$972 Million is the total value of Johnson Financial Group, Inc.'s 746 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $98,893,000 | +5.8% | 393,042 | +23.3% | 10.18% | +6.8% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $69,862,000 | +31.6% | 645,554 | +30.7% | 7.19% | +32.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $38,113,000 | +44.2% | 648,386 | +66.8% | 3.92% | +45.5% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $36,987,000 | +21.5% | 881,484 | +38.1% | 3.81% | +22.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $29,161,000 | -1.3% | 228,487 | +15.7% | 3.00% | -0.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $28,608,000 | +16.8% | 257,613 | +33.2% | 2.94% | +17.9% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $24,770,000 | -12.6% | 99,111 | +1.7% | 2.55% | -11.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $22,093,000 | +398.0% | 164,999 | +526.9% | 2.27% | +402.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $19,927,000 | +25.5% | 152,227 | +49.6% | 2.05% | +26.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $19,152,000 | +44.3% | 138,091 | +68.3% | 1.97% | +45.6% |
| USMV | Buy | ISHARES TRmin vol usa etf | $17,187,000 | +1237.5% | 327,987 | +1356.4% | 1.77% | +1250.4% |
| IWR | Buy | ISHARES TRrus mid cap etf | $14,245,000 | +117.1% | 306,463 | +930.1% | 1.47% | +119.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $11,887,000 | +193.1% | 71,588 | +255.4% | 1.22% | +195.4% |
| AMZN | Buy | AMAZON.COM INC | $10,137,000 | -24.4% | 6,749 | +0.9% | 1.04% | -23.7% |
| RNP | Buy | COHEN & STEERS REIT & PR | $8,171,000 | +1574.4% | 459,038 | +1736.2% | 0.84% | +1582.0% |
| NVG | Buy | NUVEEN DIV ADV MUNI INCOME | $8,018,000 | +2244.4% | 573,542 | +2340.6% | 0.82% | +2257.1% |
| MUB | Buy | ISHARES TRnational mun etf | $7,979,000 | +24834.4% | 73,175 | +24291.7% | 0.82% | +27266.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDftse emr mkt etf | $7,895,000 | +78.5% | 207,210 | +92.1% | 0.81% | +80.3% |
| MO | Buy | ALTRIA GROUP INC | $6,613,000 | -13.9% | 133,895 | +5.2% | 0.68% | -13.0% |
| CSCO | Buy | CISCO SYSTEMS INC | $6,352,000 | -8.6% | 146,578 | +2.6% | 0.65% | -7.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,270,000 | +67.6% | 90,448 | +111.0% | 0.64% | +68.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX FDftse smcap etf | $6,084,000 | +8234.2% | 64,258 | +9755.5% | 0.63% | +8842.9% |
| AMGN | Buy | AMGEN INC | $6,038,000 | +0.2% | 31,019 | +6.8% | 0.62% | +1.1% |
| IXUS | New | ISHARES TRcore msci total | $5,276,000 | – | 100,439 | +100.0% | 0.54% | – |
| IWN | Buy | ISHARES TRrus 2000 val etf | $4,773,000 | +798.9% | 44,379 | +1010.9% | 0.49% | +809.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $4,159,000 | +19.4% | 43,655 | +41.7% | 0.43% | +20.6% |
| MBB | Buy | ISHARES TRmbs etf | $3,601,000 | +43.6% | 34,411 | +41.8% | 0.37% | +44.9% |
| CMCSA | Buy | COMCAST CORPcl a | $3,425,000 | +1.0% | 100,589 | +5.0% | 0.35% | +2.0% |
| VLO | Buy | VALERO ENERGY CORP | $3,085,000 | -29.4% | 41,148 | +7.1% | 0.32% | -28.7% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $3,053,000 | -10.2% | 39,136 | +0.2% | 0.31% | -9.5% |
