Holistic Financial Partners

Position in JNJ — Johnson & Johnson

CIK 1729304 INDIANAPOLIS, IN

Position in JNJ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$757,084

-$312,585 QoQ

Shares Held

2,981

-31.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#3,290

of 4,676 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Holistic Financial Partners holds $24,962,944 across 5 Drug Manufacturers - General names. JNJ ranks #2 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,363	$23,224,565
2	JNJ	Johnson & Johnson This page	2,981	$757,084
3	ABBV	AbbVie Inc.	1,561	$392,810
4	AZN	Astrazeneca PLC	2,026	$384,170
5	MRK	Merck & Co., Inc.	1,590	$204,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,084	2,981	-31.9%	Shares	Sole	2026-07-23
2026-03-31	$1,069,669	4,376	+5.5%	Shares	Sole	2026-05-05
2025-12-31	$858,221	4,147	+11.4%	Shares	Sole	2026-01-07
2025-09-30	$690,318	3,723	+10.1%	Shares	Sole	2025-11-07
2025-06-30	$516,447	3,381	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$572,811	3,454	+4.9%	Shares	Sole	2025-05-06
2024-12-31	$476,089	3,292	-8.5%	Shares	Sole	2025-02-04
2024-09-30	$583,091	3,598	+3.6%	Shares	Sole	2024-11-07
2024-06-30	$507,613	3,473	+29.7%	Shares	Sole	2024-07-30
2024-03-31	$423,632	2,678	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$407,367	2,599	+30.1%	Shares	Sole	2024-02-14
2023-09-30	$311,188	1,998	-7.4%	Shares	Sole	2023-11-08
2023-06-30	$357,192	2,158	+2.1%	Shares	Sole	2023-08-09
2023-03-31	$327,515	2,113	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$366,902	2,077	+3.4%	Shares	Sole	2023-02-07
2022-09-30	$328,026	2,008	+5.4%	Shares	Sole	2022-11-09
2022-06-30	$338,334	1,906	-5.7%	Shares	Sole	2022-08-02
2022-03-31	$358,181	2,021	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$341,797	1,998	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$321,062	1,988	-39.8%	Shares	Sole	2021-11-12
2021-06-30	$543,806	3,301	+0.9%	Shares	Sole	2021-08-13
2021-03-31	$537,424	3,270	-4.0%	Shares	Sole	2021-05-11
2020-12-31	$536,351	3,408	+3.1%	Shares	Sole	2021-02-10
2020-09-30	$492,048	3,305	+4.2%	Shares	Sole	2020-11-13
2020-06-30	$445,937	3,171	-8.1%	Shares	Sole	2020-08-13
2020-03-31	$452,398	3,450	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.