Sponsored

The Analysis of Johnson & White Wealth Management, LLC's Holdings & P&L

Currently, Johnson & White Wealth Management, LLC holds 106 types of securities in its portfolio with a total value $236.3M. In the most recent quarter, they have increased their positions in HMOP (+54.3K shares, valued at $2.1M), PYLD (+71.4K shares, valued at $1.9M), RMOP (+43.5K shares, valued at $1.1M); decreased their positions in QEFA (-4.0K shares, valued at $371.2K), NVDA (-2.1K shares, valued at $361.9K), JEPQ (-5.4K shares, valued at $302.4K); initiated new positions in PANW (+1.3K shares, valued at $212.3K), AMAT (+601 shares, valued at $205.4K).

1M P&L

+3.8M+2.30%

3M P&L

+2.5M+1.49%

HY P&L

+10.2M+6.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A105.5M

67.0%

2Semiconductors8.5M

5.4%

3Consumer Electronics4.9M

3.1%

Top Industries by Stock Count

1N/A36 stocks

40.4%

2Drug Manufacturers - General4 stocks

4.5%

3Software - Infrastructure4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II387.9K shares1.75%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T264.3K shares3.71%2026-03-312026-04-15

HMOP HARTFORD FDS EXCHANGE TRADED309.2K shares21.32%2026-03-312026-04-15

IDV ISHARES TR273.4K shares2.47%2026-03-312026-04-15

PYLD PIMCO ETF TR415.6K shares20.74%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR325.2K shares3.37%2026-03-312026-04-15

DGRO ISHARES TR117.8K shares4.38%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS172.1K shares4.89%2026-03-312026-04-15

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II303.9K shares4.04%2026-03-312026-04-15

NVDA NVIDIA CORPORATION39.3K shares-5.01%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T135.7K shares4.85%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II167.6K shares-1.68%2026-03-312026-04-15

SPGP INVESCO EXCHANGE TRADED FD T48.9K shares6.99%2026-03-312026-04-15

AAPL APPLE INC19.4K shares-5.10%2026-03-312026-04-15

BROADCOM INC BROADCOM INC14.3K shares-1.22%2026-03-312026-04-15

SDY SPDR SERIES TRUST30.3K shares-5.34%2026-03-312026-04-15

Sponsored

QEFA SPDR INDEX SHS FDS42.0K shares-8.66%2026-03-312026-04-15

LISTED FDS TR LISTED FDS TR127.7K shares5.14%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II48.7K shares0.44%2026-03-312026-04-15

EFA ISHARES TR29.0K shares-3.88%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS31.0K shares1.50%2026-03-312026-04-15

XOM EXXON MOBIL CORP15.6K shares-1.33%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO7.9K shares-0.06%2026-03-312026-04-15

XMLV INVESCO EXCH TRADED FD TR II34.1K shares0.14%2026-03-312026-04-15

Sponsored

MSFT MICROSOFT CORP5.5K shares-4.60%2026-03-312026-04-15

AMZN AMAZON COM INC9.7K shares-4.02%2026-03-312026-04-15

EEMV ISHARES INC31.0K shares-1.04%2026-03-312026-04-15

IVV ISHARES TR3.0K shares-1.42%2026-03-312026-04-15

SMLV SPDR SERIES TRUST13.6K shares-0.37%2026-03-312026-04-15

OVL LISTED FDS TR35.1K shares5.91%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON7.2K shares-13.06%2026-03-312026-04-15

OVS LISTED FDS TR47.9K shares5.88%2026-03-312026-04-15

Sponsored

RMOP TIDAL TRUST III69.2K shares169.42%2026-03-312026-04-15

BAC BANK AMERICA CORP34.2K shares0.54%2026-03-312026-04-15

FNDE SCHWAB STRATEGIC TR42.3K shares-5.08%2026-03-312026-04-15

HD HOME DEPOT INC4.8K shares-0.60%2026-03-312026-04-15

EEM ISHARES TR24.2K shares-2.63%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC11.2K shares0.13%2026-03-312026-04-15

IJH ISHARES TR18.8K shares-1.56%2026-03-312026-04-15

ALPHABET INC ALPHABET INC4.2K shares-9.11%2026-03-312026-04-15

Sponsored

GE AEROSPACE GE AEROSPACE4.1K shares-3.93%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F8.4K shares1.16%2026-03-312026-04-15

AMGN AMGEN INC3.3K shares1.18%2026-03-312026-04-15

KO COCA COLA CO14.8K shares0.56%2026-03-312026-04-15

ADI ANALOG DEVICES INC3.3K shares-0.67%2026-03-312026-04-15

ABBV ABBVIE INC4.7K shares0.85%2026-03-312026-04-15

CSCO CISCO SYS INC13.1K shares0.24%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T1.6K shares-6.12%2026-03-312026-04-15

