Willis Johnson & Associates, Inc. Purchases in Q1 2025

Willis Johnson & Associates, Inc.

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
36.9K
+ 2.45%
$63.07 - $73.5 $2.33M - $2.71M
1.54M $108M
SHEL
Shell PLC

Energy
51.1K
+ 21.12%
$62.84 - $73.29 $3.21M - $3.74M
293K $21.5M
MBB
Ishares Tr

ETFs
36.1K
+ 6.79%
$90.37 - $94.08 $3.26M - $3.39M
567K $53.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78.9K
+ 1.95%
$49.78 - $53.19 $3.93M - $4.2M
4.13M $211M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
36.1K
+ 3.99%
$32.66 - $36.43 $1.18M - $1.32M
941K $33M
IEF
Ishares Barclays

ETFs
22.2K
+ 7.37%
$91.17 - $95.39 $2.02M - $2.11M
323K $30.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19K
+ 1.25%
$42.5 - $46.71 $806K - $886K
1.54M $69.6M
BP
Bp PLC

Energy
20.8K
+ 7.11%
$29.93 - $35.31 $623K - $735K
314K $10.6M
SUB
Ishares Short Term National Mu

ETFs
17.1K
+ 6.72%
$105.3 - $106.24 $1.8M - $1.82M
272K $28.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
12.9K
+ 2.26%
$69.87 - $75.62 $905K - $979K
585K $42.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.96K
+ 11.08%
$182.82 - $196.21 $1.27M - $1.37M
69.8K $13.1M
IEV
Ishares Tr Europe ETF

ETFs
880
+ 0.4%
$51.89 - $60.68 $45.7K - $53.4K
219K $12.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
25K
+ 5.86%
$50.87 - $51.09 $1.27M - $1.28M
452K $23.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.09K
+ 2.75%
$114.57 - $118.14 $697K - $719K
227K $26.8M
XOM
Exxon Mobil Corp

Energy
993
+ 1.21%
$105.44 - $118.93 $105K - $118K
83.2K $9.89M
ITM
Vaneck Intermediate Muni ETF

ETFs
28.2K
+ 5.7%
$45.21 - $46.67 $1.27M - $1.32M
523K $23.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.97K
+ 3.19%
$105.1 - $109.61 $522K - $545K
161K $17.5M
WMT
Walmart Inc.

Consumer Defensive
7.13K
+ 41.89%
$84.5 - $105.05 $602K - $749K
24.1K $2.12M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.56K
+ 20.55%
$237.72 - $276.98 $607K - $708K
15K $3.67M
NUE
Nucor Corp

Basic Materials
3.65K
New
$114.48 - $142.52 $418K - $520K
3.65K $439K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
18.1K
+ 2.73%
$23.32 - $23.84 $423K - $432K
682K $16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
397
+ 17.87%
$442.66 - $534.52 $176K - $212K
2.62K $1.39M
MSTR
Microstrategy Inc

Technology
1.3K
New
$239.27 - $396.5 $312K - $517K
1.3K $375K
MLN
Vaneck Long Muni ETF

ETFs
32.9K
+ 6.77%
$17.22 - $18.0 $566K - $592K
519K $9.02M
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.3K
+ 46.76%
$25.54 - $27.64 $288K - $311K
35.3K $963K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.99K
+ 16.13%
$360.07 - $417.26 $1.07M - $1.25M
21.5K $7.76M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.15K
+ 3.11%
$69.15 - $74.69 $218K - $235K
104K $7.46M
AMGN
Amgen Inc

Healthcare
1.01K
New
$258.59 - $327.36 $262K - $331K
1.01K $315K
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.1K
+ 23.19%
$24.05 - $24.86 $268K - $277K
59.1K $1.47M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.11K
New
$48.06 - $53.73 $294K - $329K
6.11K $298K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.4K
New
$20.05 - $20.4 $289K - $294K
14.4K $293K
JNJ
Johnson & Johnson

Healthcare
1.77K
New
$142.06 - $167.7 $251K - $296K
1.77K $293K
VEA
Vanguard Ftse Developed Market

ETFs
585
+ 0.76%
$47.4 - $52.99 $27.7K - $31K
77.1K $3.92M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.9K
New
$22.61 - $23.14 $246K - $251K
10.9K $251K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.64K
New
$33.84 - $37.77 $225K - $251K
6.64K $241K
KO
Coca Cola CO

Consumer Defensive
3.1K
New
$60.81 - $72.32 $189K - $224K
3.1K $222K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.34K
New
$64.88 - $72.1 $217K - $241K
3.34K $219K
VV
Vanguard Large Cap ETF

ETFs
854
New
$253.32 - $282.66 $216K - $241K
854 $219K
GE
General Electric CO

Industrials
1.09K
New
$168.59 - $212.13 $184K - $231K
1.09K $218K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.61K
New
$74.85 - $84.89 $195K - $222K
2.61K $213K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9K
New
$23.29 - $23.38 $210K - $210K
9K $210K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.18K
New
$22.77 - $22.94 $209K - $211K
9.18K $210K
MPLX
Mplx LP

Energy
3.86K
New
$47.88 - $54.65 $185K - $211K
3.86K $206K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
518
+ 21.44%
$507.05 - $563.67 $263K - $292K
2.93K $1.51M
GILD
Gilead Sciences, Inc.

Healthcare
1.8K
New
$89.14 - $117.41 $160K - $211K
1.8K $201K
FXI
Ishares Tr

ETFs
3.5K
+ 40.8%
$28.65 - $38.55 $100K - $135K
12.1K $432K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.09K
+ 8.67%
$156.61 - $168.02 $171K - $184K
13.7K $2.2M
IEFA
Ishares Tr

ETFs
1.42K
+ 21.42%
$69.57 - $78.65 $98.4K - $111K
8.02K $606K
MPC
Marathon Petroleum Corp

Energy
862
+ 36.57%
$134.72 - $159.03 $116K - $137K
3.22K $468K
Activity Summary
Buys All Purchases 101 New Holdings 18 Increased Positions 83 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 2 Puts 2
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