Willis Johnson & Associates, Inc. Reduced Holdings in Q4 2024

Willis Johnson & Associates, Inc.

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-649
- 1.29%
$22.39 - $23.45 $14.5K - $15.2K
49.6K $1.14M
IYW
Ishares Dj Us Tech ETF

ETFs
-397
- 10.11%
$148.14 - $166.23 $58.8K - $66K
3.53K $562K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-184
- 14.7%
$201.32 - $217.44 $37K - $40K
1.07K $220K
AVGO
Broadcom Inc.

Technology
-693
- 31.91%
$159.67 - $250.0 $111K - $173K
1.48K $342K
BA
Boeing CO

Industrials
-441
- 23.11%
$138.14 - $180.72 $60.9K - $79.7K
1.47K $259K
HYG
Ishares Tr

ETFs
-267
- 7.42%
$78.09 - $80.04 $20.9K - $21.4K
3.33K $262K
HES
Hess Corp

Energy
-105
- 2.22%
$127.66 - $148.65 $13.4K - $15.6K
4.63K $615K
GLD
Spdr Gold Trust

ETFs
-88
- 4.54%
$236.59 - $257.5 $20.8K - $22.7K
1.85K $448K
VO
Vanguard Mid Cap ETF

ETFs
-85
- 5.83%
$261.5 - $284.63 $22.2K - $24.2K
1.37K $362K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-268
- 8.94%
$170.03 - $192.78 $45.6K - $51.7K
2.73K $504K
IWR
Ishares Russell Mid Cap ETF

ETFs
-62
- 2.56%
$87.25 - $95.52 $5.41K - $5.92K
2.36K $208K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.47K
- 5.7%
$94.43 - $105.47 $706K - $788K
124K $12.6M
VUSB
Vanguard Bd Index Fds
-11.5K
- 33.02%
N/A
23.3K $0
PWR
Quanta Services, Inc.

Industrials
-39
- 5.55%
$296.05 - $346.6 $11.5K - $13.5K
664 $209K
BAC
Bank Of America Corp

Financial Services
-1.35K
- 6.13%
$39.22 - $47.77 $52.9K - $64.5K
20.7K $909K
SHOP
Shopify Inc.

Technology
-318
- 11.39%
$78.14 - $119.49 $24.8K - $38K
2.48K $263K
WMT
Walmart Inc.

Consumer Defensive
-1.5K
- 8.1%
$79.1 - $95.7 $119K - $143K
17K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
-199
- 5.91%
$205.18 - $250.29 $40.8K - $49.8K
3.17K $759K
VOT
Vanguard Mid Cap Growth Index

ETFs
-192
- 1.52%
$241.48 - $274.89 $46.4K - $52.8K
12.4K $3.15M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 11.34%
$180.88 - $232.93 $213K - $274K
9.19K $2.02M
NFLX
Netflix Inc

Communication Services
-129
- 10.58%
$687.65 - $936.56 $88.7K - $121K
1.09K $971K
VUG
Vanguard Growth ETF

ETFs
-590
- 3.42%
$378.79 - $428.11 $223K - $253K
16.7K $6.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-561
- 2.94%
$370.24 - $418.94 $208K - $235K
18.5K $7.43M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 2 Puts 0
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