Johnson Financial Group
Latest statistics and disclosures from Johnson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEI, IWF, JOUT, ACWX, and represent 49.87% of Johnson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IEI (+$123M), IQLT, V, BSV, UNH, ADI, GOOG, CMCSA, MBB, IEFA.
- Started 104 new stock positions in AUID, WCN, SPHQ, NVR, HZNP, TM, ADPV, BAM, LBRDK, MTB.
- Reduced shares in these 10 stocks: IEF (-$85M), IVV (-$18M), ACWX (-$10M), KMB (-$7.7M), AAPL (-$5.3M), IWF, SPY, VTI, MSFT, ORCC.
- Sold out of its positions in AMC, AMSC, ARNC, BAX, BXMT, BR, CSWC, CAH, KMX, CARR.
- Johnson Financial Group was a net seller of stock by $-21M.
- Johnson Financial Group has $1.4B in assets under management (AUM), dropping by 2.94%.
- Central Index Key (CIK): 0001477024
Tip: Access up to 7 years of quarterly data
Positions held by Johnson Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 646 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Johnson Financial Group has 646 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Johnson Financial Group June 30, 2023 positions
- Download the Johnson Financial Group June 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 20.3 | $294M | -5% | 660k | 445.57 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 8.5 | $123M | NEW | 1.1M | 115.26 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 7.2 | $104M | -4% | 378k | 275.18 |
|
Johnson Outdoors Cl A (JOUT) | 6.9 | $100M | 1.6M | 61.45 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 6.9 | $99M | -9% | 2.0M | 49.22 |
|
Ishares Tr Core Msci Total (IXUS) | 5.4 | $78M | -3% | 1.2M | 62.62 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $38M | -7% | 174k | 220.28 |
|
Owl Rock Capital Corporation (ORCC) | 2.0 | $30M | -8% | 2.2M | 13.42 |
|
Apple (AAPL) | 1.8 | $26M | -16% | 136k | 193.97 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $26M | -11% | 59k | 443.28 |
|
Ishares Core Msci Emkt (IEMG) | 1.4 | $21M | 422k | 49.29 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 1.3 | $18M | -5% | 76k | 243.74 |
|
Microsoft Corporation (MSFT) | 1.2 | $17M | -15% | 51k | 340.54 |
|
Ishares Tr National Mun Etf (MUB) | 1.1 | $16M | -10% | 148k | 106.73 |
|
Ishares Tr Intrm Gov Cr Etf (GVI) | 1.1 | $15M | -6% | 148k | 102.90 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $15M | +4% | 57k | 261.37 |
|
Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $14M | +6% | 204k | 67.50 |
|
Cohen & Steers REIT/P (RNP) | 0.9 | $14M | -2% | 709k | 18.99 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $9.6M | -7% | 100k | 95.41 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $9.6M | +11% | 79k | 120.97 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $9.2M | -12% | 95k | 96.63 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $7.9M | 50k | 157.83 |
|
|
BlackRock Credit All Inc Trust IV (BTZ) | 0.5 | $7.6M | -8% | 746k | 10.15 |
|
Nuveen Insd Dividend Advantage (NVG) | 0.5 | $6.9M | +12% | 593k | 11.70 |
|
Johnson & Johnson (JNJ) | 0.5 | $6.7M | -6% | 40k | 165.52 |
|
Ishares Tr Mbs Etf (MBB) | 0.4 | $6.2M | +16% | 66k | 93.27 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $6.0M | -93% | 63k | 96.60 |
