Johnson Bixby & Associates, LLC Reduced Holdings in Q1 2025

Johnson Bixby & Associates, LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
-1M
- 82.09%
$28.33 - $30.84 $28.4M - $30.9M
218K $6.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-126K
- 15.17%
$120.29 - $134.6 $15.2M - $17M
705K $86.1M
VO
Vanguard Mid Cap ETF

ETFs
-30.3K
- 50.85%
$251.87 - $277.95 $7.62M - $8.41M
29.3K $7.57M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-181K
- 70.52%
$38.99 - $40.37 $7.06M - $7.31M
75.7K $3.05M
FNDA
Schwab Fundamental U S Small C

ETFs
-123K
- 33.15%
$26.87 - $30.99 $3.3M - $3.8M
247K $6.78M
CGDV
Capital Group Divid Value ETF

ETFs
-66.7K
- 3.35%
$34.95 - $37.36 $2.33M - $2.49M
1.92M $68.5M
AAPL
Apple Inc.

Technology
-185
- 0.47%
$209.68 - $247.1 $38.8K - $45.7K
39.4K $8.75M
NVDA
Nvidia Corp

Technology
-2.8K
- 28.35%
$106.98 - $149.43 $299K - $418K
7.06K $765K
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 11.7%
$222.15 - $428.22 $66.6K - $128K
2.27K $586K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.05K
- 15.01%
$96.93 - $109.51 $296K - $334K
17.3K $1.69M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-10.6K
- 42.85%
$38.89 - $41.6 $412K - $441K
14.1K $572K
MSFT
Microsoft Corp

Technology
-126
- 1.67%
$375.39 - $447.2 $47.3K - $56.3K
7.42K $2.79M
VIG
Vanguard Dividend Appreciation

ETFs
-2.07K
- 12.38%
N/A
14.6K $2.66M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-4.41K
- 1.38%
$50.03 - $50.27 $220K - $221K
316K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
-255
- 2.6%
$271.18 - $303.12 $69.2K - $77.3K
9.56K $2.63M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.19K
- 10.63%
$49.25 - $50.66 $157K - $161K
26.8K $1.33M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.27K
- 21.65%
$50.72 - $50.92 $166K - $166K
11.8K $601K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.29K
- 6.95%
$42.5 - $46.71 $225K - $247K
70.8K $3.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-815
- 15.53%
$102.49 - $119.96 $83.5K - $97.8K
4.43K $463K
VHT
Vanguard Health Care ETF

ETFs
-547
- 24.89%
$254.06 - $273.83 $139K - $150K
1.65K $437K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-271
- 3.04%
$168.16 - $186.21 $45.6K - $50.5K
8.63K $1.48M
META
Meta Platforms, Inc.

Communication Services
-125
- 4.94%
$576.36 - $736.67 $72K - $92.1K
2.41K $1.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.84K
- 0.47%
$22.25 - $23.0 $108K - $111K
1.02M $23.4M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.45K
- 31.04%
$26.63 - $26.75 $91.9K - $92.3K
7.67K $205K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.25K
- 16.85%
$56.17 - $59.71 $70.4K - $74.9K
6.19K $353K
PFE
Pfizer Inc

Healthcare
-1.55K
- 13.55%
$25.01 - $27.13 $38.8K - $42.1K
9.89K $250K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.14K
- 16.78%
$27.01 - $28.54 $57.7K - $60.9K
10.6K $296K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-203
- 2.11%
$57.21 - $65.8 $11.6K - $13.4K
9.42K $549K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-404
- 13.08%
$126.11 - $135.06 $50.9K - $54.6K
2.68K $346K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.35K
- 6.81%
$25.81 - $28.52 $86.4K - $95.5K
45.8K $1.26M
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 2.58%
$347.25 - $424.87 $10.4K - $12.7K
1.13K $414K
IWD
Ishares Russell 1000 Val ETF

ETFs
-226
- 3.91%
$182.82 - $196.21 $41.3K - $44.3K
5.56K $1.05M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-818
- 1.63%
N/A
49.4K $1.17M
ICLN
Ishares

ETFs
-1.62K
- 12.29%
$10.94 - $11.86 $17.7K - $19.2K
11.5K $131K
WY
Weyerhaeuser CO

Real Estate
-600
- 6.96%
$27.29 - $31.39 $16.4K - $18.8K
8.02K $234K
SBUX
Starbucks Corp

Consumer Cyclical
-266
- 8.44%
$91.75 - $115.81 $24.4K - $30.8K
2.89K $283K
XOM
Exxon Mobil Corp

Energy
-276
- 6.27%
$105.44 - $118.93 $29.1K - $32.8K
4.13K $490K
IBM
International Business Machines Corp

Technology
-40
- 3.31%
$217.4 - $264.74 $8.7K - $10.6K
1.17K $290K
KR
Kroger CO

Consumer Defensive
-99
- 1.17%
$58.36 - $67.72 $5.78K - $6.7K
8.38K $567K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-145
- 0.64%
$78.97 - $85.82 $11.5K - $12.4K
22.7K $1.88M
VEA
Vanguard Ftse Developed Market

ETFs
-10.4K
- 5.28%
$47.4 - $52.99 $492K - $550K
186K $9.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.92K
- 1.81%
$18.36 - $20.51 $35.2K - $39.3K
104K $2.06M
JNJ
Johnson & Johnson

Healthcare
-200
- 3.24%
$142.06 - $167.7 $28.4K - $33.5K
5.97K $989K
GLD
Spdr Gold Trust

ETFs
-98
- 1.89%
$243.19 - $288.14 $23.8K - $28.2K
5.09K $1.47M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.54K
- 2.07%
$97.25 - $104.79 $442K - $476K
215K $22.3M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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