Jones Financial Companies, L.L
Latest statistics and disclosures from Jones Financial Companies L's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, AGG, IVV, VOO, VTV, and represent 29.59% of Jones Financial Companies L's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$4.0B), VOO (+$1.5B), AAPL (+$1.4B), VO (+$1.4B), IWR (+$1.3B), NVDA (+$1.3B), MSFT (+$1.2B), SCZ (+$1.1B), AMZN (+$1.0B), GOOGL (+$851M).
- Started 574 new stock positions in PAX, HUT, BA.PA, OBE, NN, NECB, APT, QEFA, CTMX, DIAL.
- Reduced shares in these 10 stocks: VTV (-$764M), AGG (-$629M), IWB (-$391M), IWS (-$287M), IWP (-$235M), VUG (-$65M), AVDV (-$56M), TFLO (-$8.3M), AstraZeneca (-$5.5M), OEF.
- Sold out of its positions in LRGC, NYM, MITT, PRNT, ARKF, AMTX, AGEN, ALDX, ALEX, AVUQ.
- Jones Financial Companies L was a net buyer of stock by $51B.
- Jones Financial Companies L has $208B in assets under management (AUM), dropping by 26.80%.
- Central Index Key (CIK): 0000815917
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Portfolio Holdings for Jones Financial Companies L
Jones Financial Companies L holds 4724 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Jones Financial Companies L has 4724 total positions. Only the first 250 positions are shown.
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- Download the Jones Financial Companies L March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Tr Etf (VUG) | 8.0 | $17B | 39M | 422.37 |
|
|
| Ishares Core Us Aggregate Bond Etf (AGG) | 6.3 | $13B | -4% | 132M | 98.54 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 5.8 | $12B | +3% | 19M | 636.99 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 4.8 | $10B | +18% | 17M | 582.96 |
|
| Vanguard Index Tr Etf (VTV) | 4.8 | $9.9B | -7% | 51M | 193.35 |
|
| Ishares Trust Core Msci Eafe Etf (IEFA) | 4.6 | $9.5B | +7% | 109M | 87.47 |
|
| Ishares Russell Midcap Etf (IWR) | 4.3 | $8.9B | +17% | 93M | 95.41 |
|
| Spdr Ser Tr Etf (SPYM) | 4.0 | $8.3B | +92% | 111M | 74.64 |
|
| Vanguard Mid Cap Etf Etf (VO) | 3.6 | $7.4B | +22% | 26M | 282.81 |
|
| Vanguard Index Trust Etf (VV) | 2.6 | $5.4B | +4% | 19M | 291.34 |
|
| Ishares Etf (SCZ) | 1.8 | $3.8B | +40% | 49M | 75.97 |
|
| Ishares Core Universal Usd Bd Etf (IUSB) | 1.8 | $3.7B | +3% | 80M | 45.87 |
|
| Ishares Russell 1000 Etf (IWB) | 1.7 | $3.6B | -9% | 11M | 347.95 |
|
| Ishares Broad Usd High Yield Etf (USHY) | 1.7 | $3.5B | +8% | 95M | 36.44 |
|
| Vanguard Ftse Developed Etf (VEA) | 1.6 | $3.4B | +3% | 55M | 62.05 |
|
| American Centy Etf Tr Etf (AVDV) | 1.4 | $2.9B | 30M | 96.63 |
|
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 1.2 | $2.4B | +22% | 20M | 121.75 |
|
| Apple Common Stock (AAPL) | 1.0 | $2.1B | +193% | 8.4M | 248.80 |
|