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $5.8M | -5% | 69k | 84.18 |
|
Altria (MO) | 0.4 | $5.7M | +4% | 126k | 45.30 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.6M | -6% | 77k | 73.03 |
|
Home Depot (HD) | 0.4 | $5.4M | +13% | 18k | 310.64 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $5.3M | -9% | 73k | 72.50 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $5.2M | +14% | 53k | 97.95 |
|
JPMorgan Chase & Co. (JPM) | 0.4 | $5.2M | +11% | 36k | 145.44 |
|
Nuveen Muni Value Fund (NUV) | 0.4 | $5.2M | -9% | 590k | 8.73 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.1M | 15k | 341.00 |
|
|
Ishares Tr Eafe Value Etf (EFV) | 0.3 | $5.0M | -9% | 102k | 48.94 |
|
UnitedHealth (UNH) | 0.3 | $4.8M | +29% | 10k | 480.64 |
|
Pfizer (PFE) | 0.3 | $4.8M | 131k | 36.68 |
|
|
Amazon (AMZN) | 0.3 | $4.5M | +3% | 35k | 130.36 |
|
Texas Instruments Incorporated (TXN) | 0.3 | $4.5M | +19% | 25k | 180.02 |
|
Procter & Gamble Company (PG) | 0.3 | $4.4M | -5% | 29k | 151.74 |
|
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $4.3M | +21% | 93k | 46.64 |
|
Abbvie (ABBV) | 0.3 | $4.0M | -9% | 30k | 134.73 |
|
Exxon Mobil Corporation (XOM) | 0.3 | $3.9M | +5% | 36k | 107.25 |
|
Visa Com Cl A (V) | 0.3 | $3.8M | +49% | 16k | 237.48 |
|
First American Financial (FAF) | 0.2 | $3.5M | 62k | 57.02 |
|
|
Broadcom (AVGO) | 0.2 | $3.5M | 4.0k | 867.43 |
|
|
Merck & Co (MRK) | 0.2 | $3.3M | +4% | 29k | 115.39 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $3.2M | +7% | 7.0k | 460.38 |
|
NVIDIA Corporation (NVDA) | 0.2 | $3.2M | +7% | 7.6k | 423.02 |
|
Philip Morris International (PM) | 0.2 | $3.1M | -34% | 32k | 97.62 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.1M | -6% | 76k | 40.68 |
|
Pepsi (PEP) | 0.2 | $3.1M | 17k | 185.22 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.1M | +2% | 19k | 162.43 |
|
Cisco Systems (CSCO) | 0.2 | $3.0M | +20% | 59k | 51.74 |
|
Meta Platforms Cl A (META) | 0.2 | $3.0M | -3% | 11k | 286.98 |
|
Wal-Mart Stores (WMT) | 0.2 | $2.9M | 18k | 157.18 |
|
|
Verizon Communications (VZ) | 0.2 | $2.9M | +10% | 78k | 37.19 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.8M | +30% | 9.1k | 308.58 |
|
Tyson Foods Cl A (TSN) | 0.2 | $2.8M | +12% | 55k | 51.04 |
|
Badger Meter (BMI) | 0.2 | $2.8M | -3% | 19k | 147.56 |
|
Alliant Energy Corporation (LNT) | 0.2 | $2.8M | -42% | 53k | 52.48 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.7M | +43% | 33k | 83.56 |
|
Amgen (AMGN) | 0.2 | $2.5M | 11k | 222.02 |
|
|
EOG Resources (EOG) | 0.2 | $2.5M | +22% | 22k | 114.44 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.4M | +52% | 24k | 99.65 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.3M | +93% | 30k | 75.57 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.3M | -15% | 19k | 119.70 |
|
D.R. Horton (DHI) | 0.2 | $2.2M | +17% | 18k | 121.69 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.2M | 30k | 74.33 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $2.2M | -26% | 8.8k | 254.48 |
|
Expeditors International of Washington (EXPD) | 0.2 | $2.2M | +13% | 18k | 121.13 |
|
