Johanson Financial Advisors, Inc. Buys Vanguard Mega Cap Value ETF, First Trust NASDAQ Rising ...

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Investment company Johanson Financial Advisors, Inc. (Current Portfolio) buys Vanguard Mega Cap Value ETF, First Trust NASDAQ Rising Dividend Achievers ETF, Extra Space Storage Inc, PIMCO Corporate & Income Strategy Fund, Chevron Corp, sells Alibaba Group Holding, , Sunrun Inc, FedEx Corp, SPDR Gold Shares ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Johanson Financial Advisors, Inc.. As of 2021Q4, Johanson Financial Advisors, Inc. owns 129 stocks with a total value of $326 million. These are the details of the buys and sells.

  • New Purchases: RDVY, EXR, CVX, IEFA, UPS, CVS, MDT, SMB, SPYG,

  • Added Positions: VIG, MGV, VYM, ICSH, VUG, VO, PCN, NVDA, VCSH, GOOGL, VTV, VOE, NFLX, UNH, SDY, IVE, ALL, PFE, JNJ, VTEB, TGT, COST, MS, ADBE, TSM, TSLA, VGT, HON, BMY, IEMG, VBR, CNI, AVGO, WM, BAC, RTX, ABT, AMGN, AXP, VWO, ACN, WDAY, AMAT, CP, KO, CMI, EFA, ABBV, PANW, BX, WFC, IDA, PRU, INTU, PEP, NKE, MFA, MRK,

  • Reduced Positions: JPST, BABA, IGSB, GLD, IVW, NEM, IWF, CSCO, VCIT, MA, VZ, PYPL, LMT, ISRG, KMB, JPM, CLX, VHT, WMT, SNPS, VB, MMM,

  • Sold Out: STMP, RUN, FDX, BSV, VVNT,


For the details of Johanson Financial Advisors, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/johanson+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Johanson Financial Advisors, Inc.

  1. Apple Inc (AAPL) - 189,745 shares, 10.32% of the total portfolio. Shares reduced by 0.84%

  2. Vanguard Growth ETF (VUG) - 63,552 shares, 6.25% of the total portfolio. Shares added by 3.00%

  3. Vanguard Dividend Appreciation FTF (VIG) - 96,830 shares, 5.09% of the total portfolio. Shares added by 9.28%

  4. Vanguard High Dividend Yield Indx ETF (VYM) - 137,362 shares, 4.72% of the total portfolio. Shares added by 4.43%

  5. Microsoft Corp (MSFT) - 40,708 shares, 4.19% of the total portfolio. Shares reduced by 0.32%

New Purchase: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)

Johanson Financial Advisors, Inc. initiated holding in First Trust NASDAQ Rising Dividend Achievers ETF. The purchase prices were between $47.5 and $52.06, with an estimated average price of $50.33. The stock is now traded at around $51.460000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,033 shares as of 2021-12-31.

New Purchase: Extra Space Storage Inc (EXR)

Johanson Financial Advisors, Inc. initiated holding in Extra Space Storage Inc. The purchase prices were between $167.89 and $226.73, with an estimated average price of $199.01. The stock is now traded at around $200.210000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,921 shares as of 2021-12-31.

New Purchase: Chevron Corp (CVX)

Johanson Financial Advisors, Inc. initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $129.380000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,201 shares as of 2021-12-31.

New Purchase: BTC iShares Core MSCI EAFE ETF (IEFA)

Johanson Financial Advisors, Inc. initiated holding in BTC iShares Core MSCI EAFE ETF. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $73.650000. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,379 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

Johanson Financial Advisors, Inc. initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $205.590000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,323 shares as of 2021-12-31.

New Purchase: CVS Health Corp (CVS)

Johanson Financial Advisors, Inc. initiated holding in CVS Health Corp. The purchase prices were between $83.15 and $103.7, with an estimated average price of $92.68. The stock is now traded at around $104.510000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,137 shares as of 2021-12-31.

Added: Vanguard Mega Cap Value ETF (MGV)

Johanson Financial Advisors, Inc. added to a holding in Vanguard Mega Cap Value ETF by 63.07%. The purchase prices were between $97.9 and $106.97, with an estimated average price of $102.91. The stock is now traded at around $107.370000. The impact to a portfolio due to this purchase was 0.26%. The holding were 20,125 shares as of 2021-12-31.

Added: PIMCO Corporate & Income Strategy Fund (PCN)

Johanson Financial Advisors, Inc. added to a holding in PIMCO Corporate & Income Strategy Fund by 21.38%. The purchase prices were between $16.74 and $18.78, with an estimated average price of $17.96. The stock is now traded at around $16.950000. The impact to a portfolio due to this purchase was 0.13%. The holding were 141,408 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Johanson Financial Advisors, Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 37.24%. The purchase prices were between $80.95 and $81.89, with an estimated average price of $81.35. The stock is now traded at around $80.470000. The impact to a portfolio due to this purchase was 0.12%. The holding were 17,943 shares as of 2021-12-31.

Added: Netflix Inc (NFLX)

Johanson Financial Advisors, Inc. added to a holding in Netflix Inc by 38.08%. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $510.800000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,523 shares as of 2021-12-31.

Added: Allstate Corp (ALL)

Johanson Financial Advisors, Inc. added to a holding in Allstate Corp by 74.60%. The purchase prices were between $107.13 and $129, with an estimated average price of $118.04. The stock is now traded at around $123.220000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,818 shares as of 2021-12-31.

Added: Pfizer Inc (PFE)

Johanson Financial Advisors, Inc. added to a holding in Pfizer Inc by 33.64%. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $54.110000. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,550 shares as of 2021-12-31.

Sold Out: (STMP)

Johanson Financial Advisors, Inc. sold out a holding in . The sale prices were between $329.61 and $329.61, with an estimated average price of $329.61.

Sold Out: Sunrun Inc (RUN)

Johanson Financial Advisors, Inc. sold out a holding in Sunrun Inc. The sale prices were between $31.44 and $58.66, with an estimated average price of $46.69.

Sold Out: FedEx Corp (FDX)

Johanson Financial Advisors, Inc. sold out a holding in FedEx Corp. The sale prices were between $217.87 and $258.64, with an estimated average price of $240.55.

Sold Out: Vanguard Short-Term Bond ETF (BSV)

Johanson Financial Advisors, Inc. sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $80.65 and $81.49, with an estimated average price of $80.98.

Sold Out: Vivint Smart Home Inc (VVNT)

Johanson Financial Advisors, Inc. sold out a holding in Vivint Smart Home Inc. The sale prices were between $8.27 and $12.54, with an estimated average price of $9.83.



Here is the complete portfolio of Johanson Financial Advisors, Inc.. Also check out:

1. Johanson Financial Advisors, Inc.'s Undervalued Stocks

2. Johanson Financial Advisors, Inc.'s Top Growth Companies, and

3. Johanson Financial Advisors, Inc.'s High Yield stocks

4. Stocks that Johanson Financial Advisors, Inc. keeps buyingThis article first appeared on GuruFocus.

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