| CVS | Buy | CVS HEALTH CORP | $2,994,000 | +4.6% | 45,708 | +25.7% | 0.31% | +5.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,967,000 | -12.6% | 29,332 | +0.1% | 0.30% | -11.8% |
| MMM | Buy | 3M CO | $2,896,000 | +10.6% | 15,197 | +22.3% | 0.30% | +11.6% |
| DVY | Buy | ISHARES TRselect divid etf | $2,382,000 | +37.6% | 26,666 | +53.7% | 0.24% | +38.4% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL INCcl a | $2,331,000 | -6.5% | 58,225 | +0.3% | 0.24% | -5.5% |
| PSX | Buy | PHILLIPS 66 | $2,323,000 | -20.6% | 26,973 | +3.9% | 0.24% | -19.8% |
| ACN | Buy | ACCENTURE PLC | $2,036,000 | -2.1% | 14,436 | +18.2% | 0.21% | -0.9% |
| DAL | Buy | DELTA AIR LINES INC | $2,006,000 | +56.7% | 40,193 | +81.7% | 0.21% | +57.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,961,000 | -22.2% | 7,488 | +2.8% | 0.20% | -21.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $1,951,000 | +80.0% | 6,445 | +118.4% | 0.20% | +81.1% |
| CMI | Buy | CUMMINS INC | $1,797,000 | +38.7% | 13,446 | +51.6% | 0.18% | +40.2% |
| NOC | Buy | NORTHROP GRUMMAN CORPORATION | $1,534,000 | -20.3% | 6,265 | +3.3% | 0.16% | -19.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,503,000 | +20.1% | 15,184 | +42.3% | 0.16% | +21.1% |
| ADBE | Buy | ADOBE INC | $1,461,000 | -16.1% | 6,461 | +0.2% | 0.15% | -15.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,445,000 | +6.4% | 23,310 | +29.3% | 0.15% | +7.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,432,000 | +3392.7% | 28,339 | +3869.0% | 0.15% | +3575.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,404,000 | +17.6% | 35,943 | +29.2% | 0.14% | +18.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,304,000 | -11.2% | 27,765 | +0.3% | 0.13% | -10.7% |
| CAH | Buy | CARDINAL HEALTH INC | $1,288,000 | +0.3% | 28,874 | +21.5% | 0.13% | +1.5% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $1,269,000 | +19.3% | 18,643 | +28.8% | 0.13% | +20.2% |
| VOX | Buy | VANGUARD WORLD FDS | $1,242,000 | +109.4% | 16,768 | +146.0% | 0.13% | +113.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,212,000 | +114.9% | 10,657 | +156.1% | 0.12% | +115.5% |
| BA | Buy | BOEING COMPANY | $1,153,000 | -2.0% | 3,579 | +13.1% | 0.12% | -0.8% |
| V | Buy | VISA INC | $1,100,000 | -0.2% | 8,339 | +13.6% | 0.11% | +0.9% |
| AEP | Buy | AMERICAN ELEC PWR INC | $1,029,000 | +284.0% | 13,767 | +264.2% | 0.11% | +292.6% |
| ALL | Buy | ALLSTATE CORP | $1,019,000 | -14.8% | 12,339 | +1.8% | 0.10% | -13.9% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $992,000 | -13.4% | 43,589 | +0.7% | 0.10% | -12.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $926,000 | +79.5% | 16,148 | +136.7% | 0.10% | +79.2% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $843,000 | +8.1% | 16,323 | +8.5% | 0.09% | +8.8% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $764,000 | -9.8% | 16,189 | +3.2% | 0.08% | -8.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS INC | $716,000 | +3480.0% | 1,918 | +3736.0% | 0.07% | +3600.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $704,000 | +6.8% | 24,953 | +4.6% | 0.07% | +7.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $692,000 | -12.4% | 13,302 | +4.5% | 0.07% | -12.3% |
| COP | Buy | CONOCOPHILLIPS | $687,000 | -18.0% | 11,017 | +1.7% | 0.07% | -16.5% |
