In a recent 13F-HR filing, Johnson Bixby & Associates, LLC disclosed its holdings as of the reporting period, shedding light on the investment decisions made by the firm. The filing is significant as it provides transparency into the company’s investment portfolio, offering valuable insights for investors and analysts tracking the firm’s activities in the market. By detailing the positions held in various securities, the filing allows stakeholders to gauge the firm’s investment strategy and potential market outlook.
Johnson Bixby & Associates, LLC is an investment management firm that submitted the 13F-HR filing, showcasing its holdings and investment decisions. As a registered investment advisor, the company offers personalized financial planning and investment management services to individuals, families, and institutions. With a focus on delivering tailored solutions to meet clients’ financial goals, Johnson Bixby & Associates, LLC leverages its expertise in wealth management to navigate the complexities of the financial markets.
The 13F-HR filing submitted by Johnson Bixby & Associates, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the firm’s holdings in publicly traded securities, providing details on the positions held and changes made during the reporting period. Investors and analysts use this information to track the investment activities of institutional managers like Johnson Bixby & Associates, LLC, gaining valuable insights into their portfolio composition and potential market strategies. For more information on Johnson Bixby & Associates, LLC, please visit their website.
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Johnson Bixby & Associates, LLC (0001844238) Files 13F-HR Form with SEC
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