| Nvidia Corp Common Stock (NVDA) | 1.0 | $2.0B | +166% | 12M | 167.52 |
|
| Dimensional Etf Tr Etf (DFIS) | 0.9 | $1.9B | +28% | 59M | 32.66 |
|
| Microsoft Corp Common Stock (MSFT) | 0.9 | $1.8B | +202% | 5.1M | 356.77 |
|
| Amazon Common Stock (AMZN) | 0.8 | $1.7B | +155% | 8.5M | 199.34 |
|
| Alphabet Common Stock (GOOGL) | 0.8 | $1.6B | +109% | 5.9M | 274.34 |
|
| Ishares Core Msci Etf (IEMG) | 0.7 | $1.4B | +8% | 20M | 67.86 |
|
| Broadcom Common Stock (AVGO) | 0.5 | $1.1B | +134% | 3.8M | 300.68 |
|
| Ishares Russell Midcap Value Etf (IWS) | 0.5 | $1.1B | -20% | 7.7M | 143.19 |
|
| Ishares Core S&p U.s. Growth Etf (IUSG) | 0.5 | $1.0B | +25% | 6.7M | 150.35 |
|
| Ishares Core Dividend Growth Etf (DGRO) | 0.4 | $832M | +20% | 12M | 68.90 |
|
| Invesco Exchange-traded Fd Tr Etf (QQQM) | 0.4 | $791M | +22% | 3.4M | 231.61 |
|
| Ishares Core S&p U.s Value Etf (IUSV) | 0.4 | $768M | +19% | 7.7M | 100.41 |
|
| Vanguard Index Trust Etf (VB) | 0.4 | $763M | +19% | 3.0M | 256.27 |
|
| Meta Platforms Common Stock (META) | 0.4 | $733M | +177% | 1.4M | 525.72 |
|
| Ishares S&p 100 Fund Etf (OEF) | 0.3 | $672M | 2.2M | 309.14 |
|
|
| Spdr S&p 500 Etf Tr Etf (SPY) | 0.3 | $610M | +9% | 961k | 634.09 |
|
| Ishares Msci Eafe Fund Etf (EFA) | 0.3 | $596M | +112% | 6.4M | 93.80 |
|
| Taiwan Semiconductor Adr (american Depositor Receipts) (TSM) | 0.3 | $586M | +653% | 1.8M | 326.74 |
|
| Eli Lilly & Co Common Stock (LLY) | 0.3 | $572M | +175% | 651k | 878.24 |
|
| Vanguard Index Tr Etf (VOE) | 0.3 | $570M | +19% | 3.1M | 181.97 |
|
| Visa Inc Cl A Common Stock (V) | 0.3 | $562M | +171% | 1.9M | 295.52 |
|
| Capital Group Divid Value Etf Etf (CGDV) | 0.3 | $562M | +30% | 14M | 41.70 |
|
| Jpmorgan Chase & Co Common Stock (JPM) | 0.3 | $556M | +73% | 2.0M | 282.84 |
|
| Ishares Russell 1000 Value Etf (IWD) | 0.3 | $555M | +75% | 2.6M | 210.05 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.3 | $547M | +21% | 8.3M | 66.11 |
|
| Ishares Tr Msci Eafe Value Etf (EFV) | 0.3 | $535M | +9% | 7.4M | 71.87 |
|
| Alphabet Common Stock (GOOG) | 0.2 | $514M | +645% | 1.9M | 273.76 |
|
| Exxon Mobil Corp Common Stock (XOM) | 0.2 | $499M | +300% | 2.9M | 170.99 |
|
| Ishares Russell 1000 Growth Etf (IWF) | 0.2 | $468M | +118% | 1.1M | 412.81 |
|
| Linde Foreign (LIN) | 0.2 | $465M | +527% | 947k | 491.12 |
|
| Ishares Tr Etf (EFG) | 0.2 | $463M | +10% | 4.3M | 107.61 |
|
| Vanguard Tax Exempt Bond Index Etf (VTEB) | 0.2 | $441M | +27% | 8.9M | 49.64 |
|
| Vanguard Etf (VYM) | 0.2 | $435M | +15% | 3.0M | 145.70 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.2 | $433M | +18% | 2.1M | 210.73 |
|
| Chevron Corp Common Stock (CVX) | 0.2 | $429M | +94% | 2.0M | 211.15 |
|
| Vanguard Russell 2000 Etf Etf (VTWO) | 0.2 | $412M | +329% | 4.2M | 98.19 |