| BEN | New | FRANKLIN RESOURCES INC | $677,000 | – | 22,812 | +100.0% | 0.07% | – |
| LLY | Buy | ELI LILLY & CO. | $639,000 | +23.4% | 5,526 | +14.3% | 0.07% | +24.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $626,000 | -0.6% | 8,198 | +17.4% | 0.06% | 0.0% |
| CATH | Buy | GLOBAL X FDSs&p 500 catholic | $602,000 | -11.6% | 19,800 | +5.3% | 0.06% | -10.1% |
| AMP | Buy | AMERIPRISE FINANCIAL INC. | $559,000 | +935.2% | 5,355 | +1375.2% | 0.06% | +866.7% |
| IYY | Buy | ISHARES TRdow jones us etf | $541,000 | -14.1% | 4,348 | +0.5% | 0.06% | -12.5% |
| MA | Buy | MASTERCARD INCcl a | $530,000 | -14.2% | 2,807 | +1.1% | 0.06% | -12.7% |
| HOG | Buy | HARLEY DAVIDSON INC | $518,000 | +650.7% | 15,188 | +892.7% | 0.05% | +657.1% |
| STI | Buy | SUNTRUST BANKS INC | $514,000 | +380.4% | 10,197 | +534.5% | 0.05% | +381.8% |
| RTN | Buy | RAYTHEON COMPANY | $497,000 | +35.8% | 3,244 | +83.0% | 0.05% | +37.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $469,000 | +71.2% | 9,794 | +106.7% | 0.05% | +71.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $444,000 | +57.4% | 8,394 | +56.5% | 0.05% | +58.6% |
| UNP | Buy | UNION PAC CORP | $378,000 | -11.5% | 2,736 | +4.4% | 0.04% | -11.4% |
| TJX | Buy | TJX COS INC | $370,000 | +14.2% | 8,275 | +186.3% | 0.04% | +15.2% |
| EMR | Buy | EMERSON ELECTRIC | $361,000 | -21.7% | 6,043 | +0.4% | 0.04% | -21.3% |
| GE | Buy | GENERAL ELECTRIC CORP | $337,000 | -26.9% | 44,456 | +8.8% | 0.04% | -25.5% |
| ECL | Buy | ECOLAB INC | $317,000 | -5.4% | 2,149 | +0.5% | 0.03% | -2.9% |
| DFS | Buy | DISCOVER FINL SVCS | $305,000 | -22.4% | 5,177 | +0.8% | 0.03% | -22.5% |
| AFL | Buy | AFLAC INC | $287,000 | +0.3% | 6,310 | +4.0% | 0.03% | +3.4% |
| SHY | New | ISHARES TR1 3 yr treas bd | $276,000 | – | 3,298 | +100.0% | 0.03% | – |
| SO | Buy | SOUTHERN CO | $262,000 | +8.3% | 5,962 | +7.6% | 0.03% | +8.0% |
| UAL | Buy | UNITED CONTINENTAL HOLDINGS INC | $216,000 | +96.4% | 2,581 | +108.1% | 0.02% | +100.0% |
| NFLX | Buy | NETFLIX INC | $214,000 | -25.7% | 800 | +3.9% | 0.02% | -24.1% |
| GLD | Buy | SPDR GOLD TRUST | $212,000 | +30.9% | 1,748 | +22.0% | 0.02% | +29.4% |
| D | Buy | DOMINION ENERGY INC | $205,000 | +97.1% | 2,858 | +93.9% | 0.02% | +90.9% |
| BIIB | Buy | BIOGEN INC | $207,000 | +111.2% | 688 | +147.5% | 0.02% | +110.0% |
| EA | New | ELECTRONIC ARTS INC | $186,000 | – | 2,350 | +100.0% | 0.02% | – |
| TIP | Buy | ISHARES TRtips bd etf | $164,000 | +343.2% | 1,491 | +351.8% | 0.02% | +325.0% |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $165,000 | – | 1,610 | +100.0% | 0.02% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $151,000 | -0.7% | 673 | +8.0% | 0.02% | 0.0% |
| CAT | Buy | CATERPILLAR INC | $153,000 | +29.7% | 1,207 | +57.0% | 0.02% | +33.3% |
| IEFA | New | ISHARES TRcore msci eafe | $155,000 | – | 2,817 | +100.0% | 0.02% | – |
| NTRS | Buy | NORTHERN TRUST | $155,000 | -15.8% | 1,850 | +2.9% | 0.02% | -15.8% |
| ICF | Buy | ISHARES TRcohen steer reit | $144,000 | +166.7% | 1,502 | +178.1% | 0.02% | +150.0% |
