Johnson & White Wealth Management, LLC Purchases in Q2 2025

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
113K
+ 109.58%
N/A
215K $5.71M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.11K
+ 0.86%
$46.22 - $57.51 $144K - $179K
366K $21M
FNDE
Schwab Fundamental Emerging Mk

ETFs
44.6K
New
$26.66 - $33.09 $1.19M - $1.48M
44.6K $1.47M
IDV
Ishares Tr

ETFs
10.4K
+ 4.48%
$27.79 - $34.84 $288K - $361K
242K $8.34M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.29K
+ 1.0%
$33.13 - $40.67 $75.8K - $93.1K
232K $9.43M
DGRO
Ishares Core Dividend Growth E

ETFs
7.65K
+ 7.7%
$55.22 - $63.94 $422K - $489K
107K $6.84M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.94K
+ 1.77%
$28.17 - $33.34 $82.9K - $98.1K
169K $5.6M
Grayscale Bitcoin Mini Tr Et
9.17K
+ 97.35%
N/A
18.6K $888K
Virtus ETF Tr Ii
19.7K
New
N/A
19.7K $444K
HMOP
Hartford Fds Exchange Traded T

ETFs
11.4K
+ 5.6%
$37.54 - $38.74 $429K - $443K
215K $8.24M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.92K
+ 8.16%
$75.29 - $91.16 $145K - $175K
25.4K $2.29M
AMZN
Amazon Com Inc

Consumer Cyclical
165
+ 1.84%
$167.32 - $223.3 $27.6K - $36.8K
9.12K $2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
462
+ 1.49%
$72.96 - $90.39 $33.7K - $41.8K
31.5K $2.82M
ZS
Zscaler, Inc.

Technology
853
New
$174.67 - $315.32 $149K - $269K
853 $268K
TRGP
Targa Resources Corp.

Energy
1.53K
New
$157.32 - $205.72 $241K - $316K
1.53K $267K
XOM
Exxon Mobil Corp

Energy
3.74K
+ 30.5%
$99.93 - $119.04 $374K - $445K
16K $1.73M
BNDX
Vanguard Total International B

ETFs
2.77K
+ 1.73%
$48.77 - $49.55 $135K - $137K
163K $8.06M
PRF
Invesco Exchange Traded Fd Tr

ETFs
314
+ 0.26%
$35.77 - $42.27 $11.2K - $13.3K
119K $5.04M
PANW
Palo Alto Networks Inc

Technology
1.08K
New
$152.44 - $204.64 $164K - $221K
1.08K $221K
IWF
Ishares Russell 1000 Gr ETF

ETFs
515
New
$320.42 - $421.7 $165K - $217K
515 $219K
EEMV
Ishares Msci Emerging Markets

ETFs
1.16K
+ 3.93%
$54.12 - $62.8 $62.5K - $72.5K
30.5K $1.92M
MS
Morgan Stanley

Financial Services
581
+ 11.99%
$99.83 - $140.86 $58K - $81.8K
5.43K $765K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 0.72%
$498.8 - $620.9 $11K - $13.7K
3.09K $1.92M
BAC
Bank Of America Corp

Financial Services
10
+ 0.03%
$34.39 - $47.46 $344 - $475
34.7K $1.64M
GAL
Ssga Active ETF Tr

ETFs
2.65K
+ 22.33%
$41.46 - $47.0 $110K - $125K
14.5K $683K
EEM
Ishares Msci Emerging Markets

ETFs
556
+ 2.12%
$38.52 - $48.28 $21.4K - $26.8K
26.8K $1.29M
VT
Vanguard Total World Stk Index

ETFs
237
+ 2.9%
$103.16 - $128.52 $24.4K - $30.5K
8.4K $1.08M
GOOGL
Alphabet Inc.

Communication Services
280
+ 7.29%
$144.7 - $178.6 $40.5K - $50K
4.12K $726K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.63K
+ 47.66%
$20.31 - $24.1 $94.1K - $112K
14.4K $346K
Orrstown Finl Svcs Inc
3.22K
+ 34.95%
N/A
12.4K $396K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.87K
+ 24.95%
$51.14 - $57.0 $95.7K - $107K
9.37K $533K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.1K
New
$7.05 - $8.02 $92.5K - $105K
13.1K $105K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
462
+ 2.51%
$51.16 - $62.02 $23.6K - $28.7K
18.9K $1.17M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
425
+ 3.29%
$110.2 - $126.21 $46.8K - $53.6K
13.4K $1.67M
IWM
Ishares Russell 2000 ETF

ETFs
74
+ 2.16%
$174.82 - $215.79 $12.9K - $16K
3.5K $756K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
972
+ 3.04%
$55.57 - $62.73 $54K - $61K
33K $2.04M
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.32%
$81.79 - $99.98 $1.47K - $1.8K
5.59K $547K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.11%
$243.75 - $303.93 $488 - $608
1.75K $531K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
114
+ 0.69%
$45.88 - $54.4 $5.23K - $6.2K
16.6K $902K
WFC
Wells Fargo & Company

Financial Services
24
+ 0.54%
$60.98 - $80.12 $1.46K - $1.92K
4.47K $358K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.31%
$55.54 - $69.09 $778 - $967
4.6K $318K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 5.87%
$24.32 - $27.87 $395K - $452K
293K $7.75M
NEE
Nextera Energy Inc

Utilities
389
+ 3.99%
$64.11 - $75.0 $24.9K - $29.2K
10.1K $704K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.33K
+ 2.89%
$68.13 - $74.77 $90.4K - $99.2K
47.2K $3.44M
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$203.96 - $228.19 $204 - $228
1.95K $432K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
199
+ 0.91%
$10.92 - $11.45 $2.17K - $2.28K
22.2K $249K
VZ
Verizon Communications Inc

Communication Services
388
+ 4.78%
$41.67 - $45.62 $16.2K - $17.7K
8.51K $368K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$63.54 - $68.5 $63.5 - $68.5
6.77K $456K
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 4.58%
$285.55 - $321.23 $30K - $33.7K
2.4K $700K
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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