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 AGG, VTV, IEFA, VUG, VEA, and represent 46.52% of Jones Financial Companies L's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$2.0B), VUG (+$528M), VEA (+$484M), SCZ (+$276M), IVW (+$215M), IAGG (+$179M), IUSG (+$86M), VWO (+$79M), IVV (+$73M), VTWO (+$51M).
- Started 252 new stock positions in MPWR, CPRI, FWONK, M, CEG, JBHT, TFX, OVV, DOCU, ODFL.
- Reduced shares in these 10 stocks: VTV (-$2.5B), EFV (-$831M), VEU (-$802M), VB (-$371M), IWD (-$353M), OEF (-$288M), VSS (-$115M), BND (-$84M), VO (-$55M), EFG (-$48M).
- Sold out of its positions in BABA, AFB, DMF, BRK.A, MHD, Brookfield Asset Management, Citrix Systems, Continental Resources, DNP, Duke Realty Corporation.
- Jones Financial Companies L was a net seller of stock by $-1.4B.
- Jones Financial Companies L has $58B in assets under management (AUM), dropping by 5.47%.
- Central Index Key (CIK): 0000815917
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Portfolio Holdings for Jones Financial Companies L
Jones Financial Companies L holds 752 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Jones Financial Companies L has 752 total positions. Only the first 250 positions are shown.
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- Download the Jones Financial Companies L December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core Us Aggregate Bond Etf (AGG) | 13.8 | $8.0B | 82M | 96.99 | ||
| Vanguard Index Tr Etf (VTV) | 12.6 | $7.3B | -25% | 52M | 140.37 | |
| Ishares Trust Core Msci Eafe Etf (IEFA) | 7.7 | $4.4B | +78% | 72M | 61.64 | |
| Vanguard Index Tr Etf (VUG) | 7.0 | $4.0B | +15% | 19M | 213.11 | |
| Vanguard Ftse Developed Etf (VEA) | 5.4 | $3.1B | +18% | 74M | 41.97 | |
| Vanguard Total Bd Market Etf Etf (BND) | 5.2 | $3.0B | -2% | 42M | 71.84 | |
| Vanguard Index Trust Etf (VV) | 4.9 | $2.8B | 16M | 174.20 | ||
| Ishares Etf (SCZ) | 3.3 | $1.9B | +17% | 33M | 56.48 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 3.1 | $1.8B | +4% | 46M | 38.98 | |
| Ishares Russell 1000 Etf (IWB) | 2.7 | $1.6B | 7.5M | 210.52 | ||
| Vanguard Index Trust Etf (VB) | 2.4 | $1.4B | -21% | 7.5M | 183.54 | |
| Ishares Russell 1000 Value Etf (IWD) | 2.2 | $1.3B | -21% | 8.5M | 151.65 | |
| Ishares Russell Midcap Etf (IWR) | 2.2 | $1.2B | 18M | 67.45 | ||
| Vanguard Mid Cap Etf Etf (VO) | 2.1 | $1.2B | -4% | 5.9M | 203.81 | |
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| Ishares Russell 2000 Etf (IWM) | 2.1 | $1.2B | +2% | 6.8M | 174.36 | |
| Vanguard Ftse All-world Ex Us Etf (VSS) | 2.0 | $1.2B | -9% | 11M | 102.81 | |
| Ishares Core Total Usd Bond Etf (IUSB) | 1.8 | $1.0B | 23M | 44.93 | ||
| Vanguard International Equity Etf (VEU) | 1.8 | $1.0B | -43% | 21M | 50.14 | |
| Ishares S&p 500 Growth Etf (IVW) | 1.8 | $1.0B | +26% | 17M | 58.50 | |
