The Analysis of Johnson & White Wealth Management, LLC's Holdings
Currently, Johnson & White Wealth Management, LLC holds 112 types of securities in its portfolio with a total value $218.3M. In the most recent quarter, they have increased their positions in HMOP (+30.4K shares, valued at $1.2M), PYLD (+38.8K shares, valued at $1.0M), IDV (+16.5K shares, valued at $603.4K); decreased their positions in EDV (-15.1K shares, valued at $1.0M), AVGO (-1.1K shares, valued at $370.5K), NVDA (-1.5K shares, valued at $281.6K); initiated new positions in AMD (+3.0K shares, valued at $488.4K), PFE (+14.4K shares, valued at $367.5K), STX (+1.0K shares, valued at $240.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PXF INVESCO EXCH TRADED FD TR II366.4K shares0.07%2025-09-302025-10-15
PRFZ INVESCO EXCHANGE TRADED FD T237.3K shares2.34%2025-09-302025-10-15 HMOP HARTFORD FDS EXCHANGE TRADED245.7K shares14.12%2025-09-302025-10-15 IDV ISHARES TR258.1K shares6.83%2025-09-302025-10-15 SCHD SCHWAB STRATEGIC TR308.8K shares5.54%2025-09-302025-10-15 BNDX VANGUARD CHARLOTTE FDS157.5K shares-3.18%2025-09-302025-10-15 NVDA NVIDIA CORPORATION41.7K shares-3.49%2025-09-302025-10-15 DGRO ISHARES TR110.7K shares3.37%2025-09-302025-10-15 PXH INVESCO EXCH TRADED FD TR II275.0K shares2.04%2025-09-302025-10-15 PYLD PIMCO ETF TR254.0K shares18.05%2025-09-302025-10-15 IDLV INVESCO EXCH TRADED FD TR II170.0K shares0.56%2025-09-302025-10-15 PRF INVESCO EXCHANGE TRADED FD T121.3K shares1.80%2025-09-302025-10-15 AAPL APPLE INC20.9K shares-0.14%2025-09-302025-10-15 AVGO BROADCOM INC15.3K shares-6.85%2025-09-302025-10-15 SPGP INVESCO EXCHANGE TRADED FD T41.8K shares2.77%2025-09-302025-10-15 SDY SPDR SERIES TRUST32.8K shares-0.58%2025-09-302025-10-15 QEFA SPDR INDEX SHS FDS43.8K shares-1.11%2025-09-302025-10-15 LISTED FDS TR LISTED FDS TR123.5K shares-1.09%2025-09-302025-10-15 SPLV INVESCO EXCH TRADED FD TR II47.8K shares1.12%2025-09-302025-10-15 MSFT MICROSOFT CORP5.8K shares-0.72%2025-09-302025-10-15 EFA ISHARES TR30.8K shares-2.22%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.8.1K shares-1.97%2025-09-302025-10-15 VIGI VANGUARD WHITEHALL FDS28.5K shares11.86%2025-09-302025-10-15 AMZN AMAZON COM INC10.0K shares10.13%2025-09-302025-10-15 XMLV INVESCO EXCH TRADED FD TR II33.4K shares1.32%2025-09-302025-10-15 IVV ISHARES TR3.1K shares-0.19%2025-09-302025-10-15 EDV VANGUARD WORLD FD28.9K shares-34.40%2025-09-302025-10-15 EEMV ISHARES INC30.8K shares0.71%2025-09-302025-10-15 HD HOME DEPOT INC4.6K shares0.67%2025-09-302025-10-15 OVL LISTED FDS TR34.3K shares-0.29%2025-09-302025-10-15 XOM EXXON MOBIL CORP15.9K shares-0.91%2025-09-302025-10-15 BAC BANK AMERICA CORP34.2K shares-1.61%2025-09-302025-10-15 SMLV SPDR SERIES TRUST13.5K shares0.80%2025-09-302025-10-15 FNDE SCHWAB STRATEGIC TR45.9K shares2.92%2025-09-302025-10-15 OVS LISTED FDS TR45.6K shares1.64%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON8.5K shares0.33%2025-09-302025-10-15 EEM ISHARES TR26.4K shares-1.49%2025-09-302025-10-15 GE GE AEROSPACE4.3K shares-1.56%2025-09-302025-10-15 IJH ISHARES TR19.2K shares1.88%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC3.5K shares64.97%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR1.8K shares0.06%2025-09-302025-10-15 VT VANGUARD INTL EQUITY INDEX F8.3K shares-0.89%2025-09-302025-10-15 GOOGL ALPHABET INC4.6K shares12.62%2025-09-302025-10-15 ABBV ABBVIE INC4.7K shares-17.11%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS3.9K shares-4.24%2025-09-302025-10-15 MA MASTERCARD INCORPORATED1.9K shares0.00%2025-09-302025-10-15 BTC GRAYSCALE BITCOIN MINI TR ET20.6K shares10.89%2025-09-302025-10-15 JEPQ J P MORGAN EXCHANGE TRADED F16.4K shares-0.81%2025-09-302025-10-15 KO COCA COLA CO14.2K shares-0.51%2025-09-302025-10-15 AMGN AMGEN INC3.2K