Johnson Bixby & Associates, LLC Sells in Q4 2024

Johnson Bixby & Associates, LLC

  • $624 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
-105K
- 7.93%
$29.21 - $30.67 $3.07M - $3.22M
1.22M $35.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-83.9K
- 24.61%
$39.3 - $41.34 $3.3M - $3.47M
257K $10.1M
VEA
Vanguard Ftse Developed Market

ETFs
-25.9K
- 11.62%
$47.57 - $52.44 $1.23M - $1.36M
197K $9.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.9K
- 15.41%
$44.04 - $49.49 $610K - $686K
76.1K $3.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.82K
- 6.69%
$174.22 - $187.62 $490K - $528K
39.3K $6.88M
MSFT
Microsoft Corp

Technology
-1.31K
- 14.75%
$406.35 - $454.46 $530K - $593K
7.55K $3.18M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.38K
- 0.43%
$22.39 - $23.45 $98.1K - $103K
1.02M $23.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.01K
- 1.47%
$55.45 - $61.08 $55.9K - $61.6K
67.5K $3.74M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-8.31K
- 2.53%
$50.0 - $50.27 $416K - $418K
320K $16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.51K
- 16.22%
$26.63 - $30.23 $253K - $288K
49.1K $1.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.35K
- 36.86%
$57.53 - $60.83 $250K - $264K
7.44K $428K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.04K
- 15.21%
$183.23 - $199.79 $190K - $207K
5.78K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.3K
- 19.32%
$61.68 - $67.87 $142K - $156K
9.62K $599K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-817
- 20.92%
$126.68 - $134.74 $103K - $110K
3.09K $393K
WM
Waste Management Inc

Industrials
-433
- 17.8%
$201.79 - $228.46 $87.4K - $98.9K
2K $403K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.63K
- 5.32%
$42.33 - $43.3 $69.1K - $70.7K
29K $1.24M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-828
- 3.13%
$26.65 - $29.34 $22.1K - $24.3K
25.6K $693K
MUB
Ishares National Muni Bond ETF

ETFs
-92
- 0.28%
$105.78 - $108.7 $9.73K - $10K
32.9K $3.51M
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 17.67%
$873.59 - $994.69 $87.4K - $99.5K
466 $426K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-335
- 3.63%
$176.42 - $186.91 $59.1K - $62.6K
8.91K $1.59M
SBUX
Starbucks Corp

Consumer Cyclical
-499
- 13.67%
$87.44 - $102.5 $43.6K - $51.1K
3.15K $287K
VHT
Vanguard Health Care ETF

ETFs
-14
- 0.63%
$250.81 - $283.3 $3.51K - $3.97K
2.2K $557K
MRK
Merck & Co., Inc.

Healthcare
-5
- 0.11%
$96.31 - $114.76 $482 - $574
4.66K $463K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-416
- 7.35%
$113.92 - $127.38 $47.4K - $53K
5.25K $604K
SUB
Ishares Short Term National Mu

ETFs
-301
- 0.92%
$104.94 - $106.2 $31.6K - $32K
32.5K $3.43M
XOM
Exxon Mobil Corp

Energy
-45
- 1.01%
$105.51 - $125.37 $4.75K - $5.64K
4.4K $473K
GE
General Electric CO

Industrials
-44
- 3.1%
$159.95 - $194.23 $7.04K - $8.55K
1.38K $229K
PFE
Pfizer Inc

Healthcare
-342
- 2.9%
$24.8 - $30.19 $8.48K - $10.3K
11.4K $303K
ORCL
Oracle Corp

Technology
-100
- 2.86%
$165.41 - $192.43 $16.5K - $19.2K
3.4K $566K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-756
- 3.71%
$24.61 - $25.12 $18.6K - $19K
19.6K $485K
VGIT
Vanguard Intermediate Term Tre

ETFs
-26
- 0.26%
$57.78 - $60.4 $1.5K - $1.57K
9.91K $574K
VIG
Vanguard Dividend Appreciation

ETFs
-110
- 0.65%
N/A
16.7K $3.04M
CVX
Chevron Corp

Energy
-80
- 3.71%
$141.15 - $162.53 $11.3K - $13K
2.08K $300K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-7
- 0.2%
$105.45 - $117.99 $738 - $826
3.51K $372K
IBM
International Business Machines Corp

Technology
-12
- 0.98%
$204.9 - $238.04 $2.46K - $2.86K
1.21K $265K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-119
- 2.54%
$69.3 - $74.3 $8.25K - $8.84K
4.56K $325K
CGMU
Capital Group Core Plus Income
-2.46K
- 15.61%
N/A
13.3K $0
HON
Honeywell International Inc

Industrials
-60
- 4.05%
$202.84 - $236.0 $12.2K - $14.2K
1.42K $320K
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.14%
$570.51 - $610.59 $1.14K - $1.22K
1.39K $816K
MAR
Marriott International Inc

Consumer Cyclical
-19
- 1.03%
$246.06 - $292.59 $4.68K - $5.56K
1.83K $511K
TSLA
Tesla, Inc.

Consumer Cyclical
-250
- 8.88%
$213.65 - $479.86 $53.4K - $120K
2.57K $1.04M
AAPL
Apple Inc.

Technology
-619
- 1.54%
$221.69 - $259.02 $137K - $160K
39.6K $9.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.83K
- 0.22%
$124.26 - $134.12 $228K - $246K
832K $107M
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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