Johnson Financial Group, Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$2.0T

Holdings

846

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (846 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
1,049,898$589.9B28.87%
2
IWFISHARES TR
372,080$134.4B6.58%
3
AQLTISHARES TR
1,477,876$111.8B5.47%
4
XLGINVESCO EXCHANGE TRADED FD T
1,712,968$78.8B3.86%
5
IEIISHARES TR
559,260$66.1B3.23%
6
JOUTJOHNSON OUTDOORS INC
1,700,195$56.1B2.75%
7
AAPLAPPLE INC
200,534$44.5B2.18%
8
MSFTMICROSOFT CORP
100,479$37.7B1.85%
9
ACWXISHARES TR
625,222$34.7B1.70%
10
IXUSISHARES TR
486,145$33.9B1.66%
11
SPYSPDR S&P 500 ETF TR
54,707$30.7B1.50%
12
IEMGISHARES INC
482,219$26.0B1.27%
13
IJHISHARES TR
362,897$21.2B1.04%
14
MUBISHARES TR
177,333$18.7B0.92%
15
MBBISHARES TR
187,324$17.6B0.86%
16
GOOGALPHABET INC
108,227$16.9B0.83%
17
JCPBJ P MORGAN EXCHANGE TRADED F
353,180$16.6B0.81%
18
ISTBISHARES TR
341,608$16.5B0.81%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
30,409$16.2B0.79%
20
IWBISHARES TR
52,077$16.0B0.78%
21
NVDANVIDIA CORPORATION
132,688$14.4B0.70%
22
XOMEXXON MOBIL CORP
116,332$13.8B0.68%
23
JPMJPMORGAN CHASE & CO.
55,768$13.7B0.67%
24
PGPROCTER AND GAMBLE CO
76,684$13.1B0.64%
25
VNQVANGUARD INDEX FDS
137,894$12.5B0.61%
26
GVIISHARES TR
115,305$12.2B0.60%
27
VTIVANGUARD INDEX FDS
43,670$12.0B0.59%
28
METAMETA PLATFORMS INC
20,599$11.9B0.58%
29
AMZNAMAZON COM INC
57,132$10.9B0.53%
30
VVISA INC
30,147$10.6B0.52%
31
MOALTRIA GROUP INC
171,168$10.4B0.51%
32
JNJJOHNSON & JOHNSON
61,323$10.2B0.50%
33
IWDISHARES TR
52,662$9.9B0.48%
34
UNHUNITEDHEALTH GROUP INC
18,737$9.8B0.48%
35
OBDCBLUE OWL CAPITAL CORPORATION
637,727$9.6B0.47%
36
ABBVABBVIE INC
41,271$8.6B0.42%
37
AGGISHARES TR
84,452$8.4B0.41%
38
PGRPROGRESSIVE CORP
29,288$8.3B0.41%
39
CSCOCISCO SYS INC
127,848$7.9B0.39%
40
ACNACCENTURE PLC IRELAND
22,953$7.2B0.35%
41
WMTWALMART INC
79,083$7.0B0.34%
42
HDHOME DEPOT INC
18,251$6.7B0.33%
43
ABTABBOTT LABS
48,377$6.4B0.31%
44
MCDMCDONALDS CORP
19,753$6.2B0.30%
45
DSIISHARES TR
56,831$5.8B0.28%
46
LMTLOCKHEED MARTIN CORP
12,747$5.7B0.28%
47
BACVERIZON COMMUNICATIONS INC
124,836$5.7B0.28%
48
AVGOBROADCOM INC
33,568$5.6B0.28%
49
LLYELI LILLY & CO
6,707$5.5B0.27%
50
PEOEXELON CORP
117,874$5.4B0.27%
51
JPSTJ P MORGAN EXCHANGE TRADED F
106,917$5.4B0.26%
52
EFAISHARES TR
65,144$5.3B0.26%
53
CMCSACOMCAST CORP NEW
134,404$5.0B0.24%
54
GRMNGARMIN LTD
22,459$4.9B0.24%
55
IGFISHARES TR
88,997$4.9B0.24%
56
EXPDEXPEDITORS INTL WASH INC
39,798$4.8B0.23%
57
CATCATERPILLAR INC
14,184$4.7B0.23%
58
CVXCHEVRON CORP NEW
27,049$4.5B0.22%
59
DHID R HORTON INC
35,214$4.5B0.22%
60
GOOGLALPHABET INC
28,167$4.4B0.21%
61
FTNTFORTINET INC
44,809$4.3B0.21%
62
IWRISHARES TR
50,460$4.3B0.21%
63
IJRISHARES TR
41,046$4.3B0.21%
64
LRCXLAM RESEARCH CORP
58,523$4.3B0.21%
65
PEPPEPSICO INC
28,439$4.3B0.21%
66
GMGENERAL MTRS CO
88,794$4.2B0.20%
67
EFVISHARES TR
70,361$4.1B0.20%
68
TROWPRICE T ROWE GROUP INC
42,712$3.9B0.19%
69
IWPISHARES TR
33,166$3.9B0.19%
70
LINLINDE PLC
8,232$3.8B0.19%
71
ORLYOREILLY AUTOMOTIVE INC
2,659$3.8B0.19%
72
WECWEC ENERGY GROUP INC
34,601$3.8B0.18%
73
TAT&T INC
130,505$3.7B0.18%
74
ADBEADOBE INC
9,615$3.7B0.18%
75
KEYSKEYSIGHT TECHNOLOGIES INC
24,214$3.6B0.18%
76
COFCAPITAL ONE FINL CORP
20,133$3.6B0.18%
77
XRNPXCOHEN & STEERS REIT & PFD &
159,385$3.5B0.17%
78
PCARPACCAR INC
34,587$3.4B0.16%
79
VWOVANGUARD INTL EQUITY INDEX F
74,337$3.4B0.16%
80
APHAMPHENOL CORP NEW
49,919$3.3B0.16%
81
VIGVANGUARD SPECIALIZED FUNDS
16,736$3.2B0.16%
82
USBUS BANCORP DEL
73,089$3.1B0.15%
83
EOGEOG RES INC
23,548$3.0B0.15%
84
MDTMEDTRONIC PLC
32,914$3.0B0.15%
85
HONHONEYWELL INTL INC
14,051$3.0B0.15%
86
CBCHUBB LIMITED
9,722$2.9B0.14%
87
MRKMERCK & CO INC
32,412$2.9B0.14%
88
USMVISHARES TR
31,321$2.9B0.14%
89
ADPAUTOMATIC DATA PROCESSING IN
8,971$2.8B0.13%
90
AMGNAMGEN INC
8,641$2.7B0.13%
91
TXNTEXAS INSTRS INC
14,901$2.7B0.13%
92
FISVFISERV INC
11,629$2.6B0.13%
93
PSAPUBLIC STORAGE OPER CO
8,514$2.5B0.12%
94
ALSALLSTATE CORP
12,207$2.5B0.12%
95
MDYSPDR S&P MIDCAP 400 ETF TR
4,608$2.5B0.12%
96
COSTCOSTCO WHSL CORP NEW
2,590$2.4B0.12%
97
SNPSSYNOPSYS INC
5,632$2.4B0.12%
98
NUENUCOR CORP
19,548$2.4B0.12%
99
WFCWELLS FARGO CO NEW
32,744$2.4B0.12%
100
XLKSELECT SECTOR SPDR TR
11,006$2.3B0.11%
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