Johnson & White Wealth Management, LLC Top Holdings and 13F Report (2025) About Johnson & White Wealth Management, LLCInvestment ActivityJohnson & White Wealth Management, LLC has $165.27 thousand in total holdings as of December 31, 2024.Johnson & White Wealth Management, LLC owns shares of 98 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 31.96% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Johnson & White Wealth Management, LLC has purchased 54 new stocks and bought additional shares in 29 stocks.Johnson & White Wealth Management, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco FTSE RAFI Developed Markets ex-U.S. ETF $16,429Invesco FTSE RAFI US 1500 Small-Mid ETF $9,156Vanguard Total International Bond ETF $8,412Schwab US Dividend Equity ETF $6,981NVIDIA $6,504 Largest New Holdings this Quarter Schwab US Dividend Equity ETF $6,981 HoldingiShares International Select Dividend ETF $5,619 HoldingVanguard Extended Duration Treasury ETF $3,768 HoldingMicrosoft $2,441 HoldingiShares MSCI EAFE ETF $2,278 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 256,072 shares (about $6.98K)iShares International Select Dividend ETF 205,439 shares (about $5.62K)Vanguard Extended Duration Treasury ETF 55,658 shares (about $3.77K)Microsoft 5,832 shares (about $2.44K)iShares MSCI EAFE ETF 30,235 shares (about $2.28K) Largest Sales this Quarter SPDR S&P Dividend ETF 4,386 shares (about $575.71)SPDR MSCI EAFE StrategicFactors ETF 4,642 shares (about $336.11)Tesla 450 shares (about $170.74)AbbVie 453 shares (about $81.27)Broadcom 250 shares (about $58.00) 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$16,429$1,343 ▲8.9%344,1279.9%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$9,156$579 ▲6.8%219,6725.5%ManufacturingBNDXVanguard Total International Bond ETF$8,412$473 ▲6.0%171,3525.1%ETFSCHDSchwab US Dividend Equity ETF$6,981$6,981 ▲New Holding256,0724.2%ETFNVDANVIDIA$6,504$3 ▼0.0%47,0223.9%Computer and TechnologyIDViShares International Select Dividend ETF$5,619$5,619 ▲New Holding205,4393.4%ETFDGROiShares Core Dividend Growth ETF$5,506$170 ▲3.2%90,0813.3%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$5,232$340 ▲7.0%257,2403.2%ETFSDYSPDR S&P Dividend ETF$5,192$576 ▼-10.0%39,5553.1%ETFAAPLApple$5,137$35 ▼-0.7%21,0653.1%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$4,592$302 ▲7.0%114,0942.8%ETFIDLVInvesco S&P International Developed Low Volatility ETF$4,536$106 ▲2.4%163,3882.7%ETFSPGPInvesco S&P 500 GARP ETF$3,988$291 ▲7.9%38,0232.4%ETFAVGOBroadcom$3,975$58 ▼-1.4%17,1342.4%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$3,780$336 ▼-8.2%52,2052.3%ETFEDVVanguard Extended Duration Treasury ETF$3,768$3,768 ▲New Holding55,6582.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,209$70 ▲2.2%46,0301.9%ETFOVFOverlay Shares Foreign Equity ETF$2,979$232 ▲8.4%127,5971.8%ManufacturingMSFTMicrosoft$2,441$2,441 ▲New Holding5,8321.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,278$2,278 ▲New Holding30,2351.4%FinanceJPMJPMorgan Chase & Co.$2,026$0 ▲0.0%8,4431.2%FinanceAMZNAmazon.com$1,952$59 ▲3.1%8,8641.2%Retail/WholesaleXMLVInvesco S&P MidCap Low Volatility ETF$1,944$46 ▲2.4%32,0741.2%ETFHDHome Depot$1,793$1,793 ▲New Holding4,6161.1%Retail/WholesaleIVViShares Core S&P 500 ETF$1,785$1,785 ▲New Holding3,0391.1%ETFVIGIVanguard International Dividend Appreciation ETF$1,761$1,761 ▲New Holding22,0451.1%ETFOVLOverlay Shares Large Cap Equity ETF$1,688$95 ▲6.0%36,3851.0%ManufacturingSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$1,674$18 ▲1.1%13,2471.0%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,665$1,665 ▲New Holding28,8041.0%ETFOVSOverlay Shares Small Cap Equity ETF$1,581$93 ▲6.3%45,4961.0%ETFBACBank of America$1,536$5 ▼-0.4%34,6860.9%FinanceXOMExxon Mobil$1,289$52 ▲4.2%12,0110.8%Oils/EnergyJNJJohnson & Johnson$1,234$1,234 ▲New Holding8,5670.7%MedicalIJHiShares Core S&P Mid-Cap ETF$1,134$1,134 ▲New Holding18,2510.7%ETFSPYSPDR S&P 500 ETF Trust$1,095$126 ▲13.0%1,8730.7%FinanceEEMiShares MSCI Emerging Markets ETF$1,064$1,064 ▲New Holding25,4900.6%FinanceVTVanguard Total World Stock ETF$1,047$1,047 ▲New Holding8,9270.6%ETFABBVAbbVie$1,016$81 ▼-7.4%5,6630.6%MedicalMAMastercard$9970.0%1,9080.6%Business ServicesMRKMerck & Co., Inc.