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
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.27K
+ 3.6%
$59.63 - $64.37 $75.8K - $81.9K
36.6K $2.28M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4K
+ 41.88%
$24.79 - $25.26 $99.2K - $101K
13.6K $342K
IEMG
Ishares Inc

ETFs
1.76K
+ 2.35%
N/A
76.5K $4.1M
SLB
Schlumberger Limited

Energy
1.62K
+ 21.89%
$38.4 - $43.74 $62.2K - $70.9K
9.03K $377K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.39K
+ 7.3%
$18.36 - $20.51 $43.8K - $49K
35.1K $694K
COP
Conocophillips

Energy
645
+ 25.03%
$88.6 - $105.85 $57.1K - $68.3K
3.22K $338K
IBM
International Business Machines Corp

Technology
17
+ 0.64%
$217.4 - $264.74 $3.7K - $4.5K
2.68K $666K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
508
+ 7.11%
$126.11 - $135.06 $64.1K - $68.6K
7.65K $986K
LLY
Eli Lilly & CO

Healthcare
51
+ 13.78%
$725.72 - $929.72 $37K - $47.4K
421 $347K
SHYD
Vaneck Short High Yield Muni E

ETFs
2.51K
+ 2.39%
$22.46 - $22.9 $56.3K - $57.4K
107K $2.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
398
+ 15.44%
$168.16 - $186.21 $66.9K - $74.1K
2.98K $508K
IVE
Ishares S&P 500 Value ETF

ETFs
285
+ 0.84%
$185.78 - $198.58 $52.9K - $56.6K
34.3K $6.53M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 10.62%
$461.52 - $548.18 $29.1K - $34.5K
656 $343K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
475
+ 11.82%
$58.01 - $64.46 $27.6K - $30.6K
4.49K $279K
VNQ
Vanguard Specialized Funds Van

ETFs
236
+ 1.58%
$85.55 - $94.34 $20.2K - $22.3K
15.2K $1.38M
IWB
Ishares Tr Russell 1000 ETF

ETFs
215
+ 10.56%
$302.31 - $337.54 $65K - $72.6K
2.25K $690K
BA
Boeing CO

Industrials
253
+ 17.25%
$148.15 - $186.25 $37.5K - $47.1K
1.72K $293K
SO
Southern CO

Utilities
4
+ 0.12%
$80.96 - $92.96 $324 - $372
3.33K $306K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
404
+ 31.39%
$165.25 - $224.62 $66.8K - $90.7K
1.69K $280K
EPD
Enterprise Products Partners L.P.

Energy
17
+ 0.2%
$31.75 - $34.14 $540 - $580
8.6K $293K
RSP
Invesco S&P 500 Equal Weight E

ETFs
189
+ 3.71%
$169.43 - $182.84 $32K - $34.6K
5.28K $915K
CMBS
Ishares Cmbs ETF

ETFs
175
+ 1.17%
$47.16 - $48.21 $8.25K - $8.44K
15.2K $727K
META
Meta Platforms, Inc.

Communication Services
60
+ 5.55%
$576.36 - $736.67 $34.6K - $44.2K
1.14K $658K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
126
+ 1.41%
$76.94 - $78.28 $9.69K - $9.86K
9.04K $707K
EOG
Eog Resources Inc

Energy
30
+ 1.22%
$120.54 - $138.05 $3.62K - $4.14K
2.48K $318K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
110
+ 10.3%
$196.12 - $229.48 $21.6K - $25.2K
1.18K $238K
MUB
Ishares National Muni Bond ETF

ETFs
171
+ 4.45%
$104.71 - $107.69 $17.9K - $18.4K
4.02K $423K
DGRO
Ishares Core Dividend Growth E

ETFs
133
+ 1.76%
$60.46 - $64.42 $8.04K - $8.57K
7.71K $476K
BNDX
Vanguard Total International B

ETFs
135
+ 2.45%
$48.33 - $49.5 $6.52K - $6.68K
5.65K $275K
FCX
Freeport Mcmoran Inc

Basic Materials
135
+ 2.49%
$34.5 - $43.01 $4.66K - $5.81K
5.55K $210K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
49
+ 0.89%
$39.96 - $43.3 $1.96K - $2.12K
5.57K $229K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
14
+ 0.55%
$120.5 - $145.97 $1.69K - $2.04K
2.56K $337K
Blackrock ETF Trust Ii
9.66K
New
N/A
9.66K $0
Fidelity Wise Origin Bitcoin
434
+ 6.29%
N/A
7.33K $0
DUHP
Dimensional ETF Tr Dimensional

ETFs
31
+ 0.44%
$32.57 - $35.82 $1.01K - $1.11K
7.14K $236K
KRE
Spdr S&P Regional Banking ETF

ETFs
26
+ 0.65%
$55.11 - $65.5 $1.43K - $1.7K
4.05K $230K
BAC
Bank Of America Corp

Financial Services
170
+ 0.82%
$39.61 - $47.74 $6.73K - $8.12K
20.9K $870K
IYW
Ishares Dj Us Tech ETF

ETFs
148
+ 4.2%
$140.44 - $166.79 $20.8K - $24.7K
3.68K $516K
VTI
Vanguard Total Stock Market Et

ETFs
208
+ 2.82%
$271.18 - $303.12 $56.4K - $63K
7.59K $2.09M
IVV
Ishares Core S&P 500 ETF

ETFs
1.36K
+ 4.45%
$554.06 - $615.85 $751K - $834K
31.8K $17.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.05%
$247.97 - $296.33 $248 - $296
1.97K $496K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5
+ 0.18%
$161.27 - $192.3 $806 - $962
2.74K $441K
GOOGL
Alphabet Inc.

Communication Services
100
+ 2.73%
$154.33 - $206.19 $15.4K - $20.6K
3.76K $581K
AMZN
Amazon Com Inc

Consumer Cyclical
464
+ 5.05%
$190.26 - $242.06 $88.3K - $112K
9.65K $1.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
614
+ 0.95%
$57.21 - $65.8 $35.1K - $40.4K
65.1K $3.8M
NVDA
Nvidia Corp

Technology
5.46K
+ 15.45%
$106.98 - $149.43 $584K - $816K
40.8K $4.42M
AAPL
Apple Inc.

Technology
2.32K
+ 4.55%
$209.68 - $247.1 $487K - $574K
53.4K $11.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.97K
+ 0.87%
$117.4 - $131.02 $467K - $521K
459K $55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.53K
+ 0.78%
$102.49 - $119.96 $157K - $184K
198K $20.7M
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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