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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Jones Financial Companies Lllp ⇄ Raymond James Financial Inc

60Shared positions
61.7%Name overlap (Jaccard)
15+Only Jones…
15+Only Raymond James…

Shared holdings · Q2 2026

SecurityJones Financial… weightRaymond James… weight
VOO Vanguard S&P 500 ETF 5.0% 5.8%
VUG Vanguard Morningstar… 7.3% 0.5%
AGG iShares Core U.S.… 4.4% 2.5%
IVV iShares Core S&P 500 ETF 5.7% 1.0%
SPYM State Street SPDR… 5.8% 0.1%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.2%
IWR iShares Russell Mid-Cap… 4.4% 0.1%
VTV Vanguard Morningstar… 3.9% 0.5%
VO Vanguard Morningstar… 3.5% 0.7%
AAPL Apple Inc. 1.1% 2.4%
NVDA NVIDIA Corporation 1.2% 1.9%
MSFT Microsoft Corporation 0.9% 1.9%
VV Vanguard Morningstar… 2.6% 0.0%
AMZN Amazon.com, Inc. 0.9% 1.4%
AVGO Broadcom Inc. 0.6% 1.7%
GOOGL Alphabet Inc. 0.9% 1.3%
VEA Vanguard FTSE Developed… 1.6% 0.3%
IJR iShares Core S&P… 1.3% 0.6%
SCZ iShares MSCI EAFE… 1.8% 0.0%
USHY iShares Broad USD High… 1.5% 0.2%
IUSB iShares Core Universal… 1.6% 0.1%
JPM JPMorgan Chase & Co. 0.3% 1.3%
IWB iShares Russell 1000 ETF 1.4% 0.1%
AVDV Avantis International… 1.4% 0.0%
SPY State Street SPDR S&P 500… 0.3% 0.9%
IEMG iShares Core MSCI… 0.7% 0.5%
IJH iShares Core S&P Mid-Cap… 0.3% 0.8%
GOOG Alphabet Inc. 0.3% 0.7%
QQQ Invesco QQQ Trust, Series… 0.2% 0.8%
META Meta Platforms, Inc. 0.3% 0.6%
LLY Eli Lilly and Company 0.4% 0.6%
JNJ Johnson & Johnson 0.2% 0.7%
DFIS Dimensional -… 0.9% 0.0%
AMD Advanced Micro Devices… 0.3% 0.5%
WMT Walmart Inc. 0.1% 0.7%
V Visa Inc. 0.3% 0.5%
ABBV AbbVie Inc. 0.1% 0.7%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.3%
ETN Eaton Corporation plc 0.1% 0.6%
BRK-B Berkshire Hathaway Inc. 0.2% 0.6%
TSM Taiwan Semiconductor… 0.3% 0.4%
CGDV Capital Group Dividend… 0.3% 0.4%
DGRO iShares Core Dividend… 0.4% 0.2%
MU Micron Technology, Inc. 0.2% 0.4%
HD The Home Depot, Inc. 0.1% 0.6%
IWF iShares Russell 1000… 0.2% 0.5%
ADI Analog Devices, Inc. 0.1% 0.5%
VIG Vanguard Dividend… 0.2% 0.4%
IWD iShares Russell 1000… 0.3% 0.3%
VTEB Vanguard Tax-Exempt Bond… 0.2% 0.4%
IUSG iShares Core S&P U.S.… 0.5% 0.1%
VYM Vanguard High Dividend… 0.2% 0.3%
UNH UnitedHealth Group… 0.1% 0.4%
IWS iShares Russell Mid-Cap… 0.5% 0.0%
XLK State Street Technology… 0.1% 0.4%
VB Vanguard Morningstar… 0.3% 0.2%
XONA.DE Exxon Mobil Corporation 0.2% 0.3%
WT WisdomTree, Inc. 0.1% 0.4%
CVX Chevron Corporation 0.1% 0.3%
VTI Vanguard Morningstar… 0.2% 0.3%

Distinctively Jones Financial…

VCRM 0.0%
SLS 0.0%
SCYB 0.0%
TEQI 0.0%
BUXX 0.0%
FMAG 0.0%
PJFG 0.0%
BRIE 0.0%
VSDM 0.0%
CDNL 0.0%
GLRY 0.0%
OALC 0.0%
JHPI 0.0%
ICLO 0.0%
FTMN 0.0%

Distinctively Raymond James…

HONA Honeywell Aerospace… 0.1%
JMBS Janus Henderson… 0.0%
HELO JPMorgan Hedged… 0.0%
BUFZ 0.0%
HFXI NYLI FTSE… 0.0%
VNLA Janus Henderson Short… 0.0%
BALT 0.0%
GARP 0.0%
LSGR 0.0%
HGER Harbor Commodity… 0.0%
BBUS JPMorgan BetaBuilders… 0.0%
GSST 0.0%
ISPY 0.0%
ACIO 0.0%
MODL 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology