Johnson & White Wealth Management, LLC Top Holdings and 13F Report (2025) About Johnson & White Wealth Management, LLCInvestment ActivityJohnson & White Wealth Management, LLC has $178.16 thousand in total holdings as of March 31, 2025.Johnson & White Wealth Management, LLC owns shares of 98 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 9.53% of the portfolio was purchased this quarter.About 2.27% of the portfolio was sold this quarter.This quarter, Johnson & White Wealth Management, LLC has purchased 98 new stocks and bought additional shares in 60 stocks.Johnson & White Wealth Management, LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco FTSE RAFI Developed Markets ex-U.S. ETF $18,872Invesco FTSE RAFI US 1500 Small-Mid ETF $8,692Hartford Municipal Opportunities ETF $7,838Vanguard Total International Bond ETF $7,809Schwab US Dividend Equity ETF $7,728 Largest New Holdings this Quarter 41653L503 - Hartford Municipal Opportunities ETF $7,838 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $2,706 Holding78467V400 - SPDR SSgA Global Allocation ETF $532 Holding76954A103 - Rivian Automotive $125 Holding Largest Purchases this Quarter Hartford Municipal Opportunities ETF 203,861 shares (about $7.84K)PIMCO Multi Sector Bond Active ETF 102,677 shares (about $2.71K)Invesco FTSE RAFI Developed Markets ex-U.S. ETF 18,867 shares (about $980.89)iShares International Select Dividend ETF 25,837 shares (about $801.44)iShares Core Dividend Growth ETF 9,310 shares (about $575.14) Largest Sales this Quarter SPDR S&P Dividend ETF 5,586 shares (about $757.92)Vanguard Total International Bond ETF 11,395 shares (about $556.30)SPDR MSCI EAFE StrategicFactors ETF 6,338 shares (about $500.36)Vanguard Extended Duration Treasury ETF 7,033 shares (about $500.16)NVIDIA 3,478 shares (about $376.92) Sector Allocation Over TimeMap of 500 Largest Holdings ofJohnson & White Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$18,872$981 ▲5.5%362,99410.6%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$8,692$376 ▲4.5%229,5944.9%ManufacturingHMOPHartford Municipal Opportunities ETF$7,838$7,838 ▲New Holding203,8614.4%ETFBNDXVanguard Total International Bond ETF$7,809$556 ▼-6.7%159,9574.4%ETFSCHDSchwab US Dividend Equity ETF$7,728$568 ▲7.9%276,3784.3%ETFIDViShares International Select Dividend ETF$7,174$801 ▲12.6%231,2764.0%ETFDGROiShares Core Dividend Growth ETF$6,140$575 ▲10.3%99,3913.4%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$5,862$270 ▲4.8%269,6403.3%ETFIDLVInvesco S&P International Developed Low Volatility ETF$5,037$83 ▲1.7%166,1092.8%ETFPRFInvesco FTSE RAFI US 1000 ETF$4,804$193 ▲4.2%118,8752.7%ETFNVDANVIDIA$4,719$377 ▼-7.4%43,5442.6%Computer and TechnologyAAPLApple$4,676$4 ▼-0.1%21,0492.6%Computer and TechnologySDYSPDR S&P Dividend ETF$4,609$758 ▼-14.1%33,9692.6%ETFSPGPInvesco S&P 500 GARP ETF$4,017$220 ▲5.8%40,2222.3%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,621$500 ▼-12.1%45,8672.0%ETFEDVVanguard Extended Duration Treasury ETF$3,458$500 ▼-12.6%48,6251.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,429$10 ▼-0.3%45,8941.9%ETFOVFOverlay Shares Foreign Equity ETF$3,231$80 ▲2.5%130,8261.8%ManufacturingAVGOBroadcom$2,829$40 ▼-1.4%16,8961.6%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$2,706$2,706 ▲New Holding102,6771.5%ETFEFAiShares MSCI EAFE ETF$2,540$69 ▲2.8%31,0791.4%FinanceMSFTMicrosoft$2,229$40 ▲1.8%5,9391.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,051$20 ▼-1.0%8,3621.2%FinanceXMLVInvesco S&P MidCap Low Volatility ETF$1,976$3 ▼-0.2%32,0201.1%ETFVIGIVanguard International Dividend Appreciation ETF$1,952$123 ▲6.7%23,5291.1%ETFIVViShares Core S&P 500 ETF$1,721$13 ▲0.8%3,0631.0%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,714$34 ▲2.0%29,3811.0%ETFAMZNAmazon.com$1,703$17 ▲1.0%8,9521.0%Retail/WholesaleHDHome Depot$1,693$1 ▲0.0%4,6181.0%Retail/WholesaleSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$1,589$38 ▼-2.3%12,9360.9%ETFOVLOverlay Shares Large Cap Equity ETF$1,569$24 ▼-1.5%35,8370.9%ManufacturingXOMExxon Mobil$1,459$31 ▲2.1%12,2680.8%EnergyBACBank of America$1,448$1 ▲0.1%34,7050.8%FinanceOVSOverlay Shares Small Cap Equity ETF$1,434$10 ▲0.7%45,8210.8%ETFJNJJohnson & Johnson$1,402$19 ▼-1.3%8,4530.8%MedicalABBVAbbVie$1,198$11 ▲1.0%5,7170.7%MedicalEEMiShares MSCI Emerging Markets ETF$1,146$32 ▲2.9%26,2180.6%FinanceIJHiShares Core S&P Mid-Cap ETF$1,075$10 ▲1.0%18,4310.6%ETFIBMInternational Business Machines$1,059$19 ▼-1.7%4,2590.