Johnson Financial Group
Latest statistics and disclosures from Johnson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWF, IEFA, XLG, IEI, and represent 51.17% of Johnson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$113M), XLG (+$18M), IWF (+$17M), IEFA (+$12M), MCO (+$10M), SNA (+$8.6M), ACWX (+$5.9M), IEI, EFG, AAPL.
- Started 392 new stock positions in AKAM, CYTK, PBH, SSD, BOOT, STAG, CWCO, NCLH, TWLO, AXS.
- Reduced shares in these 10 stocks: VYM, MUB, SNPS, JPM, NUE, UNH, CMCSA, IWD, EDIV, WMT.
- Sold out of its positions in SMTH, AMC, AVDE, AVUS, Brookline Ban, DFAT, DFIC, FBCG, FMBH, QAI.
- Johnson Financial Group was a net buyer of stock by $271M.
- Johnson Financial Group has $2.7B in assets under management (AUM), dropping by 19.93%.
- Central Index Key (CIK): 0001477024
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Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 1064 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Johnson Financial Group has 1064 total positions. Only the first 250 positions are shown.
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- Download the Johnson Financial Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.3 | $834M | +15% | 1.2M | 669.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.5 | $201M | +9% | 428k | 468.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.3 | $141M | +9% | 1.6M | 87.31 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 4.4 | $118M | +17% | 2.0M | 57.52 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $71M | +7% | 593k | 119.51 |
|
| Johnson Outdoors Cl A (JOUT) | 2.6 | $69M | 1.7M | 40.39 |
|
|
| Apple (AAPL) | 2.1 | $57M | +7% | 224k | 254.63 |
|
| Microsoft Corporation (MSFT) | 2.0 | $54M | +3% | 104k | 517.96 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.8 | $47M | +14% | 730k | 65.01 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.5 | $41M | +8% | 498k | 82.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $38M | +3% | 57k | 668.02 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $34M | +12% | 517k | 65.92 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $28M | +13% | 151k | 186.59 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $27M | 416k | 65.26 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $26M | -3% | 105k | 243.55 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.9 | $23M | +12% | 478k | 47.55 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.8 | $23M | +12% | 461k | 48.84 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $21M | +11% | 224k | 95.15 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $19M | +2% | 53k | 365.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $19M | +3% | 56k | 329.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $17M | -8% | 54k | 315.43 |
|
| Meta Platforms Cl A (META) | 0.6 | $16M | +3% | 22k | 734.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $16M | +4% | 32k | 502.74 |
|
| Broadcom (AVGO) | 0.5 | $14M | +10% | 41k | 329.91 |
|
| Amazon (AMZN) | 0.5 | $14M | +9% | 61k | 219.57 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $13M | -8% | 65k | 203.59 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $13M | -2% | 116k | 112.75 |
|
| Procter & Gamble Company (PG) | 0.4 | $12M | -6% | 78k | 153.65 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $12M | -20% | 83k | 140.95 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.4 | $12M | +2% | 108k | 107.44 |
|
| Johnson & Johnson (JNJ) | 0.4 | $12M | 62k | 185.42 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $11M | -2% | 124k | 91.42 |
|
| Visa Com Cl A (V) | 0.4 | $11M | +8% | 33k | 341.38 |
|
| Altria (MO) | 0.4 | $11M | -6% | 163k | 67.14 |
|
| Abbvie (ABBV) | 0.4 | $10M | 44k | 231.54 |
|
|
| Moody's Corporation (MCO) | 0.4 | $10M | +37816% | 21k | 476.49 |
|
| Cisco Systems (CSCO) | 0.3 | $9.1M | -2% | 133k | 68.42 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $8.8M | +40% | 129k | 67.83 |
|
| Snap-on Incorporated (SNA) | 0.3 | $8.8M | +4066% | 25k | 346.53 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $8.4M | +2% | 63k | 134.16 |
|
