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
SWK
Stanley Black & Decker, Inc.

Industrials
1.86K
New
$77.75 - $110.17 $144K - $204K
1.86K $204K
NOW
Service Now, Inc.

Technology
226
New
$730.87 - $937.36 $165K - $212K
226 $202K
GLD
Spdr Gold Trust

ETFs
681
+ 54.09%
$215.56 - $246.98 $147K - $168K
1.94K $471K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 1.54%
$255.18 - $283.2 $39.6K - $43.9K
10.2K $2.89M
CVX
Chevron Corp

Energy
2.74K
+ 11.94%
$137.88 - $161.97 $378K - $444K
25.7K $3.79M
INTC
Intel Corp

Technology
9.98K
+ 141.88%
$18.9 - $34.87 $189K - $348K
17K $399K
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 13.49%
$161.02 - $200.0 $198K - $246K
10.4K $1.93M
IBM
International Business Machines Corp

Technology
35
+ 1.12%
$175.1 - $223.38 $6.13K - $7.82K
3.16K $699K
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 5.25%
$333.64 - $405.2 $28K - $34K
1.68K $682K
NFLX
Netflix Inc

Communication Services
132
+ 12.14%
$598.55 - $722.26 $79K - $95.3K
1.22K $864K
SAN
Banco Santander, S.A.

Financial Services
14.2K
New
$4.37 - $5.16 $61.8K - $73K
14.2K $72K
UNH
Unitedhealth Group Inc

Healthcare
48
+ 8.22%
$488.01 - $604.18 $23.4K - $29K
632 $369K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.03%
$117.9 - $128.2 $236 - $256
7.08K $907K
MSFT
Microsoft Corp

Technology
502
+ 5.63%
$395.15 - $467.56 $198K - $235K
9.42K $4.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
102
+ 5.38%
$283.28 - $314.39 $28.9K - $32.1K
2K $628K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
492
+ 0.99%
$22.38 - $23.66 $11K - $11.6K
50.3K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
362
+ 8.89%
$96.25 - $101.98 $34.8K - $36.9K
4.43K $449K
PFF
Ishares Trust Ishares Pfd And

ETFs
98
+ 0.37%
$31.18 - $33.5 $3.06K - $3.28K
26.3K $872K
CRM
Salesforce, Inc.

Technology
91
+ 7.36%
$238.42 - $276.53 $21.7K - $25.2K
1.33K $363K
UNP
Union Pacific Corp

Industrials
88
+ 8.19%
$221.78 - $256.09 $19.5K - $22.5K
1.16K $286K
LLY
Eli Lilly & CO

Healthcare
63
+ 9.71%
$772.14 - $960.02 $48.6K - $60.5K
712 $630K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
327
+ 3.98%
$76.38 - $78.87 $25K - $25.8K
8.54K $672K
BNDX
Vanguard Total International B

ETFs
628
+ 13.0%
$48.42 - $50.35 $30.4K - $31.6K
5.46K $274K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.99%
$801.83 - $917.05 $11.2K - $12.8K
719 $637K
VO
Vanguard Mid Cap ETF

ETFs
23
+ 1.6%
$237.84 - $263.83 $5.47K - $6.07K
1.46K $384K
DE
Deere & CO

Industrials
31
+ 5.78%
$344.84 - $418.0 $10.7K - $13K
567 $236K
VXF
Vanguard Extended Market ETF

ETFs
8
+ 0.33%
$163.98 - $182.92 $1.31K - $1.46K
2.41K $438K
FCX
Freeport Mcmoran Inc

Basic Materials
431
+ 5.39%
$39.52 - $51.92 $17K - $22.4K
8.43K $420K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
11
+ 0.24%
$69.7 - $76.81 $767 - $845
4.52K $346K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
81
+ 0.79%
$44.83 - $47.42 $3.63K - $3.84K
10.4K $487K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
62
+ 5.21%
$175.46 - $203.3 $10.9K - $12.6K
1.25K $253K
PEP
Pepsico Inc

Consumer Defensive
89
+ 7.28%
$161.9 - $179.3 $14.4K - $16K
1.31K $223K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
112
+ 7.07%
$147.95 - $191.05 $16.6K - $21.4K
1.7K $294K
INTU
Intuit Inc

Technology
46
+ 14.42%
$602.97 - $670.49 $27.7K - $30.8K
365 $226K
MRK
Merck & Co., Inc.

Healthcare
280
+ 11.99%
$111.15 - $128.97 $31.1K - $36.1K
2.62K $297K
AVGO
Broadcom Inc.

Technology
1.94K
+ 848.47%
$136.27 - $1745.86 $265K - $3.39M
2.17K $374K
VUSB
Vanguard Bd Index Fds
20.2K
+ 138.04%
N/A
34.8K $0
COP
Conocophillips

Energy
131
+ 5.91%
$102.3 - $116.61 $13.4K - $15.3K
2.35K $247K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
100
+ 7.69%
$268.61 - $337.37 $26.9K - $33.7K
1.4K $397K
GOOGL
Alphabet Inc.

Communication Services
244
+ 4.9%
$148.65 - $191.18 $36.3K - $46.6K
5.22K $865K
AMAT
Applied Materials Inc

Technology
1
+ 0.08%
$174.88 - $254.97 $175 - $255
1.3K $262K
ASML
Asml Holding Nv

Technology
9
+ 2.56%
$749.82 - $1098.95 $6.75K - $9.89K
360 $299K
SHEL
Shell PLC

Energy
4.59K
+ 1.68%
$65.65 - $73.28 $301K - $336K
277K $18.3M
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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