Johnson & White Wealth Management, LLC Incresed Positions in Q1 2025

Johnson & White Wealth Management, LLC

  • $178 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
18.9K
+ 5.48%
$47.39 - $54.26 $894K - $1.02M
363K $18.9M
IDV
Ishares Tr

ETFs
25.8K
+ 12.58%
$27.0 - $31.7 $698K - $819K
231K $7.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.3K
+ 7.93%
$27.01 - $28.54 $548K - $580K
276K $7.73M
DGRO
Ishares Core Dividend Growth E

ETFs
9.31K
+ 10.34%
$60.46 - $64.42 $563K - $600K
99.4K $6.14M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
12.4K
+ 4.82%
N/A
270K $5.86M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.72K
+ 1.67%
$27.4 - $30.58 $74.6K - $83.2K
166K $5.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.25K
+ 128.19%
$51.45 - $58.51 $476K - $541K
16.5K $853K
EFA
Ishares Tr Msci Eafe ETF

ETFs
844
+ 2.79%
$74.85 - $84.89 $63.2K - $71.6K
31.1K $2.54M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
3.23K
+ 2.53%
$23.08 - $25.8 $74.5K - $83.3K
131K $3.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.78K
+ 4.19%
$39.4 - $42.61 $188K - $204K
119K $4.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.48K
+ 6.73%
$78.97 - $85.82 $117K - $127K
23.5K $1.95M
ABBV
Abb Vie Inc.

Healthcare
54
+ 0.95%
$169.2 - $216.66 $9.14K - $11.7K
5.72K $1.2M
XOM
Exxon Mobil Corp

Energy
257
+ 2.14%
$105.44 - $118.93 $27.1K - $30.6K
12.3K $1.46M
KO
Coca Cola CO

Consumer Defensive
293
+ 2.09%
$60.81 - $72.32 $17.8K - $21.2K
14.3K $1.02M
CVX
Chevron Corp

Energy
427
+ 12.06%
$146.71 - $167.97 $62.6K - $71.7K
3.97K $664K
AMGN
Amgen Inc

Healthcare
1
+ 0.05%
$258.59 - $327.36 $259 - $327
2.07K $645K
EEM
Ishares Msci Emerging Markets

ETFs
728
+ 2.86%
$40.81 - $45.34 $29.7K - $33K
26.2K $1.15M
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$173.46 - $217.6 $173 - $218
1.95K $425K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.17K
+ 18.56%
$56.17 - $59.71 $65.9K - $70.1K
7.5K $428K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$56.12 - $68.15 $56.1 - $68.2
6.77K $459K
CSCO
Cisco Systems, Inc.

Technology
278
+ 2.04%
$58.74 - $64.87 $16.3K - $18K
13.9K $859K
PEP
Pepsico Inc

Consumer Defensive
364
+ 6.78%
$142.64 - $156.42 $51.9K - $56.9K
5.73K $859K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.33%
$208.48 - $244.03 $1.04K - $1.22K
1.52K $371K
VZ
Verizon Communications Inc

Communication Services
208
+ 2.63%
$37.81 - $46.49 $7.86K - $9.67K
8.12K $369K
MA
Mastercard Inc

Financial Services
1
+ 0.05%
$504.67 - $576.31 $505 - $576
1.91K $1.05M
EEMV
Ishares Msci Emerging Markets

ETFs
577
+ 2.0%
$57.07 - $59.29 $32.9K - $34.2K
29.4K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
26
+ 1.47%
$461.52 - $548.18 $12K - $14.3K
1.8K $942K
PSX
Phillips 66

Energy
54
+ 1.29%
$113.93 - $131.55 $6.15K - $7.1K
4.23K $523K
PG
Procter & Gamble CO

Consumer Defensive
54
+ 0.94%
$158.56 - $176.26 $8.56K - $9.52K
5.8K $988K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.2K
+ 5.78%
$96.88 - $111.25 $213K - $245K
40.2K $4.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
134
+ 12.03%
$468.34 - $539.52 $62.8K - $72.3K
1.25K $585K
UPS
United Parcel Service Inc

Industrials
399
+ 18.78%
$109.66 - $136.26 $43.8K - $54.4K
2.52K $278K
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.81%
$330.16 - $365.55 $1.65K - $1.83K
624 $218K
NEE
Nextera Energy Inc

Utilities
203
+ 2.13%
$66.96 - $76.16 $13.6K - $15.5K
9.75K $691K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$66.78 - $81.42 $66.8 - $81.4
4.45K $319K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
125
+ 0.57%
$11.12 - $11.83 $1.39K - $1.48K
22K $247K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
139
+ 1.45%
$22.77 - $24.73 $3.17K - $3.44K
9.72K $226K
ADI
Analog Devices Inc

Technology
22
+ 1.63%
$201.56 - $243.82 $4.43K - $5.36K
1.37K $277K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.5%
$576.74 - $736.67 $1.73K - $2.21K
598 $345K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.61K
+ 16.05%
$5.62 - $10.15 $9.02K - $16.3K
11.6K $73K
Ge Vernova Inc
33
+ 3.68%
N/A
929 $284K
LMND
Lemonade, Inc.

Financial Services
236
+ 3.68%
$30.77 - $38.56 $7.26K - $9.1K
6.66K $209K
Grayscale Bitcoin Mini Tr Et
754
+ 8.7%
N/A
9.42K $344K
MS
Morgan Stanley

Financial Services
64
+ 1.34%
$111.68 - $141.08 $7.15K - $9.03K
4.85K $565K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$551.42 - $612.93 $551 - $613
1.87K $1.05M
Orrstown Finl Svcs Inc
11
+ 0.12%
N/A
9.22K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
180
+ 0.99%
$57.21 - $65.8 $10.3K - $11.8K
18.4K $1.08M
GOOGL
Alphabet Inc.

Communication Services
374
+ 10.79%
$154.33 - $206.19 $57.7K - $77.1K
3.84K $594K
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.79%
$554.06 - $615.85 $13.3K - $14.8K
3.06K $1.72M
Activity Summary
Buys All Purchases 64 New Holdings 4 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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