|
| Vanguard Ftse All-world Ex Us Etf (VSS) | 0.2 | $386M | +239% | 2.7M | 142.07 |
|
| Capital Group Growth Etf Etf (CGGR) | 0.2 | $375M | +27% | 9.6M | 39.02 |
|
| Johnson & Johnson Common Stock (JNJ) | 0.2 | $373M | +89% | 1.6M | 240.45 |
|
| Ishares Russell Midcap Growth Etf (IWP) | 0.2 | $356M | -39% | 2.9M | 124.94 |
|
| Amphenol Corp Cl A Common Stock (APH) | 0.2 | $345M | +667% | 2.8M | 123.62 |
|
| American Centy Etf Tr Avantis Etf (AVEM) | 0.2 | $335M | +39% | 4.3M | 78.60 |
|
| Rtx Corp Common Stock (RTX) | 0.2 | $334M | +86% | 1.8M | 189.71 |
|
| Berkshire Hathaway Inc Del Common Stock (BRK.B) | 0.2 | $331M | +52% | 706k | 468.49 |
|
| Ishares S&p 500 Growth Etf (IVW) | 0.2 | $328M | +4% | 3.0M | 109.59 |
|
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $323M | +18% | 574k | 562.58 |
|
| Merck & Co Common Stock (MRK) | 0.2 | $318M | +202% | 2.7M | 119.63 |
|
| Procter & Gamble Common Stock (PG) | 0.2 | $317M | +127% | 2.2M | 142.71 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.2 | $312M | +29% | 3.0M | 105.64 |
|
| Vanguard Total Bd Market Etf Etf (BND) | 0.1 | $308M | +17% | 4.2M | 73.11 |
|
| Bank Of America Corp Common Stock (BAC) | 0.1 | $307M | +329% | 6.5M | 46.97 |
|
| Capital Group Core Equity Etf Etf (CGUS) | 0.1 | $292M | +26% | 7.8M | 37.48 |
|
| Ishares Russell 2000 Etf (IWM) | 0.1 | $290M | +14% | 1.2M | 243.10 |
|
| Analog Devices Common Stock (ADI) | 0.1 | $285M | +394% | 926k | 307.44 |
|
| Medtronic Foreign (MDT) | 0.1 | $282M | +241% | 3.2M | 87.14 |
|
| Ross Stores Common Stock (ROST) | 0.1 | $277M | +1582% | 1.3M | 211.69 |
|
| Ishares Core International Etf (IAGG) | 0.1 | $274M | +128% | 5.5M | 49.68 |
|
| Novartis Adr (american Depositor Receipts) (NVS) | 0.1 | $270M | +828% | 1.8M | 148.18 |
|
| Tesla Common Stock (TSLA) | 0.1 | $268M | +89% | 741k | 361.83 |
|
| Advanced Micro Devices Common Stock (AMD) | 0.1 | $264M | +87% | 1.3M | 201.99 |
|
| Vanguard Index Tr Etf (VOT) | 0.1 | $262M | +17% | 1.0M | 252.33 |
|
| Mcdonalds Corp Common Stock (MCD) | 0.1 | $261M | +233% | 853k | 305.90 |
|
| Deere & Co Common Stock (DE) | 0.1 | $257M | +84% | 453k | 566.65 |
|
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.1 | $254M | +16% | 4.8M | 52.49 |
|
| Vanguard International Equity Etf (VEU) | 0.1 | $253M | +19% | 3.5M | 72.82 |
|
| Intercontinental Exchange Common Stock (ICE) | 0.1 | $251M | +8101% | 1.6M | 152.67 |
|
| Coca-cola Common Stock (KO) | 0.1 | $248M | +294% | 3.3M | 75.71 |
|
| Wells Fargo & Co Common Stock (WFC) | 0.1 | $248M | +252% | 3.2M | 77.19 |
|
| Vanguard Index Trust Etf (VTI) | 0.1 | $242M | +20% | 774k | 313.09 |
|
| J P Morgan Exchange-traded Etf (JGRO) | 0.1 | $240M | +17% | 2.9M | 82.02 |
|
