Willis Johnson & Associates, Inc. Incresed Positions in Q3 2024

Willis Johnson & Associates, Inc.

  • $1.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
124K
+ 3.26%
$48.51 - $52.86 $6.03M - $6.58M
3.94M $209M
SPYG
Spdr Portfolio

ETFs
52K
+ 2.26%
$73.38 - $84.1 $3.82M - $4.37M
2.36M $196M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
31.9K
+ 2.23%
$65.06 - $71.72 $2.08M - $2.29M
1.46M $104M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12.3K
+ 2.85%
$111.9 - $124.28 $1.38M - $1.53M
445K $55M
AAPL
Apple Inc.

Technology
18.8K
+ 60.27%
$207.23 - $234.82 $3.9M - $4.42M
50K $11.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
15.2K
+ 2.46%
$84.81 - $93.54 $1.29M - $1.42M
632K $58.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
17.6K
+ 3.34%
$69.61 - $79.56 $1.22M - $1.4M
544K $42.6M
MBB
Ishares Tr

ETFs
4.93K
+ 0.98%
$90.85 - $96.66 $448K - $476K
508K $48.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.77K
+ 2.56%
$105.53 - $118.34 $503K - $565K
191K $22.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.11K
+ 1.75%
$106.11 - $113.72 $542K - $581K
297K $33.6M
ITM
Vaneck Intermediate Muni ETF

ETFs
27.3K
+ 5.94%
$45.67 - $47.0 $1.25M - $1.28M
487K $22.9M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
7.89K
+ 6.42%
$64.0 - $72.54 $505K - $572K
131K $9.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.67K
+ 1.04%
$89.91 - $101.33 $150K - $169K
163K $16M
IEV
Ishares Tr Europe ETF

ETFs
3.91K
+ 1.78%
$53.25 - $58.78 $208K - $230K
224K $13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.33K
+ 1.36%
$114.73 - $120.23 $268K - $280K
174K $20.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.83K
+ 1.49%
$81.31 - $83.29 $393K - $402K
329K $27.4M
MLN
Vaneck Long Muni ETF

ETFs
30.6K
+ 6.89%
$17.77 - $18.32 $544K - $560K
475K $8.69M
IEF
Ishares Barclays

ETFs
104
+ 0.07%
$92.67 - $99.14 $9.64K - $10.3K
153K $15M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.05K
+ 0.13%
$23.04 - $24.06 $24.3K - $25.4K
794K $19.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.44K
+ 47.64%
$48.4 - $50.91 $360K - $379K
23K $1.17M
VEA
Vanguard Ftse Developed Market

ETFs
1.68K
+ 2.33%
$47.6 - $53.31 $80.1K - $89.7K
74K $3.91M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.89K
+ 1.68%
$50.63 - $51.11 $349K - $352K
416K $21.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.1K
+ 107.34%
$26.69 - $29.87 $269K - $301K
19.5K $565K
MEAR
Blackrock Short Maturity Munic

ETFs
5.33K
+ 8.58%
$49.99 - $50.34 $266K - $268K
67.4K $3.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 3.78%
$517.38 - $573.86 $106K - $118K
5.62K $3.23M
WMT
Walmart Inc.

Consumer Defensive
431
+ 2.38%
$66.91 - $81.4 $28.8K - $35.1K
18.5K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
301
+ 0.46%
$57.32 - $62.65 $17.3K - $18.9K
65.4K $4.08M
CEG
Constellation Energy Corp

Utilities
18
+ 0.41%
$167.08 - $262.86 $3.01K - $4.73K
4.37K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 0.63%
$160.76 - $177.82 $24.1K - $26.7K
23.9K $4.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
166
+ 1.33%
$218.05 - $243.47 $36.2K - $40.4K
12.6K $3.07M
VB
Vanguard Small Cap ETF

ETFs
675
+ 27.95%
$214.77 - $237.72 $145K - $160K
3.09K $732K
META
Meta Platforms, Inc.

Communication Services
213
+ 17.35%
$453.41 - $572.44 $96.6K - $122K
1.44K $824K
GLD
Spdr Gold Trust

ETFs
681
+ 54.09%
$215.56 - $246.98 $147K - $168K
1.94K $471K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 1.54%
$255.18 - $283.2 $39.6K - $43.9K
10.2K $2.89M
CVX
Chevron Corp

Energy
2.74K
+ 11.94%
$137.88 - $161.97 $378K - $444K
25.7K $3.79M
INTC
Intel Corp

Technology
9.98K
+ 141.88%
$18.9 - $34.87 $189K - $348K
17K $399K
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 13.49%
$161.02 - $200.0 $198K - $246K
10.4K $1.93M
IBM
International Business Machines Corp

Technology
35
+ 1.12%
$175.1 - $223.38 $6.13K - $7.82K
3.16K $699K
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 5.25%
$333.64 - $405.2 $28K - $34K
1.68K $682K
NFLX
Netflix Inc

Communication Services
132
+ 12.14%
$598.55 - $722.26 $79K - $95.3K
1.22K $864K
AMD
Advanced Micro Devices Inc

Technology
514
+ 18.21%
$128.67 - $183.96 $66.1K - $94.6K
3.34K $547K
UNH
Unitedhealth Group Inc

Healthcare
48
+ 8.22%
$488.01 - $604.18 $23.4K - $29K
632 $369K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.03%
$117.9 - $128.2 $236 - $256
7.08K $907K
MSFT
Microsoft Corp

Technology
502
+ 5.63%
$395.15 - $467.56 $198K - $235K
9.42K $4.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
102
+ 5.38%
$283.28 - $314.39 $28.9K - $32.1K
2K $628K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
492
+ 0.99%
$22.38 - $23.66 $11K - $11.6K
50.3K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
362
+ 8.89%
$96.25 - $101.98 $34.8K - $36.9K
4.43K $449K
PFF
Ishares Trust Ishares Pfd And

ETFs
98
+ 0.37%
$31.18 - $33.5 $3.06K - $3.28K
26.3K $872K
CRM
Salesforce, Inc.

Technology
91
+ 7.36%
$238.42 - $276.53 $21.7K - $25.2K
1.33K $363K
Activity Summary
Buys All Purchases 94 New Holdings 20 Increased Positions 74 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 0
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