T. Rowe Price (TROW) | 0.1 | $2.2M | +10% | 19k | 112.02 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.2M | 4.5k | 478.91 |
|
|
Exelon Corporation (EXC) | 0.1 | $2.1M | +24% | 53k | 40.74 |
|
Lam Research Corporation (LRCX) | 0.1 | $2.0M | +6% | 3.2k | 642.86 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | +15% | 4.1k | 488.99 |
|
Abbott Laboratories (ABT) | 0.1 | $1.9M | -16% | 18k | 109.02 |
|
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.9M | NEW | 52k | 35.60 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.8M | -13% | 40k | 46.18 |
|
Robert Half International (RHI) | 0.1 | $1.8M | -5% | 24k | 75.22 |
|
Eli Lilly & Co. (LLY) | 0.1 | $1.7M | +27% | 3.7k | 468.98 |
|
Analog Devices (ADI) | 0.1 | $1.7M | +180% | 8.5k | 194.81 |
|
Us Bancorp Del Com New (USB) | 0.1 | $1.6M | +10% | 50k | 33.04 |
|
Nucor Corporation (NUE) | 0.1 | $1.6M | +5% | 9.7k | 163.98 |
|
NetApp (NTAP) | 0.1 | $1.6M | +3% | 21k | 76.40 |
|
Progressive Corporation (PGR) | 0.1 | $1.6M | +50% | 12k | 132.37 |
|
Union Pacific Corporation (UNP) | 0.1 | $1.5M | +26% | 7.5k | 204.62 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | +187% | 36k | 41.55 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | -4% | 27k | 56.68 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.5M | -11% | 27k | 56.06 |
|
Paychex (PAYX) | 0.1 | $1.5M | +3% | 13k | 111.88 |
|
Fortinet (FTNT) | 0.1 | $1.5M | +10% | 19k | 75.59 |
|
Wells Fargo & Company (WFC) | 0.1 | $1.4M | +2% | 33k | 42.68 |
|
Cummins (CMI) | 0.1 | $1.3M | +6% | 5.5k | 245.16 |
|
Old Dominion Freight Line (ODFL) | 0.1 | $1.3M | +12% | 3.6k | 369.75 |
|
United Parcel Service CL B (UPS) | 0.1 | $1.3M | +24% | 7.4k | 179.25 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -2% | 6.8k | 187.27 |
|
Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +72% | 2.3k | 538.38 |
|
Global X Fds S&p 500 Catholic (CATH) | 0.1 | $1.3M | -25% | 23k | 54.71 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | +19% | 3.2k | 393.30 |
|
McDonald's Corporation (MCD) | 0.1 | $1.3M | -25% | 4.2k | 298.41 |
|
Honeywell International (HON) | 0.1 | $1.2M | -25% | 6.0k | 207.50 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -6% | 3.0k | 407.28 |
|
Automatic Data Processing (ADP) | 0.1 | $1.2M | -8% | 5.5k | 219.79 |
|
Lowe's Companies (LOW) | 0.1 | $1.2M | +13% | 5.3k | 225.70 |
|
Chevron Corporation (CVX) | 0.1 | $1.2M | -2% | 7.6k | 157.35 |
|
Illinois Tool Works (ITW) | 0.1 | $1.2M | -28% | 4.6k | 250.17 |
|
Nike CL B (NKE) | 0.1 | $1.2M | +45% | 11k | 110.37 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.2M | +4% | 23k | 50.14 |
|
Public Storage (PSA) | 0.1 | $1.1M | +33% | 3.8k | 291.88 |
|
O'reilly Automotive (ORLY) | 0.1 | $1.1M | +14% | 1.2k | 955.31 |
|
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $1.1M | -2% | 56k | 19.49 |
|
Tesla Motors (TSLA) | 0.1 | $1.1M | -7% | 4.2k | 261.77 |
|
Danaher Corporation (DHR) | 0.1 | $1.1M | +68% | 4.4k | 240.00 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.0M | -17% | 14k | 72.62 |
|
Keysight Technologies (KEYS) | 0.1 | $1.0M | +262% | 6.2k | 167.45 |
|
Cbre Group Cl A (CBRE) | 0.1 | $1.0M | +12% | 13k | 80.71 |
|
Garmin SHS (GRMN) | 0.1 | $1.0M | +27% | 9.8k | 104.29 |
|
