Willis Johnson & Associates, Inc. Sells in Q2 2025

Willis Johnson & Associates, Inc.

  • $1.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-9.41K
- 3.21%
$59.75 - $73.05 $562K - $687K
284K $20M
XOM
Exxon Mobil Corp

Energy
-2.13K
- 2.56%
$99.93 - $119.04 $213K - $253K
81K $8.74M
AAPL
Apple Inc.

Technology
-510
- 0.96%
$172.42 - $223.89 $87.9K - $114K
52.9K $10.8M
CVX
Chevron Corp

Energy
-979
- 4.17%
$133.73 - $168.51 $131K - $165K
22.5K $3.22M
VTV
Vanguard Value ETF

ETFs
-4.36K
- 9.98%
$153.67 - $176.74 $670K - $770K
39.3K $6.95M
MLN
Vaneck Long Muni ETF

ETFs
-19.3K
- 3.72%
$16.49 - $17.52 $318K - $338K
499K $8.43M
XLE
Energy Sector Spdr

ETFs
-3.08K
- 11.73%
$76.44 - $94.13 $236K - $290K
23.2K $1.97M
ABBV
Abb Vie Inc.

Healthcare
-1.41K
- 43.38%
$170.16 - $206.27 $240K - $291K
1.84K $342K
SMB
Vaneck Short Muni ETF

ETFs
-20.7K
- 8.87%
$16.86 - $17.26 $349K - $358K
213K $3.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-212
- 8.1%
$483.48 - $539.8 $102K - $114K
2.41K $1.17M
SLB
Schlumberger Limited

Energy
-1.52K
- 16.89%
$31.95 - $42.2 $48.7K - $64.3K
7.5K $253K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.67K
- 9.71%
$53.66 - $58.71 $89.5K - $97.9K
15.5K $870K
COP
Conocophillips

Energy
-351
- 10.89%
$82.66 - $106.1 $29K - $37.2K
2.87K $257K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-622
- 11.77%
$152.93 - $181.74 $95.1K - $113K
4.66K $847K
GLD
Spdr Gold Trust

ETFs
-293
- 16.96%
$273.71 - $316.29 $80.2K - $92.7K
1.44K $437K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-60
- 4.2%
$196.72 - $266.32 $11.8K - $16K
1.37K $315K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.27K
- 17.56%
$50.08 - $63.14 $164K - $207K
15.4K $969K
LLY
Eli Lilly & CO

Healthcare
-43
- 10.21%
$713.71 - $898.95 $30.7K - $38.7K
378 $294K
MPC
Marathon Petroleum Corp

Energy
-701
- 21.78%
$118.55 - $170.08 $83.1K - $119K
2.52K $418K
HD
Home Depot, Inc.

Consumer Cyclical
-126
- 9.68%
$335.24 - $380.78 $42.2K - $48K
1.18K $431K
JNJ
Johnson & Johnson

Healthcare
-142
- 8.04%
$146.36 - $159.82 $20.8K - $22.7K
1.63K $248K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-126
- 4.92%
$101.91 - $134.83 $12.8K - $17K
2.44K $306K
V
Visa Inc.

Financial Services
-65
- 6.92%
$308.27 - $373.31 $20K - $24.3K
874 $310K
KO
Coca Cola CO

Consumer Defensive
-91
- 2.93%
$68.37 - $73.9 $6.22K - $6.72K
3.01K $212K
VV
Vanguard Large Cap ETF

ETFs
-97
- 11.36%
$228.25 - $285.3 $22.1K - $27.7K
757 $215K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-104
- 2.31%
$45.12 - $46.23 $4.69K - $4.81K
4.4K $203K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-98
- 0.2%
$22.54 - $23.17 $2.21K - $2.27K
49.5K $1.14M
SO
Southern CO

Utilities
-3
- 0.09%
$84.91 - $92.56 $255 - $278
3.33K $305K
VUSB
Vanguard Bd Index Fds
-500
- 10.72%
N/A
4.16K $0
Blackrock ETF Trust Ii
-19
- 0.2%
N/A
9.65K $0
TALK
Talkspace, Inc.

Healthcare
-600
- 5.09%
$2.58 - $3.35 $1.55K - $2.01K
11.2K $31K
CMBS
Ishares Cmbs ETF

ETFs
-196
- 1.29%
$47.54 - $48.72 $9.32K - $9.55K
15K $729K
PHYS
Sprott Physical Gold Trust

Financial Services
-368
- 3.48%
$22.82 - $26.29 $8.4K - $9.67K
10.2K $258K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 3.15%
$908.13 - $1056.85 $15.4K - $18K
522 $516K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-91
- 0.15%
$24.54 - $25.07 $2.23K - $2.28K
59K $1.48M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-266
- 3.73%
$29.36 - $35.56 $7.81K - $9.46K
6.87K $244K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.34K
- 6.67%
$17.76 - $22.1 $41.6K - $51.8K
32.7K $723K
SHOP
Shopify Inc.

Technology
-111
- 4.62%
$76.89 - $115.35 $8.53K - $12.8K
2.29K $264K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-11
- 0.93%
$180.84 - $240.32 $1.99K - $2.64K
1.17K $280K
GE
General Electric CO

Industrials
-51
- 4.68%
$166.81 - $257.39 $8.51K - $13.1K
1.04K $267K
AMD
Advanced Micro Devices Inc

Technology
-221
- 9.35%
$78.21 - $143.81 $17.3K - $31.8K
2.14K $303K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-135
- 4.94%
$139.8 - $197.22 $18.9K - $26.6K
2.6K $512K
IBM
International Business Machines Corp

Technology
-78
- 2.91%
$221.03 - $294.78 $17.2K - $23K
2.6K $767K
MSTR
Microstrategy Inc

Technology
-112
- 8.59%
$237.95 - $421.61 $26.7K - $47.2K
1.19K $481K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.8K
- 4.92%
$55.73 - $68.72 $100K - $124K
34.8K $2.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 1.81%
$456.74 - $568.03 $24.2K - $30.1K
2.88K $1.64M
AVGO
Broadcom Inc.

Technology
-10
- 0.7%
$146.29 - $275.65 $1.46K - $2.76K
1.43K $393K
IWM
Ishares Russell 2000 ETF

ETFs
-258
- 1.95%
$174.82 - $215.79 $45.1K - $55.7K
13K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-215
- 3.6%
$496.48 - $617.85 $107K - $133K
5.75K $3.56M
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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