JONES FINANCIAL COMPANIES LLLP Q1 2020 Filing

Filed May 1, 2020

Portfolio Value

$41.5M

Holdings

194

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (194 positions)

StockValue
WFCWELLS FARGO & CO
$1.1M
USBUS BANCORP NEW
$1.1M
IJSISHARES S&P SMALLCAP 600/VAL E
$1.0M
ENBENBRIDGE INCORPORATED
$1.0M
BIVVANGUARD INTERMEDIATE-TERM BON
$993K
XLEENERGY SELECT SECTOR SPDR ETF
$976K
DDOMINION ENERGY INC
$962K
IWBiShares Russell 1000 ETF
$959K
LLYLILLY ELI & CO
$910K
VBRVanguard Small-Cap Value ETF
$902K
WMTWALMART INC
$899K
JPMJP MORGAN CHASE & CO
$890K
PGPROCTER & GAMBLE CO
$883K
VUGVANGUARD GROWTH ETF
$877K
IWFISHARES TR RUSSELL 1000 GRW IN
$874K
JECUSDJACOBS ENGINEERING GROUP INC
$859K
PFEPFIZER INC
$846K
IJSiShares S&P Small-Cap 600 Value ETF
$846K
METAFACEBOOK INC-A
$840K
IWMiShares Russell 2000 ETF
$819K
TRMBTRIMBLE NAVIGATION LTD
$801K
ADBEADOBE INC
$795K
XLKTECHNOLOGY SELECT SECTOR SPDR
$793K
IJTISHARES TR S&P SMALLCAP/600 GR
$788K
NVSNNOVARTIS AG SPONSORED ADR
$780K
BLKCHFBLACKROCK INC CL A
$772K
FISVFISERV INC
$768K
TXNTEXAS INSTRUMENTS INC
$761K
DGDOLLAR GENERAL CORP
$753K
SCHZSCHWAB US AGGREGATE BOND ETF
$751K
EFViShares MSCI EAFE Value ETF
$741K
TMOTHERMO FISCHER SCIENTIFIC
$736K
GISGENERAL MILLS INC
$732K
PEPPEPSICO INC
$731K
MDLZMONDELEZ INTERNATIONAL INC
$730K
CVXCHEVRON CORPORATION
$729K
EFGISHARES TR MSCI EAFE GROWTH IN
$710K
MDTMEDTRONIC PLC
$700K
IVWCEF ISHARES S&P 500 GROWTH IND
$692K
SCZiShares MSCI EAFE Small-Cap ETF
$684K
PYPLPAYPAL HOLDINGS INC
$683K
UTXZUNITED TECHNOLOGIES CORP
$681K
VOVanguard Mid-Cap ETF
$673K
VVVANGUARD LARGE-CAP ETF
$670K
TRVCCITIGROUP INC
$665K
DUKDUKE ENERGY CORP
$664K
ADIANALOG DEVICES INC
$647K
VNQVANGUARD REAL ESTATE ETF
$630K
4I1PHILIP MORRIS INTERNATIONAL
$606K
EFAiShares MSCI EAFE ETF
$603K
HONHONEYWELL INTERNATIONAL INC
$599K
IWSiShares Russell Mid-Cap Value ETF
$598K
BACVERIZON COMMUNICATIONS
$593K
KOCOCA COLA CO
$590K
FMCFMC CORP
$590K
TJXTJX COS INC
$575K
IVVISHARES CORE S&P 500 ETF
$573K
XOMEXXON MOBIL CORP
$571K
VSSVanguard FTSE All-Wld ex-US SmCp ETF
$568K
INTCINTEL CORP
$567K
COFCAPITAL ONE FINANCIAL CORP
$563K
EMREMERSON ELEC CO
$560K
BIVVanguard Interm-Term Bond ETF
$558K
TAT & T INC
$557K
LINLINDE PLC
$552K
IVWiShares S&P 500 Growth ETF
$544K
MCDMCDONALDS CORP
$542K
NEENEXTERA ENERGY INC
$539K
BACBANK AMERICA CORP
$538K
LOWLOWES COS INC
$534K
SCHFSCHWAB INTL EQUITY ETF
$517K
BABOEING CO
$514K
EFGiShares MSCI EAFE Growth ETF
$506K
BMYBRISTOL MYERS SQUIBB CO
$497K
DISDISNEY WALT CO NEW
$496K
DEDEERE & CO
$491K
CVSCVS HEALTH CORP
$485K
ISTBISHARES CORE 1-5 YEAR USD BO
$476K
GDGENERAL DYNAMICS CORP
$471K
VBKVanguard Small-Cap Growth ETF
$468K
RDS/AROYAL DUTCH SHELL ADR A SHS
$458K
IVECEF ISHARES S&P 500 VALUE INDE
$454K
ADPAUTOMATIC DATA PROCESSING INC
$447K
CAGCONAGRA FOODS INC
$443K
DONSPDR DJIA TRUST ETF
$423K
SOSOUTHERN COMPANY
$420K
TTENTOTAL S.A. SPON ADR
$420K
EFVISHARES MSCI EAFE VALUE INDEX
$412K
VOTVANGUARD MID-CAP GROWTH INDEX
$405K
OEFiShares S&P 100 ETF
$400K
ZTSZOETIS INC
$400K
CSXCSX CORP
$382K
IWRiShares Russell Mid-Cap ETF
$381K
CLCOLGATE PALMOLIVE CO
$375K
ABBVABBVIE INC
$374K
IBMINTERNATIONAL BUSINESS MACHINE
$367K
IWNiShares Russell 2000 Value ETF
$363K
IEMGISHARES CORE MSCI EMERGING
$361K
FTSFORTIS INC
$352K
IUSGiShares Core S&P US Growth ETF
$348K
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