| FAST | Buy | FASTENAL CO | $122,000 | +62.7% | 2,330 | +79.2% | 0.01% | +62.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $118,000 | +55.3% | 114 | +78.1% | 0.01% | +50.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $104,000 | -9.6% | 1,086 | +0.5% | 0.01% | -8.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $103,000 | +9.6% | 914 | +11.2% | 0.01% | +10.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CORPcl a | $108,000 | -13.6% | 1,707 | +5.2% | 0.01% | -15.4% |
| ENB | Buy | ENBRIDGE INCORPORATED | $108,000 | +300.0% | 3,470 | +320.1% | 0.01% | +266.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $102,000 | -8.1% | 611 | +23.7% | 0.01% | -9.1% |
| BFC | New | BANK FIRST NATIONAL CORP | $93,000 | – | 2,000 | +100.0% | 0.01% | – |
| HEI | New | HEICO CORP | $88,000 | – | 1,141 | +100.0% | 0.01% | – |
| HUM | Buy | HUMANA INC | $83,000 | +232.0% | 290 | +286.7% | 0.01% | +200.0% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $91,000 | +111.6% | 1,511 | +151.8% | 0.01% | +125.0% |
| IEMG | New | ISHARES INCcore msci emkt | $89,000 | – | 1,889 | +100.0% | 0.01% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $85,000 | +60.4% | 3,628 | +92.3% | 0.01% | +80.0% |
| ZTS | Buy | ZOETIS INCcl a | $89,000 | +32.8% | 1,040 | +42.5% | 0.01% | +28.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $76,000 | 0.0% | 1,055 | +9.1% | 0.01% | 0.0% |
| PPG | Buy | PPG INDUSTRIES INC | $82,000 | +24.2% | 802 | +33.2% | 0.01% | +14.3% |
| AAL | Buy | AMERICAN AIRLINES GROUP INC | $80,000 | -22.3% | 2,497 | +0.3% | 0.01% | -27.3% |
| UL | Buy | UNILEVER PLCspon adr new | $76,000 | +13.4% | 1,449 | +19.1% | 0.01% | +14.3% |
| HAL | Buy | HALLIBURTON CO | $77,000 | -6.1% | 2,925 | +44.4% | 0.01% | 0.0% |
| AMJ | Buy | JP MORGAN CHASE & COalerian ml etn | $73,000 | +55.3% | 3,291 | +92.7% | 0.01% | +60.0% |
| KSU | Buy | KANSAS CITY SOUTHERN | $79,000 | -15.1% | 828 | +0.4% | 0.01% | -11.1% |
| WPC | Buy | WP CAREY INC | $79,000 | +43.6% | 1,215 | +42.9% | 0.01% | +33.3% |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $77,000 | -2.5% | 2,304 | +5.4% | 0.01% | 0.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $65,000 | -16.7% | 409 | +1.5% | 0.01% | -12.5% |
| CME | Buy | CME GROUP INC. | $70,000 | +94.4% | 374 | +74.8% | 0.01% | +75.0% |
| TROW | New | T ROWE PRICE GROUP INC | $64,000 | – | 695 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORPcl a | $67,000 | – | 825 | +100.0% | 0.01% | – |
| AVGO | Buy | BROADCOM INC | $55,000 | +3.8% | 216 | +0.9% | 0.01% | +20.0% |
| CBS | Buy | CBS CORPORATIONcl b | $60,000 | -22.1% | 1,371 | +2.4% | 0.01% | -25.0% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP | $60,000 | 0.0% | 514 | +15.2% | 0.01% | 0.0% |
| MTZ | New | MASTEC INC | $53,000 | – | 1,300 | +100.0% | 0.01% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $49,000 | +2.1% | 375 | +19.8% | 0.01% | 0.0% |
| ISRG | New | INTUITIVE SURGICAL INC NEW | $44,000 | – | 92 | +100.0% | 0.01% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $42,000 | +23.5% | 260 | +62.5% | 0.00% | +33.3% |
| TSLA | Buy | TESLA INC | $43,000 | +437.5% | 130 | +333.3% | 0.00% | +300.0% |
| PPL | Buy | PPL CORPORATION | $42,000 | +2.4% | 1,497 | +6.0% | 0.00% | 0.0% |
| FEX | New | FIRST TRUST LARGE CAP CORE A | $36,000 | – | 693 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INCcl a | $28,000 | – | 500 | +100.0% | 0.00% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $32,000 | +68.4% | 324 | +91.7% | 0.00% | +50.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $25,000 | +92.3% | 419 | +131.5% | 0.00% | +200.0% |
