13F Filings History of Johanson Financial Advisors, Inc.

Latest 13F report
Q4 2021 - 19 Jan 2022
Value $
$326,460,000
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 $326,460,000 as of Q4 2021. Top holdings included AAPL, VUG, VIG, VYM, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 129 $326,460,000 +$13,841,601 -$5,131,643 +$8,709,958 AAPL, VUG, VIG, VYM, MSFT 13F-HR 18 Jan 2022, 18:40
Q3 2021 125 $290,336,000 +$6,222,477 -$2,247,045 +$3,975,432 AAPL, VUG, VIG, VYM, MSFT 13F-HR 19 Oct 2021, 13:28
Q2 2021 120 $295,222,000 +$10,245,517 -$2,768,620 +$7,476,897 AAPL, VUG, VYM, VIG, MSFT 13F-HR 20 Jul 2021, 21:53
Q1 2021 115 $274,234,000 +$13,500,460 -$5,398,350 +$8,102,110 AAPL, VUG, VYM, VIG, MSFT 13F-HR 20 Apr 2021, 15:23
Q4 2020 105 $247,858,000 +$14,038,345 -$1,373,106 +$12,665,239 AAPL, VUG, VIG, VYM, MSFT 13F-HR 15 Jan 2021, 19:47
Q3 2020 99 $223,439,000 +$24,529,929 -$3,122,489 +$21,407,440 AAPL, VUG, VIG, VYM, MSFT 13F-HR 13 Oct 2020, 11:30
Q2 2020 95 $200,227,000 +$9,868,775 -$15,145,550 -$5,276,775 AAPL, VUG, VIG, VYM, MSFT 13F-HR 13 Jul 2020, 13:26
Q1 2020 94 $173,767,000 +$720,000 -$68,059,188 -$67,339,188 AAPL, VUG, VYM, VIG, IGSB 13F-HR 09 Apr 2020, 17:32
Q4 2019 269 $58,191,000 $0 $0 $0 BAC, QEFA, FTI, PCG, XLF 13F-HR 13 Jan 2020, 19:48
Q3 2019 97 $192,183,000 +$7,033,301 -$5,588,173 +$1,445,128 AAPL, VYM, VUG, VIG, IGSB 13F-HR 28 Oct 2019, 18:02
Q2 2019 99 $187,870,000 +$7,629,409 -$4,466,002 +$3,163,407 AAPL, VYM, VUG, VIG, IGSB 13F-HR 29 Jul 2019, 16:43
Q1 2019 99 $178,240,000 +$13,006,934 -$2,081,578 +$10,925,356 AAPL, VYM, VUG, VIG, IGSB 13F-HR 03 May 2019, 17:32
Q4 2018 86 $148,459,000 +$5,778,526 -$7,361,242 -$1,582,716 AAPL, VYM, VUG, IGSB, VIG 13F-HR 01 Feb 2019, 16:54
Q3 2018 90 $172,711,000 +$10,364,707 -$4,265,945 +$6,098,762 AAPL, VUG, VYM, VIG, IGSB 13F-HR 06 Nov 2018, 16:43
Q2 2018 86 $157,629,000 +$7,457,020 -$3,792,629 +$3,664,391 AAPL, VUG, VYM, IGSB, VIG 13F-HR 14 Aug 2018, 10:24
Q1 2018 82 $150,848,000 +$4,830,387 -$4,518,135 +$312,252 AAPL, VUG, VYM, IGSB, VIG Restatement 02 May 2018, 09:02
Q4 2017 83 $151,074,000 +$11,223,613 -$3,694,088 +$7,529,525 AAPL, VUG, VYM, VIG, BSV 13F-HR 16 Jan 2018, 08:19
Q3 2017 86 $136,801,000 +$9,273,245 -$1,206,805 +$8,066,440 BSV, AAPL, VUG, VYM, VIG 13F-HR 11 Oct 2017, 14:33
Q2 2017 80 $122,809,000 +$9,231,493 -$2,440,517 +$6,790,976 BSV, AAPL, VUG, VIG, VYM 13F-HR 11 Jul 2017, 13:21
Q1 2017 79 $113,556,000 +$111,374,535 -$203,000 +$111,171,535 BSV, AAPL, VIG, VUG, VYM 13F-HR 19 Apr 2017, 17:34
Q4 2016 6 $2,397,000 +$247,975 -$91,079,156 -$90,831,181 BSV, VOE, VYM, VUG, AIRG 13F-HR 08 Feb 2017, 16:06
Q3 2016 74 $92,959,000 +$6,380,387 -$2,713,367 +$3,667,020 AAPL, BSV, VIG, TRMB, IVE 13F-HR 14 Oct 2016, 16:07
Q2 2016 71 $85,006,000 +$4,675,180 -$1,331,894 +$3,343,286 VIG, AAPL, BSV, TRMB, IVE 13F-HR 13 Jul 2016, 19:40
Q1 2016 69 $81,217,000 +$4,889,499 -$2,009,664 +$2,879,835 AAPL, VIG, TRMB, BSV, IVE 13F-HR 03 May 2016, 20:04
Q4 2015 65 $76,669,000 $0 $0 $0 AAPL, VIG, TRMB, IVE, IWF 13F-HR 04 Feb 2016, 21:55