Sponsored

UNH UNITEDHEALTH GROUP INC3.7K shares1.77%2026-03-312026-04-15

PEP PEPSICO INC6.3K shares2.01%2026-03-312026-04-15

NEE NEXTERA ENERGY INC10.4K shares0.74%2026-03-312026-04-15

MS MORGAN STANLEY5.7K shares6.24%2026-03-312026-04-15

EDV VANGUARD WORLD FD14.4K shares-16.33%2026-03-312026-04-15

MA MASTERCARD INCORPORATED1.9K shares-1.85%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS3.8K shares-1.37%2026-03-312026-04-15

PG PROCTER & GAMBLE CO5.9K shares-1.94%2026-03-312026-04-15

Sponsored

MO ALTRIA GROUP INC12.8K shares0.77%2026-03-312026-04-15

MCD MCDONALDS CORP2.7K shares7.67%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2026-03-312026-04-15

IWM ISHARES TR3.2K shares-2.64%2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.0K shares-0.20%2026-03-312026-04-15

PSX PHILLIPS 664.2K shares0.00%2026-03-312026-04-15

CVX CHEVRON CORPORATION3.6K shares-3.68%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC14.9K shares-3.21%2026-03-312026-04-15

Sponsored

GEV GE VERNOVA INC800 shares2.83%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-3.17%2026-03-312026-04-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET21.8K shares-2.46%2026-03-312026-04-15

YORW YORK WTR CO21.0K shares-1.84%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC3.0K shares0.53%2026-03-312026-04-15

PFE PFIZER INC21.9K shares-3.84%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F10.9K shares-33.38%2026-03-312026-04-15

GAL SSGA ACTIVE ETF TR12.0K shares-11.11%2026-03-312026-04-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.1K shares-8.62%2026-03-312026-04-15

WDC WESTERN DIGITAL CORP2.0K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.7K shares-1.29%2026-03-312026-04-15

LMND LEMONADE INC8.0K shares0.00%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC4.8K shares-4.94%2026-03-312026-04-15

META META PLATFORMS INC808 shares0.62%2026-03-312026-04-15

WMT WALMART INC3.6K shares-34.87%2026-03-312026-04-15

TRGP TARGA RES CORP1.5K shares0.39%2026-03-312026-04-15

Sponsored

MDLZ MONDELEZ INTL INC6.6K shares1.02%2026-03-312026-04-15

RIVN RIVIAN AUTOMOTIVE INC25.0K shares25.00%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F6.4K shares-35.07%2026-03-312026-04-15

ORRF ORRSTOWN FINL SVCS INC9.9K shares0.12%2026-03-312026-04-15

WFC WELLS FARGO & CO4.5K shares-0.13%2026-03-312026-04-15

VXUS VANGUARD STAR FDS4.6K shares0.04%2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.5K shares0.00%2026-03-312026-04-15

VIRTUS ETF TR II VIRTUS ETF TR II13.4K shares-7.22%2026-03-312026-04-15

Sponsored

EVT EATON VANCE TAX ADVT DIV INC13.5K shares-3.10%2026-03-312026-04-15

AMT AMERICAN TOWER CORP1.9K shares-0.93%2026-03-312026-04-15

ETH GRAYSCALE ETHEREUM STAKING16.5K shares-2.30%2026-03-312026-04-15

VGT VANGUARD WORLD FD447 shares0.00%2026-03-312026-04-15

XRAY DENTSPLY SIRONA INC25.6K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION290 shares5.45%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC1.6K shares0.00%2026-03-312026-04-15

NQP NUVEEN PA INVT QUALITY MUN F22.8K shares0.58%2026-03-312026-04-15

Sponsored

V VISA INC886 shares0.00%2026-03-312026-04-15

TWLO TWILIO INC2.1K shares0.00%2026-03-312026-04-15

MMC MARSH & MCLENNAN COS INC1.5K shares0.00%2026-03-312026-04-15

IWF ISHARES TR515 shares0.00%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-03-312026-04-15

ARTNA ARTESIAN RES CORP6.6K shares0.00%2026-03-312026-04-15

AMAT APPLIED MATLS INC601 sharesnew addition2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC982 shares0.00%2026-03-312026-04-15

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN11.9K shares1.22%2026-03-312026-04-15

PTON PELOTON INTERACTIVE INC11.6K shares0.00%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II