Nextera Energy (NEE) | 0.1 | $1.0M | +62% | 14k | 74.20 |
|
Paccar (PCAR) | 0.1 | $1.0M | +17% | 12k | 83.65 |
|
Cadence Design Systems (CDNS) | 0.1 | $1.0M | +22% | 4.3k | 234.52 |
|
Medtronic SHS (MDT) | 0.1 | $1.0M | +24% | 11k | 88.10 |
|
Gilead Sciences (GILD) | 0.1 | $966k | 13k | 77.07 |
|
|
Oracle Corporation (ORCL) | 0.1 | $966k | +47% | 8.1k | 119.09 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $955k | -11% | 1.3k | 718.55 |
|
Best Buy (BBY) | 0.1 | $952k | +4% | 12k | 81.95 |
|
Oge Energy Corp (OGE) | 0.1 | $952k | 27k | 35.91 |
|
|
Huntington Bancshares Incorporated (HBAN) | 0.1 | $943k | +33% | 88k | 10.78 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $941k | +66% | 1.8k | 521.75 |
|
Nrg Energy Com New (NRG) | 0.1 | $918k | -2% | 25k | 37.39 |
|
Regions Financial Corporation (RF) | 0.1 | $906k | +62% | 51k | 17.82 |
|
Watsco, Incorporated (WSO) | 0.1 | $899k | +5% | 2.4k | 381.47 |
|
Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $883k | -41% | 58k | 15.36 |
|
Capital One Financial (COF) | 0.1 | $876k | +30% | 8.0k | 109.37 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $859k | -3% | 3.0k | 282.96 |
|
Southern Copper Corporation (SCCO) | 0.1 | $816k | +3% | 11k | 71.74 |
|
Service Corporation International (SCI) | 0.1 | $807k | +18% | 13k | 64.59 |
|
Target Corporation (TGT) | 0.1 | $798k | +69% | 6.1k | 131.90 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $791k | -8% | 9.8k | 81.08 |
|
Snap-on Incorporated (SNA) | 0.1 | $780k | -22% | 2.7k | 288.19 |
|
Caterpillar (CAT) | 0.1 | $780k | +9% | 3.2k | 246.05 |
|
Bristol Myers Squibb (BMY) | 0.1 | $777k | +34% | 12k | 63.95 |
|
General Mills (GIS) | 0.1 | $770k | -18% | 10k | 76.70 |
|
Citigroup Com New (C) | 0.1 | $768k | +3% | 17k | 46.04 |
|
Nicolet Bankshares (NIC) | 0.1 | $758k | -58% | 11k | 67.91 |
|
Henry Schein (HSIC) | 0.1 | $747k | -35% | 9.2k | 81.10 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $720k | -2% | 7.4k | 97.64 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $714k | +157% | 5.0k | 142.10 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $712k | -28% | 9.8k | 72.94 |
|
Fastenal Company (FAST) | 0.0 | $701k | +7% | 12k | 58.99 |
|
BorgWarner (BWA) | 0.0 | $690k | +18% | 14k | 48.91 |
|
Wec Energy Group (WEC) | 0.0 | $690k | -30% | 7.8k | 88.24 |
|
Fiserv (FI) | 0.0 | $686k | -33% | 5.4k | 126.15 |
|
Mosaic (MOS) | 0.0 | $667k | +44% | 19k | 35.00 |
|
American Electric Power Company (AEP) | 0.0 | $661k | +17% | 7.8k | 84.20 |
|
Allstate Corporation (ALL) | 0.0 | $653k | -8% | 6.0k | 109.04 |
|
Fifth Third Ban (FITB) | 0.0 | $632k | 24k | 26.54 |
|
|
Jefferies Finl Group (JEF) | 0.0 | $627k | +11% | 19k | 33.17 |
|
First Business Financial Services (FBIZ) | 0.0 | $626k | 21k | 29.49 |
|
|
Walt Disney Company (DIS) | 0.0 | $625k | +58% | 7.0k | 89.28 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $619k | 3.6k | 173.86 |
|
|
Smucker J M Com New (SJM) | 0.0 | $619k | -2% | 4.2k | 147.67 |
|
Kroger (KR) | 0.0 | $613k | NEW | 13k | 47.00 |
|
Quanta Services (PWR) | 0.0 | $612k | -8% | 3.1k | 196.53 |
|
Synopsys (SNPS) | 0.0 | $607k | +10% | 1.4k | 435.41 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $582k | -4% | 3.6k | 161.19 |
