216 is the total number of securities Willis Johnson & Associates, Inc. has owned. The longest Willis Johnson & Associates, Inc. has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVW | ISHARES TR | 12 | 12 | 1.15% | 5.43% | 16.30% | Q4 2020 | Q3 2023 | 12 |
IJJ | ISHARES TR | 12 | 12 | 4.10% | 4.97% | 5.39% | Q4 2020 | Q3 2023 | 12 |
IJK | ISHARES TR | 12 | 12 | 4.32% | 4.80% | 5.14% | Q4 2020 | Q3 2023 | 12 |
IVE | ISHARES TR | 12 | 12 | 0.63% | 4.22% | 14.20% | Q4 2020 | Q3 2023 | 12 |
MBB | ISHARES TR | 12 | 12 | 3.14% | 3.93% | 4.99% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 1.60% | 3.32% | 5.22% | Q4 2020 | Q3 2023 | 12 |
HYG | ISHARES TR | 12 | 12 | 1.75% | 2.83% | 3.38% | Q4 2020 | Q3 2023 | 12 |
VPL | VANGUARD INTL EQUITY I... | 12 | 12 | 0.90% | 2.81% | 3.64% | Q4 2020 | Q3 2023 | 12 |
FLOT | ISHARES TR | 12 | 12 | 2.14% | 2.47% | 2.61% | Q4 2020 | Q3 2023 | 12 |
SHY | ISHARES TR | 12 | 12 | 2.20% | 2.46% | 2.66% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 1.35% | 2.30% | 3.23% | Q4 2020 | Q3 2023 | 12 |
IEI | ISHARES TR | 12 | 12 | 1.75% | 2.00% | 2.12% | Q4 2020 | Q3 2023 | 12 |
IEUR | ISHARES TR | 12 | 12 | 0.22% | 1.94% | 6.80% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 0.52% | 1.90% | 5.83% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR | 12 | 12 | 1.11% | 1.75% | 2.33% | Q4 2020 | Q3 2023 | 12 |
IEV | ISHARES TR | 12 | 12 | 1.10% | 1.48% | 2.00% | Q4 2020 | Q3 2023 | 12 |
IEF | ISHARES TR | 12 | 12 | 1.04% | 1.17% | 1.30% | Q4 2020 | Q3 2023 | 12 |
IPAC | ISHARES TR | 12 | 12 | 0.19% | 1.10% | 3.66% | Q4 2020 | Q3 2023 | 12 |
EEM | ISHARES TR | 12 | 12 | 0.66% | 0.99% | 1.46% | Q4 2020 | Q3 2023 | 12 |
SUB | ISHARES TR | 12 | 12 | 0.75% | 0.93% | 1.10% | Q4 2020 | Q3 2023 | 12 |
TLT | ISHARES TR | 12 | 12 | 0.71% | 0.91% | 1.32% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.61% | 0.82% | 1.05% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.27% | 0.75% | 1.28% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.53% | 0.74% | 0.93% | Q4 2020 | Q3 2023 | 12 |
HMOP | HARTFORD FDS EXCHANGE ... | 12 | 12 | 0.43% | 0.64% | 0.85% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 0.28% | 0.50% | 0.76% | Q4 2020 | Q3 2023 | 12 |
HYD | VANECK VECTORS ETF TR | 12 | 12 | 0.30% | 0.49% | 0.59% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.35% | 0.46% | 0.64% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.09% | 0.43% | 2.42% | Q4 2020 | Q3 2023 | 12 |
FFIN | FIRST FINL BANKSHARES INC | 12 | 12 | 0.18% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.23% | 0.32% | 0.41% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.23% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
PREF | PRINCIPAL EXCHANGE-TRA... | 12 | 12 | 0.16% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 12 |
XLE | SELECT SECTOR SPDR TR | 12 | 12 | 0.05% | 0.20% | 0.35% | Q4 2020 | Q3 2023 | 12 |
IWB | ISHARES TR | 12 | 12 | 0.07% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.16% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.10% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
BP | BP PLC | 12 | 12 | 0.10% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
GOVT | ISHARES TR | 12 | 12 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 0.03% | 0.13% | 0.34% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.07% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
CMBS | ISHARES TR | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.07% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 12 |
PFF | ISHARES TR | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
AMD | ADVANCED MICRO DEVICES... | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
UNP | UNION PAC CORP | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SO | SOUTHERN CO | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO | 11 | 11 | 0.35% | 0.45% | 0.53% | Q1 2021 | Q3 2023 | 11 |
VGLT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.09% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
ABBV | ABBVIE INC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
COST | COSTCO WHSL CORP NEW | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
RPV | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
LLNW | LIMELIGHT NETWORKS INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
EMB | ISHARES TR | 10 | 10 | 0.17% | 0.20% | 0.25% | Q4 2020 | Q1 2023 | 10 |
VNQ | VANGUARD INDEX FDS | 10 | 10 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
IWR | ISHARES TR | 8 | 2 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 10 |
GOOG | ALPHABET INC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
GOOGL | ALPHABET INC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
HD | HOME DEPOT INC | 6 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
PB | PROSPERITY BANCSHARES INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
