JONES FINANCIAL COMPANIES LLLP Q1 2022 Filing

Filed May 2, 2022

Portfolio Value

$67.2B

Holdings

691

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (691 positions)

#StockSharesValue% PortfolioType
1
ITOTVoya Investments LLC
9,799$989.0M1.47%
2
IVWISHARES S&P 500 GROWTH
12,387,960$944.7M1.41%
3
IJTISHARES/USA
7,535$943.0M1.40%
4
LUVSOUTHWEST AIRLINES
19,725$903.0M1.34%
5
IWRISHARES RUSSELL MIDCAP
11,480,258$896.7M1.34%
6
CSCOCISCO SYSTEMS
15,991$892.0M1.33%
7
VBRVANGUARD SMALL CAP VALUE ETF
4,974,024$886.2M1.32%
8
IGOVBlackRock Fund Advisors
18,703$869.0M1.29%
9
TAT&T INC
36,542$863.0M1.29%
10
DGROiShares ETFs/USA
15,872$848.0M1.26%
11
EFAISHARES MSCI EAFE FUND
11,489,840$847.5M1.26%
12
STTState Street Corp
9,397$819.0M1.22%
13
TSCOTRACTOR SUPPLY CO
3,501$817.0M1.22%
14
KELKellogg Co
12,643$815.0M1.21%
15
IWSISHARES RUSSELL MIDCAP VALUE
6,730,581$809.4M1.21%
16
INTCIntel Corp
15,973$792.0M1.18%
17
OEFISHARES S&P 100 FUND
3,791,183$791.3M1.18%
18
OKEONEOK Inc
10,614$750.0M1.12%
19
AFLAflac Inc
11,093$714.0M1.06%
20
EFGISHARES TR
7,304,914$702.5M1.05%
21
VBKVANGUARD SMALL CAP GROWTH ETF
2,803,867$691.1M1.03%
22
IWNISHARES TRUST RUSSELL 2000
4,196,250$684.2M1.02%
23
IJSISHARES TR S&P SMALLCAP
6,496,218$672.0M1.00%
24
SOSouthern Co/The
9,184$666.0M0.99%
25
EMBISHARES
6,746$647.0M0.96%
26
ZTSPfizer Inc
3,420$645.0M0.96%
27
AMGNAmgen Inc
2,595$628.0M0.94%
28
WELLWELLTOWER INC COM
6,446$620.0M0.92%
29
SCHXCharles Schwab Investment Management Inc
11,266$607.0M0.90%
30
ISTBBlackRock Fund Advisors
12,390$600.0M0.89%
31
GOOGAlphabet Inc
213$595.0M0.89%
32
SYKStryker Corp
2,221$594.0M0.88%
33
NSCNorfolk Southern Corp
2,056$586.0M0.87%
34
ADPAUTOMATIC DATA PROCESSING
2,539$578.0M0.86%
35
VOTVanguard ETF/USA
2,534$565.0M0.84%
36
IWOiShares ETFs/USA
2,211$565.0M0.84%
37
USBUS BANCORP
10,559$561.0M0.84%
38
VLOValero Energy Corp
5,508$559.0M0.83%
39
CLCOLGATE-PALMOLIVE
7,184$545.0M0.81%
40
EAGGISHARES TR
10,616$542.0M0.81%
41
IUSGISHARES CORE S&P U.S. GROWTH
5,034,783$530.8M0.79%
42
MAMASTERCARD INC
1,427$510.0M0.76%
43
COPCONOCOPHILLIPS
4,755$476.0M0.71%
44
BWXSPDR BLOOMBERG INTL TREASURY
17,897$463.0M0.69%
45
AEEAMEREN CORP
4,936$463.0M0.69%
46
CATCaterpillar Inc
2,058$459.0M0.68%
47
NDQInvesco Capital Management LLC
1,263$458.0M0.68%