| Ishares Msci Eafe Fund Etf (EFA) | 1.4 | $832M | -2% | 13M | 65.64 | |
| Ishares Tr Msci Eafe Value Etf (EFV) | 1.3 | $756M | -52% | 17M | 45.88 | |
| Ishares Tr Etf (EFG) | 1.2 | $698M | -6% | 8.3M | 83.76 | |
| Ishares Russell Midcap Value Etf (IWS) | 1.2 | $673M | -2% | 6.4M | 105.34 | |
| Vanguard Small Cap Growth Etf Etf (VBK) | 1.0 | $560M | 2.8M | 200.54 | ||
| Vanguard Small Cap Value Etf Etf (VBR) | 0.9 | $538M | -5% | 3.4M | 158.80 | |
| Ishares Core S&p U.s. Growth Etf (IUSG) | 0.9 | $535M | +19% | 6.6M | 81.52 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $418M | +2% | 1.2M | 351.34 | |
| Ishares S&p 100 Fund Etf (OEF) | 0.6 | $363M | -44% | 2.1M | 170.57 | |
| Ishares Russell Midcap Growth Etf (IWP) | 0.5 | $303M | +3% | 3.6M | 83.60 | |
| Vanguard Index Tr Etf (VOE) | 0.5 | $301M | -3% | 2.2M | 135.24 | |
| Ishares Trust Russell 2000 Etf (IWN) | 0.5 | $275M | 2.0M | 138.67 | ||
| Ishares Core International Etf (IAGG) | 0.3 | $193M | +1309% | 4.0M | 47.55 | |
| Spdr S&p 500 Etf Tr Unit Ser I Etf (SPY) | 0.3 | $168M | 440k | 382.43 | ||
| Vanguard Index Tr Etf (VOT) | 0.2 | $131M | 729k | 179.76 | ||
| Vanguard Etf (VYM) | 0.2 | $124M | 1.1M | 108.21 | ||
| Ishares Core S&p U.s Value Etf (IUSV) | 0.2 | $119M | +6% | 1.7M | 70.63 | |
| Vanguard Tax Exempt Bond Index Etf (VTEB) | 0.2 | $108M | +7% | 2.2M | 49.49 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.2 | $103M | 425k | 241.89 | ||
| Vanguard Short Term Bd Etf Etf (BSV) | 0.2 | $103M | -3% | 1.4M | 75.28 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.2 | $100M | +46% | 952k | 105.52 | |
| Vanguard Inter Term Bd Etf Etf (BIV) | 0.2 | $93M | +8% | 1.3M | 74.32 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.2 | $88M | 934k | 94.64 | ||
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $81M | +903% | 211k | 384.21 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $56M | +2% | 368k | 151.85 | |
| Vanguard Russell 2000 Etf Etf (VTWO) | 0.1 | $51M | +96411% | 726k | 70.37 | |
| Microsoft Corporation (MSFT) | 0.1 | $44M | +4% | 184k | 239.64 | |
| Apple (AAPL) | 0.1 | $43M | 334k | 129.99 | ||
| Ishares Russell 1000 Growth Etf (IWF) | 0.1 | $42M | +9% | 195k | 214.24 | |
| Ishares Trust Core 1-5 Year Etf (ISTB) | 0.1 | $40M | 860k | 46.44 | ||
| Vanguard Index Trust Etf (VTI) | 0.1 | $38M | 201k | 191.19 | ||
| Schwab Emerging Markets Etf (SCHE) | 0.1 | $31M | +273% | 1.3M | 23.67 | |
| Schwab International Etf (SCHF) | 0.1 | $30M | +60% | 945k | 32.21 | |
| Ishares Russell 3000 Etf (IWV) | 0.1 | $30M | -3% | 134k | 220.68 | |
| Ishares Trust Core Msci Etf (IXUS) | 0.1 | $29M | +10% | 507k | 57.88 | |
| Visa (V) | 0.0 | $27M | 130k | 207.91 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $27M | 301k | 88.28 | ||