| Abbott Laboratories (ABT) | 0.3 | $7.9M | +6% | 59k | 133.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.7M | +13% | 32k | 243.10 |
|
| Progressive Corporation (PGR) | 0.3 | $7.5M | 30k | 246.95 |
|
|
| Amphenol Corp Cl A (APH) | 0.3 | $7.2M | +21% | 58k | 123.92 |
|
| Wal-Mart Stores (WMT) | 0.3 | $7.0M | -12% | 68k | 103.06 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $6.9M | +14% | 136k | 50.73 |
|
| Caterpillar (CAT) | 0.3 | $6.9M | +8% | 15k | 477.15 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $6.8M | -8% | 54k | 125.95 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $6.6M | +29% | 46k | 142.41 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.6M | +154% | 58k | 113.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.5M | 65k | 100.25 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.5M | 13k | 499.21 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.2M | -10% | 52k | 118.83 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.0M | +16% | 62k | 96.55 |
|
| Home Depot (HD) | 0.2 | $6.0M | +2% | 15k | 405.19 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $5.9M | +9% | 7.7k | 763.00 |
|
| D.R. Horton (DHI) | 0.2 | $5.8M | 34k | 169.47 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $5.7M | -13% | 431k | 13.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.6M | +7% | 23k | 246.60 |
|
| Wec Energy Group (WEC) | 0.2 | $5.5M | +35% | 48k | 114.59 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $5.4M | -14% | 31k | 175.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.3M | -12% | 56k | 93.37 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.3M | -9% | 97k | 54.18 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $5.2M | -2% | 86k | 61.12 |
|
| Garmin SHS (GRMN) | 0.2 | $5.2M | -9% | 21k | 246.22 |
|
| Exelon Corporation (EXC) | 0.2 | $5.2M | 115k | 45.01 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.1M | +38% | 15k | 352.75 |
|
| Verizon Communications (VZ) | 0.2 | $5.0M | -10% | 113k | 43.95 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $4.9M | -36% | 46k | 106.49 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $4.8M | 39k | 122.59 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $4.8M | -11% | 16k | 303.89 |
|
| General Motors Company (GM) | 0.2 | $4.8M | -2% | 78k | 60.97 |
|
| Netflix (NFLX) | 0.2 | $4.6M | +437% | 3.9k | 1198.92 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.5M | -16% | 18k | 255.09 |
|
| UnitedHealth (UNH) | 0.2 | $4.3M | -27% | 13k | 345.30 |
|
| Capital One Financial (COF) | 0.2 | $4.2M | +4% | 20k | 212.58 |
|
| Linde SHS (LIN) | 0.1 | $3.9M | 8.3k | 475.00 |
|
|
| Pepsi (PEP) | 0.1 | $3.9M | +6% | 28k | 140.44 |
|
| Anthem (ELV) | 0.1 | $3.9M | +285% | 12k | 323.12 |
|
| Chevron Corporation (CVX) | 0.1 | $3.9M | +16% | 25k | 155.29 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.8M | -7% | 35k | 107.81 |
|
| Fortinet (FTNT) | 0.1 | $3.8M | 45k | 84.08 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.6M | +8% | 17k | 216.66 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.5M | +22% | 42k | 83.82 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $3.5M | 72k | 48.85 |
|
|
| Cohen & Steers REIT/P (RNP) | 0.1 | $3.5M | 156k | 22.48 |
|
|
| Honeywell International (HON) | 0.1 | $3.5M | +15% | 17k | 210.50 |
|
| Paccar (PCAR) | 0.1 | $3.3M | +25% | 34k | 98.32 |
|
| Merck & Co (MRK) | 0.1 | $3.3M | 39k | 84.76 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $3.3M | +16% | 12k | 281.24 |
|
| At&t (T) | 0.1 | $3.3M | -9% | 115k | 28.24 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.2M | +11% | 34k | 95.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.2M | +93% | 5.6k | 568.81 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $3.2M | +6% | 3.4k | 925.63 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.0M | +51% | 17k | 183.73 |
|
| Pfizer (PFE) | 0.1 | $3.0M | -2% | 118k | 25.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.0M | 16k | 187.44 |
|
|
| EOG Resources (EOG) | 0.1 | $3.0M | +23% | 27k | 112.12 |
|
| Chubb (CB) | 0.1 | $3.0M | 11k | 283.30 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.0M | -3% | 11k | 281.86 |
|