| SRE | Buy | SEMPRA ENERGY | $30,000 | +1400.0% | 277 | +1285.0% | 0.00% | – |
| FXO | New | FIRST TRUST EXCHANGE TRADED FUNDfinls alphadex | $33,000 | – | 1,224 | +100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP | $20,000 | +5.3% | 310 | +0.6% | 0.00% | 0.0% |
| ULTA | New | ULTA SALON COSMETICS & FRAGRANCE INC | $16,000 | – | 64 | +100.0% | 0.00% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $24,000 | – | 398 | +100.0% | 0.00% | – |
| TTE | Buy | TOTAL S.A.sponsored adr | $20,000 | -13.0% | 375 | +7.1% | 0.00% | 0.0% |
| DON | New | WISDOMTREE TRus midcap divid | $17,000 | – | 550 | +100.0% | 0.00% | – |
| PANW | Buy | PALO ALTO NETWORKS | $16,000 | +433.3% | 85 | +466.7% | 0.00% | – |
| CI | New | CIGNA CORP | $10,000 | – | 54 | +100.0% | 0.00% | – |
| CSX | Buy | CSX CORP | $8,000 | +14.3% | 134 | +34.0% | 0.00% | 0.0% |
| CMO | Buy | CAPSTEAD MTG CORP | $5,000 | -16.7% | 763 | +1.5% | 0.00% | 0.0% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $12,000 | -14.3% | 218 | +4.8% | 0.00% | 0.0% |
| DELL | New | DELL INCcl c | $11,000 | – | 221 | +100.0% | 0.00% | – |
| FRC | New | FIRST REPUBLIC BANK | $11,000 | – | 125 | +100.0% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ CO | $8,000 | +33.3% | 179 | +57.0% | 0.00% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $12,000 | -14.3% | 512 | +0.6% | 0.00% | 0.0% |
| SPG | New | SIMON PROPERTY GROUP INC REIT | $6,000 | – | 35 | +100.0% | 0.00% | – |
| VOD | Buy | VODAFONE GROUPsponsored adr | $6,000 | +50.0% | 289 | +43.1% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 8 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC | $0 | – | 8 | +100.0% | 0.00% | – |
| NRG | Buy | NRG ENERGY INC | $3,000 | +50.0% | 83 | +56.6% | 0.00% | – |
| MFGP | New | MICRO FOCUS INTL PLCspon adr new | $0 | – | 27 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE COMPANY | $3,000 | – | 200 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $0 | – | 5 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $1,000 | – | 17 | +100.0% | 0.00% | – |
| APU | New | AMERIGAS PARTNERS LPunit l p int | $2,000 | – | 61 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Johnson Bank #1
- Johnson Wealth Inc. #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON OUTDOORS INC CL A | 42 | Q3 2023 | 21.1% |
| ISHARES TR. | 42 | Q3 2023 | 24.7% |
| ISHARES TR. | 42 | Q3 2023 | 7.2% |
| STANDARD & POORS DEPOSITORY RECEIPTS ETF | 42 | Q3 2023 | 3.5% |
| APPLE INC. | 42 | Q3 2023 | 2.2% |
| ISHARES TR. | 42 | Q3 2023 | 7.2% |
| ISHARES TR. | 42 | Q3 2023 | 3.9% |
| MICROSOFT CORP. | 42 | Q3 2023 | 1.9% |
| KIMBERLY-CLARK CORP. | 42 | Q3 2023 | 7.2% |
| PHILIP MORRIS INTL INC. | 42 | Q3 2023 | 2.5% |
View Johnson Financial Group, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| JOHNSON OUTDOORS INC | February 13, 2023 | 2,444,182 | 27.0% |
View Johnson Financial Group, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-09 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| SC 13G/A | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View Johnson Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.