Fund Holdings — ROSS\JOHNSON & Associates LLC

Total Portfolio Value
$5.31M
Total Bought
$310.8K
Total Sold
$195.7K
Net Transaction
+$115.1K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SEI EXCHANGE TRADED FUNDS
SELE SMAL CA ETF
03,708+3,70801041.95%+104
SEI EXCHANGE TRADED FUNDS
SELECT EMERGING
2,1384,653+2,515591412.65%+82
UNITEDHEALTH GROUP INC(UNH)13203+1904701.32%+66
TESLA INC(TSLA)587567-201862524.75%+66
ISHARES TR217233+161351562.94%+21
SPDR S&P 500 ETF TR(SPY)43243202672885.42%+21
BITWISE ETHEREUM ETF1,5001,500027450.84%+18
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
216266+5049661.24%+17
BHP GROUP LTD1,0701,070051601.12%+8
ARK 21SHARES BITCOIN ETF(ARKB)3,4743,47401241322.49%+8
BITWISE BITCOIN ETF TR(BITB)2,1102,105-51241312.47%+7
ISHARES TR243244+152591.11%+7
NVIDIA CORPORATION(NVDA)228228036430.80%+7
LOWES COS INC(LOW)202202045510.96%+6
SEI EXCHANGE TRADED FUNDS
SELE INTL EQ ETF
0184+184060.11%+6
INVESCO QQQ TR9898054591.11%+5
WELLS FARGO CO NEW(WFC)1,1011,101088921.74%+4
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
87129+42590.16%+3
ISHARES TR1,5421,54201611643.09%+3
ALPHABET INC(GOOG)464608110.21%+3
MERCK & CO INC(MRK)2448+24240.08%+2
MEDTRONIC PLC(MDT)240240021230.43%+2
TIDAL TRUST II
ROUNDHILL GENER
1501500790.17%+2
CORNING INC(GLW)60600350.09%+2
SCHWAB US LARGE CAP GROWTH ETF277307+308100.18%+2
C H ROBINSON WORLDWIDE INC(CHRW)43430460.11%+2
VANGUARD GROWTH ETF3737016180.34%+2
MICROSOFT CORP(MSFT)6969034360.67%+1
SCHWAB US LARGE CAP VALUE ETF283317+34890.17%+1
AMERICAN EXPRESS CO(AXP)100100032330.63%+1
DONALDSON INC(DCI)80800670.12%+1
VANGUARD VALUE ETF8484015160.30%+1
AMGEN INC(AMGN)300300084851.60%+1
VISA INC(V)12120450.10%+1
APPLE INC(AAPL)16160340.08%+1
NVENT ELECTRIC PLC(NVT)30300230.06%+1
ISHARES CORE MSCI INTRL DVLP MKT ETF
CORE MSCI INTL
5561+6450.09%+1
ABBVIE INC(ABBV)15150330.07%+1
JOHNSON & JOHNSON(JNJ)20200340.07%+1
BOEING CO(BA)100100021220.41%+1
VANGUARD S&P 500 ETF13130780.15%+1
ELANCO ANIMAL HEALTH INC(ELAN)92920120.03%+1
ISHARES TR49490770.13%+1
ALPHABET INC(GOOG)770120.03%0
BANK AMERICA CORP1081080560.10%0
VANGUARD SMALL CAP VALUEETF28280560.11%0
VANGUARD SMALL CAP GROWTH ETF19190560.11%0
ZIMMER BIOMET HLDGS INC(ZBH)55550550.10%0
APPLOVIN CORP(APP)110010.01%0
FIRSTENERGY CORP(FE)60600230.05%0
LITTELFUSE INC(LFUS)10100230.05%0
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
72720660.12%0
BROADCOM INC(AVGO)550120.03%0
BIO-TECHNE CORP(TECH)64640340.07%0
CHEVRON CORP NEW(CVX)21210330.06%0
PENTAIR PLC(PNR)30300330.06%0
SCHWAB CHARLES CORP(SCHW)44440440.08%0
AMPHENOL CORP NEW770110.02%0
ARISTA NETWORKS INC(ANET)440010.01%0
HERSHEY CO(HSY)880110.03%0
QUALCOMM INC(QCOM)22220440.07%0
GLOBAL X FDS
RBTCS ARTFL INTE
50500220.03%0
PALANTIR TECHNOLOGIES INC(PLTR)330010.01%0
ALNYLAM PHARMACEUTICALS INC(ALNY)110000.01%0
UNITY SOFTWARE INC(U)880000.01%0
ORACLE CORP(ORCL)220010.01%0
PRINCIPAL FINANCIAL GROUP IN(PFG)35350330.05%0
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK)24240110.02%0
PFIZER INC(PFE)86860220.04%0
US BANCORP DEL(USB)33330120.03%0
ROBLOX CORP(RBLX)330000.01%0
CATERPILLAR INC(CAT)110000.01%0
RTX CORPORATION(RTX)440110.01%0
TJX COS INC NEW(TJX)440010.01%0
INTEL CORP(INTC)770000.00%0
FIRST INTST BANCSYSTEM INC(FIBK)25250110.02%0
GENERAL MTRS CO(GM)660000.01%0
HF SINCLAIR CORP(DINO)660000.01%0
ASSOCIATED BANC CORP50500110.02%0
PULTE GROUP INC(PHM)220000.00%0
DOORDASH INC(DASH)220010.01%0
JPMORGAN CHASE & CO.(JPM)220110.01%0
ZIMVIE INC550000.00%0
HALLIBURTON CO(HAL)11110000.01%0
DELTA AIR LINES INC DEL(DAL)660000.01%0
GE AEROSPACE(GE)110000.01%0
MICRON TECHNOLOGY INC(MU)110000.00%0
APPLIED MATLS INC220000.01%0
CADENCE DESIGN SYSTEM INC(CDNS)110000.01%0
BLACKSTONE INC(BX)220000.01%0
ALLIANT ENERGY CORP(LNT)660000.01%0
EXXON MOBIL CORP880110.02%0
HOME DEPOT INC(HD)110000.01%0
WALMART INC(WMT)660110.01%0
PROLOGIS INC.(PLD)330000.01%0
SIMON PPTY GROUP INC NEW(SPG)110000.00%0
WESCO INTL INC(WCC)110000.00%0
LOEWS CORP(L)330000.01%0
WINTRUST FINL CORP(WTFC)330000.01%0
MCDONALDS CORP(MCD)220110.01%0
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ROSS\JOHNSON & Associates LLC — 13F Holdings — Q3 2025 | TickerTrail