| Ishares Core Msci Etf (IEMG) | 0.0 | $25M | +49% | 544k | 46.70 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $25M | 81k | 308.53 | ||
| Ishares Tr S&p Smallcap Etf (IJS) | 0.0 | $25M | -4% | 274k | 91.31 | |
| Spdr Dow Jones Indl Average Etf (DIA) | 0.0 | $23M | -3% | 70k | 331.33 | |
| Broadcom (AVGO) | 0.0 | $22M | +2% | 39k | 558.63 | |
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $22M | -3% | 148k | 145.07 | |
| Johnson & Johnson (JNJ) | 0.0 | $21M | 116k | 176.92 | ||
| TJX Companies (TJX) | 0.0 | $20M | 255k | 79.56 | ||
| Merck & Co (MRK) | 0.0 | $20M | 182k | 110.75 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $20M | +2% | 147k | 134.18 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $19M | 35k | 550.43 | ||
| Ishares Core Dividend Growth Etf (DGRO) | 0.0 | $19M | +76% | 376k | 50.00 | |
| Chevron Corporation (CVX) | 0.0 | $19M | 105k | 179.42 | ||
| Lowe's Companies (LOW) | 0.0 | $19M | +2% | 94k | 199.26 | |
| Pfizer (PFE) | 0.0 | $19M | 363k | 51.17 | ||
| Deere & Company (DE) | 0.0 | $18M | -5% | 42k | 428.57 | |
| Abbott Laboratories (ABT) | 0.0 | $17M | 157k | 109.96 | ||
| Amazon (AMZN) | 0.0 | $16M | 192k | 84.16 | ||
| BlackRock (BLK) | 0.0 | $16M | 22k | 707.72 | ||
| Procter & Gamble Company (PG) | 0.0 | $16M | 104k | 151.49 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $15M | 150k | 100.98 | ||
| Schwab Strategic Tr Etf (SCHM) | 0.0 | $15M | +120% | 224k | 65.61 | |
| Pepsi (PEP) | 0.0 | $14M | 79k | 180.78 | ||
| Mondelez Int (MDLZ) | 0.0 | $14M | +2% | 206k | 66.56 | |
| General Dynamics Corporation (GD) | 0.0 | $13M | 52k | 248.36 | ||
| American Tower Reit (AMT) | 0.0 | $13M | 60k | 211.98 | ||
| Bank of America Corporation (BAC) | 0.0 | $12M | +4% | 373k | 33.13 | |
| TotalEnergies SE Spon Adr (TTE) | 0.0 | $12M | +7% | 193k | 61.99 | |
| Schwab Us Aggregate Bond Etf (SCHZ) | 0.0 | $12M | +154% | 255k | 45.65 | |
| Linde Spon Adr (LIN) | 0.0 | $11M | 34k | 326.65 | ||
| Nextera Energy (NEE) | 0.0 | $11M | 127k | 83.52 | ||
| Vanguard International High Etf (VYMI) | 0.0 | $10M | +39% | 175k | 59.57 | |
| Ishares S&p Midcap 400 Growth Etf (IJK) | 0.0 | $10M | -4% | 151k | 68.30 | |
| Ishares S&p Midcap 400 Value Etf (IJJ) | 0.0 | $9.6M | +2% | 96k | 100.80 | |
| McDonald's Corporation (MCD) | 0.0 | $9.6M | -5% | 36k | 263.07 | |
| Medtronic (MDT) | 0.0 | $9.4M | -3% | 121k | 77.45 | |
| Walt Disney Company (DIS) | 0.0 | $9.1M | -2% | 106k | 86.64 | |
| CSX Corporation (CSX) | 0.0 | $9.1M | 295k | 31.02 | ||
| Comcast Corporation (CMCSA) | 0.0 | $9.1M | +169% | 260k | 35.09 | |
| UnitedHealth (UNH) | 0.0 | $9.1M | +13% | 17k | 530.30 | |
| FMC Corporation (FMC) | 0.0 | $9.1M | 73k | 125.20 | ||
| Ishares S&p Smallcap 600 Etf (IJT) | 0.0 | $9.1M | +4% | 84k | 108.07 | |
| Duke Energy (DUK) | 0.0 | $8.8M | +3% | 86k | 102.70 | |
