JONES FINANCIAL COMPANIES LLLP Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$66.5B

Holdings

1,008

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,008 positions)

StockValue
IBMINTL BUSINESS MCHN
$2.6M
VSGXVANGUARD WORLD FD
$2.6M
DONWISDOMTREE US MIDCAP DIVIDEND
$2.6M
VTVANGUARD INTL EQUITY INDEX FDS
$2.6M
IVEISHARES
$2.6M
XOMExxon Mobil Corp
$2.5M
VBRVANGUARD ETF/USA
$2.5M
SCHASCHWAB US SMALL-CAP
$2.4M
FTSFortis Inc/Canada
$2.4M
SCHRSCHWAB INTERMEDIATE TERM US
$2.4M
VGTVANGUARD ETF/USA
$2.3M
4I1PHILIP MORRIS INTL
$2.3M
SLYGSPDR S&P 600 SMALL CAP GROWTH
$2.2M
EMREMERSON ELECTRIC
$2.1M
VONEVANGUARD RUSSELL 1000 ETF
$2.1M
WMTWalmart Inc
$2.0M
WTRGEssential Utilities Inc
$2.0M
AAPLAPPLE INC
$2.0M
EAGGISHARES TR
$1.9M
SPGIS&P Global Inc
$1.9M
VBKVanguard ETF/USA
$1.9M
TFCTruist Financial Corp
$1.9M
ESGEISHARES ESG AWARE MSCI EM
$1.8M
AMZNAMAZON COM INC
$1.8M
MDYGSPDR S&P 400 MID CAP GROWTH
$1.7M
VYMIVanguard ETF/USA
$1.6M
LNTAlliant Energy Corp
$1.6M
PLDPrologis Inc
$1.6M
IGOVISHARES INTERNATIONAL TREASURY
$1.6M
KOCoca-Cola Co/The
$1.6M
VGITVANGUARD INTERMEDIATE-TERM
$1.6M
SCHBSCHWAB US BROAD MARKET
$1.6M
AVGOBROADCOM INC
$1.5M
OEFISHARES
$1.5M
DESWISDOMTREE SMALLCAP DIV ETF
$1.5M
CSCOCISCO SYSTEMS
$1.5M
JPMJPMORGAN CHASE & CO
$1.5M
IUSVBlackRock Fund Advisors
$1.4M
VHTVanguard ETF/USA
$1.4M
DEODIAGEO
$1.3M
MDYVSPDR S&P 400 MID CAP VALUE ETF
$1.3M
PNCPNC Financial Services Group I
$1.3M
NUMVNUSHARES ETF TR
$1.3M
VOXVANGUARD ETF/USA
$1.3M
CHKPCheck Point Software Technolog
$1.3M
MBBBlackRock Fund Advisors
$1.2M
DGROiShares ETFs/USA
$1.2M
IJSISHARES
$1.2M
TSLATesla Inc
$1.2M
NUMGNUSHARES ETF TR
$1.2M
IJKBlackRock Fund Advisors
$1.2M
BPBP PLC
$1.2M
EMBISHARES
$1.1M
ENBENBRIDGE INC
$1.1M
ELESTEE LAUDER COS
$1.1M
MDYVSSgA Funds Management Inc
$1.1M
LLYELI LILLY & CO
$1.1M
ESMLISHARES TR
$1.1M
GOOGAlphabet Inc
$1.1M
NUSCNUSHARES ETF TR
$1.0M
JJacobs Solutions Inc
$1.0M
AVUVAMERICAN CENTY ETF TR
$1.0M
ITOTBlackRock Fund Advisors
$1.0M
XLYSELECT SECTOR SPDR
$980K
NVDANVIDIA CORP
$963K
SLYVSPDR S&P 600 SMALL CAP VALUE
$959K
IJTISHARES/USA
$959K
COPCONOCOPHILLIPS
$947K
XLVSELECT SECTOR SPDR
$925K
BACVERIZON COMMUN
$909K
LOWLOWES COMPANIES INC
$894K
INTCIntel Corp
$875K
VMBSVanguard ETF/USA
$856K
IWBBlackRock Fund Advisors
$845K
TSCOTRACTOR SUPPLY CO
$841K
SCHZCharles Schwab Investment Management Inc
$831K
BABOEING CO
$823K
MAMASTERCARD INC
$816K
BMYBRISTOL-MYRS SQUIB
$805K
AWCAmerican Water Works Co Inc
$796K
PGPROCTER & GAMBLE CO
$786K
HDVISHARES TRUST
$784K
TXNTEXAS INSTRUMENTS
$768K
DFATDIMENSIONAL ETF TR
$767K
GCOWPACER GLOBAL CASH COWS
$748K
LMTLOCKHEED MARTIN CORP
$737K
WFCWELLS FARGO & CO
$732K
MRKMERCK & CO INC
$726K
MDYGSSgA Funds Management Inc
$726K
PYPLPayPal Holdings Inc
$725K
EMBiShares ETFs/USA
$723K
CALFPACER FDS TR US SMALL CAP CASH
$717K
TRVCCitigroup Inc
$714K
CATCaterpillar Inc
$714K
VWOBVANGUARD EMERGING MKT GOVT
$711K
CRMSALESFORCE INC
$698K
NDQInvesco ETFs/USA
$693K
XLFSELECT SECTOR SPDR
$685K
AXPAMER EXPRESS CO
$670K
DYHTarget Corp
$656K
PreviousPage 3 of 14Next