Johnson & White Wealth Management, LLC Purchases in Q4 2024

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
515
New
$370.24 - $418.94 $191K - $216K
515 $206K
SHW
Sherwin Williams CO

Basic Materials
619
New
$338.75 - $399.71 $210K - $247K
619 $206K
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
New
$118.38 - $133.06 $199K - $223K
1.68K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
216
+ 13.04%
$567.81 - $607.81 $123K - $131K
1.87K $1.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.83K
+ 34.08%
$53.94 - $58.15 $98.9K - $107K
7.22K $406K
GOOGL
Alphabet Inc.

Communication Services
160
+ 4.84%
$161.86 - $196.66 $25.9K - $31.5K
3.47K $657K
OVL
Listed Fds Tr Overlay Shs Larg
2.06K
+ 5.99%
N/A
36.4K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 8.56%
$442.29 - $483.08 $66.3K - $72.5K
1.9K $858K
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 5.0%
$481.22 - $538.17 $25.5K - $28.5K
1.11K $568K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
145
+ 1.11%
$120.76 - $140.58 $17.5K - $20.4K
13.2K $1.67M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
763
+ 2.44%
$60.51 - $65.57 $46.2K - $50K
32.1K $1.94M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
2.68K
+ 6.27%
$34.77 - $39.13 $93.3K - $105K
45.5K $1.58M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.17%
$49.06 - $57.74 $883 - $1.04K
10.5K $549K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.88%
$873.59 - $994.69 $5.24K - $5.97K
325 $296K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.01K
+ 2.24%
$69.58 - $74.87 $70.2K - $75.5K
46K $3.21M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
28.1K
+ 8.91%
$47.66 - $51.84 $1.34M - $1.46M
344K $16.4M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
16.7K
+ 6.95%
N/A
257K $5.23M
XOM
Exxon Mobil Corp

Energy
489
+ 4.24%
$105.51 - $125.37 $51.6K - $61.3K
12K $1.29M
MRK
Merck & Co., Inc.

Healthcare
637
+ 7.05%
$96.31 - $114.76 $61.3K - $73.1K
9.68K $960K
NEE
Nextera Energy Inc

Utilities
541
+ 6.01%
$69.77 - $85.43 $37.7K - $46.2K
9.55K $684K
UNH
Unitedhealth Group Inc

Healthcare
77
+ 4.54%
$485.52 - $625.25 $37.4K - $48.1K
1.77K $894K
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$179.4 - $232.01 $179 - $232
1.95K $353K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
9.94K
+ 8.45%
$23.45 - $26.28 $233K - $261K
128K $2.98M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
3.82K
+ 2.4%
$27.8 - $30.33 $106K - $116K
163K $4.54M
Activity Summary
Buys All Purchases 75 New Holdings 46 Increased Positions 29 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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