Johnson Bixby & Associates, LLC has disclosed 115 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $669.00 Mil. The turnover rate is 14%.
In Johnson Bixby & Associates, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Capital Group Core Plus Income ETF (CGCP), iShares Core S&P Total U.S. Stock Market ETF (ITOT), Capital Group Dividend Value ETF (CGDV), Capital Group Growth ETF (CGGR), Vanguard Short-Term Corporate Bond ETF (VCSH), not including call and put options.
Johnson Bixby & Associates, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Johnson Bixby & Associates, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Johnson Bixby & Associates, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Johnson Bixby & Associates, LLC.