,130$42.8B0.04%
143
PCVXVANGUARD INDEX TRUST
166,152$42.4B0.04%
144
RPDREALTY INCOME CORP
749,266$42.4B0.04%
145
BBUSJ P MORGAN ULTRA-SHORT INCOME
834,658$42.3B0.04%
146
AVGOBROADCOM INC
248,773$41.7B0.04%
147
AMZNAMAZON COM INC
217,734$41.4B0.04%
148
CGDGCAPITAL GROUP GLOBAL GROWTH
1,454,438$41.3B0.04%
149
LYVLOCKHEED MARTIN CORP
93,596$41.3B0.04%
150
VTIVANGUARD INDEX TRUST
149,889$40.9B0.04%
151
VUGVANGUARD INDEX FDS
110,131$40.8B0.04%
152
EFAVISHARES TR
240,428$40.8B0.04%
153
ASIXADVANCED MICRO DEVICES INC
389,519$40.2B0.04%
154
VSSVANGUARD FTSE ALL-WORLD EX US
337,675$40.2B0.04%
155
MDIVFIRST TRUST RISING DIVIDEND
688,084$39.9B0.04%
156
HIMUBLACKROCK ETF TR II
797,078$39.4B0.04%
157
EXREXXON MOBIL CORP
333,491$39.3B0.04%
158
HGVHOME DEPOT INC
109,369$39.2B0.04%
159
SRESERVICENOW INC
48,790$38.9B0.03%
160
GRRRLINDE PLC
84,740$38.9B0.03%
161
VVISA INC
110,191$38.6B0.03%
162
VWOVANGUARD FTSE EMERGING MARKETS
811,748$38.3B0.03%
163
FIWFIRST TRUST CAPITAL STRENGTH
430,137$38.1B0.03%
164
VCITVANGUARD INTERMEDIATE TERM
239,116$38.0B0.03%
165
NEMNEXTERA ENERGY INC
539,078$38.0B0.03%
166
BBCAJ P MORGAN EXCHANGE-TRADED FD
668,517$37.9B0.03%
167
IVOVVANGUARD INTERNATIONAL
449,352$37.4B0.03%
168
FUODOLLAR GENERAL CORP NEW
429,443$37.0B0.03%
169
WBDWELLS FARGO & CO
522,819$37.0B0.03%
170
IBKRIBM
151,039$36.9B0.03%
171
DONSPDR DOW JONES INDL AVERAGE
154,818$36.8B0.03%
172
VTVVANGUARD INDEX FDS
212,676$36.7B0.03%
173
EFAISHARES TR
449,380$36.7B0.03%
174
MGCVANGUARD INTER TERM BD ETF
476,255$36.4B0.03%
175
VMCWAL-MART INC
425,538$36.2B0.03%
176
FRSXUSDFORTINET INC
369,928$35.7B0.03%
177
BKLNINVESCO EXCHANGE-TRADED FD TR
359,417$35.4B0.03%
178
COKECOCA-COLA CO
502,062$35.3B0.03%
179
SEICSPDR GOLD TR
122,952$34.9B0.03%
180
TTEKTHERMO FISHER SCIENTIFIC INC
69,472$34.7B0.03%
181
BRK/BBERKSHIRE HATHAWAY INC DEL
65,024$34.6B0.03%
182
XBISPDR DOW JONES INDL AVERAGE
83,050$34.5B0.03%
183
MANHMARATHON PETE CORP
239,083$34.5B0.03%
184
ABTABBVIE INCORPORATED
166,498$34.2B0.03%
185
EFVISHARES TR
572,990$33.8B0.03%
186
UNFUNITED PARCEL SERVICE INC CL B
307,492$33.7B0.03%
187
BANCBANK OF AMERICA CORP
817,424$33.7B0.03%
188
ULSUNION PACIFIC CORP
143,877$33.4B0.03%
189
EWPISHARES CORE S&P TOTAL U S STK
274,766$33.4B0.03%
190
TLTISHARES RUSSELL MIDCAP
389,717$33.0B0.03%
191
VMBSVANGUARD TAX EXEMPT BOND INDEX
656,012$32.5B0.03%
192
QQQEWALT DISNEY CO
331,307$32.5B0.03%
193
VGLTVANGUARD INDEX TR
204,151$32.5B0.03%
194
RSPTINVESCO EXCHANGE-TRADED FD TR
188,755$32.4B0.03%
195
UMCUNITEDHEALTH GROUP INC
62,656$32.3B0.03%
196
IXJISHARES S&P 500 VALUE
170,184$32.1B0.03%
197
VVXVANGUARD SMALL CAP VALUE ETF
172,069$31.9B0.03%
198
AZZABBOTT LABORATORIES
239,210$31.3B0.03%
199
NEOGNETFLIX COM INC
33,393$31.2B0.03%
200
EMEEMERSON ELECTRIC CO
286,432$31.1B0.03%
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