Johnson & White Wealth Management, LLC Portfolio Holdings by Sector
Johnson & White Wealth Management, LLC
- $105 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
PXF PRFZ BNDX SDY DGRO PXH QEFA IDLV 20 stocks |
$72,735
70.36% of portfolio
|
  12  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO ADI 3 stocks |
$9,497
9.19% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,434
4.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$3,020
2.92% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK ABBV AMGN 3 stocks |
$2,390
2.31% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,582
1.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA PYPL V 3 stocks |
$1,341
1.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,279
1.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$842
0.81% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$830
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$713
0.69% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
XRAY 1 stocks |
$637
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$589
0.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$586
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$549
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$441
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$430
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$379
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$337
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
ARTNA 1 stocks |
$264
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
TECH 1 stocks |
$244
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
EVT 1 stocks |
$226
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$34
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|