shares46.88%2025-09-302025-10-15 CSCO CISCO SYS INC13.2K shares-2.95%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO5.7K shares2.05%2025-09-302025-10-15 MRK MERCK & CO INC10.4K shares5.99%2025-09-302025-10-15 MS MORGAN STANLEY5.5K shares0.55%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares-8.04%2025-09-302025-10-15 IWM ISHARES TR3.5K shares0.94%2025-09-302025-10-15 MO ALTRIA GROUP INC12.6K shares-0.55%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC4.5K shares11.88%2025-09-302025-10-15 NEE NEXTERA ENERGY INC10.2K shares0.51%2025-09-302025-10-15 PEP PEPSICO INC5.4K shares-5.14%2025-09-302025-10-15 MCD MCDONALDS CORP2.4K shares1.96%2025-09-302025-10-15 QQQ INVESCO QQQ TR1.2K shares-0.08%2025-09-302025-10-15 GAL SSGA ACTIVE ETF TR14.6K shares0.59%2025-09-302025-10-15 YORW YORK WTR CO22.5K shares-5.97%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC15.2K shares79.02%2025-09-302025-10-15 META META PLATFORMS INC798 shares33.44%2025-09-302025-10-15 WMT WALMART INC5.6K shares0.02%2025-09-302025-10-15 PSX PHILLIPS 664.2K shares0.02%2025-09-302025-10-15 CVX CHEVRON CORP NEW3.7K shares-0.43%2025-09-302025-10-15 VTI VANGUARD INDEX FDS1.7K shares-1.03%2025-09-302025-10-15 ETH GRAYSCALE ETHEREUM MINI TR E14.2K shares5.29%2025-09-302025-10-15 ADI ANALOG DEVICES INC2.3K shares66.57%2025-09-302025-10-15 JEPI J P MORGAN EXCHANGE TRADED F9.7K shares3.17%2025-09-302025-10-15 GEV GE VERNOVA INC865 shares0.12%2025-09-302025-10-15 AMD ADVANCED MICRO DEVICES INC3.0K sharesnew addition2025-09-302025-10-15 MDLZ MONDELEZ INTL INC7.2K shares5.94%2025-09-302025-10-15 LMND LEMONADE INC8.1K shares21.41%2025-09-302025-10-15 TSLA TESLA INC970 shares0.00%2025-09-302025-10-15 ORRF ORRSTOWN FINL SVCS INC12.5K shares0.10%2025-09-302025-10-15 WFC WELLS FARGO CO NEW4.5K shares0.49%2025-09-302025-10-15 AMT AMERICAN TOWER CORP NEW2.0K shares0.00%2025-09-302025-10-15 PFE PFIZER INC14.4K sharesnew addition2025-09-302025-10-15 UPS UNITED PARCEL SERVICE INC4.2K shares81.20%2025-09-302025-10-15 EVT EATON VANCE TAX ADVT DIV INC14.3K shares-0.05%2025-09-302025-10-15 VXUS VANGUARD STAR FDS4.6K shares0.20%2025-09-302025-10-15 VGT VANGUARD WORLD FD447 shares0.00%2025-09-302025-10-15 XRAY DENTSPLY SIRONA INC25.6K shares0.00%2025-09-302025-10-15 MMC MARSH & MCLENNAN COS INC1.5K shares0.00%2025-09-302025-10-15 V VISA INC886 shares-1.23%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW325 shares0.00%2025-09-302025-10-15 NQP NUVEEN PENNSYLVANIA QLT MUN22.4K shares0.93%2025-09-302025-10-15 PM PHILIP MORRIS INTL INC1.6K shares0.00%2025-09-302025-10-15 TRGP TARGA RES CORP1.5K shares0.00%2025-09-302025-10-15 ZS ZSCALER INC853 shares0.00%2025-09-302025-10-15 PYPL PAYPAL HLDGS INC3.6K shares-19.36%2025-09-302025-10-15 IWF ISHARES TR515 shares0.00%2025-09-302025-10-15 STX SEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2025-09-302025-10-15 WDC WESTERN DIGITAL CORP2.0K sharesnew addition2025-09-302025-10-15 LCID LUCID GROUP INC10.0K sharesnew addition2025-09-302025-10-15 BABA ALIBABA GROUP HLDG LTD1.3K sharesnew addition2025-09-302025-10-15 RIVN RIVIAN AUTOMOTIVE INC16.0K shares60.00%2025-09-302025-10-15 PANW PALO ALTO NETWORKS INC1.1K shares0.00%2025-09-302025-10-15 ARTNA ARTESIAN RES CORP6.6K shares0.00%2025-09-302025-10-15 SHW SHERWIN WILLIAMS CO621 shares0.00%2025-09-302025-10-15 LOW LOWES COS INC851 sharesnew addition2025-09-302025-10-15 MRVL MARVELL TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD755 sharesnew addition2025-09-302025-10-15 TWLO TWILIO INC2.1K sharesnew addition2025-09-302025-10-15 GBTC GRAYSCALE BITCOIN TRUST ETF2.3K sharesnew addition2025-09-302025-10-15 JPC NUVEEN PFD & INCOME OPPORTUN13.1K shares0.00%2025-09-302025-10-15 PTON PELOTON INTERACTIVE INC11.6K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available