| Thermo Fisher Scientific Common Stock (TMO) | 0.1 | $240M | +214% | 506k | 473.36 |
|
| Asml Holding Nv Foreign (ASML) | 0.1 | $239M | +575% | 184k | 1302.47 |
|
| Costco Wholesale Corp Common Stock (COST) | 0.1 | $238M | +76% | 242k | 983.86 |
|
| Vanguard Inter Term Bd Etf Etf (BIV) | 0.1 | $238M | +26% | 3.1M | 76.52 |
|
| Conocophillips Common Stock (COP) | 0.1 | $236M | +462% | 1.8M | 133.80 |
|
| Home Depot Common Stock (HD) | 0.1 | $235M | +261% | 731k | 321.65 |
|
| Total Sa Foreign (TTE) | 0.1 | $235M | +887% | 2.6M | 89.87 |
|
| British Amern Tob Adr (american Depositor Receipts) (BTI) | 0.1 | $225M | +3117% | 3.9M | 57.80 |
|
| Vanguard Russell 1000 Growth Etf (VONG) | 0.1 | $221M | +34% | 2.1M | 106.20 |
|
| Lowes Companies Common Stock (LOW) | 0.1 | $218M | +71% | 944k | 230.31 |
|
| Ge Aerospace Common Stock (GE) | 0.1 | $215M | +560% | 762k | 282.81 |
|
| Eaton Corporation Foreign (ETN) | 0.1 | $213M | +929% | 595k | 357.36 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $210M | +16% | 984k | 213.14 |
|
| Duke Energy Corp Common Stock (DUK) | 0.1 | $209M | +65% | 1.6M | 129.99 |
|
| Chubb Foreign (CB) | 0.1 | $203M | +3838% | 637k | 319.09 |
|
| Vanguard International High Etf (VYMI) | 0.1 | $201M | +26% | 2.2M | 91.44 |
|
| Schwab International Etf (SCHF) | 0.1 | $200M | +29% | 8.3M | 23.99 |
|
| Arch Capital Group Foreign (ACGL) | 0.1 | $198M | +22038% | 2.1M | 93.42 |
|
| Blackrock Common Stock (BLK) | 0.1 | $196M | +83% | 210k | 933.85 |
|
| Mastercard Inc Cl A Common Stock (MA) | 0.1 | $194M | +393% | 401k | 484.24 |
|
| Pepsico Common Stock (PEP) | 0.1 | $192M | +72% | 1.3M | 153.04 |
|
| Astrazeneca Ord Foreign (AZN) | 0.1 | $189M | NEW | 1.0M | 188.42 |
|
| Servicenow Common Stock (NOW) | 0.1 | $185M | +277% | 1.9M | 99.41 |
|
| Invesco Exchange-traded Fd Tr Etf (SPHQ) | 0.1 | $183M | +15% | 2.5M | 74.11 |
|
| Vanguard Small Cap Growth Etf Etf (VBK) | 0.1 | $182M | +19% | 617k | 294.89 |
|
| Wal-mart Common Stock (WMT) | 0.1 | $182M | +70% | 1.5M | 122.89 |
|
| Barclays Adr (american Depositor Receipts) (BCS) | 0.1 | $180M | +22147% | 8.9M | 20.24 |
|
| Natwest Group Adr (american Depositor Receipts) (NWG) | 0.1 | $178M | +22981% | 13M | 14.27 |
|
| National Grid Adr (american Depositor Receipts) (NGG) | 0.1 | $177M | +27424% | 2.2M | 81.92 |
|
| Capital Group Global Growth Etf (CGGO) | 0.1 | $177M | +29% | 5.4M | 32.56 |
|
| Ge Vernova Common Stock (GEV) | 0.1 | $177M | +512% | 207k | 853.16 |
|
| Kla Corp Common Stock (KLAC) | 0.1 | $176M | +2132% | 122k | 1443.20 |
|
| Palantir Technologies Common Stock (PLTR) | 0.1 | $172M | +74% | 1.2M | 143.06 |
|
| J P Morgan Exchange-traded Etf (JEPI) | 0.1 | $169M | +20% | 3.0M | 55.55 |
|
| Ametek Incorporated Common Stock (AME) | 0.1 | $166M | +421% | 795k | 209.24 |
