Johnson Financial Group, LLC Purchases in Q3 2025

Johnson Financial Group, LLC

  • $1.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
59.4K
+ 4.23%
$49.43 - $54.52 $2.94M - $3.24M
1.46M $79.4M
VTI
Vanguard Total Stock Market Et

ETFs
5.6K
+ 3.2%
$303.93 - $329.86 $1.7M - $1.85M
181K $59.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
25.9K
+ 3.38%
$42.28 - $45.71 $1.09M - $1.18M
791K $36M
VB
Vanguard Small Cap ETF

ETFs
2.69K
+ 2.41%
$237.58 - $259.17 $638K - $696K
114K $29M
BXSL
Blackstone Secured Lending Fund

Financial Services
68.5K
New
$26.07 - $32.55 $1.79M - $2.23M
68.5K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
2.36K
+ 79.84%
$620.67 - $670.08 $1.46M - $1.58M
5.32K $3.56M
NVDA
Nvidia Corp

Technology
4.76K
+ 177.28%
$153.3 - $186.58 $730K - $888K
7.45K $1.39M
AAPL
Apple Inc.

Technology
804
+ 5.45%
$202.38 - $256.87 $163K - $207K
15.5K $3.96M
VNQ
Vanguard Specialized Funds Van

ETFs
4.49K
+ 3.49%
$88.47 - $93.24 $398K - $419K
133K $12.2M
GOOG
Alphabet Inc.

Communication Services
120
+ 1.26%
$175.16 - $255.24 $21K - $30.6K
9.62K $2.34M
AVGO
Broadcom Inc.

Technology
1.45K
New
$264.74 - $369.57 $383K - $534K
1.45K $476K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.42K
New
$135.0 - $146.02 $327K - $354K
2.42K $353K
HD
Home Depot, Inc.

Consumer Cyclical
835
New
$357.4 - $423.42 $298K - $354K
835 $338K
GBDC
Golub Capital Bdc, Inc.

Financial Services
23.5K
New
$13.69 - $15.48 $321K - $363K
23.5K $321K
NEE
Nextera Energy Inc

Utilities
4.1K
New
$69.77 - $77.54 $286K - $318K
4.1K $309K
WMT
Walmart Inc.

Consumer Defensive
2.81K
+ 125.44%
$94.4 - $104.27 $265K - $293K
5.04K $519K
VIG
Vanguard Dividend Appreciation

ETFs
1.57K
New
N/A
1.57K $285K
VO
Vanguard Mid Cap ETF

ETFs
915
New
$279.83 - $293.74 $256K - $269K
915 $268K
PG
Procter & Gamble CO

Consumer Defensive
1.71K
New
$150.47 - $161.22 $258K - $276K
1.71K $263K
COST
Costco Wholesale Corp

Consumer Defensive
281
New
$915.95 - $994.57 $257K - $279K
281 $260K
INTC
Intel Corp

Technology
7.5K
New
$19.31 - $35.5 $145K - $266K
7.5K $251K
TTEC
Ttec Holdings, Inc.

Technology
73K
New
$2.71 - $5.45 $198K - $398K
73K $245K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.35K
New
$44.34 - $45.94 $237K - $246K
5.35K $244K
META
Meta Platforms, Inc.

Communication Services
333
+ 66.33%
$695.21 - $791.73 $232K - $264K
835 $613K
SHOP
Shopify Inc.

Technology
1.6K
New
$112.11 - $157.12 $180K - $252K
1.6K $238K
LLY
Eli Lilly & CO

Healthcare
308
New
$625.65 - $812.69 $193K - $250K
308 $235K
VGT
Vanguard Information Technolog

ETFs
301
New
$656.44 - $753.15 $198K - $227K
301 $224K
T
At&T Inc.

Communication Services
7.94K
New
$26.94 - $29.62 $214K - $235K
7.94K $224K
LNC
Lincoln National Corp

Financial Services
5.52K
New
$33.37 - $43.29 $184K - $239K
5.52K $222K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
199
+ 0.32%
$63.88 - $69.11 $12.7K - $13.8K
62.9K $4.27M
MET
Metlife Inc

Financial Services
2.48K
New
$73.82 - $82.37 $183K - $204K
2.48K $204K
TFC
Truist Financial Corp

Financial Services
4.45K
New
$42.83 - $47.07 $190K - $209K
4.45K $203K
MSFT
Microsoft Corp

Technology
161
+ 2.85%
$491.09 - $535.64 $79.1K - $86.2K
5.82K $3.01M
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.1K
+ 36.95%
$24.69 - $25.26 $175K - $179K
26.3K $661K
XOM
Exxon Mobil Corp

Energy
1.15K
+ 12.98%
$105.83 - $117.22 $121K - $134K
9.98K $1.12M
V
Visa Inc.

Financial Services
427
+ 39.35%
$332.09 - $358.86 $142K - $153K
1.51K $516K
ORCL
Oracle Corp

Technology
21
+ 1.1%
$218.96 - $328.33 $4.6K - $6.89K
1.93K $542K
GILD
Gilead Sciences, Inc.

Healthcare
798
+ 37.12%
$108.22 - $120.47 $86.4K - $96.1K
2.95K $327K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 6.56%
$459.11 - $506.91 $51K - $56.3K
1.8K $906K
IEFA
Ishares Tr

ETFs
243
+ 2.9%
$81.7 - $87.53 $19.9K - $21.3K
8.62K $752K
MRK
Merck & Co., Inc.

Healthcare
419
+ 12.16%
$77.6 - $87.37 $32.5K - $36.6K
3.87K $324K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.22%
$259.39 - $285.47 $2.08K - $2.28K
3.68K $1.01M
SCHO
Schwab Short Term Us Treasury

ETFs
396
+ 0.39%
$24.23 - $24.42 $9.6K - $9.67K
102K $2.5M
DHR
Danaher Corp

Healthcare
25
+ 2.37%
$181.46 - $212.2 $4.54K - $5.31K
1.08K $214K
ICE
Intercontinental Exchange, Inc.

Financial Services
50
+ 3.13%
$167.28 - $188.45 $8.36K - $9.42K
1.65K $277K
Activity Summary
Buys All Purchases 46 New Holdings 20 Increased Positions 26 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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