|
Goldman Sachs (GS) | 0.0 | $575k | -6% | 1.8k | 322.55 |
|
Phillips 66 (PSX) | 0.0 | $569k | +2% | 6.0k | 95.38 |
|
Bunge (BG) | 0.0 | $552k | +3% | 5.8k | 94.35 |
|
Hp (HPQ) | 0.0 | $547k | +4% | 18k | 30.71 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $540k | 1.6k | 343.85 |
|
|
General Motors Company (GM) | 0.0 | $537k | +32% | 14k | 38.56 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $518k | -50% | 1.00 | 517810.00 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $516k | -9% | 1.4k | 369.42 |
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $515k | -20% | 7.2k | 71.02 |
|
Interpublic Group of Companies (IPG) | 0.0 | $505k | -3% | 13k | 38.58 |
|
3M Company (MMM) | 0.0 | $504k | -30% | 5.0k | 100.07 |
|
NiSource (NI) | 0.0 | $504k | NEW | 18k | 27.35 |
|
BlackRock (BLK) | 0.0 | $498k | +89% | 721.00 | 691.13 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $495k | -2% | 4.4k | 113.30 |
|
Newmont Mining Corporation (NEM) | 0.0 | $494k | +8% | 12k | 42.66 |
|
Kla Corp Com New (KLAC) | 0.0 | $494k | -8% | 1.0k | 485.02 |
|
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $493k | -47% | 45k | 10.96 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $488k | +7% | 5.6k | 86.54 |
|
salesforce (CRM) | 0.0 | $478k | +36% | 2.3k | 211.26 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $475k | -4% | 6.7k | 70.48 |
|
Bank First National Corporation (BFC) | 0.0 | $469k | 5.6k | 83.50 |
|
|
Manulife Finl Corp (MFC) | 0.0 | $462k | -17% | 24k | 18.91 |
|
Copart (CPRT) | 0.0 | $461k | +4012% | 5.1k | 91.21 |
|
Amphenol Corp Cl A (APH) | 0.0 | $449k | +66% | 5.3k | 84.95 |
|
Vici Pptys (VICI) | 0.0 | $441k | -33% | 14k | 31.43 |
|
Tapestry (TPR) | 0.0 | $437k | 10k | 42.80 |
|
|
Ecolab (ECL) | 0.0 | $435k | +4560% | 2.3k | 186.69 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $429k | 2.1k | 202.72 |
|
|
Ameriprise Financial (AMP) | 0.0 | $429k | 1.3k | 332.16 |
|
|
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $428k | -42% | 12k | 36.00 |
|
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $422k | -13% | 16k | 26.63 |
|
American Tower Reit (AMT) | 0.0 | $416k | +13% | 2.1k | 193.94 |
|
F5 Networks (FFIV) | 0.0 | $413k | +30% | 2.8k | 146.26 |
|
CSX Corporation (CSX) | 0.0 | $410k | -14% | 12k | 34.10 |
|
Becton, Dickinson and (BDX) | 0.0 | $410k | +207% | 1.6k | 264.01 |
|
Skyworks Solutions (SWKS) | 0.0 | $409k | NEW | 3.7k | 110.69 |
|
Tractor Supply Company (TSCO) | 0.0 | $407k | 1.8k | 221.10 |
|
|
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $403k | +24% | 12k | 33.51 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $391k | +46% | 3.6k | 109.84 |
|
Carlisle Companies (CSL) | 0.0 | $386k | +14% | 1.5k | 256.53 |
|
Applied Materials (AMAT) | 0.0 | $377k | +4% | 2.6k | 144.54 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $376k | +42% | 1.1k | 351.91 |
|
Advanced Micro Devices (AMD) | 0.0 | $367k | -20% | 3.2k | 113.91 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $367k | 4.9k | 75.56 |
|
|
Deere & Company (DE) | 0.0 | $363k | +7% | 896.00 | 405.19 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $360k | +40% | 5.0k | 72.69 |
