Willis Johnson & Associates, Inc. Purchases in Q3 2024

Willis Johnson & Associates, Inc.

  • $1.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
875K
New
$31.97 - $37.3 $28M - $32.6M
875K $31.3M
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
SUB
Ishares Short Term National Mu

ETFs
17.8K
+ 7.56%
$104.3 - $106.3 $1.85M - $1.89M
253K $26.9M
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.72K
New
$162.83 - $179.16 $769K - $846K
4.72K $846K
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
793
New
$434.77 - $502.96 $345K - $399K
793 $387K
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
WFC
Wells Fargo & Company

Financial Services
5.38K
New
$51.58 - $60.97 $278K - $328K
5.38K $303K
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
CAT
Caterpillar Inc

Industrials
665
New
$316.8 - $391.12 $211K - $260K
665 $260K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.11K
New
$30.74 - $34.07 $218K - $242K
7.11K $242K
JNJ
Johnson & Johnson

Healthcare
1.49K
New
$145.48 - $167.38 $217K - $249K
1.49K $241K
MS
Morgan Stanley

Financial Services
2.3K
New
$92.07 - $106.96 $212K - $246K
2.3K $239K
EPD
Enterprise Products Partners L.P.

Energy
7.95K
New
$27.88 - $30.0 $222K - $238K
7.95K $231K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.52K
New
$38.51 - $41.69 $213K - $230K
5.52K $230K
ITW
Illinois Tool Works Inc

Industrials
875
New
$233.14 - $263.97 $204K - $231K
875 $229K
UFPT
Ufp Technologies Inc

Healthcare
725
New
$283.66 - $358.42 $206K - $260K
725 $229K
SHOP
Shopify Inc.

Technology
2.79K
New
$52.26 - $80.75 $146K - $226K
2.79K $223K
PG
Procter & Gamble CO

Consumer Defensive
150
+ 0.63%
$160.76 - $177.82 $24.1K - $26.7K
23.9K $4.13M
IAU
Ishares Gold Trust

ETFs
4.41K
New
$44.06 - $50.5 $194K - $223K
4.41K $219K
VOT
Vanguard Mid Cap Growth Index

ETFs
166
+ 1.33%
$218.05 - $243.47 $36.2K - $40.4K
12.6K $3.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.42K
New
$79.92 - $88.19 $194K - $214K
2.42K $213K
PWR
Quanta Services, Inc.

Industrials
703
New
$239.58 - $298.23 $168K - $210K
703 $209K
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
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $171K - $207K
1.09K $205K
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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