Lee Johnson Capital Management, LLC Top Holdings and 13F Report (2025) About Lee Johnson Capital Management, LLCInvestment ActivityLee Johnson Capital Management, LLC has $189.50 million in total holdings as of December 31, 2024.Lee Johnson Capital Management, LLC owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 61.96% of the portfolio was purchased this quarter.About 66.58% of the portfolio was sold this quarter.This quarter, Lee Johnson Capital Management, LLC has purchased 16 new stocks and bought additional shares in 6 stocks.Lee Johnson Capital Management, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $64,818,364JPMorgan Nasdaq Equity Premium Income ETF $16,897,706JPMorgan Equity Premium Income ETF $16,387,133Apple $6,748,334Tesla $6,616,918 Largest New Holdings this Quarter JPMorgan Nasdaq Equity Premium Income ETF $16,897,706 HoldingJPMorgan Equity Premium Income ETF $16,387,133 HoldingTesla $6,616,918 HoldingiShares Core S&P Small-Cap ETF $5,999,160 HoldingInvesco S&P 500 Equal Weight ETF $5,391,477 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 299,711 shares (about $16.90M)JPMorgan Equity Premium Income ETF 284,845 shares (about $16.39M)Tesla 16,385 shares (about $6.62M)iShares Core S&P Small-Cap ETF 52,067 shares (about $6.00M)Invesco S&P 500 Equal Weight ETF 30,768 shares (about $5.39M) Largest Sales this Quarter Berkshire Hathaway 45,367 shares (about $20.56M)iShares 0-3 Month Treasury Bond ETF 186,602 shares (about $18.72M)Lockheed Martin 35 shares (about $17.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLee Johnson Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$64,818,364$18,719,915 ▼-22.4%646,11634.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$16,897,706$16,897,706 ▲New Holding299,7118.9%ETFJEPIJPMorgan Equity Premium Income ETF$16,387,133$16,387,133 ▲New Holding284,8458.6%ETFAAPLApple$6,748,334$4,619,759 ▲217.0%26,9483.6%Computer and TechnologyTSLATesla$6,616,918$6,616,918 ▲New Holding16,3853.5%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$5,999,160$5,999,160 ▲New Holding52,0673.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,391,477$5,391,477 ▲New Holding30,7682.8%ETFNVDANVIDIA$5,334,671$5,007,675 ▲1,531.4%39,7252.8%Computer and TechnologyAMZNAmazon.com$5,225,870$4,812,320 ▲1,163.7%23,8202.8%Retail/WholesaleARISTA NETWORKS INC$5,085,154$5,085,154 ▲New Holding46,0072.7%COM SHSWMBWilliams Companies$4,938,829$4,938,829 ▲New Holding91,2572.6%Oils/EnergyAXPAmerican Express$4,787,816$4,787,816 ▲New Holding16,1322.5%FinanceWMTWalmart$4,770,601$4,770,601 ▲New Holding52,8012.5%Retail/WholesaleCRWDCrowdStrike$4,722,150$4,722,150 ▲New Holding13,8012.5%Computer and TechnologyGOOGLAlphabet$4,682,336$4,682,336 ▲New Holding24,7352.5%Computer and TechnologyJPMJPMorgan Chase & Co.$4,609,144$4,609,144 ▲New Holding19,2282.4%FinanceISRGIntuitive Surgical$4,347,405$4,347,405 ▲New Holding8,3292.3%MedicalMSFTMicrosoft$4,275,890$3,948,370 ▲1,205.5%10,1442.3%Computer and TechnologySQBlock$3,757,323$3,757,323 ▲New Holding44,2092.0%Business ServicesXLGInvesco S&P 500 Top 50 ETF$3,600,917$3,600,917 ▲New Holding72,0761.9%ETFXOMExxon Mobil$2,426,148$1,623,241 ▲202.2%22,5541.3%Oils/EnergyBRK.BBerkshire Hathaway$1,432,362$20,563,914 ▼-93.5%3,1600.8%FinanceSPYSPDR S&P 500 ETF Trust$560,292$560,292 ▲New Holding9560.3%FinanceFORForestar Group$460,5210.0%17,7670.2%FinanceLMTLockheed Martin$424,226$17,008 ▼-3.9%8730.2%AerospacePMPhilip Morris International$358,169$39,476 ▲12.4%2,9760.2%Consumer StaplesLOWLowe's Companies$333,1800.0%1,3500.2%Retail/WholesaleBACBank of America$306,9910.0%6,9850.2%FinanceAXONAxon Enterprise$203,257$203,257 ▲New Holding3420.1%AerospaceACWIiShares MSCI ACWI ETF$0$38,334,694 ▼-100.0%00.0%ManufacturingSPYINEOS S&P 500 High Income ETF$0$32,185,417 ▼-100.0%00.0%ETFURAGlobal X Uranium ETF$0$10,729,391 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$5,616,641 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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