Johnson & White Wealth Management, LLC Sells in Q2 2025

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-4.63K
- 9.53%
$62.83 - $72.45 $291K - $336K
44K $2.96M
AAPL
Apple Inc.

Technology
-101
- 0.48%
$172.42 - $223.89 $17.4K - $22.6K
20.9K $4.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1K
- 50.76%
$221.86 - $362.89 $222K - $363K
970 $308K
ABBV
Abb Vie Inc.

Healthcare
-23
- 0.4%
$170.16 - $206.27 $3.91K - $4.74K
5.69K $1.06M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.02K
- 3.0%
$121.58 - $136.74 $124K - $139K
33K $4.47M
CVX
Chevron Corp

Energy
-246
- 6.2%
$133.73 - $168.51 $32.9K - $41.5K
3.72K $533K
YORW
York Water CO

Utilities
-1.34K
- 5.31%
$31.6 - $36.28 $42.4K - $48.7K
23.9K $756K
JNJ
Johnson & Johnson

Healthcare
-23
- 0.27%
$146.36 - $159.82 $3.37K - $3.68K
8.43K $1.29M
PEP
Pepsico Inc

Consumer Defensive
-50
- 0.87%
$128.02 - $151.37 $6.4K - $7.57K
5.68K $750K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 1.89%
$483.48 - $539.8 $17.4K - $19.4K
1.87K $906K
PG
Procter & Gamble CO

Consumer Defensive
-195
- 3.36%
$157.66 - $172.39 $30.7K - $33.6K
5.6K $892K
Grayscale Ethereum Mini Tr E
-7.66K
- 36.29%
N/A
13.5K $319K
UPS
United Parcel Service Inc

Industrials
-184
- 7.29%
$91.92 - $110.2 $16.9K - $20.3K
2.34K $236K
KO
Coca Cola CO

Consumer Defensive
-52
- 0.36%
$68.37 - $73.9 $3.56K - $3.84K
14.2K $1.01M
ARTNA
Artesian Resources Corp

Utilities
-491
- 6.88%
$31.86 - $35.52 $15.6K - $17.4K
6.65K $223K
SHW
Sherwin Williams CO

Basic Materials
-3
- 0.48%
$313.51 - $363.51 $941 - $1.09K
621 $213K
V
Visa Inc.

Financial Services
-24
- 2.61%
$308.27 - $373.31 $7.4K - $8.96K
897 $319K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.19%
$335.24 - $380.78 $3.02K - $3.43K
4.61K $1.69M
MA
Mastercard Inc

Financial Services
-12
- 0.63%
$479.92 - $590.74 $5.76K - $7.09K
1.9K $1.07M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
-1K
- 2.19%
$26.57 - $32.73 $26.6K - $32.8K
44.8K $1.47M
PM
Philip Morris International Inc.

Consumer Defensive
-29
- 1.73%
$149.23 - $184.95 $4.33K - $5.36K
1.65K $300K
ADI
Analog Devices Inc

Technology
-22
- 1.6%
$164.6 - $238.02 $3.62K - $5.24K
1.35K $322K
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 5.07%
$496.48 - $617.85 $47.2K - $58.7K
1.78K $1.1M
CSCO
Cisco Systems, Inc.

Technology
-272
- 1.95%
$53.19 - $69.38 $14.5K - $18.9K
13.6K $946K
OVL
Listed Fds Tr Overlay Shs Larg
-1.48K
- 4.13%
N/A
34.4K $1.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21
- 1.68%
$416.06 - $551.64 $8.74K - $11.6K
1.23K $677K
IBM
International Business Machines Corp

Technology
-222
- 5.21%
$221.03 - $294.78 $49.1K - $65.4K
4.04K $1.19M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.59K
- 3.46%
N/A
44.3K $3.78M
Ge Vernova Inc
-65
- 7.0%
N/A
864 $457K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
-5.94K
- 4.54%
$21.71 - $27.77 $129K - $165K
125K $3.47M
JPM
Jpmorgan Chase & CO

Financial Services
-71
- 0.85%
$210.28 - $289.91 $14.9K - $20.6K
8.29K $2.4M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-121
- 0.04%
N/A
270K $6.3M
MSFT
Microsoft Corp

Technology
-102
- 1.72%
$354.56 - $497.45 $36.2K - $50.7K
5.84K $2.9M
AVGO
Broadcom Inc.

Technology
-502
- 2.97%
$146.29 - $275.65 $73.4K - $138K
16.4K $4.52M
NVDA
Nvidia Corp

Technology
-294
- 0.68%
$94.31 - $157.99 $27.7K - $46.4K
43.3K $6.83M
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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