Johnson Bixby & Associates, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$668.8B
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
CGCPCAPITAL GRP FIXED INCM ETF T | $124.3B |
ITOTISHARES TR | $86.1B |
CGDGCAPITAL GROUP DIVIDEND VALUE | $68.5B |
CGGRCAPITAL GROUP GROWTH ETF | $44.5B |
VCSHVANGUARD SCOTTSDALE FDS | $30.6B |
FNDFSCHWAB STRATEGIC TR | $28.1B |
CGIECAPITAL GROUP INTERNATIONAL | $25.5B |
AQLTISHARES TR | $23.4B |
TLHISHARES TR | $22.3B |
DONSPDR DOW JONES INDL AVERAGE | $22.1B |
GSYINVESCO ACTIVELY MANAGED EXC | $15.8B |
IXGISHARES TR | $13.1B |
FNDESCHWAB STRATEGIC TR | $12.3B |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $11.4B |
VEAVANGUARD TAX-MANAGED FDS | $9.5B |
AAPLAPPLE INC | $8.7B |
VBVANGUARD INDEX FDS | $7.9B |
VOVANGUARD INDEX FDS | $7.6B |
FNDASCHWAB STRATEGIC TR | $6.8B |
RSPINVESCO EXCHANGE TRADED FD T | $6.5B |
CGBLCAPITAL GROUP CORE BALANCED | $6.5B |
CGGOCAPITAL GROUP GBL GROWTH EQT | $6.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.5B |
MUBISHARES TR | $3.9B |
SUBISHARES TR | $3.5B |
VWOVANGUARD INTL EQUITY INDEX F | $3.2B |
TOTLSSGA ACTIVE ETF TR | $3.1B |
VIGVANGUARD SPECIALIZED FUNDS | $2.8B |
MSFTMICROSOFT CORP | $2.8B |
TFLOISHARES TR | $2.6B |
VTIVANGUARD INDEX FDS | $2.6B |
FNDXSCHWAB STRATEGIC TR | $2.2B |
SCHFSCHWAB STRATEGIC TR | $2.1B |
VIGIVANGUARD WHITEHALL FDS | $1.9B |
ESGVVANGUARD WORLD FD | $1.7B |
CMFISHARES TR | $1.7B |
QUALISHARES TR | $1.5B |
GQ9SPDR GOLD TR | $1.5B |
METAMETA PLATFORMS INC | $1.4B |
INTCINTEL CORP | $1.4B |
EUSBISHARES TR | $1.3B |
VTEBVANGUARD MUN BD FDS | $1.3B |
SHYGISHARES TR | $1.3B |
SCHESCHWAB STRATEGIC TR | $1.3B |
IBDRISHARES TR | $1.2B |
ICSHISHARES TR | $1.1B |
IWDISHARES TR | $1.0B |
JNJJOHNSON & JOHNSON | $989.5M |
VSGXVANGUARD WORLD FD | $859.3M |
IVLUISHARES TR | $815.2M |
IVVISHARES TR | $779.4M |
NVDANVIDIA CORPORATION | $765.6M |
IBDSISHARES TR | $717.9M |
SPYSPDR S&P 500 ETF TR | $686.7M |
PGPROCTER AND GAMBLE CO | $634.6M |
JMSTJ P MORGAN EXCHANGE TRADED F | $601.2M |
TSLATESLA INC | $587.0M |
NULVNUSHARES ETF TR | $572.4M |
KRKROGER CO | $567.5M |
SUSBISHARES TR | $560.0M |
IBDTISHARES TR | $558.8M |
IJHISHARES TR | $549.5M |
DSIISHARES TR | $507.5M |
MCDMCDONALDS CORP | $502.6M |
XOMEXXON MOBIL CORP | $490.9M |
GOOGALPHABET INC | $482.6M |
ORCLORACLE CORP | $475.4M |
AMZNAMAZON COM INC | $470.7M |
IJRISHARES TR | $463.4M |
WMWASTE MGMT INC DEL | $463.0M |
KOCOCA COLA CO | $456.9M |
IBHEISHARES TR | $455.9M |
INTUINTUIT | $445.1M |
COSTCOSTCO WHSL CORP NEW | $440.3M |
VHTVANGUARD WORLD FD | $437.1M |
MARMARRIOTT INTL INC NEW | $436.4M |
MRKMERCK & CO INC | $418.5M |
HDHOME DEPOT INC | $414.5M |
IBDQISHARES TR | $387.1M |
KLACKLA CORP | $363.7M |
IBDUISHARES TR | $359.2M |
CGMUCAPITAL GRP FIXED INCM ETF T | $356.8M |
JEPIJ P MORGAN EXCHANGE TRADED F | $353.6M |
VIOOVANGUARD ADMIRAL FDS INC | $350.2M |
CVXCHEVRON CORP NEW | $348.0M |
VYMVANGUARD WHITEHALL FDS | $346.1M |
IBHFISHARES TR | $334.9M |
WMBWILLIAMS COS INC | $328.7M |
SPTMSPDR SER TR | $327.0M |
IBDVISHARES TR | $301.3M |
HONHONEYWELL INTL INC | $300.9M |
SCHDSCHWAB STRATEGIC TR | $296.2M |
IBMINTERNATIONAL BUSINESS MACHS | $290.7M |
SBUXSTARBUCKS CORP | $283.1M |
GEGE AEROSPACE | $275.4M |
ECLECOLAB INC | $253.5M |
GOOGLALPHABET INC | $251.9M |
NSCNORFOLK SOUTHN CORP | $250.6M |
PFEPFIZER INC | $250.5M |
PORPORTLAND GEN ELEC CO | $243.1M |
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