SPYV | SPDR SER TR | 9 | 9 | 12.84% | 15.41% | 16.70% | Q3 2021 | Q3 2023 | 9 |
SPYG | SPDR SER TR | 9 | 9 | 12.64% | 13.78% | 14.71% | Q3 2021 | Q3 2023 | 9 |
VWO | VANGUARD INTL EQUITY I... | 9 | 9 | 5.79% | 6.54% | 6.98% | Q3 2021 | Q3 2023 | 9 |
VGK | VANGUARD INTL EQUITY I... | 9 | 9 | 5.68% | 6.39% | 7.63% | Q3 2021 | Q3 2023 | 9 |
VTI | VANGUARD INDEX FDS | 8 | 1 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 9 |
WMT | WALMART INC | 9 | 9 | 0.03% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
EPD | ENTERPRISE PRODS PARTN... | 9 | 9 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q4 2022 | 9 |
VUSB | VANGUARD BD INDEX FDS | 6 | 2 | 0.08% | 0.37% | 0.76% | Q3 2021 | Q3 2023 | 8 |
VEA | VANGUARD TAX-MANAGED I... | 8 | 8 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
IGM | ISHARES TR | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PNC | PNC FINL SVCS GROUP INC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
WFC | WELLS FARGO CO NEW | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
VTV | VANGUARD INDEX FDS | 7 | 7 | 0.21% | 0.94% | 1.46% | Q1 2022 | Q3 2023 | 7 |
VUG | VANGUARD INDEX FDS | 7 | 7 | 0.47% | 0.67% | 0.84% | Q1 2022 | Q3 2023 | 7 |
VMBS | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.50% | 0.55% | 0.64% | Q1 2022 | Q3 2023 | 7 |
SMB | VANECK ETF TRUST | 7 | 7 | 0.03% | 0.24% | 0.35% | Q1 2022 | Q3 2023 | 7 |
VGIT | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.11% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
VEU | VANGUARD INTL EQUITY I... | 7 | 7 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
DHR | DANAHER CORPORATION | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SPY | SPDR S&P 500 ETF TR | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
SHELL PLC | 6 | 6 | 1.16% | 1.27% | 1.31% | Q2 2022 | Q3 2023 | 6 | |
SHYD | VANECK ETF TRUST | 6 | 6 | 0.20% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
VOT | VANGUARD INDEX FDS | 6 | 6 | 0.11% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
VOE | VANGUARD INDEX FDS | 6 | 6 | 0.09% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
VTEB | VANGUARD MUN BD FDS | 6 | 6 | 0.07% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SHOP | SHOPIFY INC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
SPYD | SPDR SER TR | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
RSP | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
MMM | 3M CO | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
SCHW | SCHWAB CHARLES CORP | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
GLD | SPDR GOLD TR | 3 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 6 |
NFLX | NETFLIX INC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
LDI | LOANDEPOT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
RDSA | ROYAL DUTCH SHELL PLC | 5 | 5 | 0.70% | 0.83% | 0.96% | Q4 2020 | Q4 2021 | 5 |
IDXX | IDEXX LABS INC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
VB | VANGUARD INDEX FDS | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BAC | BK OF AMERICA CORP | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FTEC | FIDELITY COVINGTON TRUST | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TYL | TYLER TECHNOLOGIES INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
FLTR | VANECK ETF TRUST | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
OCSL | OAKTREE SPECIALTY LEND... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
NVDA | NVIDIA CORPORATION | 4 | 4 | 0.00% | 1.14% | 4.46% | Q4 2022 | Q3 2023 | 4 |
BBCA | J P MORGAN EXCHANGE TR... | 4 | 4 | 0.44% | 0.58% | 0.65% | Q4 2022 | Q3 2023 | 4 |
MU | MICRON TECHNOLOGY INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 4 |
EXC | EXELON CORP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
HES | HESS CORP | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
IXUS | ISHARES TR | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
MKCV | MCCORMICK & CO INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JBT | JOHN BEAN TECHNOLOGIES... | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
CONSTELLATION ENERGY CORP | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 | |
DGRO | ISHARES TR | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BSCM | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BSCL | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
DE | DEERE & CO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CLX | CLOROX CO DEL | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
VV | VANGUARD INDEX FDS | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
ITOT | ISHARES TR | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 4 |
FCX | FREEPORT-MCMORAN INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 4 |
PSX | PHILLIPS 66 | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SCHB | SCHWAB STRATEGIC TR | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
