Johnson Financial Group, LLC New Holdings in Q1 2025

Johnson Financial Group, LLC

  • $947 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.47K
New
$507.05 - $563.67 $3.28M - $3.65M
6.47K $3.33M
MSFT
Microsoft Corp

Technology
8.44K
New
$375.39 - $447.2 $3.17M - $3.78M
8.44K $3.17M
AMZN
Amazon Com Inc

Consumer Cyclical
5.63K
New
$190.26 - $242.06 $1.07M - $1.36M
5.63K $1.07M
NVDA
Nvidia Corp

Technology
9.14K
New
$106.98 - $149.43 $978K - $1.37M
9.14K $990K
IWD
Ishares Russell 1000 Val ETF

ETFs
4.41K
New
$182.82 - $196.21 $806K - $865K
4.41K $829K
V
Visa Inc.

Financial Services
2.26K
New
$306.92 - $362.71 $695K - $821K
2.26K $793K
QCOM
Qualcomm Inc

Technology
5.08K
New
$151.94 - $175.86 $772K - $893K
5.08K $780K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.15K
New
$168.16 - $186.21 $698K - $773K
4.15K $709K
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
New
$225.19 - $279.95 $615K - $764K
2.73K $669K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.91K
New
$106.22 - $111.09 $627K - $656K
5.91K $656K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8.54K
New
$59.28 - $66.1 $506K - $564K
8.54K $542K
ABBV
Abb Vie Inc.

Healthcare
2.45K
New
$169.2 - $216.66 $414K - $531K
2.45K $513K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.7K
New
$41.61 - $44.72 $488K - $524K
11.7K $507K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.93K
New
$48.43 - $49.9 $481K - $495K
9.93K $495K
ORCL
Oracle Corp

Technology
2.73K
New
$139.81 - $186.47 $381K - $509K
2.73K $381K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
New
$360.07 - $417.26 $365K - $423K
1.01K $365K
GILD
Gilead Sciences, Inc.

Healthcare
3.23K
New
$89.14 - $117.41 $288K - $380K
3.23K $362K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.34K
New
$81.62 - $96.63 $354K - $420K
4.34K $361K
MA
Mastercard Inc

Financial Services
649
New
$504.67 - $576.31 $328K - $374K
649 $355K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.13K
New
$165.25 - $224.62 $352K - $478K
2.13K $353K
MRK
Merck & Co., Inc.

Healthcare
3.86K
New
$83.01 - $101.02 $320K - $390K
3.86K $346K
DHR
Danaher Corp

Healthcare
1.67K
New
$201.62 - $250.59 $337K - $419K
1.67K $342K
DFIV
Dimensional ETF Tr

ETFs
8.65K
New
$35.33 - $40.77 $306K - $353K
8.65K $340K
COF
Capital One Financial Corp

Financial Services
1.89K
New
$163.87 - $209.82 $310K - $397K
1.89K $339K
JNJ
Johnson & Johnson

Healthcare
2K
New
$142.06 - $167.7 $285K - $336K
2K $332K
ITW
Illinois Tool Works Inc

Industrials
1.26K
New
$244.9 - $274.48 $309K - $347K
1.26K $313K
CVX
Chevron Corp

Energy
1.81K
New
$146.71 - $167.97 $266K - $304K
1.81K $303K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.63K
New
$142.8 - $176.36 $233K - $288K
1.63K $281K
SAP
Sap Se

Technology
1.05K
New
$241.4 - $293.69 $252K - $307K
1.05K $280K
TGT
Target Corp

Consumer Defensive
2.63K
New
$103.65 - $142.5 $273K - $375K
2.63K $274K
HD
Home Depot, Inc.

Consumer Cyclical
744
New
$347.25 - $424.87 $258K - $316K
744 $272K
AVGO
Broadcom Inc.

Technology
1.62K
New
$167.43 - $244.7 $271K - $396K
1.62K $270K
HON
Honeywell International Inc

Industrials
1.27K
New
$202.75 - $226.52 $257K - $287K
1.27K $268K
SHOP
Shopify Inc.

Technology
2.8K
New
$90.59 - $129.31 $253K - $362K
2.8K $266K
AMGN
Amgen Inc

Healthcare
855
New
$258.59 - $327.36 $221K - $280K
855 $266K
GS
Goldman Sachs Group Inc

Financial Services
486
New
$524.81 - $672.19 $255K - $327K
486 $265K
VPU
Vanguard Utilities ETF

ETFs
1.55K
New
$161.24 - $173.33 $249K - $268K
1.55K $263K
KO
Coca Cola CO

Consumer Defensive
3.66K
New
$60.81 - $72.32 $223K - $265K
3.66K $262K
ENB
Enbridge Inc

Energy
5.88K
New
$41.54 - $45.45 $244K - $267K
5.88K $260K
WMT
Walmart Inc.

Consumer Defensive
2.86K
New
$84.5 - $105.05 $242K - $300K
2.86K $250K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
463
New
$522.96 - $601.18 $242K - $278K
463 $247K
MET
Metlife Inc

Financial Services
2.97K
New
$77.7 - $87.0 $230K - $258K
2.97K $238K
QQQ
Invesco Qqq Trust, Series 1

ETFs
500
New
$468.34 - $539.52 $234K - $270K
500 $234K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.07K
New
$43.53 - $45.42 $221K - $230K
5.07K $229K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.44K
New
$38.22 - $41.19 $208K - $224K
5.44K $219K
IEF
Ishares Barclays

ETFs
2.2K
New
$91.17 - $95.39 $201K - $210K
2.2K $210K
BAC
Bank Of America Corp

Financial Services
5.05K
New
$39.61 - $47.74 $200K - $241K
5.05K $210K
NFLX
Netflix Inc

Communication Services
221
New
$828.4 - $1058.6 $183K - $234K
221 $206K
PG
Procter & Gamble CO

Consumer Defensive
1.19K
New
$158.56 - $176.26 $188K - $209K
1.19K $202K
Activity Summary
Buys All Purchases 74 New Holdings 54 Increased Positions 20 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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