Fund Update: Willis Johnson & Associates, Inc. Just Disclosed New Holdings

Willis Johnson & Associates, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 24,927 shares of $SCHR (~$775). This was a increase of ~108.18% from their previous position.
• An increase of 16,644 shares of $SCHF (~$55,250). This was a increase of ~103.67% from their previous position.
• A decrease of 649 shares of $CRM (~$136,796). This was a increase of ~-48.91% from their previous position.
• A decrease of 342 shares of $LLY (~$345,034). This was a increase of ~-48.03% from their previous position.
• An increase of 147,521 shares of $IEF (~$12,769,479). This was a increase of ~96.26% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Willis Johnson & Associates, Inc. for more details.