Willis Johnson & Associates, Inc. Incresed Positions in Q3 2025

Willis Johnson & Associates, Inc.

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
826K
+ 18.8%
$52.12 - $55.33 $43.1M - $45.7M
5.22M $289M
SPYG
Spdr Portfolio

ETFs
124K
+ 5.08%
$94.33 - $105.31 $11.7M - $13.1M
2.57M $268M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
73K
+ 4.48%
$49.43 - $54.52 $3.61M - $3.98M
1.7M $92.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
36.5K
+ 2.3%
$75.26 - $80.19 $2.74M - $2.92M
1.62M $130M
MBB
Ishares Tr

ETFs
51.5K
+ 8.88%
$92.46 - $95.73 $4.76M - $4.93M
631K $60.1M
ITM
Vaneck Intermediate Muni ETF

ETFs
99.3K
+ 15.86%
$45.2 - $46.71 $4.49M - $4.64M
726K $33.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
22.6K
+ 2.3%
$40.04 - $45.11 $904K - $1.02M
1.01M $44.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.5K
+ 1.75%
$80.54 - $89.67 $843K - $939K
610K $53.6M
AAPL
Apple Inc.

Technology
1.02K
+ 1.93%
$202.38 - $256.87 $206K - $262K
53.9K $13.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
21K
+ 8.82%
$117.65 - $120.08 $2.47M - $2.52M
259K $31M
IEF
Ishares Barclays

ETFs
20.4K
+ 6.1%
$93.91 - $97.26 $1.91M - $1.98M
355K $34.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.5K
+ 7.37%
$82.38 - $83.0 $2.1M - $2.12M
371K $30.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.5K
+ 8.98%
$85.01 - $90.35 $1.65M - $1.76M
236K $21.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
33.6K
+ 7.29%
$50.82 - $51.09 $1.71M - $1.71M
494K $25.3M
BP
Bp PLC

Energy
7.23K
+ 2.2%
$30.25 - $35.69 $219K - $258K
335K $11.5M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
9.23K
+ 6.88%
$80.0 - $88.06 $738K - $813K
143K $12.5M
CVX
Chevron Corp

Energy
8.89K
+ 39.53%
$145.57 - $161.83 $1.29M - $1.44M
31.4K $4.87M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 21.57%
$293.94 - $444.72 $465K - $704K
8.92K $3.97M
NVDA
Nvidia Corp

Technology
3.5K
+ 10.74%
$153.3 - $186.58 $537K - $653K
36.1K $6.74M
SHEL
Shell PLC

Energy
13K
+ 4.58%
$69.82 - $73.93 $907K - $960K
297K $21.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.62K
+ 4.64%
$107.66 - $112.36 $820K - $856K
172K $19.1M
SUB
Ishares Short Term National Mu

ETFs
7.53K
+ 2.71%
$106.17 - $107.3 $799K - $808K
286K $30.5M
MLN
Vaneck Long Muni ETF

ETFs
33.7K
+ 6.76%
$16.52 - $17.5 $557K - $590K
533K $9.32M
PLTR
Palantir Technologies Inc.

Technology
2.07K
+ 31.75%
$130.68 - $186.97 $271K - $387K
8.59K $1.57M
AMZN
Amazon Com Inc

Consumer Cyclical
2.99K
+ 30.15%
$211.65 - $238.24 $634K - $713K
12.9K $2.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
465
+ 8.08%
$617.65 - $666.84 $287K - $310K
6.22K $4.14M
MSFT
Microsoft Corp

Technology
788
+ 11.01%
$491.09 - $535.64 $387K - $422K
7.95K $4.12M
GOOG
Alphabet Inc.

Communication Services
510
+ 9.54%
$175.16 - $255.24 $89.3K - $130K
5.86K $1.43M
GOOGL
Alphabet Inc.

Communication Services
868
+ 21.75%
$174.36 - $254.72 $151K - $221K
4.86K $1.18M
XOM
Exxon Mobil Corp

Energy
566
+ 0.7%
$105.83 - $117.22 $59.9K - $66.3K
81.6K $9.2M
VEA
Vanguard Ftse Developed Market

ETFs
3.55K
+ 4.77%
$56.02 - $60.3 $199K - $214K
78K $4.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.16K
+ 65.46%
$224.68 - $282.71 $261K - $329K
2.94K $820K
VTV
Vanguard Value ETF

ETFs
72
+ 0.18%
$175.51 - $186.57 $12.6K - $13.4K
39.4K $7.34M
META
Meta Platforms, Inc.

Communication Services
539
+ 45.26%
$695.21 - $791.73 $375K - $427K
1.73K $1.27M
SHOP
Shopify Inc.

Technology
1.8K
+ 78.51%
$112.11 - $157.12 $202K - $283K
4.1K $608K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.89K
+ 13.76%
$48.5 - $50.19 $286K - $296K
48.7K $2.44M
AVGO
Broadcom Inc.

Technology
773
+ 54.13%
$264.74 - $369.57 $205K - $286K
2.2K $726K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.06K
+ 1.02%
$23.54 - $23.97 $166K - $169K
701K $16.8M
MUB
Ishares National Muni Bond ETF

ETFs
2.15K
+ 19.58%
$103.24 - $106.68 $222K - $230K
13.2K $1.4M
ORCL
Oracle Corp

Technology
455
+ 23.33%
$218.96 - $328.33 $99.6K - $149K
2.41K $676K
GE
General Electric CO

Industrials
399
+ 38.4%
$244.75 - $305.63 $97.7K - $122K
1.44K $432K
SLB
Schlumberger Limited

Energy
4.53K
+ 60.38%
$32.37 - $37.31 $147K - $169K
12K $413K
BAC
Bank Of America Corp

Financial Services
1.24K
+ 5.85%
$44.92 - $52.42 $55.8K - $65.1K
22.5K $1.16M
IEFA
Ishares Tr

ETFs
1.29K
+ 12.85%
$81.7 - $87.53 $105K - $113K
11.3K $990K
QUAL
Ishares Msci Usa Quality Facto

ETFs
559
+ 16.55%
$182.33 - $194.5 $102K - $109K
3.94K $765K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.92K
+ 41.1%
$39.8 - $42.86 $116K - $125K
10K $429K
ABBV
Abb Vie Inc.

Healthcare
171
+ 9.27%
$184.85 - $231.54 $31.6K - $39.6K
2.02K $466K
SHYD
Vaneck Short High Yield Muni E

ETFs
3.44K
+ 2.86%
$22.31 - $23.01 $76.8K - $79.2K
124K $2.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.14K
+ 33.02%
$72.65 - $78.68 $82.5K - $89.3K
4.57K $358K
Activity Summary
Buys All Purchases 110 New Holdings 29 Increased Positions 81 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 4
Track This Portfolio

Track Willis Johnson & Associates, Inc. Portfolio

Follow Willis Johnson & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willis Johnson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willis Johnson & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email