Johnson & White Wealth Management, LLC Incresed Positions in Q3 2024

Johnson & White Wealth Management, LLC

  • $116 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
17.9K
+ 6.01%
$46.96 - $52.62 $842K - $943K
316K $16.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.95K
+ 5.08%
$37.68 - $42.0 $375K - $418K
206K $8.55M
BNDX
Vanguard Total International B

ETFs
11.7K
+ 7.81%
$48.42 - $50.35 $567K - $590K
162K $8.13M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
15.6K
+ 6.93%
$20.27 - $20.27 $316K - $316K
241K $5.28M
DGRO
Ishares Core Dividend Growth E

ETFs
3.13K
+ 3.71%
$57.47 - $62.76 $180K - $196K
87.3K $5.47M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
17.6K
+ 17.54%
$23.31 - $26.62 $409K - $467K
118K $3.1M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.05K
+ 1.3%
$27.24 - $30.76 $55.8K - $63K
160K $4.85M
AAPL
Apple Inc.

Technology
154
+ 0.73%
$207.23 - $234.82 $31.9K - $36.2K
21.2K $4.94M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.49K
+ 5.43%
$37.33 - $40.63 $205K - $223K
107K $4.33M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
6.28K
+ 17.19%
$32.42 - $36.3 $204K - $228K
42.8K $1.55M
OVL
Listed Fds Tr Overlay Shs Larg
4.73K
+ 15.96%
N/A
34.3K $1.6M
ABBV
Abb Vie Inc.

Healthcare
242
+ 4.12%
$163.84 - $199.33 $39.6K - $48.2K
6.12K $1.21M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
102
+ 0.33%
$54.31 - $61.04 $5.54K - $6.23K
31.3K $1.91M
NEE
Nextera Energy Inc

Utilities
685
+ 8.23%
$69.9 - $84.97 $47.9K - $58.2K
9.01K $761K
UNH
Unitedhealth Group Inc

Healthcare
65
+ 3.99%
$488.01 - $604.18 $31.7K - $39.3K
1.7K $991K
AVGO
Broadcom Inc.

Technology
15.6K
+ 878.83%
$136.27 - $1745.86 $2.13M - $27.2M
17.4K $3M
CSCO
Cisco Systems, Inc.

Technology
1.42K
+ 11.54%
$44.74 - $53.22 $63.7K - $75.8K
13.8K $732K
CME
Cme Group Inc.

Financial Services
260
+ 9.31%
$193.43 - $220.62 $50.3K - $57.4K
3.05K $674K
JPM
Jpmorgan Chase & CO

Financial Services
189
+ 2.29%
$194.9 - $224.8 $36.8K - $42.5K
8.44K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 10.61%
$45.95 - $54.71 $46K - $54.8K
10.4K $533K
META
Meta Platforms, Inc.

Communication Services
119
+ 25.0%
$453.41 - $572.44 $54K - $68.1K
595 $341K
VZ
Verizon Communications Inc

Communication Services
1.13K
+ 13.82%
$38.89 - $45.0 $43.9K - $50.9K
9.31K $418K
XOM
Exxon Mobil Corp

Energy
412
+ 3.71%
$109.72 - $119.0 $45.2K - $49K
11.5K $1.35M
BAC
Bank Of America Corp

Financial Services
828
+ 2.44%
$36.65 - $44.13 $30.3K - $36.5K
34.8K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
410
+ 5.01%
$161.02 - $200.0 $66K - $82K
8.6K $1.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4
+ 0.06%
$54.98 - $59.51 $220 - $238
7.01K $417K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
26
+ 0.27%
$22.96 - $24.67 $597 - $641
9.73K $240K
V
Visa Inc.

Financial Services
6
+ 0.66%
$253.74 - $291.56 $1.52K - $1.75K
921 $253K
MRK
Merck & Co., Inc.

Healthcare
396
+ 4.58%
$111.15 - $128.97 $44K - $51.1K
9.04K $1.03M
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.12%
$148.65 - $191.18 $595 - $765
3.31K $549K
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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