Ross\Johnson & Associates LLC Incresed Positions in Q1 2025

Ross\Johnson & Associates LLC

  • $5.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
542
+ 4169.23%
$554.06 - $615.85 $300K - $334K
555 $312M
Sei Exchange Traded Funds
3.52K
+ 947.04%
N/A
3.9K $102M
Sei Exchange Traded Funds
2.95K
+ 1964.67%
N/A
3.1K $76.7M
Bitwise Investment Managers
1.41K
+ 207.36%
N/A
2.09K $93.7M
IEMG
Ishares Inc

ETFs
772
+ 965.0%
N/A
852 $46M
AAPL
Apple Inc.

Technology
180
+ 1800.0%
$209.68 - $247.1 $37.7K - $44.5K
190 $42.2M
Sei Exchange Traded Funds
1.61K
+ 936.63%
N/A
1.78K $42.4M
MSFT
Microsoft Corp

Technology
95
+ 155.74%
$375.39 - $447.2 $35.7K - $42.5K
156 $58.6M
LOW
Lowes Companies Inc

Consumer Cyclical
75
+ 37.5%
$222.66 - $268.42 $16.7K - $20.1K
275 $64.1M
UNH
Unitedhealth Group Inc

Healthcare
18
+ 150.0%
$461.52 - $548.18 $8.31K - $9.87K
30 $15.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 275.0%
$442.66 - $534.52 $4.87K - $5.88K
15 $7.99M
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 600.0%
$190.26 - $242.06 $5.71K - $7.26K
35 $6.66M
CSCO
Cisco Systems, Inc.

Technology
46
+ 4.6%
$58.74 - $64.87 $2.7K - $2.98K
1.05K $64.5M
V
Visa Inc.

Financial Services
12
+ 133.33%
$306.92 - $362.71 $3.68K - $4.35K
21 $7.36M
GE
General Electric CO

Industrials
17
+ 89.47%
$168.59 - $212.13 $2.87K - $3.61K
36 $7.21M
AXP
American Express CO

Financial Services
25
+ 25.0%
$255.39 - $325.87 $6.38K - $8.15K
125 $33.6M
WFC
Wells Fargo & Company

Financial Services
27
+ 2.46%
$66.78 - $81.42 $1.8K - $2.2K
1.13K $80.8M
ABT
Abbott Laboratories

Healthcare
16
+ 34.04%
$111.1 - $140.22 $1.78K - $2.24K
63 $8.36M
IBM
International Business Machines Corp

Technology
1
+ 1.45%
$217.4 - $264.74 $217 - $265
70 $17.4M
ABBV
Abb Vie Inc.

Healthcare
9
+ 81.82%
$169.2 - $216.66 $1.52K - $1.95K
20 $4.19M
IWM
Ishares Russell 2000 ETF

ETFs
33
+ 15.87%
$198.1 - $229.79 $6.54K - $7.58K
241 $48.1M
LLY
Eli Lilly & CO

Healthcare
1
+ 5.88%
$725.72 - $929.72 $726 - $930
18 $14.9M
XOM
Exxon Mobil Corp

Energy
8
+ 13.56%
$105.44 - $118.93 $844 - $951
67 $7.97M
QCOM
Qualcomm Inc

Technology
10
+ 50.0%
$151.94 - $175.86 $1.52K - $1.76K
30 $4.61M
KO
Coca Cola CO

Consumer Defensive
8
+ 7.77%
$60.81 - $72.32 $486 - $579
111 $7.95M
MMM
3 M CO

Industrials
8
+ 42.11%
$129.7 - $155.12 $1.04K - $1.24K
27 $3.97M
Ge Vernova Inc
4
+ 100.0%
N/A
8 $2.44M
NVDA
Nvidia Corp

Technology
58
+ 29.0%
$106.98 - $149.43 $6.2K - $8.67K
258 $28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
36
+ 18.56%
$25.77 - $27.6 $928 - $994
230 $6.11M
FISV
Fiserv Inc

Technology
2
+ 5.0%
N/A
42 $9.28M
GIS
General Mills Inc

Consumer Defensive
15
+ 65.22%
$57.56 - $65.3 $863 - $980
38 $2.27M
VTV
Vanguard Value ETF

ETFs
3
+ 3.7%
$167.73 - $179.21 $503 - $538
84 $14.5M
CVX
Chevron Corp

Energy
1
+ 5.0%
$146.71 - $167.97 $147 - $168
21 $3.51M
SCHW
Schwab Charles Corp

Financial Services
4
+ 10.0%
$71.24 - $83.64 $285 - $335
44 $3.44M
KD
Kyndryl Holdings, Inc.

Technology
15
+ 115.38%
$31.32 - $43.45 $470 - $652
28 $879K
GOOG
Alphabet Inc.

Communication Services
11
+ 27.5%
$156.06 - $207.71 $1.72K - $2.28K
51 $7.97M
IDEV
Ishares Core Msci Intl Develop

ETFs
2
+ 4.26%
$63.77 - $71.36 $128 - $143
49 $3.38M
USB
Us Bancorp \De\

Financial Services
8
+ 32.0%
$40.92 - $50.9 $327 - $407
33 $1.39M
BAC
Bank Of America Corp

Financial Services
8
+ 8.0%
$39.61 - $47.74 $317 - $382
108 $4.51M
PFE
Pfizer Inc

Healthcare
6
+ 7.5%
$25.01 - $27.13 $150 - $163
86 $2.18M
HON
Honeywell International Inc

Industrials
2
+ 6.25%
$202.75 - $226.52 $406 - $453
34 $7.2M
DIS
Walt Disney CO

Communication Services
1
+ 5.0%
$96.87 - $114.0 $96.9 - $114
21 $2.07M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 3.7%
$183.02 - $207.75 $183 - $208
28 $5.14M
VUG
Vanguard Growth ETF

ETFs
1
+ 2.78%
$369.1 - $427.61 $369 - $428
37 $13.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 3.94%
$551.42 - $612.93 $9.37K - $10.4K
449 $251M
MRK
Merck & Co., Inc.

Healthcare
18
+ 2.89%
$83.01 - $101.02 $1.49K - $1.82K
641 $57.5M
GGG
Graco Inc

Industrials
42
+ 0.13%
$80.53 - $87.54 $3.38K - $3.68K
31.8K $2.65B
Activity Summary
Buys All Purchases 312 New Holdings 264 Increased Positions 48 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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