JONES FINANCIAL COMPANIES LLLP Q2 2025 Filing

Filed August 13, 2025

Portfolio Value

$131.9B

Holdings

4,028

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (4,028 positions)

StockValue
XLVSELECT SECTOR SPDR FUND
$18.8M
VONEVANGUARD RUSSELL 1000 ETF
$18.7M
ELVELEVANCE HEALTH INC
$18.7M
TRVCCITIGROUP INC
$18.4M
PGPROCTER AND GAMBLE CO
$18.3M
SPLVINVESCO EXCHANGE-TRADED FD TR
$18.0M
ZBHZIMMER BIOMET HOLDINGS INC
$17.8M
INTUINTUIT
$17.8M
XLESECTOR SPDR TRUST ENERGY
$17.6M
NOBLPROSHARES S&P 500 DIVIDEND
$17.6M
BNDXVANGUARD TOTAL INTERNATIONAL
$17.5M
FLCBFRANKLIN TEMPLETON ETF TR
$17.5M
JBNDJ P MORGAN EXCHANGE-TRADED FD
$17.5M
VTIVANGUARD INDEX FDS
$17.4M
PHPARKER HANNIFIN CORP
$17.4M
NVSNNOVARTIS AG ADR
$17.3M
PYPLPAYPAL HOLDINGS INC
$17.2M
JMEEJ P MORGAN EXCHANGE-TRADED FD
$17.1M
GEGE AEROSPACE
$17.1M
MOALTRIA GROUP INC
$17.0M
BXBLACKSTONE INC
$16.9M
JCPBJ P MORGAN EXCHANGE-TRADED FD
$16.7M
ZTSZOETIS INCORPORATED
$16.7M
USFRWISDOMTREE TR
$16.7M
AVUVAMERICAN CENTY ETF TR
$16.7M
OMFLINVESCO EXCHANGE-TRADED SELF -
$16.6M
DFATDIMENSIONAL ETF TR
$16.4M
AMTAMERICAN TOWER CORP NEW
$16.3M
ABTABBOTT LABS
$15.8M
EQWLINVESCO EXCHANGE-TRADED FD TR
$15.8M
TPRTAPESTRY INC
$15.5M
TXNTEXAS INSTRUMENTS INC
$15.5M
CGDGCAPITAL GROUP DIVID
$15.4M
CHKPCHECK POINT SOFTWARE
$15.4M
PPAINVESCO EXCHANGE-TRADED FD TR
$15.3M
ASMLASML HOLDING NV
$15.2M
WELLWELLTOWER INC REIT
$15.2M
VEUVANGUARD INTL EQUITY INDEX F
$15.0M
CICIGNA GROUP
$15.0M
ITA*ISHARES DOW JONES US
$15.0M
IAU*ISHARES GOLD TR
$15.0M
GISGENERAL MILLS INC
$14.9M
VRTVERTIV HLDGS LLC
$14.8M
ESGDISHARES ESG AWARE MSCI EAFE
$14.7M
ELESTEE LAUDER COMPANIES INC CL
$14.7M
MLB1MERCADOLIBRE INC
$14.7M
MDLZMONDELEZ INTL INC
$14.6M
TLTISHARES BARCLAYS 20PLUS YEAR
$14.6M
ETNEATON CORPORATION PLC
$14.4M
JJACOBS SOLUTIONS INC
$14.4M
CVXCHEVRON CORP NEW
$14.2M
SCHESCHWAB EMERGING MARKETS
$14.0M
WTRGESSENTIAL UTILS INC
$13.9M
USBUS BANCORP
$13.9M
VSSVANGUARD INTL EQUITY INDEX F
$13.3M
VOOGVANGUARD ADMIRAL FDS INC
$13.3M
BACBANK AMERICA CORP
$13.2M
KEYSKEYSIGHT TECHNOLOGIES INC
$13.2M
VXUSVANGUARD TOTAL INTERNATIONAL
$13.0M
EQREQUITY RESIDENTIAL
$13.0M
SOSOUTHERN CO
$12.9M
ETENERGY TRANSFER L P
$12.9M
AEPAMERICAN ELECTRIC POWER CO
$12.9M
PLDPROLOGIS INC
$12.7M
TRPTC ENERGY CORP
$12.7M
XLUSECTOR SPDR TRUST UTILITIES
$12.6M
SHYISHARES BARCLAYS 1-3 YEAR
$12.6M
SPGPINVESCO EXCHANGE-TRADED FD TR
$12.6M
SCHRSCHWAB INTERMEDIATE TERM US
$12.4M
JQUAJ P MORGAN EXCHANGE-TRADED FD
$12.3M
DBEFDBX X-TRACKERS MSCI EAFE
$12.2M
VGITVANGUARD INTERMEDIATE-TERM
$12.2M
BIVVANGUARD BD INDEX FDS
$11.9M
VHTVANGUARD WORLD FDS
$11.9M
FLQMFRANKLIN TEMPLETON ETF TR
$11.9M
BDXBECTON DICKINSON & CO
$11.8M
EFAVISHARES TR
$11.7M
SLYGSPDR S&P 600 SMALL CAP GROWTH
$11.6M
TDVGT ROWE PRICE EXCHANGE-TRADED
$11.6M
SHELSHELL PLC
$11.4M
FBNDFIDELITY MERRIMACK STREET
$11.4M
ECLECOLAB INC
$11.3M
CARRCARRIER GLOBAL CORP
$11.2M
PIDINVESCO EXCHANGE-TRADED FD TR
$11.2M
FFORD MOTOR CO DEL
$11.2M
EUSBISHARES TR ESG ADVANCED TOTAL
$11.2M
XLYSELECT SECTOR SPDR FUND
$11.1M
PFFISHARES S&P US PFD STOCK INDEX
$11.0M
SHOPSHOPIFY INC
$10.8M
GTOINVESCO ACTIVELY MANAGED
$10.5M
XSMOINVESCO EXCHANGE-TRADED FD TR
$10.4M
KVUEKENVUE INC
$10.4M
AXONAXON ENTERPRISE INC
$10.4M
SPHDINVESCO EXCHANGE-TRADED FD TR
$10.3M
VONVVANGUARD RUSSELL 1000 VALUE
$10.3M
BMYBRISTOL-MYERS SQUIBB CO
$10.3M
IHIISHARES DOW JONES US
$10.2M
XLCSELECT SECTOR SPDR TR
$10.1M
MDYVSPDR S&P 400 MID CAP VALUE ETF
$10.0M
EVRGEVERGY INC
$9.9M
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