|
| Arista Networks Common Stock (ANET) | 0.1 | $165M | +1164% | 1.4M | 120.77 |
|
| Salesforce Common Stock (CRM) | 0.1 | $164M | +73% | 915k | 179.31 |
|
| Cisco Systems Common Stock (CSCO) | 0.1 | $164M | +174% | 2.0M | 79.92 |
|
| Abbvie Incorporated Common Stock (ABBV) | 0.1 | $163M | +172% | 777k | 209.40 |
|
| Netflix Common Stock (NFLX) | 0.1 | $162M | +163% | 1.7M | 93.43 |
|
| Pgim Etf Tr Etf (PULS) | 0.1 | $161M | +19% | 3.2M | 49.66 |
|
| Pgim Etf Tr Etf (PAAA) | 0.1 | $161M | +27% | 3.1M | 51.38 |
|
| Caterpillar Common Stock (CAT) | 0.1 | $160M | +93% | 230k | 695.40 |
|
| Charles Schwab Corp Common Stock (SCHW) | 0.1 | $157M | +1580% | 1.7M | 92.36 |
|
| Applied Materials Common Stock (AMAT) | 0.1 | $157M | +181% | 465k | 337.17 |
|
| Marathon Pete Corp Common Stock (MPC) | 0.1 | $157M | +66% | 622k | 251.93 |
|
| Abbott Laboratories Common Stock (ABT) | 0.1 | $156M | +196% | 1.5M | 103.99 |
|
| Lockheed Martin Corp Common Stock (LMT) | 0.1 | $154M | +37% | 250k | 615.84 |
|
| Tjx Companies Common Stock (TJX) | 0.1 | $153M | +124% | 987k | 155.12 |
|
| Citigroup Common Stock (C) | 0.1 | $152M | +431% | 1.4M | 107.38 |
|
| Boeing Common Stock (BA) | 0.1 | $151M | +403% | 791k | 190.52 |
|
| Rio Tinto Adr (american Depositor Receipts) (RIO) | 0.1 | $150M | +3565% | 1.7M | 86.64 |
|
| Intuitive Surgical Common Stock (ISRG) | 0.1 | $149M | +569% | 329k | 452.66 |
|
| Micron Technology Common Stock (MU) | 0.1 | $148M | +293% | 414k | 357.22 |
|
| Enbridge Foreign (ENB) | 0.1 | $147M | +45% | 2.7M | 54.58 |
|
| Nextera Energy Common Stock (NEE) | 0.1 | $146M | +71% | 1.6M | 91.40 |
|
| Eni Spa Adr (american Depositor Receipts) (E) | 0.1 | $146M | +23325% | 2.6M | 55.22 |
|
| Schwab Strategic Tr Etf (SCHM) | 0.1 | $145M | +37% | 4.8M | 30.31 |
|
| Progressive Corporation Common Stock (PGR) | 0.1 | $145M | +1860% | 728k | 198.84 |
|
| Cbre Group Common Stock (CBRE) | 0.1 | $145M | +12004% | 1.1M | 131.77 |
|
| Vanguard Short Term Bd Etf Etf (BSV) | 0.1 | $143M | +19% | 1.8M | 78.14 |
|
| Unitedhealth Group Common Stock (UNH) | 0.1 | $142M | +365% | 547k | 259.02 |
|
| Ishares Trust High Dividend Etf (HDV) | 0.1 | $141M | +20% | 1.0M | 134.84 |
|
| First Trust Rising Dividend Etf (RDVY) | 0.1 | $140M | +34% | 2.1M | 66.68 |
|
| Union Pacific Corp Common Stock (UNP) | 0.1 | $140M | +159% | 585k | 238.79 |
|
| Vanguard International Etf (VIGI) | 0.1 | $139M | +26% | 1.6M | 85.45 |
|
| Philip Morris Intl Common Stock (PM) | 0.1 | $138M | +315% | 843k | 163.54 |
|
| Waste Management Common Stock (WM) | 0.1 | $138M | +1172% | 612k | 225.06 |
|
| Ishares Core S&p Total U S Stk Etf (ITOT) | 0.1 | $138M | +34% | 990k | 138.94 |
|
| Dimensional Etf Tr Etf (DFIV) | 0.1 | $136M | +48% | 2.6M | 51.22 |