| Applied Materials (AMAT) | 0.1 | $2.9M | +156% | 14k | 204.74 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $2.8M | +19% | 18k | 157.56 |
|
| T. Rowe Price (TROW) | 0.1 | $2.8M | +6% | 27k | 102.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | +6% | 11k | 241.96 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.7M | 4.5k | 597.65 |
|
|
| Allstate Corporation (ALL) | 0.1 | $2.7M | -2% | 13k | 215.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.7M | +27% | 4.4k | 614.12 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.6M | NEW | 3.8k | 698.00 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.6M | -2% | 8.9k | 295.14 |
|
| F5 Networks (FFIV) | 0.1 | $2.6M | -4% | 8.1k | 323.19 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.5M | -11% | 7.2k | 351.26 |
|
| Vici Pptys (VICI) | 0.1 | $2.5M | -3% | 76k | 33.06 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.4M | +681% | 28k | 84.31 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.3M | +174% | 2.1k | 1078.60 |
|
| Public Storage (PSA) | 0.1 | $2.3M | -11% | 7.9k | 288.85 |
|
| Medtronic SHS (MDT) | 0.1 | $2.3M | -23% | 24k | 95.95 |
|
| Amgen (AMGN) | 0.1 | $2.3M | +4% | 8.0k | 282.20 |
|
| Gilead Sciences (GILD) | 0.1 | $2.1M | -17% | 19k | 111.00 |
|
| Travelers Companies (TRV) | 0.1 | $2.1M | +2% | 7.4k | 279.22 |
|
| Keysight Technologies (KEYS) | 0.1 | $2.0M | -5% | 12k | 174.92 |
|
| Philip Morris International (PM) | 0.1 | $2.0M | +12% | 12k | 162.20 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $1.9M | -4% | 32k | 60.49 |
|
| Lowe's Companies (LOW) | 0.1 | $1.9M | +120% | 7.6k | 251.31 |
|
| Evergy (EVRG) | 0.1 | $1.9M | -11% | 25k | 76.02 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $1.9M | 23k | 81.06 |
|
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| 3M Company (MMM) | 0.1 | $1.9M | -11% | 12k | 155.18 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.8M | -4% | 3.1k | 562.27 |
|
| Nrg Energy Com New (NRG) | 0.1 | $1.8M | -29% | 11k | 161.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 2.9k | 601.12 |
|
|
| Best Buy (BBY) | 0.1 | $1.7M | +4% | 23k | 76.58 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.7M | +1453% | 10k | 168.48 |
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| Fiserv (FI) | 0.1 | $1.7M | +30% | 14k | 128.93 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.7M | +315% | 4.6k | 374.25 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.7M | -4% | 12k | 142.10 |
|
| Tesla Motors (TSLA) | 0.1 | $1.7M | +9% | 3.7k | 444.72 |
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| Regions Financial Corporation (RF) | 0.1 | $1.6M | -16% | 61k | 26.88 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | +70% | 17k | 95.47 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | -7% | 30k | 53.40 |
|
| DTE Energy Company (DTE) | 0.1 | $1.6M | -4% | 11k | 142.58 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.5M | +13% | 4.1k | 378.94 |
|
| Cummins (CMI) | 0.1 | $1.5M | -10% | 3.6k | 422.37 |
|
| Southern Company (SO) | 0.1 | $1.5M | -12% | 16k | 94.77 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.5M | +7% | 12k | 126.78 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | +11% | 12k | 120.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.5M | -6% | 25k | 59.92 |
|
| Badger Meter (BMI) | 0.1 | $1.5M | +17% | 8.2k | 178.58 |
|
| Emerson Electric (EMR) | 0.1 | $1.4M | +119% | 11k | 131.18 |
|
| NetApp (NTAP) | 0.1 | $1.4M | -10% | 12k | 118.46 |
|
| Xcel Energy (XEL) | 0.1 | $1.4M | -12% | 18k | 81.22 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.4M | -24% | 9.6k | 142.55 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.4M | +7% | 11k | 121.42 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.4M | +3% | 8.2k | 164.54 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.3M | +257% | 4.4k | 301.18 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.3M | +209% | 7.9k | 167.33 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $1.3M | -2% | 9.3k | 140.78 |
|
| salesforce (CRM) | 0.0 | $1.3M | +26% | 5.4k | 237.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.3M | 2.7k | 480.12 |
|
|