| Allstate Corporation (ALL) | 0.0 | $8.4M | +5% | 62k | 135.44 | |
| SSGA Funds Management Etf (SDY) | 0.0 | $8.4M | 67k | 125.11 | ||
| Ishares Trust High Dividend Etf (HDV) | 0.0 | $8.4M | +111% | 80k | 104.24 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $8.3M | +3% | 17k | 485.89 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $8.3M | +14% | 72k | 116.44 | |
| salesforce (CRM) | 0.0 | $8.2M | 62k | 132.55 | ||
| Analog Devices (ADI) | 0.0 | $8.1M | -2% | 50k | 164.04 | |
| Schwab Us Large Cap Etf (SCHX) | 0.0 | $8.1M | +1175% | 180k | 45.15 | |
| Vanguard Intermediate-term Etf (VGIT) | 0.0 | $8.1M | +19% | 138k | 58.48 | |
| Starbucks Corporation (SBUX) | 0.0 | $7.7M | +11% | 78k | 99.40 | |
| Vanguard International Etf (VIGI) | 0.0 | $7.5M | +103% | 108k | 69.63 | |
| Honeywell International (HON) | 0.0 | $7.3M | -6% | 34k | 214.46 | |
| Booking Holdings (BKNG) | 0.0 | $7.1M | +5% | 3.5k | 2013.61 | |
| Schwab Us Small-cap Etf (SCHA) | 0.0 | $7.0M | 174k | 40.51 | ||
| Paypal Holdings (PYPL) | 0.0 | $7.0M | -4% | 99k | 70.90 | |
| Schwab International Etf (SCHC) | 0.0 | $6.9M | +311% | 220k | 31.47 | |
| Spdr Index Shs Fds Etf (RWO) | 0.0 | $6.7M | -5% | 164k | 40.90 | |
| General Mills (GIS) | 0.0 | $6.7M | 80k | 83.63 | ||
| Ishares Russell 2000 Growth Etf (IWO) | 0.0 | $6.6M | +4% | 31k | 214.52 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $6.6M | -22% | 20k | 326.92 | |
| Truist Financial Corp equities (TFC) | 0.0 | $6.5M | +8% | 151k | 42.83 | |
| Servicenow (NOW) | 0.0 | $5.5M | +143% | 14k | 387.91 | |
| Schwab Strategic Tr Etf (SCHH) | 0.0 | $5.1M | -6% | 263k | 19.29 | |
| Vanguard Total International Etf (BNDX) | 0.0 | $4.9M | 103k | 47.43 | ||
| Novartis Spon Adr (NVS) | 0.0 | $4.9M | -7% | 54k | 90.52 | |
| Costco Wholesale Corporation (COST) | 0.0 | $4.7M | -3% | 10k | 456.53 | |
| Fortis (FTS) | 0.0 | $4.4M | -15% | 106k | 41.86 | |
| NVIDIA Corporation (NVDA) | 0.0 | $4.4M | +20% | 30k | 145.95 | |
| Facebook Inc cl a (META) | 0.0 | $4.4M | -71% | 37k | 118.01 | |
| Union Pacific Corporation (UNP) | 0.0 | $4.0M | 19k | 207.79 | ||
| Ishares Esg Aware Msci Eafe Etf (ESGD) | 0.0 | $3.7M | +52% | 57k | 65.74 | |
| Ishares Core S&p Total U S Stk Etf (ITOT) | 0.0 | $3.6M | +393% | 43k | 84.80 | |
| Select Sector Spdr Etf (XLK) | 0.0 | $3.6M | +66% | 29k | 124.44 | |
| Vanguard World Etf (ESGV) | 0.0 | $3.5M | +54% | 54k | 65.86 | |
| Oracle Corporation (ORCL) | 0.0 | $3.3M | 41k | 81.83 | ||
| Ishares Tr Esg Advanced Total Etf (EUSB) | 0.0 | $3.3M | +42% | 79k | 42.20 | |
| Wisdomtree Us Midcap Dividend Etf (DON) | 0.0 | $3.3M | +130% | 81k | 41.14 | |
| Eli Lilly & Co. (LLY) | 0.0 | $3.1M | 8.4k | 367.16 | ||
| Spdr Portfolio Aggregate Bond Etf (SPAB) | 0.0 | $3.0M | +710% | 118k | 25.13 | |
| Illinois Tool Works (ITW) | 0.0 | $2.9M | -4% | 13k | 221.28 | |
