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
$0
$249,000 0.13% of portfolio
22,181
Q2 2025 Added 0.91%
$72.6B
$236,000 0.12% of portfolio
2,340
Q2 2025 Reduced 7.29%
$51.6B
$227,000 0.11% of portfolio
1,559
Q4 2024 New
$58.7B
$221,000 0.11% of portfolio
1,078
Q2 2025 New
$288M
$223,000 0.11% of portfolio
6,649
Q2 2025 Reduced 6.88%
$88.1B
$213,000 0.11% of portfolio
621
Q2 2025 Reduced 0.48%
$11.4B
$137,000 0.07% of portfolio
10,000
Q1 2025 New
$0
$105,000 0.05% of portfolio
13,127
Q2 2025 New
$1.96B
$81,000 0.04% of portfolio
11,605
Q1 2025 Added 16.05%

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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