Johnson & White Wealth Management, LLC Top Holdings and 13F Report (2025) About Johnson & White Wealth Management, LLCInvestment ActivityJohnson & White Wealth Management, LLC has $198.53 thousand in total holdings as of June 30, 2025.Johnson & White Wealth Management, LLC owns shares of 102 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Johnson & White Wealth Management, LLC has purchased 98 new stocks and bought additional shares in 46 stocks.Johnson & White Wealth Management, LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco RAFI Developed Markets ex-U.S. ETF $21,022Invesco RAFI US 1500 Small-Mid ETF $9,431iShares International Select Dividend ETF $8,339Hartford Municipal Opportunities ETF $8,241Vanguard Total International Bond ETF $8,056 Largest New Holdings this Quarter 808524730 - Schwab Fundamental Emerging Markets Equity ETF $1,472 Holding92790A876 - VIRTUS ETF TR II $444 Holding98980G102 - Zscaler $268 Holding87612G101 - Targa Resources $267 Holding697435105 - Palo Alto Networks $221 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 112,511 shares (about $2.99K)Schwab Fundamental Emerging Markets Equity ETF 44,607 shares (about $1.47K)iShares Core Dividend Growth ETF 7,650 shares (about $489.13)VIRTUS ETF TR II 19,682 shares (about $444.00)GRAYSCALE BITCOIN MINI TR ET 9,174 shares (about $438.03) Largest Sales this Quarter Tesla 1,000 shares (about $317.53)Vanguard Extended Duration Treasury ETF 4,634 shares (about $311.91)GRAYSCALE ETHEREUM MINI TR E 7,663 shares (about $181.72)Overlay Shares Foreign Equity ETF 5,935 shares (about $164.80)Broadcom 502 shares (about $138.38) 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 RAFI Developed Markets ex-U.S. ETF$21,022$179 ▲0.9%366,10510.6%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$9,431$93 ▲1.0%231,8834.8%ManufacturingIDViShares International Select Dividend ETF$8,339$357 ▲4.5%241,6274.2%ETFHMOPHartford Municipal Opportunities ETF$8,241$437 ▲5.6%215,2864.2%ETFBNDXVanguard Total International Bond ETF$8,056$137 ▲1.7%162,7254.1%ETFSCHDSchwab US Dividend Equity ETF$7,754$430 ▲5.9%292,6113.9%ETFDGROiShares Core Dividend Growth ETF$6,844$489 ▲7.7%107,0413.4%ETFNVDANVIDIA$6,833$46 ▼-0.7%43,2503.4%Computer and TechnologyPXHInvesco RAFI Emerging Markets ETF$6,304$3 ▼0.0%269,5193.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,711$2,986 ▲109.6%215,1882.9%ETFIDLVInvesco S&P International Developed Low Volatility ETF$5,600$97 ▲1.8%169,0522.8%ETFPRFInvesco RAFI US 1000 ETF$5,038$13 ▲0.3%119,1892.5%ETFAVGOBroadcom$4,519$138 ▼-3.0%16,3942.3%Computer and TechnologySDYSPDR S&P Dividend ETF$4,472$138 ▼-3.0%32,9502.3%ETFSPGPInvesco S&P 500 GARP ETF$4,381$49 ▲1.1%40,6812.2%ETFAAPLApple$4,298$21 ▼-0.5%20,9482.2%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$3,779$135 ▼-3.5%44,2821.9%ETFOVFOverlay Shares Foreign Equity ETF$3,468$165 ▼-4.5%124,8911.7%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$3,439$97 ▲2.9%47,2211.7%ETFEDVVanguard Extended Duration Treasury ETF$2,961$312 ▼-9.5%43,9911.5%ETFMSFTMicrosoft$2,904$51 ▼-1.7%5,8371.