| Paychex (PAYX) | 0.0 | $1.3M | 10k | 126.76 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | -2% | 16k | 79.94 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $1.3M | 10k | 121.36 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $1.2M | +7% | 17k | 72.37 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.2M | 17k | 71.37 |
|
|
| Blackrock (BLK) | 0.0 | $1.2M | +26% | 1.1k | 1165.87 |
|
| Stryker Corporation (SYK) | 0.0 | $1.2M | +370% | 3.3k | 370.51 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.2M | +308% | 5.6k | 219.53 |
|
| Intel Corporation (INTC) | 0.0 | $1.2M | +47% | 36k | 33.55 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.2M | +34% | 11k | 110.35 |
|
| TJX Companies (TJX) | 0.0 | $1.2M | +3% | 8.1k | 144.54 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | -56% | 37k | 31.42 |
|
| Quanta Services (PWR) | 0.0 | $1.2M | +49% | 2.8k | 414.42 |
|
| BorgWarner (BWA) | 0.0 | $1.1M | 26k | 43.96 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $1.1M | +17% | 22k | 48.72 |
|
| Analog Devices (ADI) | 0.0 | $1.1M | +381% | 4.4k | 245.70 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $1.0M | -7% | 6.6k | 158.97 |
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| Jacobs Engineering Group (J) | 0.0 | $1.0M | +1945% | 6.9k | 149.86 |
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| Robert Half International (RHI) | 0.0 | $1.0M | +32% | 30k | 33.98 |
|
| Nicolet Bankshares (NIC) | 0.0 | $1.0M | NEW | 7.5k | 134.50 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $987k | +1125% | 3.2k | 309.75 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $984k | -3% | 11k | 90.50 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $980k | +22% | 1.6k | 609.32 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $969k | 13k | 76.45 |
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| Coca-Cola Company (KO) | 0.0 | $953k | +30% | 14k | 66.91 |
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| Kroger (KR) | 0.0 | $947k | -13% | 14k | 67.41 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $924k | 6.6k | 139.67 |
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| Diamondback Energy (FANG) | 0.0 | $921k | +42% | 6.4k | 143.10 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $907k | +70% | 14k | 67.07 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $899k | -16% | 11k | 82.96 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.0 | $896k | +2% | 35k | 25.60 |
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| S&p Global (SPGI) | 0.0 | $872k | +95% | 1.8k | 486.71 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $870k | 14k | 62.97 |
|
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| Vulcan Materials Company (VMC) | 0.0 | $864k | +1797% | 2.8k | 307.62 |
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| Qualcomm (QCOM) | 0.0 | $839k | +40% | 5.0k | 166.36 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $837k | +3% | 1.7k | 485.45 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $825k | -7% | 5.7k | 145.65 |
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| Devon Energy Corporation (DVN) | 0.0 | $809k | +7% | 23k | 35.06 |
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| Nasdaq Omx (NDAQ) | 0.0 | $791k | +1856% | 8.9k | 88.50 |
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| Marriott Intl Cl A (MAR) | 0.0 | $757k | +19% | 2.9k | 260.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $756k | -11% | 2.6k | 294.77 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $749k | +5% | 2.7k | 280.11 |
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| Bank of America Corporation (BAC) | 0.0 | $748k | +9% | 15k | 51.59 |
|
| Servicenow (NOW) | 0.0 | $745k | +51% | 809.00 | 920.28 |
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| Waste Management (WM) | 0.0 | $743k | +67% | 3.4k | 220.83 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $739k | +21% | 7.8k | 95.19 |
|
| Entergy Corporation (ETR) | 0.0 | $728k | 7.8k | 93.19 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $728k | -2% | 16k | 45.10 |
|
| Fidelity National Information Services (FIS) | 0.0 | $727k | +21% | 11k | 65.94 |