|
Arch Cap Group Ord (ACGL) | 0.0 | $360k | +153% | 4.8k | 74.85 |
|
Booking Holdings (BKNG) | 0.0 | $354k | -50% | 131.00 | 2700.33 |
|
Darling International (DAR) | 0.0 | $349k | +10% | 5.5k | 63.79 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $347k | +452% | 3.6k | 97.84 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $345k | +83% | 8.0k | 43.19 |
|
TJX Companies (TJX) | 0.0 | $343k | +203% | 4.0k | 84.81 |
|
Qualcomm (QCOM) | 0.0 | $342k | +415% | 2.9k | 119.04 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $340k | -3% | 1.5k | 220.16 |
|
Teradyne (TER) | 0.0 | $327k | -2% | 2.9k | 111.33 |
|
Air Products & Chemicals (APD) | 0.0 | $324k | +602% | 1.1k | 299.52 |
|
S&p Global (SPGI) | 0.0 | $318k | +2% | 793.00 | 400.89 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $298k | +2% | 654.00 | 455.80 |
|
Bank of America Corporation (BAC) | 0.0 | $293k | +8% | 10k | 28.69 |
|
Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $289k | 5.0k | 57.79 |
|
|
Humana (HUM) | 0.0 | $288k | +6% | 644.00 | 447.13 |
|
Centene Corporation (CNC) | 0.0 | $283k | +29% | 4.2k | 67.45 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $279k | 2.2k | 128.16 |
|
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $279k | NEW | 6.8k | 40.83 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $278k | 9.0k | 30.93 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $275k | -96% | 2.0k | 138.06 |
|
Hyatt Hotels Corp Com Cl A (H) | 0.0 | $270k | NEW | 2.4k | 114.58 |
|
Advance Auto Parts (AAP) | 0.0 | $270k | +12% | 3.8k | 70.30 |
|
LKQ Corporation (LKQ) | 0.0 | $269k | +4% | 4.6k | 58.27 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $269k | +55% | 1.6k | 169.81 |
|
Fidelity National Information Services (FIS) | 0.0 | $268k | -24% | 4.9k | 54.70 |
|
Chubb (CB) | 0.0 | $266k | +99% | 1.4k | 192.56 |
|
Waste Management (WM) | 0.0 | $263k | -50% | 1.5k | 173.61 |
|
Ross Stores (ROST) | 0.0 | $256k | NEW | 2.3k | 112.13 |
|
Petroleum & Res Corp Com cef (PEO) | 0.0 | $254k | +25% | 12k | 20.82 |
|
Lauder Estee Cos Cl A (EL) | 0.0 | $249k | NEW | 1.3k | 196.38 |
|
Gartner (IT) | 0.0 | $249k | NEW | 710.00 | 350.31 |
|
MGE Energy (MGEE) | 0.0 | $246k | -48% | 3.1k | 79.11 |
|
Cigna Corp (CI) | 0.0 | $243k | -7% | 865.00 | 280.60 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $243k | -2% | 1.6k | 149.64 |
|
At&t (T) | 0.0 | $239k | -16% | 15k | 15.95 |
|
Amarin Corp Spons Adr New (AMRN) | 0.0 | $238k | 200k | 1.19 |
|
Past Filings by Johnson Financial Group
SEC 13F filings are viewable for Johnson Financial Group going back to 2011
- 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
- Johnson Financial Group 2021 Q4 filed Feb. 14, 2022
- Johnson Financial Group 2021 Q3 filed Nov. 12, 2021
- Johnson Financial Group 2021 Q2 filed Aug. 13, 2021
- Johnson Financial Group 2021 Q1 filed May 14, 2021
- Johnson Financial Group 2020 Q4 filed Feb. 12, 2021
- Johnson Financial Group 2020 Q3 filed Nov. 12, 2020
- Johnson Financial Group 2020 Q2 filed Aug. 11, 2020
- Johnson Financial Group 2020 Q1 filed May 14, 2020
- Johnson Financial Group 2019 Q4 filed Feb. 14, 2020
- Johnson Financial Group 2019 Q3 filed Nov. 12, 2019