Willis Johnson & Associates, Inc. Portfolio Holdings

Willis Johnson & Associates, Inc.

  • $1.47 Billion
  • Q2 2025

Willis Johnson & Associates, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $233M, Spdr Portfolio S&P 500 Value E with a value of $230M, Vanguard Ftse Europe ETF Ftse with a value of $123M, Vanguard Ftse Emerging Mkts Et with a value of $80.7M, and Ishares S&P Midcap 400 Growth with a value of $62.2M.

Examining the 13F form we can see an increase of $150M in the current position value, from $1.32B to 1.47B.

Below you can find more details about Willis Johnson & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.47 Billion
ETFs: $1.38 Billion
Energy: $44.2 Million
Technology: $24.6 Million
Consumer Cyclical: $4.94 Million
Consumer Defensive: $4.9 Million
Communication Services: $4.46 Million
Financial Services: $4.4 Million
Utilities: $1.73 Million
Other: $3.72 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $1.47 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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