48
UPSUTD PARCEL SERV
2,116$454.0M0.68%
49
IWVBlackRock Advisors LLC
1,670$438.0M0.65%
50
GEGeneral Electric Co
4,747$434.0M0.65%
51
MOAltria Group Inc
8,158$426.0M0.63%
52
EWEdwards Lifesciences Corp
3,600$424.0M0.63%
53
VSGXVANGUARD WORLD FD
7,195$413.0M0.62%
54
AQLTISHARES
1,786,511$412.9M0.61%
55
FDXFEDEX CORP
1,756$406.0M0.60%
56
WBAWalgreens Boots Alliance Inc
8,954$401.0M0.60%
57
BCEBCE Inc
7,109$394.0M0.59%
58
VCRVanguard ETF/USA
1,272$388.0M0.58%
59
CTVACorteva Inc
6,618$380.0M0.57%
60
DONSPDR DOW JONES IND
1,080$375.0M0.56%
61
DONWISDOMTREE ASSET MANAGEMENT INC
8,317$369.0M0.55%
62
KMBKIMBERLY-CLARK CP
2,986$368.0M0.55%
63
BABOEING CO
1,905$365.0M0.54%
64
IWBBlackRock Advisors LLC
1,451$363.0M0.54%
65
LNTAlliant Energy Corp
5,717$357.0M0.53%
66
NKENIKE INC
2,648$356.0M0.53%
67
WECWEC Energy Group Inc
3,552$355.0M0.53%
68
ACNACCENTURE
1,050$354.0M0.53%
69
XLESELECT SECTOR SPDR
4,529$346.0M0.52%
70
SYYSysco Corp
4,003$327.0M0.49%
71
CICigna Corp
1,364$327.0M0.49%
72
DWDMORGAN STANLEY
3,642$318.0M0.47%
73
AEPAmerican Electric Power Co Inc
3,178$317.0M0.47%
74
IWPISHARES RUSSELL MIDCAP GROWTH
3,174,132$316.3M0.47%
75
IJHVoya Investments LLC
273,348$312.1M0.46%
76
ULTAUlta Beauty Inc
780$311.0M0.46%
77
CLXClorox Co/The
2,208$307.0M0.46%
78
OREALTY INCOME CORP
4,311$299.0M0.45%
79
XLVSELECT SECTOR SPDR
2,146$294.0M0.44%
80
PHPARKER-HANNIFIN
1,017$289.0M0.43%
81
XLFSELECT SECTOR SPDR
7,398$283.0M0.42%
82
SPYSSgA Funds Management Inc
337,104$282.1M0.42%
83
VCITVANGUARD ETF/USA
3,253$280.0M0.42%
84
PEOExelon Corp
5,760$274.0M0.41%
85
PSAPublic Storage
689$269.0M0.40%
86
TRMBTrimble Inc
3,693$266.0M0.40%
87
IWNISHARES
1,612$260.0M0.39%
88
JCIJohnson Controls International
3,868$254.0M0.38%
89
PIDInvesco ETFs/USA
12,745$250.0M0.37%
90
VOEVANGUARD INDEX TR
1,660,416$249.8M0.37%
91
DOWDow Inc
3,860$246.0M0.37%
92
NTRNutrien Ltd
2,355$245.0M0.36%
93
DESWISDOMTREE ASSET MANAGEMENT INC
7,567$241.0M0.36%
94
CARRCARRIER GLOBAL CORP
5,228$240.0M0.36%
95
XELXcel Energy Inc
3,306$239.0M0.36%
96
ATVIEURActivision Blizzard Inc
2,941$236.0M0.35%
97
ATOAtmos Energy Corp
1,955$234.0M0.35%
98
ROKROCKWELL AUTOMATION
831$233.0M0.35%
99
XLISSgA Funds Management Inc
2,246$231.0M0.34%
100
QCOMQUALCOMM INC
1,453$222.0M0.33%
Page 1 of 8Next