Johnson Bixby & Associates, LLC Incresed Positions in Q4 2024

Johnson Bixby & Associates, LLC

  • $624 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
337K
+ 8.29%
$22.13 - $23.17 $7.46M - $7.81M
4.4M $97.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
42.5K
+ 5.4%
$34.49 - $39.24 $1.47M - $1.67M
829K $30.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.3K
+ 9.03%
$77.86 - $79.27 $1.74M - $1.77M
269K $21M
VO
Vanguard Mid Cap ETF

ETFs
3.07K
+ 5.43%
$261.5 - $284.63 $802K - $873K
59.5K $15.7M
VB
Vanguard Small Cap ETF

ETFs
2.88K
+ 8.99%
$233.76 - $261.58 $673K - $753K
34.9K $8.38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.45K
+ 3.79%
$417.69 - $450.94 $605K - $653K
39.6K $16.9M
CMF
Ishares California Muni Bond E

ETFs
5.22K
+ 21.35%
$56.66 - $58.1 $296K - $303K
29.6K $1.7M
FNDA
Schwab Fundamental U S Small C

ETFs
190K
+ 105.08%
$29.26 - $59.11 $5.55M - $11.2M
370K $11M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.16K
+ 32.06%
$23.88 - $24.32 $147K - $150K
25.4K $608K
NVDA
Nvidia Corp

Technology
40
+ 0.41%
$117.0 - $148.88 $4.68K - $5.96K
9.86K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
157
+ 1.63%
$280.04 - $302.45 $44K - $47.5K
9.82K $2.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
350
+ 3.54%
$442.29 - $483.08 $155K - $169K
10.2K $4.64M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.44K
+ 5.11%
N/A
50.3K $1.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
826
+ 5.79%
$50.67 - $50.9 $41.9K - $42K
15.1K $765K
INTC
Intel Corp

Technology
9.68K
+ 19.34%
$19.07 - $26.23 $185K - $254K
59.7K $1.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
235
+ 3.35%
$41.09 - $45.94 $9.66K - $10.8K
7.24K $304K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.78%
$567.81 - $607.81 $2.27K - $2.43K
514 $301K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.22K
+ 199.87%
$22.01 - $66.82 $137K - $415K
9.33K $211K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
155
+ 1.3%
$25.0 - $25.11 $3.88K - $3.89K
12.1K $303K
Capital Group New Geography
34.8K
+ 15.77%
N/A
256K $0
Capital Group Core Balanced
80.9K
+ 83.73%
N/A
178K $0
Capital Group International
56.7K
+ 9.22%
N/A
671K $0
GLD
Spdr Gold Trust

ETFs
10
+ 0.19%
$236.59 - $257.5 $2.37K - $2.58K
5.18K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
100
+ 2.76%
$161.05 - $179.7 $16.1K - $18K
3.72K $624K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
243
+ 1.6%
$22.71 - $23.47 $5.52K - $5.7K
15.4K $351K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
166
+ 1.65%
$20.28 - $21.2 $3.37K - $3.52K
10.2K $207K
IBDV
Ishares Tr

Technology
212
+ 1.56%
$21.24 - $22.15 $4.5K - $4.7K
13.8K $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.49K
+ 200.09%
$26.93 - $84.95 $229K - $721K
12.7K $347K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
323
+ 1.09%
$49.79 - $51.14 $16.1K - $16.5K
30K $1.5M
EUSB
Ishares Tr Esg Advanced Total

Technology
950
+ 3.24%
$42.39 - $44.29 $40.3K - $42.1K
30.3K $1.29M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
174
+ 3.89%
$64.62 - $71.43 $11.2K - $12.4K
4.65K $300K
POR
Portland General Electric CO

Utilities
6
+ 0.11%
$43.52 - $48.99 $261 - $294
5.44K $237K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
805
+ 3.36%
$38.96 - $43.28 $31.4K - $34.8K
24.7K $974K
ICLN
Ishares

ETFs
607
+ 4.84%
$11.35 - $14.51 $6.89K - $8.81K
13.1K $149K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
200
+ 1.55%
$56.61 - $61.63 $11.3K - $12.3K
13.1K $744K
FNDX
Schwab Fundamental U S Large C

ETFs
55.3K
+ 194.23%
$23.49 - $71.77 $1.3M - $3.97M
83.7K $1.98M
JNJ
Johnson & Johnson

Healthcare
150
+ 2.49%
$143.34 - $165.86 $21.5K - $24.9K
6.17K $891K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
48.9K
+ 85.72%
$18.41 - $40.87 $900K - $2M
106K $1.96M
CGDV
Capital Group Divid Value ETF

ETFs
51.8K
+ 2.68%
$35.16 - $37.12 $1.82M - $1.92M
1.99M $70.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.65K
+ 2.98%
$28.89 - $33.95 $279K - $328K
333K $9.69M
FNDF
Schwab Fundamental Intl Large

ETFs
30K
+ 4.97%
$32.92 - $37.15 $987K - $1.11M
633K $21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.24K
+ 2.45%
$99.04 - $109.59 $518K - $574K
219K $21.8M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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