$960$63 ▲7.0%9,6770.6%MedicalIBMInternational Business Machines$953$953 ▲New Holding4,3340.6%Computer and TechnologyPGProcter & Gamble$953$953 ▲New Holding5,7420.6%Consumer StaplesUNHUnitedHealth Group$894$39 ▲4.5%1,7720.5%MedicalKOCoca-Cola$866$866 ▲New Holding13,9970.5%Consumer StaplesBRK.BBerkshire Hathaway$858$68 ▲8.6%1,9020.5%FinanceYORWYork Water$828$828 ▲New Holding25,4980.5%UtilitiesPEPPepsiCo$806$806 ▲New Holding5,3660.5%Consumer StaplesCSCOCisco Systems$806$7 ▼-0.9%13,6360.5%Computer and TechnologyIWMiShares Russell 2000 ETF$749$749 ▲New Holding3,3870.5%FinanceGEGeneral Electric$733$733 ▲New Holding4,3500.4%TransportationNEENextEra Energy$684$39 ▲6.0%9,5480.4%UtilitiesMCDMcDonald's$670$670 ▲New Holding2,2920.4%Retail/WholesaleTSLATesla$664$171 ▼-20.5%1,7500.4%Auto/Tires/TrucksGOOGLAlphabet$657$30 ▲4.8%3,4670.4%Computer and TechnologyGRAYSCALE ETHEREUM MINI TR E$631$631 ▲New Holding19,3870.4%SHS NEWMSMorgan Stanley$597$597 ▲New Holding4,7830.4%FinanceQQQInvesco QQQ$568$27 ▲5.0%1,1140.3%FinanceMOAltria Group$549$1 ▲0.2%10,4560.3%Consumer StaplesVTIVanguard Total Stock Market ETF$542$542 ▲New Holding1,8740.3%ETFAMGNAmgen$536$277 ▲106.9%2,0690.3%MedicalCVXChevron$519$519 ▲New Holding3,5400.3%Oils/EnergyWMTWalmart$503$503 ▲New Holding5,5880.3%Retail/WholesaleXRAYDENTSPLY SIRONA$4790.0%25,5720.3%MedicalPSXPhillips 66$478$478 ▲New Holding4,1800.3%Oils/EnergyGRAYSCALE BITCOIN TRUST ETF$466$466 ▲New Holding6,0320.3%SHS REP COM UTJEPQJPMorgan Nasdaq Equity Premium Income ETF$406$103 ▲34.1%7,2150.2%ETFMDLZMondelez International$403$403 ▲New Holding6,7650.2%Consumer StaplesPYPLPayPal$3850.0%4,4690.2%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$374$374 ▲New Holding8,6700.2%SHS NEWJEPIJPMorgan Equity Premium Income ETF$364$39 ▼-9.7%6,3250.2%ETFMETAMeta Platforms$3570.0%5950.2%Computer and TechnologyAMTAmerican Tower$353$0 ▲0.1%1,9510.2%FinanceMRVLMarvell Technology$345$345 ▲New Holding3,0380.2%Computer and TechnologyORRFOrrstown Financial Services$331$331 ▲New Holding9,2110.2%FinanceMMCMarsh & McLennan Companies$320$320 ▲New Holding1,5150.2%FinanceVZVerizon Communications$318$56 ▼-15.0%7,9160.2%Computer and TechnologyWFCWells Fargo & Company$312$312 ▲New Holding4,4490.2%FinanceGE VERNOVA INC$3040.0%8960.2%COMPALANTIR TECHNOLOGIES INC$301$301 ▲New Holding4,0000.2%CL ACOSTCostco Wholesale$296$5 ▲1.9%3250.2%Retail/WholesaleVVisa$2900.0%9210.2%Business ServicesADIAnalog Devices$2860.0%1,3520.2%Computer and TechnologyVGTVanguard Information Technology ETF$2780.0%4470.2%ETFVXUSVanguard Total International Stock ETF$276$276 ▲New Holding4,6880.2%ETFUPSUnited Parcel Service$263$263 ▲New Holding2,1250.2%TransportationNQPNuveen Pennsylvania Quality Municipal Income Fund$248$248 ▲New Holding21,8570.2%FinanceTECHBio-Techne$2440.0%3,4120.1%MedicalLMNDLemonade$234$234 ▲New Holding6,4200.1%FinanceEVTEaton Vance Tax-Advantaged Dividend Income Fund$229$4 ▼-1.6%9,5800.1%Financial ServicesNSANational Storage Affiliates Trust$228$228 ▲New Holding6,1060.1%FinanceARTNAArtesian Resources$224$5 ▼-2.0%7,1400.1%UtilitiesSQBlock$221$221 ▲New Holding2,5490.1%Business ServicesPAYXPaychex$216$216 ▲New Holding1,5590.1%Business ServicesLOWLowe's Companies$214$214 ▲New Holding8680.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$206$206 ▲New Holding5150.1%ETFSHWSherwin-Williams$206$206 ▲New Holding6190.1%Basic MaterialsPMPhilip Morris International$203$203 ▲New Holding1,6780.1%Consumer StaplesPTONPeloton Interactive$880.0%10,0000.1%Consumer DiscretionaryCMECME Group$0$674 ▼-100.0%00.0%FinanceGRAYSCALE ETHEREUM MINI TR E$0$49 ▼-100.0%00.0%COM UNITShowing largest 100 holdings. 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