Johnson & White Wealth Management, LLC New Holdings in Q4 2024

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
256K
New
$26.93 - $84.95 $6.9M - $21.8M
256K $6.98M
IDV
Ishares Tr

ETFs
205K
New
$27.03 - $29.92 $5.55M - $6.15M
205K $5.62M
EDV
Vanguard Extended Duration Tre

ETFs
55.7K
New
$67.27 - $79.67 $3.74M - $4.43M
55.7K $3.77M
MSFT
Microsoft Corp

Technology
5.83K
New
$406.35 - $454.46 $2.37M - $2.65M
5.83K $2.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.2K
New
$75.1 - $82.99 $2.27M - $2.51M
30.2K $2.28M
HD
Home Depot, Inc.

Consumer Cyclical
4.62K
New
$385.02 - $431.37 $1.78M - $1.99M
4.62K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
3.04K
New
$570.51 - $610.59 $1.73M - $1.86M
3.04K $1.79M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
22K
New
$79.93 - $88.06 $1.76M - $1.94M
22K $1.76M
EEMV
Ishares Msci Emerging Markets

ETFs
28.8K
New
$57.85 - $63.11 $1.67M - $1.82M
28.8K $1.67M
JNJ
Johnson & Johnson

Healthcare
8.57K
New
$143.34 - $165.86 $1.23M - $1.42M
8.57K $1.23M
EEM
Ishares Msci Emerging Markets

ETFs
25.5K
New
$41.82 - $47.36 $1.07M - $1.21M
25.5K $1.06M
VT
Vanguard Total World Stk Index

ETFs
8.93K
New
$117.09 - $123.07 $1.05M - $1.1M
8.93K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
5.74K
New
$161.05 - $179.7 $925K - $1.03M
5.74K $953K
IBM
International Business Machines Corp

Technology
4.33K
New
$204.9 - $238.04 $888K - $1.03M
4.33K $953K
KO
Coca Cola CO

Consumer Defensive
14K
New
$61.74 - $71.71 $864K - $1M
14K $866K
YORW
York Water CO

Utilities
25.5K
New
$32.72 - $38.15 $834K - $973K
25.5K $828K
PEP
Pepsico Inc

Consumer Defensive
5.37K
New
$151.29 - $176.1 $812K - $945K
5.37K $806K
IWM
Ishares Russell 2000 ETF

ETFs
3.39K
New
$216.13 - $242.4 $732K - $821K
3.39K $749K
GE
General Electric CO

Industrials
4.35K
New
$159.95 - $194.23 $696K - $845K
4.35K $733K
MCD
Mcdonalds Corp

Consumer Cyclical
2.29K
New
$288.47 - $316.54 $661K - $726K
2.29K $670K
Grayscale Ethereum Mini Tr E
19.4K
New
N/A
19.4K $631K
MS
Morgan Stanley

Financial Services
4.78K
New
$104.42 - $134.99 $499K - $646K
4.78K $597K
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
New
$280.04 - $302.45 $525K - $567K
1.87K $542K
CVX
Chevron Corp

Energy
3.54K
New
$141.15 - $162.53 $500K - $575K
3.54K $519K
WMT
Walmart Inc.

Consumer Defensive
5.59K
New
$79.1 - $95.7 $442K - $535K
5.59K $503K
PSX
Phillips 66

Energy
4.18K
New
$110.35 - $138.93 $461K - $581K
4.18K $478K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.03K
New
$47.29 - $84.74 $285K - $511K
6.03K $466K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.77K
New
$59.25 - $72.99 $401K - $494K
6.77K $403K
Grayscale Bitcoin Mini Tr Et
8.67K
New
N/A
8.67K $374K
MRVL
Marvell Technology, Inc.

Technology
3.04K
New
$70.31 - $124.78 $214K - $379K
3.04K $345K
Orrstown Finl Svcs Inc
9.21K
New
N/A
9.21K $331K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.52K
New
$209.89 - $233.24 $318K - $353K
1.52K $320K
WFC
Wells Fargo & Company

Financial Services
4.45K
New
$54.98 - $77.35 $245K - $344K
4.45K $312K
PLTR
Palantir Technologies Inc.

Technology
4K
New
$36.46 - $82.38 $146K - $330K
4K $301K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.69K
New
$58.88 - $64.8 $276K - $304K
4.69K $276K
UPS
United Parcel Service Inc

Industrials
2.13K
New
$122.65 - $138.35 $261K - $294K
2.13K $263K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
21.9K
New
$11.09 - $12.69 $242K - $277K
21.9K $248K
LMND
Lemonade, Inc.

Financial Services
6.42K
New
$15.65 - $51.81 $100K - $333K
6.42K $234K
NSA
National Storage Affiliates Trust

Real Estate
6.11K
New
$37.2 - $47.44 $227K - $290K
6.11K $228K
SQ
Block, Inc.

Technology
2.55K
New
$65.06 - $98.92 $166K - $252K
2.55K $221K
PAYX
Paychex Inc

Industrials
1.56K
New
$135.86 - $148.73 $212K - $232K
1.56K $216K
LOW
Lowes Companies Inc

Consumer Cyclical
868
New
$244.52 - $284.07 $212K - $247K
868 $214K
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
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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