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,048$1 ▲0.1%1,8740.6%FinanceMAMastercard$1,046$1 ▲0.1%1,9090.6%Business ServicesKOCoca-Cola$1,023$21 ▲2.1%14,2900.6%Consumer StaplesBRK.BBerkshire Hathaway$1,0130.0%1,9020.6%FinancePGProcter & Gamble$988$9 ▲0.9%5,7960.6%Consumer StaplesVTVanguard Total World Stock ETF$947$88 ▼-8.5%8,1660.5%ETFUNHUnitedHealth Group$942$14 ▲1.5%1,7980.5%MedicalMRKMerck & Co., Inc.$883$14 ▲1.6%9,8340.5%MedicalYORWYork Water$876$8 ▼-0.9%25,2620.5%UtilitiesGEGeneral Electric$8710.0%4,3500.5%TransportationCSCOCisco Systems$859$17 ▲2.0%13,9140.5%Computer and TechnologyPEPPepsiCo$859$55 ▲6.8%5,7300.5%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$853$479 ▲128.2%16,4640.5%ETFMOAltria Group$757$130 ▲20.7%12,6190.4%Consumer StaplesMCDMcDonald's$7160.0%2,2920.4%Retail/WholesaleNEENextEra Energy$691$14 ▲2.1%9,7510.4%UtilitiesIWMiShares Russell 2000 ETF$684$9 ▲1.3%3,4300.4%FinanceCVXChevron$664$71 ▲12.1%3,9670.4%EnergyAMGNAmgen$645$0 ▲0.0%2,0700.4%MedicalGOOGLAlphabet$594$58 ▲10.8%3,8410.3%Computer and TechnologyQQQInvesco QQQ$585$63 ▲12.0%1,2480.3%FinanceMSMorgan Stanley$565$7 ▲1.3%4,8470.3%FinanceGALSPDR SSgA Global Allocation ETF$532$532 ▲New Holding11,8740.3%ETFPSXPhillips 66$523$7 ▲1.3%4,2340.3%EnergyTSLATesla$511$57 ▲12.6%1,9700.3%Auto/Tires/TrucksWMTWalmart$489$1 ▼-0.3%5,5740.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$479$36 ▼-6.9%1,7440.3%ETFMDLZMondelez International$459$0 ▲0.0%6,7660.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$428$67 ▲18.6%7,4990.2%ETFAMTAmerican Tower$425$0 ▲0.1%1,9520.2%FinanceXRAYDENTSPLY SIRONA$3820.0%25,5720.2%MedicalMMCMarsh & McLennan Companies$371$1 ▲0.3%1,5200.2%FinanceVZVerizon Communications$369$9 ▲2.6%8,1240.2%Computer and TechnologyGRAYSCALE ETHEREUM MINI TR E$364$30 ▲8.9%21,1150.2%SHS NEWGRAYSCALE BITCOIN TRUST ETF$358$35 ▼-8.9%5,4960.2%SHS REP COM UTMETAMeta Platforms$345$2 ▲0.5%5980.2%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$344$28 ▲8.7%9,4240.2%SHS NEWPALANTIR TECHNOLOGIES INC$3380.0%4,0000.2%CL AVVisa$3230.0%9210.2%Business ServicesWFCWells Fargo & Company$319$0 ▲0.0%4,4500.2%FinanceCOSTCostco Wholesale$3070.0%3250.2%Retail/WholesalePYPLPayPal$2920.0%4,4690.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$285$6 ▼-2.1%4,5900.2%ETFGE VERNOVA INC$284$10 ▲3.7%9290.2%COMUPSUnited Parcel Service$278$44 ▲18.8%2,5240.2%TransportationADIAnalog Devices$277$4 ▲1.6%1,3740.2%Computer and TechnologyORRFOrrstown Financial Services$277$0 ▲0.1%9,2220.2%FinancePMPhilip Morris International$2660.0%1,6780.1%Consumer StaplesNQPNuveen Pennsylvania Quality Municipal Income Fund$247$1 ▲0.6%21,9820.1%FinanceVGTVanguard Information Technology ETF$2420.0%4470.1%ETFPAYXPaychex$2410.0%1,5590.1%Business ServicesARTNAArtesian Resources$2330.0%7,1400.1%UtilitiesEVTEaton Vance Tax-Advantaged Dividend Income Fund$226$3 ▲1.5%9,7190.1%Financial ServicesSHWSherwin-Williams$218$2 ▲0.8%6240.1%Basic MaterialsLMNDLemonade$209$7 ▲3.7%6,6560.1%FinanceLOWLowe's Companies$201$2 ▼-0.8%8610.1%Retail/WholesaleTECHBio-Techne$2000.0%3,4120.1%MedicalRIVNRivian Automotive$125$125 ▲New Holding10,0000.1%Auto/Tires/TrucksPTONPeloton Interactive$73$10 ▲16.1%11,6050.0%Consumer DiscretionaryMRVLMarvell Technology$0$345 ▼-100.0%00.0%Computer and TechnologyNSANational Storage Affiliates Trust$0$228 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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