| Philip Morris International (PM) | 0.0 | $2.8M | -9% | 28k | 100.00 | |
| Vanguard ETF/USA Etf (VGT) | 0.0 | $2.7M | +3225% | 8.6k | 319.44 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $2.7M | +4% | 25k | 110.00 | |
| Home Depot (HD) | 0.0 | $2.7M | 8.6k | 315.00 | ||
| Vanguard Extended Market Etf (VXF) | 0.0 | $2.7M | +4% | 20k | 132.86 | |
| Activision Blizzard (ATVI) | 0.0 | $2.7M | +3528% | 36k | 76.05 | |
| Ishares Etf (EMB) | 0.0 | $2.7M | +7% | 32k | 84.59 | |
| Verizon Communications (VZ) | 0.0 | $2.6M | +4% | 66k | 39.43 | |
| Estee Lauder Companies (EL) | 0.0 | $2.6M | -3% | 11k | 246.23 | |
| AFLAC Incorporated (AFL) | 0.0 | $2.6M | +258% | 35k | 73.33 | |
| PNC Financial Services (PNC) | 0.0 | $2.5M | -5% | 16k | 157.74 | |
| International Business Machines (IBM) | 0.0 | $2.4M | 17k | 139.75 | ||
| Alliant Energy Corporation (LNT) | 0.0 | $2.4M | +59% | 43k | 55.15 | |
| Emerson Electric (EMR) | 0.0 | $2.3M | -5% | 24k | 95.76 | |
| Diageo Spon Adr (DEO) | 0.0 | $2.3M | -4% | 13k | 180.18 | |
| Ishares Broad Usd High Yield Etf (USHY) | 0.0 | $2.3M | +57% | 65k | 34.53 | |
| Ishares Esg Aware Msci Em Etf (ESGE) | 0.0 | $2.3M | +10% | 75k | 30.07 | |
| Ishares 5-10 Yr Investment Etf (IGIB) | 0.0 | $2.2M | NEW | 44k | 49.51 | |
| Fortinet (FTNT) | 0.0 | $2.2M | -14% | 44k | 48.89 | |
| Vanguard Intermediate Term Etf (VCIT) | 0.0 | $2.1M | +732% | 27k | 77.51 | |
| Ishares International Treasury Etf (IGOV) | 0.0 | $2.0M | -8% | 51k | 39.15 | |
| Vanguard Etf/usa Etf (VOX) | 0.0 | $1.9M | +707% | 24k | 82.22 | |
| Vanguard World Etf (VSGX) | 0.0 | $1.9M | +56% | 38k | 49.19 | |
| Citigroup (C) | 0.0 | $1.9M | -5% | 40k | 47.01 | |
| Abbvie (ABBV) | 0.0 | $1.9M | +10% | 12k | 161.87 | |
| Prologis (PLD) | 0.0 | $1.8M | +5% | 16k | 112.74 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.7M | 12k | 142.50 | ||
| Select Sector Spdr Etf (XLY) | 0.0 | $1.6M | +701% | 13k | 129.35 | |
| Fiserv (FISV) | 0.0 | $1.6M | +5% | 16k | 101.10 | |
| Vanguard Intl Equity Index Fds Etf (VT) | 0.0 | $1.6M | +89% | 18k | 86.19 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $1.5M | +147% | 9.9k | 147.73 | |
| American Express Company (AXP) | 0.0 | $1.4M | +6% | 9.4k | 146.79 | |
| Coca-Cola Company (KO) | 0.0 | $1.3M | -2% | 21k | 63.61 | |
| Ishares Tr Etf (EAGG) | 0.0 | $1.3M | +76% | 28k | 46.74 | |
| Select Sector Spdr Etf (XLV) | 0.0 | $1.3M | +300% | 9.4k | 135.99 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | -4% | 6.9k | 165.25 | |
| Enbridge (ENB) | 0.0 | $1.1M | 29k | 39.09 | ||
| Dollar General (DG) | 0.0 | $1.1M | -3% | 4.5k | 246.18 | |
| American Water Works (AWK) | 0.0 | $1.1M | +7% | 7.1k | 148.94 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.0M | -7% | 11k | 93.62 | |
| Jacobs Engineering Group (J) | 0.0 | $1.0M | NEW | 8.7k | 118.75 | |
