Willis Johnson & Associates, Inc. Incresed Positions in Q2 2025

Willis Johnson & Associates, Inc.

  • $1.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
103K
+ 4.41%
$71.83 - $95.32 $7.41M - $9.84M
2.44M $233M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
260K
+ 6.28%
$45.11 - $52.34 $11.7M - $13.6M
4.39M $230M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
45.5K
+ 2.95%
$62.73 - $78.42 $2.86M - $3.57M
1.59M $123M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
92.6K
+ 6.02%
$39.89 - $49.46 $3.7M - $4.58M
1.63M $80.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
35.7K
+ 5.52%
$73.7 - $90.98 $2.63M - $3.25M
683K $62.2M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
14.6K
+ 2.5%
$65.04 - $82.18 $952K - $1.2M
600K $49.3M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
41.3K
+ 4.38%
$30.96 - $40.6 $1.28M - $1.68M
983K $39.7M
ITM
Vaneck Intermediate Muni ETF

ETFs
103K
+ 19.74%
$44.27 - $45.82 $4.57M - $4.73M
626K $28.5M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
29.9K
+ 28.65%
$65.42 - $80.7 $1.95M - $2.41M
134K $10.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11.1K
+ 2.42%
$103.88 - $123.68 $1.15M - $1.37M
470K $58.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.8K
+ 8.47%
$90.56 - $109.49 $1.52M - $1.84M
215K $23.5M
WMT
Walmart Inc.

Consumer Defensive
18.5K
+ 76.57%
$81.79 - $99.98 $1.51M - $1.85M
42.6K $4.17M
IVV
Ishares Core S&P 500 ETF

ETFs
270
+ 0.85%
$498.8 - $620.9 $135K - $168K
32.1K $19.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.56K
+ 10.83%
$166.82 - $194.23 $1.26M - $1.47M
77.4K $15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
923
+ 4.29%
$320.42 - $424.58 $296K - $392K
22.4K $9.52M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11K
+ 4.82%
$116.93 - $119.39 $1.28M - $1.31M
238K $28.4M
MBB
Ishares Tr

ETFs
12.5K
+ 2.2%
$91.41 - $94.22 $1.14M - $1.17M
580K $54.4M
IEF
Ishares Barclays

ETFs
11.2K
+ 3.47%
$93.15 - $96.56 $1.04M - $1.08M
334K $32M
IVE
Ishares S&P 500 Value ETF

ETFs
4.79K
+ 13.98%
$168.34 - $195.42 $807K - $936K
39.1K $7.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.28K
+ 8.51%
$216.28 - $284.39 $276K - $363K
16.3K $4.62M
SUB
Ishares Short Term National Mu

ETFs
5.88K
+ 2.16%
$104.77 - $106.34 $616K - $625K
278K $29.6M
MUB
Ishares National Muni Bond ETF

ETFs
6.98K
+ 173.86%
$102.31 - $105.8 $715K - $739K
11K $1.15M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.08K
+ 29.77%
$141.87 - $164.49 $579K - $671K
17.8K $2.93M
MEAR
Blackrock Short Maturity Munic

ETFs
14.3K
+ 66.2%
$49.74 - $50.27 $713K - $721K
36K $1.81M
JPM
Jpmorgan Chase & CO

Financial Services
1.64K
+ 52.71%
$210.28 - $289.91 $345K - $476K
4.75K $1.38M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.38K
+ 1.88%
$82.21 - $83.12 $524K - $530K
346K $28.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.8K
+ 1.73%
$22.4 - $23.8 $265K - $282K
694K $16.5M
CEG
Constellation Energy Corp

Utilities
16
+ 0.36%
$170.96 - $322.76 $2.74K - $5.16K
4.41K $1.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.36K
+ 2.09%
$105.23 - $109.61 $354K - $368K
164K $18M
PLTR
Palantir Technologies Inc.

Technology
1.83K
+ 38.99%
$74.01 - $144.25 $135K - $264K
6.52K $888K
TLT
Ishares Barclays 20+ Year Trea

ETFs
12K
+ 5.84%
$83.97 - $92.85 $1M - $1.11M
217K $19.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.67K
+ 1.92%
$50.1 - $51.02 $434K - $442K
461K $23.5M
AMZN
Amazon Com Inc

Consumer Cyclical
276
+ 2.86%
$167.32 - $223.3 $46.2K - $61.6K
9.93K $2.18M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
494
+ 0.97%
$53.75 - $67.21 $26.6K - $33.2K
51.4K $3.4M
SHYD
Vaneck Short High Yield Muni E

ETFs
13.1K
+ 12.19%
$21.84 - $22.79 $286K - $298K
120K $2.72M
VB
Vanguard Small Cap ETF

ETFs
1.01K
+ 34.23%
$193.73 - $237.37 $195K - $240K
3.96K $937K
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.58%
$243.75 - $303.93 $10.7K - $13.4K
7.64K $2.32M
IEMG
Ishares Inc

ETFs
4.34K
+ 5.67%
N/A
80.8K $4.34M
IEFA
Ishares Tr

ETFs
2.03K
+ 25.27%
$67.83 - $84.09 $137K - $170K
10K $838K
META
Meta Platforms, Inc.

Communication Services
49
+ 4.29%
$484.66 - $738.09 $23.7K - $36.2K
1.19K $879K
ORCL
Oracle Corp

Technology
156
+ 8.7%
$122.82 - $218.63 $19.2K - $34.1K
1.95K $426K
IGM
Ishares Expanded Tech Sector E

ETFs
17
+ 0.23%
$79.8 - $112.34 $1.36K - $1.91K
7.36K $826K
DGRO
Ishares Core Dividend Growth E

ETFs
1.91K
+ 24.72%
$55.22 - $63.94 $105K - $122K
9.62K $614K
IYW
Ishares Dj Us Tech ETF

ETFs
83
+ 2.26%
$122.57 - $173.27 $10.2K - $14.4K
3.76K $651K
BAC
Bank Of America Corp

Financial Services
375
+ 1.8%
$34.39 - $47.46 $12.9K - $17.8K
21.2K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 9.1%
$416.06 - $551.64 $37.9K - $50.2K
1.09K $601K
GOOG
Alphabet Inc.

Communication Services
91
+ 1.73%
$146.58 - $180.01 $13.3K - $16.4K
5.35K $948K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.65K
+ 16.0%
$25.48 - $27.78 $144K - $157K
41K $1.09M
GOOGL
Alphabet Inc.

Communication Services
228
+ 6.06%
$144.7 - $178.6 $33K - $40.7K
3.99K $703K
Activity Summary
Buys All Purchases 94 New Holdings 12 Increased Positions 82 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 1 Puts 0
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