JONES FINANCIAL COMPANIES LLLP Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$73.4B

Holdings

1,361

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,361 positions)

StockValue
PEPPEPSICO INC
$16.6M
PGProcter & Gamble Co/The
$16.6M
BLKCHFBlackRock Inc
$16.3M
METAMeta Platforms Inc
$16.1M
VIGIVANGUARD INTERNATIONAL
$16.0M
BIVVANGUARD ETF/USA
$15.8M
CVXChevron Corp
$15.4M
MPCMarathon Petroleum Corp
$15.2M
CRMSALESFORCE.COM INC
$15.1M
TTENTotalEnergies SE
$14.7M
RTXRTX Corp
$14.6M
AAPLAPPLE INC
$14.5M
AMZNAMAZON COM INC
$14.1M
SCHMCharles Schwab Investment Management Inc
$13.9M
VSSVanguard Group Inc/The
$13.9M
LINLinde PLC
$13.9M
MDLZMondelez International Inc
$13.4M
NOWServiceNow Inc
$13.2M
VEUVanguard ETF/USA
$13.1M
NVDANVIDIA CORP
$12.8M
IUSBBlackRock Fund Advisors
$12.7M
AMTAmerican Tower Corp
$12.5M
VTIVANGUARD ETF/USA
$12.3M
SCHFSCHWAB INTERNATIONAL
$11.9M
CSXCSX CORP
$11.9M
IVVISHARES
$11.9M
IJKISHARES S&P MIDCAP 400 GROWTH
$11.6M
BNDVanguard ETF/USA
$11.3M
DISWalt Disney Co/The
$11.1M
AVEMAMERICAN CENTY ETF TR AVANTIS
$11.0M
CMCSAComcast Corp
$10.9M
ALSAllstate Corp/The
$10.8M
MDTMedtronic PLC
$10.8M
BACBK OF AMERICA CORP
$10.7M
UNHUnitedHealth Group Inc
$10.4M
IGIBISHARES 5-10 YR INVESTMENT
$10.4M
IJTISHARES S&P SMALLCAP 600
$10.2M
JPMJPMORGAN CHASE & CO
$10.2M
SCHZSCHWAB US AGGREGATE BOND
$9.6M
PFEPfizer Inc
$9.5M
BKNGBooking Holdings Inc
$9.3M
HDVISHARES TRUST HIGH DIVIDEND
$9.0M
LMTLockheed Martin Corp
$9.0M
FISVFISERV INC
$9.0M
AVGOBROADCOM INC
$9.0M
ESGVVANGUARD WORLD FD
$9.0M
SBUXSTARBUCKS CORP
$8.9M
IWOISHARES RUSSELL 2000 GROWTH
$8.8M
VYMVANGUARD WHITEHALL
$8.8M
ITOTISHARES CORE S&P TOTAL U S STK
$8.7M
LLYELI LILLY & CO
$8.6M
CGGRCAPITAL GROUP GROWTH ETF
$8.3M
MCDMCDONALD'S CORP
$8.2M
IJJISHARES S&P MIDCAP 400 VALUE
$8.2M
DUKDUKE ENERGY CORP
$8.0M
NEENEXTERA ENERGY
$8.0M
BSVVANGUARD GROUP
$8.0M
ADIANALOG DEVICES INC
$7.9M
IXUSISHARES TRUST CORE MSCI
$7.8M
EFGBlackRock Fund Advisors
$7.7M
LUVSOUTHWEST AIRLINES
$7.5M
IWFISHARES/USA
$7.5M
IEMGISHARES CORE MSCI
$7.5M
CGUSCAPITAL GROUP CORE EQUITY ETF
$7.1M
SCHXCharles Schwab Investment Management Inc
$7.1M
COSTCostco Wholesale Corp
$7.1M
ESGDISHARES ESG AWARE MSCI EAFE
$7.1M
BNDXVANGUARD TOTAL INTERNATIONAL
$6.9M
SCHACharles Schwab Investment Management Inc
$6.7M
ADBEAdobe Inc
$6.7M
ACNAccenture PLC
$6.6M
VGITVanguard ETF/USA
$6.5M
GDGEN DYNAMICS CORP
$6.4M
EUSBISHARES TR ESG ADVANCED TOTAL
$6.3M
SDYSSGA Funds Management Inc
$6.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.2M
CALFPACER FDS TR US SMALL CAP CASH
$6.0M
RWOSPDR INDEX SHS FDS
$5.9M
VXFVANGUARD EXTENDED MARKET
$5.7M
ORCLORACLE CORP
$5.6M
HONHoneywell International Inc
$5.6M
FTNTFortinet Inc
$5.4M
SPABSPDR PORTFOLIO AGGREGATE BOND
$5.4M
LLYEli Lilly & Co
$5.4M
ABBVAbbVie Inc
$5.2M
SCHXSCHWAB US LARGE CAP
$5.1M
SCHASCHWAB US SMALL-CAP
$5.1M
QQQMINVESCO EXCHANGE-TRADED FD TR
$5.1M
LOWLOWES COMPANIES INC
$5.1M
IVWISHARES
$5.0M
PGPROCTER & GAMBLE CO
$5.0M
FMCFMC Corp
$5.0M
ORLYO REILLY AUTOMOTIVE INC
$4.7M
SCHMSCHWAB STRATEGIC TR
$4.6M
VCITVANGUARD INTERMEDIATE TERM
$4.6M
SCHCSCHWAB INTERNATIONAL
$4.6M
SCHCCharles Schwab Investment Management Inc
$4.6M
ZTSZoetis Inc
$4.5M
LMTLOCKHEED MARTIN CORP
$4.5M
DGDollar General Corp
$4.4M
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