| Wisdomtree Smallcap Div Etf Etf (DES) | 0.0 | $1.0M | +37% | 36k | 28.44 | |
| Check Point Software Technolog Spon Adr (CHKP) | 0.0 | $972k | 7.7k | 126.17 | ||
| Wells Fargo & Company (WFC) | 0.0 | $915k | 22k | 41.52 | ||
| Target Corporation (TGT) | 0.0 | $906k | -8% | 6.1k | 149.22 | |
| Cisco Systems (CSCO) | 0.0 | $903k | +6% | 19k | 47.63 | |
| Invesco Capital Management Etf (QQQ) | 0.0 | $886k | -7% | 3.3k | 266.15 | |
| Bristol Myers Squibb (BMY) | 0.0 | $879k | +11% | 12k | 71.98 | |
| Tractor Supply Company (TSCO) | 0.0 | $877k | 3.9k | 224.87 | ||
| State Street Corporation (STT) | 0.0 | $869k | +19% | 11k | 77.78 | |
| Spdr S&p 600 Small Cap Growth Etf (SLYG) | 0.0 | $830k | +110% | 12k | 72.24 | |
| Schwab Us Broad Market Etf (SCHB) | 0.0 | $759k | NEW | 17k | 44.81 | |
| Vanguard Russell 1000 Etf Etf (VONE) | 0.0 | $758k | NEW | 4.3k | 174.25 | |
| Spdr Bloomberg Intl Treasury Etf (BWX) | 0.0 | $731k | +28% | 33k | 22.43 | |
| ConocoPhillips (COP) | 0.0 | $702k | -16% | 6.0k | 117.96 | |
| At&t (T) | 0.0 | $699k | +3% | 38k | 18.40 | |
| Kellogg Company (K) | 0.0 | $693k | -5% | 9.7k | 71.19 | |
| 3M Company (MMM) | 0.0 | $688k | +3% | 6.0k | 115.38 | |
| Dominion Resources (D) | 0.0 | $669k | +3% | 11k | 61.33 | |
| Nushares Etf Tr Etf (NUMG) | 0.0 | $657k | +271% | 19k | 35.20 | |
| Caterpillar (CAT) | 0.0 | $656k | +2% | 2.7k | 239.59 | |
| Amgen (AMGN) | 0.0 | $655k | +11% | 2.5k | 260.00 | |
| MasterCard Incorporated (MA) | 0.0 | $609k | +28% | 1.8k | 346.61 | |
| Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) | 0.0 | $607k | +123% | 9.4k | 64.72 | |
| Select Sector Spdr Etf (XLF) | 0.0 | $601k | +122% | 18k | 34.24 | |
| Nushares Etf Tr Etf (NUMV) | 0.0 | $595k | +29% | 20k | 29.75 | |
| Stryker Corporation (SYK) | 0.0 | $591k | +6% | 2.4k | 244.52 | |
| Vanguard ETF/USA Etf (VNQ) | 0.0 | $578k | -28% | 7.5k | 76.92 | |
| Ishares Tr Etf (ESML) | 0.0 | $577k | +20% | 18k | 32.88 | |
| Southwest Airlines (LUV) | 0.0 | $570k | -14% | 17k | 33.67 | |
| Nushares Etf Tr Etf (NUSC) | 0.0 | $569k | +108% | 17k | 34.18 | |
| Valero Energy Corporation (VLO) | 0.0 | $566k | -4% | 4.4k | 127.39 | |
| Schwab Intermediate Term Us Etf (SCHR) | 0.0 | $534k | +39% | 11k | 49.23 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $520k | +41% | 5.9k | 88.75 | |
| SYSCO Corporation (SYY) | 0.0 | $510k | +78% | 6.7k | 76.74 | |
| Colgate-Palmolive Company (CL) | 0.0 | $510k | 6.5k | 78.72 | ||
| Automatic Data Processing (ADP) | 0.0 | $505k | -3% | 2.1k | 240.00 | |
| Ishares Global Reit Etf Etf (REET) | 0.0 | $501k | +12% | 22k | 22.71 | |
| Norfolk Southern (NSC) | 0.0 | $465k | +18% | 1.9k | 246.29 | |
| Nike (NKE) | 0.0 | $456k | 3.9k | 116.50 | ||
| V.F. Corporation (VFC) | 0.0 | $416k | -12% | 15k | 27.15 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $414k | -5% | 881.00 | 469.54 | |