|
| Vanguard Extended Market Etf (VXF) | 0.1 | $133M | +142% | 664k | 201.00 |
|
| John Hancock Exchange Traded Etf (JHMM) | 0.1 | $133M | +18% | 2.0M | 65.80 |
|
| Vaneck Etf Tr Etf (MOAT) | 0.1 | $130M | +11% | 1.4M | 94.29 |
|
| Goldman Sachs Group Common Stock (GS) | 0.1 | $128M | +247% | 160k | 802.89 |
|
| Ubs Group Foreign (UBS) | 0.1 | $128M | +8400% | 3.5M | 36.41 |
|
| Verizon Communications Common Stock (VZ) | 0.1 | $127M | +68% | 2.5M | 50.31 |
|
| Danaher Corp Common Stock (DHR) | 0.1 | $127M | +340% | 700k | 181.52 |
|
| Teledyne Technologies Common Stock (TDY) | 0.1 | $126M | +24095% | 213k | 593.31 |
|
| Spdr Gold Tr Etf (GLD) | 0.1 | $125M | +18% | 302k | 414.71 |
|
| Marsh Common Stock (MRSH) | 0.1 | $122M | +6793% | 724k | 169.17 |
|
| Pfizer Common Stock (PFE) | 0.1 | $122M | +26% | 4.5M | 27.04 |
|
| Ishares S&p 500 Value Etf (IVE) | 0.1 | $122M | +21% | 586k | 207.57 |
|
| State Srt Spdr Etf (DIA) | 0.1 | $121M | +15% | 268k | 451.39 |
|
| Toronto Dominion Bk Foreign (TD) | 0.1 | $121M | +3176% | 1.3M | 91.37 |
|
| Blackrock Ishares U S Equity Etf (DYNF) | 0.1 | $120M | +75% | 2.1M | 56.83 |
|
| Paccar Common Stock (PCAR) | 0.1 | $119M | +5256% | 1.1M | 112.75 |
|
| Honeywell International Common Stock (HON) | 0.1 | $119M | +119% | 534k | 223.12 |
|
| O Reilly Automotive Common Stock (ORLY) | 0.1 | $118M | +259% | 1.3M | 90.11 |
|
| Mizuho Finl Group Adr (american Depositor Receipts) (MFG) | 0.1 | $117M | +96145% | 15M | 7.63 |
|
| Schwab Strategic Trust Us Etf (SCHD) | 0.1 | $117M | +22% | 3.9M | 30.44 |
|
| Dollar General Corp Common Stock (DG) | 0.1 | $117M | +77% | 998k | 117.16 |
|
| J P Morgan Exchange-traded Etf (JEPQ) | 0.1 | $117M | +25% | 2.2M | 54.13 |
|
| Howmet Aerospace Common Stock (HWM) | 0.1 | $116M | +1649% | 510k | 227.90 |
|
| Pacer Us Cash Cows 100 Etf (COWZ) | 0.1 | $114M | +13% | 1.9M | 61.73 |
|
| Invesco Exchange-traded Fd Tr Etf (RWL) | 0.1 | $112M | +25% | 989k | 112.81 |
|
| General Dynamics Corp Common Stock (GD) | 0.1 | $111M | +91% | 321k | 346.76 |
|
| J P Morgan Ultra-short Income Etf (JPST) | 0.1 | $111M | +23% | 2.2M | 50.53 |
|
| Palo Alto Networks Common Stock (PANW) | 0.1 | $111M | +302% | 754k | 147.02 |
|
| Old Dominion Freight Line Common Stock (ODFL) | 0.1 | $109M | +12348% | 579k | 188.34 |
|
| Parker Hannifin Corp Common Stock (PH) | 0.1 | $109M | +275% | 123k | 888.44 |
|
| Brown & Brown Common Stock (BRO) | 0.1 | $108M | +2190% | 1.7M | 63.43 |
|
| Capital Group Fxd Income Etf (CGMU) | 0.1 | $107M | +75% | 4.0M | 27.16 |
|
| Hdfc Bank Adr (american Depositor Receipts) (HDB) | 0.1 | $107M | +24171% | 4.4M | 24.35 |
|
| Boston Scientific Corp Common Stock (BSX) | 0.1 | $106M | +3339% | 1.5M | 69.17 |
|
