Willis Johnson & Associates, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $210M, Spdr Portfolio S&P 500 Value E with a value of $207M, Vanguard Ftse Europe ETF Ftse with a value of $95.6M, Vanguard Ftse Emerging Mkts Et with a value of $66.9M, and Ishares S&P Midcap 400 Growth with a value of $58.8M.
Examining the 13F form we can see an decrease of $14M in the current position value, from $1.31B to 1.3B.
Below you can find more details about Willis Johnson & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $1.21 Billion
Energy: $39.2 Million
Technology: $24.3 Million
Consumer Defensive: $6.14 Million
Consumer Cyclical: $5.98 Million
Communication Services: $3.78 Million
Financial Services: $3.19 Million
Healthcare: $1.53 Million
Other: $2.39 Million
Stock Holdings Table Market Cap. of $200 Billions or more