PYPL | PAYPAL HLDGS INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
IWV | ISHARES TR | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
ISTB | ISHARES TR | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
VBK | VANGUARD INDEX FDS | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
OXY | OCCIDENTAL PETE CORP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
EOG | EOG RES INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
LUV | SOUTHWEST AIRLS CO | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
IBDR | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
IBDQ | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ROKU | ROKU INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
SPHD | INVESCO EXCH TRADED FD... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
SLB | SCHLUMBERGER LTD | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
IBDS | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TDOC | TELADOC HEALTH INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
SBUX | STARBUCKS CORP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 3 |
NRG | NRG ENERGY INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
VBR | VANGUARD INDEX FDS | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IBDT | ISHARES TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AGG | ISHARES TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
TSLA | TESLA INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 3 |
JPM | JPMORGAN CHASE & CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
PRTY | PARTY CITY HOLDCO INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
LQD | ISHARES TR | 2 | 2 | 0.47% | 0.58% | 0.69% | Q2 2023 | Q3 2023 | 2 |
STIP | ISHARES TR | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
FTI | TECHNIPFMC PLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q1 2022 | 2 |
XOM | EXXON MOBIL CORP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
VOO | VANGUARD INDEX FDS | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
IUSB | ISHARES TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TGT | TARGET CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
APPN | APPIAN CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
IYW | ISHARES TR | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
ANET | ARISTA NETWORKS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 2 |
COP | CONOCOPHILLIPS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SNPS | SYNOPSYS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
OMFL | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GPRK | GEOPARK LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SMTS | SIERRA METALS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MEAR | ISHARES U S ETF TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
BP | BP PLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
SDY | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NIO | NIO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CELH | CELSIUS HLDGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
IRT | INDEPENDENCE RLTY TR INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NIO | NIO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TBT | PROSHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
OIH | VANECK ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
VXUS | VANGUARD STAR FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DFUS | DIMENSIONAL ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TTD | THE TRADE DESK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CHX | CHAMPIONX CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CROX | CROCS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SYMBOTIC INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 | |
BA | BOEING CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KRE | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BPTH | BIO-PATH HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WLMS | WILLIAMS INDL SVCS GRO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LI-CYCLE HOLDINGS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
SHELL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
ARDX | ARDELYX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AURORA INNOVATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OPEN | OPENDOOR TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHEK | CHECK CAP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TALK | TALKSPACE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AKBA | AKEBIA THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Willis Johnson & Associates, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Willis Johnson & Associates, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Willis Johnson & Associates, Inc. owns currently or has owned in the past.