| Ishares Trust Etf (USMV) | 0.1 | $106M | +14% | 1.2M | 91.12 |
|
| Oracle Corp Common Stock (ORCL) | 0.0 | $103M | +109% | 735k | 139.66 |
|
| Texas Instruments Common Stock (TXN) | 0.0 | $101M | +453% | 530k | 190.33 |
|
| American Express Common Stock (AXP) | 0.0 | $101M | +243% | 345k | 292.27 |
|
| Qualcomm Common Stock (QCOM) | 0.0 | $101M | +276% | 792k | 127.11 |
|
| Mckesson Corp Common Stock (MCK) | 0.0 | $101M | +485% | 117k | 860.16 |
|
| Ing Groep N V Adr (american Depositor Receipts) (ING) | 0.0 | $100M | +4900% | 4.1M | 24.79 |
|
| Welltower Inc Reit Reit (WELL) | 0.0 | $100M | +288% | 509k | 195.77 |
|
| Ibm Common Stock (IBM) | 0.0 | $100M | +63% | 421k | 236.34 |
|
| Cvs Health Corporation Common Stock (CVS) | 0.0 | $99M | +313% | 1.4M | 70.08 |
|
| Vanguard Intermediate Term Etf (VCIT) | 0.0 | $98M | +49% | 1.2M | 81.92 |
|
| Invesco Exchange-traded Fd Tr Etf (XMHQ) | 0.0 | $98M | +20% | 977k | 100.63 |
|
| Walt Disney Common Stock (DIS) | 0.0 | $98M | +118% | 1.1M | 92.42 |
|
| S&p Global Common Stock (SPGI) | 0.0 | $98M | +235% | 240k | 406.24 |
|
| Banco Bilbao Vizcaya Adr (american Depositor Receipts) (BBVA) | 0.0 | $98M | +14447% | 4.8M | 20.42 |
|
| Dominion Energy Common Stock (D) | 0.0 | $98M | +981% | 1.6M | 60.88 |
|
| Labcorp Hldgs Common Stock (LH) | 0.0 | $97M | +5621% | 366k | 264.20 |
|
| Truist Finl Corp Common Stock (TFC) | 0.0 | $96M | +20% | 2.2M | 44.53 |
|
| Morgan Stanley Common Stock (MS) | 0.0 | $96M | +918% | 604k | 158.39 |
|
| Moodys Corp Common Stock (MCO) | 0.0 | $95M | +1546% | 223k | 424.84 |
|
| Carlisle Companies Common Stock (CSL) | 0.0 | $92M | +29176% | 282k | 325.58 |
|
| Ishares 5-10 Yr Investment Etf (IGIB) | 0.0 | $91M | +29% | 1.7M | 52.66 |
|
| Sony Group Corp Adr (american Depositor Receipts) (SONY) | 0.0 | $91M | +5280% | 4.6M | 19.91 |
|
| Blackrock Etf Tr Ii Etf (HIMU) | 0.0 | $90M | +39% | 1.9M | 47.63 |
|
| Realty Income Corp Reit (O) | 0.0 | $89M | +16% | 1.5M | 60.69 |
|
| Haleon Adr (american Depositor Receipts) (HLN) | 0.0 | $89M | +2454% | 9.1M | 9.80 |
|
| Nike Inc Cl B Common Stock (NKE) | 0.0 | $89M | +142% | 1.7M | 51.37 |
|
| Spdr Ser Tr Etf (SPYG) | 0.0 | $88M | +57% | 930k | 94.81 |
|
| Vertex Pharmaceuticals Common Stock (VRTX) | 0.0 | $88M | +2437% | 203k | 433.07 |
|
| Wisdomtree Us Midcap Dividend Etf (DON) | 0.0 | $86M | +23% | 1.7M | 51.69 |
|
| Cigna Group Common Stock (CI) | 0.0 | $86M | +459% | 327k | 261.96 |
|
| Keysight Technologies Common Stock (KEYS) | 0.0 | $85M | +221% | 306k | 279.06 |
|
| Ishares Trust Core 1-5 Year Etf (ISTB) | 0.0 | $85M | +23% | 1.8M | 48.28 |
|
| Blackstone Common Stock (BX) | 0.0 | $85M | +446% | 787k | 108.07 |
|
| Prologis Reit (PLD) | 0.0 | $85M | +313% | 659k | 128.90 |
|
| Capital Group Intl Equity Etf Etf (CGIE) | 0.0 | $85M | +52% | 2.6M | 32.59 |
