Willis Johnson & Associates, Inc. Sells in Q4 2024

Willis Johnson & Associates, Inc.

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-141K
- 47.55%
$106.56 - $113.11 $15.1M - $16M
156K $16.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-130K
- 16.33%
$23.29 - $23.93 $3.02M - $3.1M
664K $15.6M
SHEL
Shell PLC

Energy
-35.5K
- 12.79%
$60.63 - $70.23 $2.15M - $2.49M
242K $15.2M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-29.6K
- 22.63%
$70.12 - $75.48 $2.07M - $2.23M
101K $7.14M
IEV
Ishares Tr Europe ETF

ETFs
-5.03K
- 2.25%
$52.03 - $57.63 $262K - $290K
219K $11.4M
MEAR
Blackrock Short Maturity Munic

ETFs
-24.8K
- 36.86%
$49.94 - $50.28 $1.24M - $1.25M
42.6K $2.13M
VTI
Vanguard Total Stock Market Et

ETFs
-2.84K
- 27.76%
$280.04 - $302.45 $795K - $858K
7.39K $2.14M
MSFT
Microsoft Corp

Technology
-1.46K
- 15.46%
$406.35 - $454.46 $592K - $662K
7.96K $3.36M
EEM
Ishares Msci Emerging Markets

ETFs
-1.58K
- 1.15%
$41.82 - $47.36 $65.9K - $74.6K
135K $5.67M
VTV
Vanguard Value ETF

ETFs
-1.99K
- 4.12%
$168.32 - $181.87 $334K - $361K
46.3K $7.83M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.31K
- 2.04%
$183.23 - $199.79 $239K - $261K
62.8K $11.6M
LLY
Eli Lilly & CO

Healthcare
-342
- 48.03%
$727.2 - $932.06 $249K - $319K
370 $285K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-656
- 21.35%
$521.84 - $558.82 $342K - $367K
2.42K $1.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-426
- 1.24%
$189.5 - $206.17 $80.7K - $87.8K
34K $6.49M
PG
Procter & Gamble CO

Consumer Defensive
-931
- 3.9%
$161.05 - $179.7 $150K - $167K
22.9K $3.84M
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.74K
- 12.53%
$55.1 - $61.74 $151K - $169K
19.1K $1.06M
IEMG
Ishares Inc

ETFs
-5.09K
- 6.38%
N/A
74.7K $4.01M
AMD
Advanced Micro Devices Inc

Technology
-872
- 26.13%
$118.88 - $172.8 $104K - $151K
2.47K $297K
OXY
Occidental Petroleum Corp

Energy
-4.25K
- 36.24%
$45.36 - $55.91 $193K - $237K
7.47K $368K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.01K
- 35.73%
$38.08 - $50.82 $115K - $153K
5.42K $206K
IVV
Ishares Core S&P 500 ETF

ETFs
-957
- 3.04%
$570.51 - $610.59 $546K - $584K
30.5K $17.9M
META
Meta Platforms, Inc.

Communication Services
-359
- 24.91%
$554.08 - $632.68 $199K - $227K
1.08K $638K
INTC
Intel Corp

Technology
-6.15K
- 36.17%
$19.07 - $26.23 $117K - $161K
10.9K $217K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-8.04K
- 6.48%
$18.59 - $18.8 $149K - $151K
116K $2.16M
GOOGL
Alphabet Inc.

Communication Services
-1.56K
- 29.86%
$161.86 - $196.66 $252K - $307K
3.66K $693K
IEFA
Ishares Tr

ETFs
-1.44K
- 17.87%
$70.06 - $77.43 $101K - $111K
6.61K $464K
VNQ
Vanguard Specialized Funds Van

ETFs
-272
- 1.79%
$87.85 - $98.6 $23.9K - $26.8K
15K $1.33M
CRM
Salesforce, Inc.

Technology
-649
- 48.91%
$270.87 - $367.87 $176K - $239K
678 $226K
XLE
Energy Sector Spdr

ETFs
-755
- 2.64%
$83.32 - $97.27 $62.9K - $73.4K
27.8K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
-251
- 14.9%
$385.02 - $431.37 $96.6K - $108K
1.43K $557K
IBM
International Business Machines Corp

Technology
-497
- 15.72%
$204.9 - $238.04 $102K - $118K
2.67K $585K
SHYD
Vaneck Short High Yield Muni E

ETFs
-3.61K
- 3.33%
$22.45 - $22.81 $81.1K - $82.4K
105K $2.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.92K
- 18.49%
$45.07 - $47.1 $86.3K - $90.2K
8.44K $381K
SO
Southern CO

Utilities
-800
- 19.38%
$81.5 - $94.15 $65.2K - $75.3K
3.33K $274K
IWM
Ishares Russell 2000 ETF

ETFs
-441
- 3.16%
$216.13 - $242.4 $95.3K - $107K
13.5K $2.99M
VOE
Vanguard Mid Cap Value Index F

ETFs
-128
- 1.0%
$160.89 - $176.18 $20.6K - $22.6K
12.6K $2.04M
V
Visa Inc.

Financial Services
-469
- 33.29%
$273.87 - $320.91 $128K - $151K
940 $297K
CMBS
Ishares Cmbs ETF

ETFs
-1.16K
- 7.18%
$47.09 - $48.64 $54.6K - $56.4K
15K $707K
UNH
Unitedhealth Group Inc

Healthcare
-39
- 6.17%
$485.52 - $625.25 $18.9K - $24.4K
593 $299K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-859
- 6.61%
$43.02 - $47.32 $37K - $40.6K
12.1K $524K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-364
- 12.38%
$176.42 - $186.91 $64.2K - $68K
2.58K $458K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-995
- 1.52%
$61.68 - $67.87 $61.4K - $67.5K
64.4K $4.02M
SMB
Vaneck Short Muni ETF

ETFs
-388
- 0.16%
$17.07 - $17.26 $6.62K - $6.7K
241K $4.12M
UNP
Union Pacific Corp

Industrials
-139
- 11.95%
$223.15 - $249.32 $31K - $34.7K
1.02K $233K
SLB
Schlumberger Limited

Energy
-543
- 6.83%
$36.83 - $45.59 $20K - $24.8K
7.4K $283K
ORCL
Oracle Corp

Technology
-235
- 11.54%
$165.41 - $192.43 $38.9K - $45.2K
1.8K $300K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-307
- 7.1%
$58.88 - $64.8 $18.1K - $19.9K
4.02K $236K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-58
- 2.54%
$442.29 - $483.08 $25.7K - $28K
2.22K $1.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-410
- 24.16%
$172.07 - $207.36 $70.5K - $85K
1.29K $254K
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
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