Signals

← Signals

☆JNJ

228 in-universe funds with a nonzero position in JNJ within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#6966
Score / z0.000 / -0.03
Consensus81.83 over 164 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 7,633.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,562.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2,955.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2,537.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,570.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,449.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 868.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 689.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 635.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 561.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 313.8 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 281.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 197.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 174.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 140.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STRS OHIO CIK 0000820478 0.777 2154 136.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 130.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 101.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 100.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 78.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 76.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 47.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 43.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 41.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 41.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 40.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 36.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 33.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 24.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 23.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 23.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 21.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 17.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 17.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 16.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 13.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 13.1 5.3% 2 +0.7 pp +5.3 pp +5.3 pp +5.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 11.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 9.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 8.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 8.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 7.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 6.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 5.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 4.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 4.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 4.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 3.7 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 2.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 2.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 2.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 1.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GHE, LLC CIK 0001910179 0.736 57 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 1.8 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 1.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.8 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CLG LLC CIK 0002059872 0.428 156 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finivi Inc. CIK 0002101641 0.184 111 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Formuepleje A/S CIK 1801212 0.374 96 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JNJ). Qtrs Held counts distinct quarters this fund has actually held JNJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JNJ position size. Δ columns are the percentage-point change in JNJ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status