Johnson & White Wealth Management, LLC Portfolio Holdings

Johnson & White Wealth Management, LLC

  • $116 Million
  • Q3 2024

Johnson & White Wealth Management, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $116 Million distributed in 54 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 $16.5M, Invesco Ftse Rafi Us 1500 Smal with a value of $8.55M, Vanguard Total International B with a value of $8.13M, Spdr Series Tr Spdr S&P Divide with a value of $6.24M, and Nvidia Corp with a value of $5.71M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $105M to 116M.

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 $116 Million
ETFs: $81.5 Million
Technology: $14.7 Million
Financial Services: $6.43 Million
Healthcare: $4.51 Million
Consumer Cyclical: $2.23 Million
Energy: $1.35 Million
Communication Services: $1.31 Million
Utilities: $1.03 Million
Other: $1.27 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$240,000 0.21% of portfolio
9,734
Q3 2024 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $116 Million
  • Prior Value $105 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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