Johnson Financial Group, LLC Portfolio Holdings by Sector
Johnson Financial Group, LLC
- $765 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VV VEA MINT VWO SCHC VB EEMS VNQ 30 stocks |
$705,511
92.26% of portfolio
|
  9  
|
  17  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$52,119
6.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$3,322
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$897
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$864
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$785
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$681
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
IVT 1 stocks |
$296
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$223
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
HYFM 1 stocks |
$7
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|