|
| ConocoPhillips (COP) | 0.0 | $723k | +448% | 7.6k | 94.59 |
|
| Union Pacific Corporation (UNP) | 0.0 | $717k | +9% | 3.0k | 236.37 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $708k | -21% | 9.6k | 73.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $705k | -8% | 3.9k | 182.42 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $702k | 1.5k | 465.07 |
|
|
| Hershey Company (HSY) | 0.0 | $702k | -7% | 3.8k | 187.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $675k | 25k | 27.30 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $670k | -5% | 2.6k | 256.45 |
|
| Zoetis Cl A (ZTS) | 0.0 | $668k | +252% | 4.6k | 146.32 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $655k | -17% | 3.7k | 176.81 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.0 | $654k | +15735% | 13k | 51.00 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $653k | -6% | 7.3k | 89.37 |
|
| Nucor Corporation (NUE) | 0.0 | $644k | -71% | 4.7k | 135.98 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $635k | 43k | 14.94 |
|
|
| Norfolk Southern (NSC) | 0.0 | $615k | +65% | 2.0k | 300.41 |
|
| Target Corporation (TGT) | 0.0 | $614k | +29% | 6.8k | 89.70 |
|
| Ameriprise Financial (AMP) | 0.0 | $614k | +26% | 1.2k | 491.25 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $613k | -18% | 56k | 11.05 |
|
| Advanced Micro Devices (AMD) | 0.0 | $601k | +9% | 3.7k | 161.79 |
|
| Intuit (INTU) | 0.0 | $595k | +38% | 871.00 | 682.91 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $594k | +4711% | 2.1k | 287.06 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $593k | +112% | 8.8k | 67.41 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $589k | +86% | 2.9k | 206.51 |
|
| United Parcel Service CL B (UPS) | 0.0 | $588k | +665% | 7.0k | 83.53 |
|
| Morgan Stanley Com New (MS) | 0.0 | $587k | +14% | 3.7k | 158.96 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $587k | +544% | 25k | 23.65 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $571k | 765.00 | 746.63 |
|
|
| Consolidated Edison (ED) | 0.0 | $557k | 5.5k | 100.52 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $555k | -9% | 12k | 44.95 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $552k | +581% | 2.1k | 259.44 |
|
| International Business Machines (IBM) | 0.0 | $548k | +308% | 1.9k | 282.16 |
|
| McKesson Corporation (MCK) | 0.0 | $547k | +573% | 707.00 | 773.36 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $545k | 6.5k | 84.11 |
|
|
| Synopsys (SNPS) | 0.0 | $541k | -78% | 1.1k | 493.39 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $536k | -43% | 2.4k | 222.22 |
|
| Ge Vernova (GEV) | 0.0 | $534k | +750% | 868.00 | 614.90 |
|
| Kkr & Co (KKR) | 0.0 | $529k | +784% | 4.1k | 129.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $524k | +16% | 3.1k | 170.85 |
|
| Electronic Arts (EA) | 0.0 | $524k | +17% | 2.6k | 201.70 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $510k | 2.1k | 239.64 |
|
|
| Murphy Usa (MUSA) | 0.0 | $508k | +2% | 1.3k | 388.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $507k | +129% | 1.6k | 308.68 |
|
| Fastenal Company (FAST) | 0.0 | $500k | 10k | 49.04 |
|
Past Filings by Johnson Financial Group
SEC 13F filings are viewable for Johnson Financial Group going back to 2011
- Johnson Financial Group 2025 Q3 filed Nov. 13, 2025
- Johnson Financial Group 2025 Q2 filed Aug. 13, 2025
- Johnson Financial Group 2025 Q1 filed May 15, 2025
- Johnson Financial Group 2024 Q4 filed Feb. 14, 2025
- Johnson Financial Group 2024 Q3 filed Nov. 13, 2024
- Johnson Financial Group 2024 Q2 filed Aug. 14, 2024
- Johnson Financial Group 2024 Q1 filed May 14, 2024
- Johnson Financial Group 2023 Q4 restated filed Feb. 9, 2024
- Johnson Financial Group 2023 Q4 filed Feb. 9, 2024
- Johnson Financial Group 2023 Q3 filed Nov. 14, 2023
- Johnson Financial Group 2023 Q2 filed Aug. 14, 2023
- Johnson Financial Group 2023 Q1 filed May 12, 2023
- Johnson Financial Group 2022 Q4 filed Feb. 13, 2023
- Johnson Financial Group 2022 Q3 filed Nov. 14, 2022
- Johnson Financial Group 2022 Q2 filed Aug. 15, 2022
- Johnson Financial Group 2022 Q1 filed May 16, 2022