Análisis de declaraciones
Jones Financial Companies Lllp
13F-HR · período Q1 2026 · presentado May 15, 2026
$208.07BValor 13F declarado
5,771Posiciones
2Otros gestores incluidos
+547Nuevo
3211Incrementada
463Reducida
−238Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SUNB Sunbelt Rentals Holdings Inc | $23.14M | 0.0% |
| ALH Alliance Laundry Holdings Inc. | $8.20M | 0.0% |
| CRUX Columbia Core Bond ETF | $7.11M | 0.0% |
| DFIC Dimensional - International… | $3.28M | 0.0% |
| BSCZ | $2.66M | 0.0% |
| PNFP Pinnacle Financial Partners… | $2.54M | 0.0% |
| FTWO | $2.50M | 0.0% |
| LGN Legence Corp. Class A Common… | $2.09M | 0.0% |
| CDNL | $1.09M | 0.0% |
| VSNT Versant Media Group, Inc.… | $975,936 | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| SPYM State Street SPDR Portfolio… | ▲ Add | +92.2% | $8.26B |
| VUG Vanguard Morningstar Growth… | ▼ Trim | -0.4% | $16.57B |
| AAPL Apple Inc. | ▲ Add | +193.2% | $2.10B |
| IWR iShares Russell Mid-Cap ETF | ▲ Add | +17.8% | $8.87B |
| VO Vanguard Morningstar Mid-Cap… | ▲ Add | +22.3% | $7.43B |
| NVDA NVIDIA Corporation | ▲ Add | +166.2% | $2.02B |
| SCZ iShares MSCI EAFE Small-Cap… | ▲ Add | +40.9% | $3.76B |
| MSFT Microsoft Corporation | ▲ Add | +202.6% | $1.81B |
| AMZN Amazon.com, Inc. | ▲ Add | +155.6% | $1.70B |
| VOO Vanguard S&P 500 ETF | ▲ Add | +18.4% | $9.97B |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.