|
| Jacobs Solutions Common Stock (J) | 0.0 | $85M | +406% | 672k | 125.89 |
|
| Cdw Corp Common Stock (CDW) | 0.0 | $84M | +35566% | 713k | 118.17 |
|
| Schwab Us Large Cap Etf (SCHX) | 0.0 | $84M | +32% | 3.4M | 25.01 |
|
| Shopify Foreign (SHOP) | 0.0 | $84M | +472% | 750k | 111.85 |
|
| Capital Group Fixed Income Etf (CGCP) | 0.0 | $83M | +33% | 3.7M | 22.23 |
|
| Spdr Ser Tr Etf (SPYV) | 0.0 | $82M | +53% | 1.5M | 55.59 |
|
| Marriott International New A Common Stock (MAR) | 0.0 | $82M | +1861% | 258k | 317.54 |
|
| Us Bancorp Common Stock (USB) | 0.0 | $82M | +305% | 1.6M | 50.85 |
|
| Invesco Exchange-traded Fd Tr Etf (RSP) | 0.0 | $82M | +22% | 434k | 188.46 |
|
| Aon Foreign (AON) | 0.0 | $81M | +4814% | 259k | 313.66 |
|
| Ishares Tr Etf (QUAL) | 0.0 | $81M | +21% | 433k | 187.30 |
|
| Hilton Worldwide Hldgs Common Stock (HLT) | 0.0 | $81M | +5989% | 275k | 294.04 |
|
| Oneok Common Stock (OKE) | 0.0 | $81M | +35% | 857k | 93.96 |
|
| Invesco Exchange-traded Fd Tr Etf (XMMO) | 0.0 | $80M | +34% | 560k | 143.27 |
|
| Mondelez International Common Stock (MDLZ) | 0.0 | $80M | +111% | 1.4M | 58.27 |
|
| Trane Technologies Foreign (TT) | 0.0 | $79M | +1914% | 193k | 410.23 |
|
| Liberty Media Corp Del Common Stock (FWONK) | 0.0 | $79M | +43359% | 967k | 81.63 |
|
| Ecolab Common Stock (ECL) | 0.0 | $78M | +497% | 300k | 261.37 |
|
| Blackrock Etf Tr Ii Etf (BINC) | 0.0 | $78M | +46% | 1.5M | 51.64 |
|
| Emerson Electric Common Stock (EMR) | 0.0 | $76M | +36% | 607k | 125.40 |
|
| Ishares Trust Core Msci Etf (IXUS) | 0.0 | $76M | +12% | 907k | 83.80 |
|
| Medpace Holdings Common Stock (MEDP) | 0.0 | $76M | +16552% | 168k | 451.20 |
|
Past Filings by Jones Financial Companies L
SEC 13F filings are viewable for Jones Financial Companies L going back to 2011
- Jones Financial Companies L 2026 Q1 filed May 15, 2026
- Jones Financial Companies L 2025 Q4 filed Feb. 17, 2026
- Jones Financial Companies L 2025 Q3 filed Nov. 4, 2025
- Jones Financial Companies L 2025 Q2 filed Aug. 13, 2025
- Jones Financial Companies L 2025 Q1 restated filed May 28, 2025
- Jones Financial Companies L 2025 Q1 filed May 16, 2025
- Jones Financial Companies L 2024 Q4 filed Feb. 6, 2025
- Jones Financial Companies L 2024 Q3 filed Nov. 12, 2024
- Jones Financial Companies L 2024 Q1 filed May 14, 2024
- Jones Financial Companies L 2023 Q4 filed Feb. 13, 2024
- Jones Financial Companies L 2023 Q3 filed Nov. 14, 2023
- Jones Financial Companies L 2023 Q2 filed Aug. 9, 2023
- Jones Financial Companies L 2023 Q1 filed May 11, 2023
- Jones Financial Companies L 2022 Q4 filed Feb. 13, 2023
- Jones Financial Companies L 2022 Q3 filed Nov. 3, 2022
- Jones Financial Companies L 2022 Q2 filed Aug. 8, 2022