Fund HoldingsROSS\JOHNSON & Associates LLC

Total Portfolio Value
$4.86M
Total Bought
$256.2K
Total Sold
$1.48M
Net Transaction
-$1.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Tesla Inc(TSLA)0587+58701863.84%+186
Graco Inc(GGG)031,737+31,73702,72856.18%+2,728
Bitwise Bitcoin ETF(BITB)2,0872,110+23941242.55%+30
ARK 21Shares Bitcoin ETF(ARKB)03,474+3,47401242.56%+124
SPDR S&P 500 ETF Trust(SPY)0432+43202675.50%+267
Invesco QQQ Trust Series 1098+980541.11%+54
NVIDIA Corp(NVDA)0228+2280360.74%+36
Bitwise Ethereum ETF01,500+1,5000270.56%+27
Wells Fargo & Co(WFC)1,1261,101-2581881.82%+7
Invesco Nasdaq 100 ETF
NASDAQ 100 ETF
216216042491.01%+7
Cisco Systems Inc(CSCO)1,0461,007-3965701.44%+5
iShares Russell 2000 ETF0243+2430521.08%+52
Boeing Co/The(BA)0100+1000210.43%+21
International Business Machines Corp(IBM)069+690200.42%+20
SCHWAB US LARGE CAP GROWTH ETF0277+277080.17%+8
VANGUARD GROWTH ETF037+370160.34%+16
Roundhill Generative AI & Technology ETF
ROUNDHILL GENER
1501500570.15%+2
Benchmark Electronics Inc(BHE)02,510+2,5100972.01%+97
SCHWAB US LARGE CAP VALUE ETF0283+283080.16%+8
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK)024+24010.02%+1
ISHARES CORE MSCI INTERNATIONAL ETF
CORE MSCI INTL
055+55040.09%+4
Honeywell International Inc(HON)034+34080.16%+8
VANGUARD S&P 500 ETF013+13070.15%+7
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
072+72060.12%+6
iShares Core S&P Total US Stock Market ETF049+49070.14%+7
Bank of America Corp0108+108050.11%+5
Charles Schwab Corp/The(SCHW)044+44040.08%+4
Broadcom INC(AVGO)05+5010.03%+1
Walt Disney Co/The(DIS)021+21030.05%+3
VANGUARD SMALL CAP GROWTH ETF019+19050.11%+5
Corning Inc(GLW)060+60030.06%+3
Netflix Inc(NFLX)01+1010.03%+1
Elanco Animal Health Inc(ELAN)092+92010.03%+1
VANGUARD VALUE ETF084+840150.30%+15
HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS(HLN)030+30000.01%0
Littelfuse Inc(LFUS)010+10020.05%+2
VANGUARD SMALL CAP VALUEETF028+28050.11%+5
Amphenol Corp07+7010.01%+1
Global X Robotics & Artificial Intelligence ETF
RBTCS ARTFL INTE
050+50020.03%+2
Alphabet Inc.(GOOG)046+46080.17%+8
Donaldson Co Inc(DCI)080+80060.11%+6
Coinbase Global Inc(COIN)01+1000.01%0
Palantir Technologies Inc(PLTR)03+3000.01%0
ROBLOX Corp(RBLX)03+3000.01%0
DoorDash Inc(DASH)02+2000.01%0
US Bancorp(USB)033+33010.03%+1
Trane Technologies PLC(TT)01+1000.01%0
NVE Corp010+10010.02%+1
Associated Banc-Corp050+50010.03%+1
Eaton Corp PLC(ETN)01+1000.01%0
Cloudflare Inc(NET)01+1000.00%0
Snowflake Inc(SNOW)01+1000.00%0
Applied Materials Inc02+2000.01%0
Palo Alto Networks Inc(PANW)02+2000.01%0
Caterpillar Inc(CAT)01+1000.01%0
Dexcom Inc(DXCM)03+3000.01%0
Alnylam Pharmaceuticals Inc(ALNY)01+1000.01%0
Howmet Aerospace Inc(HWM)01+1000.00%0
Vertiv Holdings Co(VRT)01+1000.00%0
Cadence Design Systems INC(CDNS)01+1000.01%0
RTX Corp(RTX)04+4010.01%+1
Trade Desk Inc/The(TTD)03+3000.00%0
Autodesk Inc01+1000.01%0
HF Sinclair Corp(DINO)06+6000.01%0
Cullen/Frost Bankers Inc(CFR)012+12020.03%+2
Deere & Co(DE)01+1010.01%+1
Huntington Bancshares Inc/OH(HBAN)021+21000.01%0
Unity Software Inc(U)08+8000.00%0
Micron Technology Inc(MU)01+1000.00%0
ON Semiconductor Corp(ON)03+3000.00%0
Wintrust Financial Corp(WTFC)03+3000.01%0
ATI Inc(ATI)01+1000.00%0
Delta Air Lines Inc(DAL)06+6000.01%0
Hyatt Hotels Corp(H)02+2000.01%0
WESCO International Inc(WCC)01+1000.00%0
Equitable Holdings Inc07+7000.01%0
Fidelity National Information Services Inc(FIS)04+4000.01%0
Liberty Broadband Corp(LBRDA)02+2000.00%0
Dollar Tree Inc(DLTR)01+1000.00%0
Morgan Stanley(MS)01+1000.00%0
Stryker CORP(SYK)01+1000.01%0
Blackstone Inc(BX)02+2000.01%0
Boston Scientific Corp(BSX)03+3000.01%0
Uber Technologies Inc(UBER)01+1000.00%0
S&P Global Inc(SPGI)01+1010.01%+1
PayPal Holdings INC(PYPL)02+2000.00%0
Dover Corp(DOV)02+2000.01%0
MSC Industrial Direct Co Inc(MSM)02+2000.00%0
SBA Communications Corp(SBAC)01+1000.00%0
General Motors Co(GM)06+6000.01%0
Edwards Lifesciences Corp02+2000.00%0
Salesforce Inc(CRM)02+2010.01%+1
Hartford Insurance Group Inc/The(HIG)02+2000.01%0
SLM Corp(SLM)02+2000.00%0
CenterPoint Energy Inc(CNP)011+11000.01%0
EPR Properties(EPR)01+1000.00%0
First Interstate BancSystem Inc(FIBK)025+25010.01%+1
PulteGroup Inc(PHM)02+2000.00%0
Knight-Swift Transportation Holdings Inc(KNX)05+5000.00%0
Automatic Data Processing Inc01+1000.01%0
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