| Boeing Company (BA) | 0.0 | $403k | -7% | 2.1k | 189.00 | |
| Cigna Corp (CI) | 0.0 | $401k | 1.2k | 331.13 | ||
| Spdr S&p 600 Small Cap Value Etf (SLYV) | 0.0 | $398k | +167% | 5.4k | 74.22 | |
| Spdr S&p 400 Mid Cap Growth Etf (MDYG) | 0.0 | $391k | +39% | 6.0k | 65.34 | |
| Welltower Inc Com reit (WELL) | 0.0 | $379k | +3% | 5.8k | 65.59 | |
| United Parcel Service (UPS) | 0.0 | $370k | 2.1k | 173.71 | ||
| Corteva (CTVA) | 0.0 | $367k | 6.2k | 58.73 | ||
| U.S. Bancorp (USB) | 0.0 | $361k | -3% | 8.2k | 43.90 | |
| State Street Global Advisors Etf (XLI) | 0.0 | $354k | +25% | 3.6k | 97.88 | |
| Oneok (OKE) | 0.0 | $319k | 4.9k | 65.60 | ||
| Southern Company (SO) | 0.0 | $318k | +7% | 4.5k | 71.33 | |
| Morgan Stanley (MS) | 0.0 | $314k | +32% | 3.7k | 85.00 | |
| Ametek (AME) | 0.0 | $312k | -3% | 2.2k | 139.74 | |
| Altria (MO) | 0.0 | $306k | -4% | 6.7k | 45.65 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $298k | -3% | 8.0k | 37.32 | |
| FedEx Corporation (FDX) | 0.0 | $295k | -9% | 1.7k | 175.68 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $292k | +48% | 2.1k | 135.94 | |
| Vanguard ETF/USA Etf (VCR) | 0.0 | $279k | 1.3k | 219.34 | ||
| Select Sector Spdr Etf (XLE) | 0.0 | $276k | 3.2k | 87.48 | ||
| Vanguard Emerging Mkt Govt Etf (VWOB) | 0.0 | $271k | +42% | 4.4k | 60.98 | |
| Realty Income (O) | 0.0 | $260k | -3% | 4.1k | 63.41 | |
| Ishares Etf (SHV) | 0.0 | $255k | NEW | 2.3k | 109.72 | |
| Capital One Financial (COF) | 0.0 | $254k | -38% | 2.8k | 91.55 | |
| Phillips 66 (PSX) | 0.0 | $254k | 2.4k | 103.97 | ||
| Accenture (ACN) | 0.0 | $253k | +2% | 947.00 | 267.16 | |
| Snap-on Incorporated (SNA) | 0.0 | $252k | 1.1k | 228.26 | ||
| O'reilly Automotive (ORLY) | 0.0 | $245k | +3% | 290.00 | 844.83 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $239k | -7% | 816.00 | 292.89 | |
| Zimmer Holdings (ZBH) | 0.0 | $234k | +3% | 1.8k | 127.59 | |
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 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
- Jones Financial Companies L 2022 Q1 filed May 2, 2022
- Jones Financial Companies L 2021 Q4 filed Feb. 11, 2022
- Jones Financial Companies L 2021 Q3 filed Nov. 12, 2021
- Jones Financial Companies L 2021 Q2 filed Aug. 12, 2021
- Jones Financial Companies L 2021 Q1 filed April 30, 2021
- Jones Financial Companies L 2020 Q4 filed Feb. 8, 2021
- Jones Financial Companies L 2020 Q3 filed Oct. 29, 2020
- Jones Financial Companies L 2020 Q2 filed July 31, 2020
- Jones Financial Companies L 2020 Q1 filed May 1, 2020
- Jones Financial Companies L 2019 Q4 filed Jan. 21, 2020
- Jones Financial Companies L 2019 Q3 filed Oct. 31, 2019
- Jones Financial Companies L 2019 Q2 filed Aug. 2, 2019
- Jones Financial Companies L 2019 Q1 filed May 3, 2019