Johnson & White Wealth Management, LLC Portfolio Holdings

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025

Johnson & White Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Iftse Rafi Dev Mkts Ex with a value of $21M, Invesco Ftse Rafi Us 1500 Smal with a value of $9.43M, Ishares Tr with a value of $8.34M, Hartford Fds Exchange Traded T with a value of $8.24M, and Vanguard Total International B with a value of $8.06M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $178M to 199M.

Johnson & White Wealth Management, LLC is based out at York, PA

Below you can find more details about Johnson & White Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Million
ETFs: $134 Million
Technology: $22 Million
Financial Services: $9.12 Million
Consumer Defensive: $5.01 Million
Consumer Cyclical: $4.92 Million
Healthcare: $4.8 Million
Energy: $3.03 Million
Utilities: $1.68 Million
Other: $3.76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$6.83 Million 3.44% of portfolio
43,250
Q2 2025 Reduced 0.68%
$116B
$4.52 Million 2.28% of portfolio
16,394
Q2 2025 Reduced 2.97%
$3.38T
$4.3 Million 2.16% of portfolio
20,948
Q2 2025 Reduced 0.48%
$3.81T
$2.9 Million 1.46% of portfolio
5,837
Q2 2025 Reduced 1.72%
$850B
$2.4 Million 1.21% of portfolio
8,291
Q2 2025 Reduced 0.85%
$2.28T
$2 Million 1.01% of portfolio
9,117
Q2 2025 Added 1.84%
$465B
$1.73 Million 0.87% of portfolio
16,010
Q2 2025 Added 30.5%
$368B
$1.69 Million 0.85% of portfolio
4,609
Q2 2025 Reduced 0.19%
-
$1.66 Million 0.84% of portfolio
-
Q2 2025 Reduced 4.13%
$377B
$1.64 Million 0.83% of portfolio
34,715
Q2 2025 Added 0.03%
$426B
$1.29 Million 0.65% of portfolio
8,430
Q2 2025 Reduced 0.27%
$253B
$1.19 Million 0.6% of portfolio
4,037
Q2 2025 Reduced 5.21%
$284B
$1.12 Million 0.56% of portfolio
4,350
Q4 2024 New
$530B
$1.07 Million 0.54% of portfolio
1,897
Q2 2025 Reduced 0.63%
$338B
$1.06 Million 0.53% of portfolio
5,694
Q2 2025 Reduced 0.4%
$305B
$1.01 Million 0.51% of portfolio
14,238
Q2 2025 Reduced 0.36%
$631B
$906,000 0.46% of portfolio
1,866
Q2 2025 Reduced 1.89%
$369B
$892,000 0.45% of portfolio
5,601
Q2 2025 Reduced 3.36%
$239B
$765,000 0.39% of portfolio
5,428
Q2 2025 Added 11.99%
$207B
$778,000 0.39% of portfolio
9,827
Q2 2025 Reduced 0.07%
$446M
$756,000 0.38% of portfolio
23,920
Q2 2025 Reduced 5.31%
$200B
$750,000 0.38% of portfolio
5,680
Q2 2025 Reduced 0.87%
$104B
$740,000 0.37% of portfolio
12,620
Q2 2025 Added 0.01%
$1.07T
$726,000 0.37% of portfolio
4,121
Q2 2025 Added 7.29%
$148B
$704,000 0.35% of portfolio
10,140
Q2 2025 Added 3.99%
$221B
$700,000 0.35% of portfolio
2,397
Q2 2025 Added 4.58%
$269B
$661,000 0.33% of portfolio
2,118
Q2 2025 Added 17.8%
$160B
$614,000 0.31% of portfolio
2,199
Q2 2025 Added 6.23%
$258B
$547,000 0.28% of portfolio
5,592
Q2 2025 Added 0.32%
$302B
$545,000 0.27% of portfolio
4,000
Q4 2024 New
$296B
$533,000 0.27% of portfolio
3,721
Q2 2025 Reduced 6.2%
$60.2B
$505,000 0.25% of portfolio
4,234
Q1 2025 Added 1.29%
$95.7B
$456,000 0.23% of portfolio
6,767
Q2 2025 Added 0.01%
$104B
$432,000 0.22% of portfolio
1,953
Q2 2025 Added 0.05%
$1.62T
$441,000 0.22% of portfolio
598
Q1 2025 Added 0.5%
$3.4B
$406,000 0.2% of portfolio
25,572
Q2 2024 Reduced 0.12%
$172B
$368,000 0.19% of portfolio
8,512
Q2 2025 Added 4.78%
$303B
$358,000 0.18% of portfolio
4,474
Q2 2025 Added 0.54%
$105B
$332,000 0.17% of portfolio
1,520
Q1 2025 Added 0.33%
$85.4B
$332,000 0.17% of portfolio
4,469
Q1 2024 New
$0
$346,000 0.17% of portfolio
14,351
Q2 2025 Added 47.66%
$572B
$319,000 0.16% of portfolio
897
Q2 2025 Reduced 2.61%
$124B
$322,000 0.16% of portfolio
1,352
Q2 2025 Reduced 1.6%
$422B
$322,000 0.16% of portfolio
325
Q4 2024 Added 1.88%
$1.01T
$308,000 0.16% of portfolio
970
Q2 2025 Reduced 50.76%
$2.81B
$292,000 0.15% of portfolio
6,656
Q1 2025 Added 3.68%
$278B
$300,000 0.15% of portfolio
1,649
Q2 2025 Reduced 1.73%
$41B
$268,000 0.13% of portfolio
853
Q2 2025 New
$37.7B
$267,000 0.13% of portfolio
1,534
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $199 Million
  • Prior Value $178 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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