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Aaron Albritton

@Jones Financial Companies Lllp

Latest period2024 - Q3ReportedManaged Assets$97.497BTotal holdings3020
Assets growth rate12.7%Assets growth rate (2-Q avg)15.31%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jones Financial Companies Lllp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3020 positions.

Assets under management

The assets under management (AUM) of Jones Financial Companies Lllp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 97.497B in assets, with a quarterly growth rate of 12.7% and a 2-quarter average growth rate of 15.31%. The portfolio is managed by Aaron Albritton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BUYWNorthern Lts Fd Tr Iv
Recent Activity
Exited
0%
$10,949
798 shares@ $13.73 avg price
NSSCNapco Security Technologies
Recent Activity
Exited
0%
$10,806
208 shares@ $51.96 avg price
ROCKGibraltar Inds Inc
Recent Activity
Exited
0%
$10,420
152 shares@ $68.56 avg price
IBPInstalled Building Products
Recent Activity
Exited
0%
$10,155
49 shares@ $207.25 avg price
CSIQCanadian Solar Inc
Recent Activity
Exited
0%
$8,113
550 shares@ $14.76 avg price
KJANInnovator Etfs Tr
Recent Activity
Exited
0%
$7,855
225 shares@ $34.92 avg price
IJANInnovator Etfs Tr Msci Eafe
Recent Activity
Exited
0%
$7,853
250 shares@ $31.42 avg price
IIIInformation Svcs Group Inc
Recent Activity
Exited
0%
$7,350
2,500 shares@ $2.94 avg price
NEARIshares Us Blackrock Short
Recent Activity
Exited
0%
$6,946
138 shares@ $50.34 avg price
RCReady Cap Corp
Recent Activity
Exited
0%
$6,872
840 shares@ $8.19 avg price