1.75%

Shares387.9K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

3.71%

Shares264.3K

Event2026-03-31

Filed2026-04-15

HMOP

HARTFORD FDS EXCHANGE TRADED

21.32%

Shares309.2K

Event2026-03-31

Filed2026-04-15

IDV

ISHARES TR

2.47%

Shares273.4K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

20.74%

Shares415.6K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

3.37%

Shares325.2K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

4.38%

Shares117.8K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

4.89%

Shares172.1K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

4.04%

Shares303.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-5.01%

Shares39.3K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

4.85%

Shares135.7K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

-1.68%

Shares167.6K

Event2026-03-31

Filed2026-04-15

SPGP

INVESCO EXCHANGE TRADED FD T

6.99%

Shares48.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-5.10%

Shares19.4K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-1.22%

Shares14.3K

Event2026-03-31

Filed2026-04-15

SDY

SPDR SERIES TRUST

-5.34%

Shares30.3K

Event2026-03-31

Filed2026-04-15

QEFA

SPDR INDEX SHS FDS

-8.66%

Shares42.0K

Event2026-03-31

Filed2026-04-15

LISTED FDS TR

5.14%

Shares127.7K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

0.44%

Shares48.7K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-3.88%

Shares29.0K

Event2026-03-31

Filed2026-04-15

VIGI

VANGUARD WHITEHALL FDS

1.50%

Shares31.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-1.33%

Shares15.6K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.06%

Shares7.9K

Event2026-03-31

Filed2026-04-15

XMLV

INVESCO EXCH TRADED FD TR II

0.14%

Shares34.1K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-4.60%

Shares5.5K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-4.02%

Shares9.7K

Event2026-03-31

Filed2026-04-15

EEMV

ISHARES INC

-1.04%

Shares31.0K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-1.42%

Shares3.0K

Event2026-03-31

Filed2026-04-15

SMLV

SPDR SERIES TRUST

-0.37%

Shares13.6K

Event2026-03-31

Filed2026-04-15

OVL

LISTED FDS TR

5.91%

Shares35.1K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-13.06%

Shares7.2K

Event2026-03-31

Filed2026-04-15

OVS

LISTED FDS TR

5.88%

Shares47.9K

Event2026-03-31

Filed2026-04-15

RMOP

TIDAL TRUST III

169.42%

Shares69.2K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

0.54%

Shares34.2K

Event2026-03-31

Filed2026-04-15

FNDE

SCHWAB STRATEGIC TR

-5.08%

Shares42.3K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-0.60%

Shares4.8K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

-2.63%

Shares24.2K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

0.13%

Shares11.2K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-1.56%

Shares18.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-9.11%

Shares4.2K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

-3.93%

Shares4.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

1.16%

Shares8.4K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

1.18%

Shares3.3K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

0.56%

Shares14.8K

Event2026-03-31

Filed2026-04-15

ADI

ANALOG DEVICES INC

-0.67%

Shares3.3K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

0.85%

Shares4.7K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.24%

Shares13.1K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-6.12%

Shares1.6K

Event2026-03-31

Filed2026-04-15

UNH

UNITEDHEALTH GROUP INC

1.77%

Shares3.7K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

2.01%

Shares6.3K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.74%

Shares10.4K

Event2026-03-31

Filed2026-04-15

MORGAN STANLEY

6.24%

Shares5.7K

Event2026-03-31

Filed2026-04-15

EDV

VANGUARD WORLD FD

-16.33%

Shares14.4K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

-1.85%

Shares1.9K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

-1.37%

Shares3.8K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-1.94%

Shares5.9K

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

0.77%

Shares12.8K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

7.67%

Shares2.7K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

-2.64%

Shares3.2K

Event2026-03-31

Filed2026-04-15

SEAGATE TECHNOLOGY HLDNGS PL

-0.20%

Shares2.0K

Event2026-03-31

Filed2026-04-15

PSX

PHILLIPS 66

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-3.68%

Shares3.6K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

-3.21%

Shares14.9K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

2.83%

Shares800

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-3.17%

Shares1.2K

Event2026-03-31

Filed2026-04-15

GRAYSCALE BITCOIN MINI TR ET

-2.46%

Shares21.8K

Event2026-03-31

Filed2026-04-15

YORW

YORK WTR CO

-1.84%

Shares21.0K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

0.53%

Shares3.0K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

-3.84%

Shares21.9K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

-33.38%

Shares10.9K

Event2026-03-31

Filed2026-04-15

GAL

SSGA ACTIVE ETF TR

-11.11%

Shares12.0K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

-8.62%

Shares4.1K

Event2026-03-31

Filed2026-04-15

WDC

WESTERN DIGITAL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-1.29%

Shares1.7K

Event2026-03-31

Filed2026-04-15

LMND

LEMONADE INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-15

UPS

UNITED PARCEL SVCS INC

-4.94%

Shares4.8K

Event2026-03-31

Filed2026-04-15