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Ross\johnson & Associates LLC
RossJohnson & Associates LLC is a financial advisory and investment management firm based in Plymouth, Minnesota. Founded by Patrick Ross and Anthony Johnson, both of whom have over 30 years of professional experience in the financial services industry, the firm focuses on personalized financial planning and investment management, serving individuals, trusts, estates, and small businesses. The team's expertise covers wealth accumulation, distribution, and conservation, guiding clients through all phases of financial planning with continuous monitoring. Employee count is estimated at 6 based on team listings.
Investment Strategy
RossJohnson & Associates LLC specializes in wealth accumulation, distribution, and conservation, providing comprehensive financial planning and investment management services. The firm delivers personalized strategies tailored to clients’ long-term financial goals. Their approach includes regular portfolio reviews, active risk management, and a focus on defining and achieving financial success for individuals, families, and small businesses. Their philosophy emphasizes trust, continuous guidance, and the use of the best available resources for financial planning.
Latest 13F Filing Activity
Ross\johnson & Associates LLC filed their most recent 13F report on Jun 30, 2025 disclosing 212 equity positions with a total 13F market value of $5M. The fund increased holdings in Tesla Inc., Graco Inc., Bitwise Bitcoin Etf among other positions. Ross\johnson & Associates LLC reduced exposure to Ishares Core S&P 500 Etf, Merck & Co. Inc., Charles Schwab Investment Management Inc. among others.
Top Holdings
Equity Positions (212)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GGG | Graco Inc | 56.18% | $2.7M | 31,737 | $84.29 | $85.97 | +$74.6K |
S SPY | SPDR S&P 500 ETF Trust | 5.50% | $266.9K | 432 | $585.06 | $617.85 | +$15.7K |
T TSLA | Tesla Inc | 3.84% | $186.5K | 587 | $317.36 | $317.66 | +$185.7K |
M MUB | iShares National Muni Bond ETF | 3.32% | $161.1K | 1,542 | $106.55 | $104.48 | -$1.5K |
I IVV | iShares Core S&P 500 ETF | 2.77% | $134.7K | 217 | $562.52 | $620.90 | -$177.1K |
Industry Allocation
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