Willis Johnson & Associates, Inc. Purchases in Q4 2024

Willis Johnson & Associates, Inc.

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
35.6K
+ 1.51%
$81.74 - $91.38 $2.91M - $3.25M
2.39M $210M
IEF
Ishares Barclays

ETFs
148K
+ 96.26%
$92.08 - $98.18 $13.6M - $14.5M
301K $27.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
47.1K
+ 27.05%
$115.08 - $119.55 $5.42M - $5.63M
221K $25.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
10K
+ 2.26%
$121.89 - $135.52 $1.22M - $1.36M
455K $56.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
+ 26.4%
$213.65 - $479.86 $377K - $846K
8.45K $3.41M
AAPL
Apple Inc.

Technology
1.03K
+ 2.07%
$221.69 - $259.02 $229K - $268K
51K $12.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
32.6K
+ 20.06%
$87.1 - $98.49 $2.84M - $3.21M
195K $17.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.1K
New
$55.45 - $61.08 $1.06M - $1.17M
19.1K $1.06M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14K
+ 2.21%
$90.66 - $99.46 $1.27M - $1.39M
646K $58.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.2K
+ 3.72%
$81.68 - $82.93 $1M - $1.02M
341K $28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.9K
+ 2.61%
$50.73 - $51.08 $551K - $555K
427K $21.7M
GOOG
Alphabet Inc.

Communication Services
2.01K
+ 60.37%
$163.08 - $198.16 $327K - $398K
5.33K $1.01M
PTC
Ptc Inc.

Technology
2.07K
New
$175.97 - $201.89 $364K - $418K
2.07K $380K
PLTR
Palantir Technologies Inc.

Technology
4.79K
New
$36.46 - $82.38 $175K - $394K
4.79K $362K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.85K
+ 3.07%
$113.92 - $127.38 $667K - $746K
197K $22.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.64K
+ 82.18%
$96.64 - $101.23 $352K - $369K
8.08K $782K
FXI
Ishares Tr

ETFs
8.58K
New
$29.52 - $36.69 $253K - $315K
8.58K $261K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.03K
New
$54.6 - $68.9 $220K - $277K
4.03K $243K
AXON
Axon Enterprise, Inc.

Industrials
378
New
$399.22 - $689.78 $151K - $261K
378 $224K
PHYS
Sprott Physical Gold Trust

Financial Services
10.9K
New
$19.66 - $21.66 $213K - $235K
10.9K $218K
VZ
Verizon Communications Inc

Communication Services
5.05K
New
$39.6 - $45.21 $200K - $228K
5.05K $201K
DGRO
Ishares Core Dividend Growth E

ETFs
3.37K
+ 80.09%
$60.73 - $64.94 $205K - $219K
7.58K $464K
ENLC
En Link Midstream, LLC

Energy
11.2K
New
$13.74 - $16.01 $154K - $179K
11.2K $158K
CVX
Chevron Corp

Energy
1.3K
+ 5.05%
$141.15 - $162.53 $183K - $211K
27K $3.91M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 14.6%
$873.59 - $994.69 $91.7K - $104K
824 $755K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
715
+ 39.01%
$125.5 - $148.67 $89.7K - $106K
2.55K $337K
IGM
Ishares Expanded Tech Sector E

ETFs
153
+ 1.9%
$94.19 - $106.95 $14.4K - $16.4K
8.2K $836K
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.62K
+ 23.73%
$26.05 - $29.17 $120K - $135K
24.1K $630K
SUB
Ishares Short Term National Mu

ETFs
2.18K
+ 0.86%
$104.94 - $106.2 $228K - $231K
255K $26.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
371
+ 7.86%
$174.22 - $187.62 $64.6K - $69.6K
5.09K $892K
EPD
Enterprise Products Partners L.P.

Energy
641
+ 8.07%
$28.66 - $34.43 $18.4K - $22.1K
8.59K $269K
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 2.65%
$481.22 - $538.17 $10.1K - $11.3K
814 $416K
IWB
Ishares Tr Russell 1000 ETF

ETFs
38
+ 1.9%
$311.11 - $335.64 $11.8K - $12.8K
2.04K $655K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.05%
$264.18 - $304.19 $264 - $304
1.97K $551K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
368
+ 4.31%
$77.02 - $78.58 $28.3K - $28.9K
8.91K $688K
EOG
Eog Resources Inc

Energy
135
+ 5.83%
$118.22 - $136.54 $16K - $18.4K
2.45K $300K
T
At&T Inc.

Communication Services
242
+ 2.1%
$21.22 - $23.88 $5.14K - $5.78K
11.7K $267K
MBB
Ishares Tr

ETFs
23.1K
+ 4.54%
$91.26 - $95.82 $2.1M - $2.21M
531K $48.7M
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.65%
$233.76 - $261.58 $4.68K - $5.23K
3.11K $747K
COP
Conocophillips

Energy
230
+ 9.8%
$95.12 - $114.72 $21.9K - $26.4K
2.58K $255K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
66
+ 0.93%
$126.68 - $134.74 $8.36K - $8.89K
7.14K $911K
TMO
Thermo Fisher Scientific Inc.

Healthcare
75
+ 20.6%
$501.29 - $612.85 $37.6K - $46K
439 $228K
SCHR
Schwab Intermediate Term Us Tr

ETFs
24.9K
+ 108.18%
$24.19 - $50.58 $603K - $1.26M
48K $1.17M
Fidelity Wise Origin Bitcoin
6.9K
New
N/A
6.9K $0
BNDX
Vanguard Total International B

ETFs
60
+ 1.1%
$48.91 - $50.61 $2.93K - $3.04K
5.52K $270K
MLN
Vaneck Long Muni ETF

ETFs
10.9K
+ 2.3%
$17.61 - $18.29 $192K - $200K
486K $8.68M
MUB
Ishares National Muni Bond ETF

ETFs
20
+ 0.52%
$105.78 - $108.7 $2.12K - $2.17K
3.85K $409K
ABBV
Abb Vie Inc.

Healthcare
291
+ 9.42%
$164.99 - $203.87 $48K - $59.3K
3.38K $600K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
10
+ 0.22%
$73.19 - $81.02 $732 - $810
4.53K $336K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 2 Puts 0
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