Johanson Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2021 - Jan 19, 2022
Value $
$326M
Signature - Title
Lynda Tu - Chief Compliance Officer
Location
Campbell, CA
Summary
This page shows a list of all the recent 13F filings made by Johanson Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Johanson Financial Advisors, Inc. reported 129 stock holdings with total value $326M as of Q4 2021. Top holdings included AAPL, VUG, VIG, VYM, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 129 $326M +$13.8M -$5.13M +$8.71M AAPL, VUG, VIG, VYM, MSFT 13F-HR 1/18/2022, 06:40 PM
Q3 2021 125 $290M +$6.22M -$2.25M +$3.98M AAPL, VUG, VIG, VYM, MSFT 13F-HR 10/19/2021, 01:28 PM
Q2 2021 120 $295M +$10.2M -$2.77M +$7.48M AAPL, VUG, VYM, VIG, MSFT 13F-HR 7/20/2021, 09:53 PM
Q1 2021 115 $274M +$13.5M -$5.4M +$8.1M AAPL, VUG, VYM, VIG, MSFT 13F-HR 4/20/2021, 03:23 PM
Q4 2020 105 $248M +$14M -$1.37M +$12.7M AAPL, VUG, VIG, VYM, MSFT 13F-HR 1/15/2021, 07:47 PM
Q3 2020 99 $223M +$24.5M -$3.12M +$21.4M AAPL, VUG, VIG, VYM, MSFT 13F-HR 10/13/2020, 11:30 AM
Q2 2020 95 $200M +$9.87M -$15.1M -$5.28M AAPL, VUG, VIG, VYM, MSFT 13F-HR 7/13/2020, 01:26 PM
Q1 2020 94 $174M +$720K -$68.1M -$67.3M AAPL, VUG, VYM, VIG, IGSB 13F-HR 4/9/2020, 05:32 PM
Q4 2019 269 $58.2M $0 $0 BAC, QEFA, FTI, PCG, XLF 13F-HR 1/13/2020, 07:48 PM
Q3 2019 97 $192M +$7.03M -$5.59M +$1.45M AAPL, VYM, VUG, VIG, IGSB 13F-HR 10/28/2019, 06:02 PM
Q2 2019 99 $188M +$7.63M -$4.47M +$3.16M AAPL, VYM, VUG, VIG, IGSB 13F-HR 7/29/2019, 04:43 PM
Q1 2019 99 $178M +$13M -$2.08M +$10.9M AAPL, VYM, VUG, VIG, IGSB 13F-HR 5/3/2019, 05:32 PM
Q4 2018 86 $148M +$5.78M -$7.36M -$1.58M AAPL, VYM, VUG, IGSB, VIG 13F-HR 2/1/2019, 04:54 PM
Q3 2018 90 $173M +$10.4M -$4.27M +$6.1M AAPL, VUG, VYM, VIG, IGSB 13F-HR 11/6/2018, 04:43 PM
Q2 2018 86 $158M +$7.46M -$3.79M +$3.66M AAPL, VUG, VYM, IGSB, VIG 13F-HR 8/14/2018, 10:24 AM
Q1 2018 82 $151M +$4.83M -$4.52M +$312K AAPL, VUG, VYM, IGSB, VIG Restatement 5/2/2018, 09:02 AM
Q4 2017 83 $151M +$11.2M -$3.69M +$7.53M AAPL, VUG, VYM, VIG, BSV 13F-HR 1/16/2018, 08:19 AM
Q3 2017 86 $137M +$9.27M -$1.21M +$8.07M BSV, AAPL, VUG, VYM, VIG 13F-HR 10/11/2017, 02:33 PM
Q2 2017 80 $123M +$9.23M -$2.44M +$6.79M BSV, AAPL, VUG, VIG, VYM 13F-HR 7/11/2017, 01:21 PM
Q1 2017 79 $114M +$111M -$203K +$111M BSV, AAPL, VIG, VUG, VYM 13F-HR 4/19/2017, 05:34 PM
Q4 2016 6 $2.4M +$248K -$91.1M -$90.8M BSV, VOE, VYM, VUG, AIRG 13F-HR 2/8/2017, 04:06 PM
Q3 2016 74 $93M +$6.38M -$2.71M +$3.67M AAPL, BSV, VIG, TRMB, IVE 13F-HR 10/14/2016, 04:07 PM
Q2 2016 71 $85M +$4.68M -$1.33M +$3.34M VIG, AAPL, BSV, TRMB, IVE 13F-HR 7/13/2016, 07:40 PM
Q1 2016 69 $81.2M +$4.89M -$2.01M +$2.88M AAPL, VIG, TRMB, BSV, IVE 13F-HR 5/3/2016, 08:04 PM
Q4 2015 65 $76.7M $0 $0 AAPL, VIG, TRMB, IVE, IWF 13F-HR 2/4/2016, 09:55 PM