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,819$41 ▲1.5%31,5411.4%FinanceJPMJPMorgan Chase & Co.$2,404$21 ▼-0.8%8,2911.2%FinanceVIGIVanguard International Dividend Appreciation ETF$2,293$173 ▲8.2%25,4491.2%ETFXMLVInvesco S&P MidCap Low Volatility ETF$2,035$60 ▲3.0%32,9921.0%ETFAMZNAmazon.com$2,000$36 ▲1.8%9,1171.0%Retail/WholesaleEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,918$73 ▲3.9%30,5361.0%ETFIVViShares Core S&P 500 ETF$1,916$14 ▲0.7%3,0851.0%ETFXOMExxon Mobil$1,726$403 ▲30.5%16,0100.9%EnergyHDHome Depot$1,690$3 ▼-0.2%4,6090.9%Retail/WholesaleSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$1,672$53 ▲3.3%13,3610.8%ETFOVLOverlay Shares Large Cap Equity ETF$1,660$72 ▼-4.1%34,3570.8%ManufacturingBACBank of America$1,643$0 ▲0.0%34,7150.8%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$1,472$1,472 ▲New Holding44,6070.7%ETFOVSOverlay Shares Small Cap Equity ETF$1,468$33 ▼-2.2%44,8190.7%ETFEEMiShares MSCI Emerging Markets ETF$1,292$27 ▲2.1%26,7740.7%FinanceJNJJohnson & Johnson$1,288$4 ▼-0.3%8,4300.6%MedicalIBMInternational Business Machines$1,190$65 ▼-5.2%4,0370.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,172$29 ▲2.5%18,8930.6%ETFGEGE Aerospace$1,1200.0%4,3500.6%AerospaceSPYSPDR S&P 500 ETF Trust$1,099$59 ▼-5.1%1,7790.6%FinanceVTVanguard Total World Stock ETF$1,080$30 ▲2.9%8,4030.5%ETFMAMastercard$1,066$7 ▼-0.6%1,8970.5%Business ServicesABBVAbbVie$1,057$4 ▼-0.4%5,6940.5%MedicalKOCocaCola$1,007$4 ▼-0.4%14,2380.5%Consumer StaplesCSCOCisco Systems$946$19 ▼-2.0%13,6420.5%Computer and TechnologyBRK.BBerkshire Hathaway$906$17 ▼-1.9%1,8660.5%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$902$6 ▲0.7%16,5780.5%ETFPGProcter & Gamble$892$31 ▼-3.4%5,6010.4%Consumer StaplesGRAYSCALE BITCOIN MINI TR ET$888$438 ▲97.3%18,5980.4%SHS NEWMRKMerck & Co., Inc.$778$1 ▼-0.1%9,8270.4%MedicalMSMorgan Stanley$765$82 ▲12.0%5,4280.4%FinanceIWMiShares Russell 2000 ETF$756$16 ▲2.2%3,5040.4%FinanceYORWYork Water$756$42 ▼-5.3%23,9200.4%UtilitiesPEPPepsiCo$750$7 ▼-0.9%5,6800.4%Consumer StaplesMOAltria Group$740$0 ▲0.0%12,6200.4%Consumer StaplesGOOGLAlphabet$726$49 ▲7.3%4,1210.4%Computer and TechnologyNEENextEra Energy$704$27 ▲4.0%10,1400.4%UtilitiesMCDMcDonald's$700$31 ▲4.6%2,3970.4%Retail/WholesaleGALSPDR SSgA Global Allocation ETF$683$125 ▲22.3%14,5250.3%ETFQQQInvesco QQQ$677$12 ▼-1.7%1,2270.3%FinanceUNHUnitedHealth Group$661$100 ▲17.8%2,1180.3%MedicalAMGNAmgen$614$36 ▲6.2%2,1990.3%MedicalWMTWalmart$547$2 ▲0.3%5,5920.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$5450.0%4,0000.3%CL AJEPIJPMorgan Equity Premium Income ETF$533$106 ▲24.9%9,3700.3%ETFCVXChevron$533$35 ▼-6.2%3,7210.3%EnergyVTIVanguard Total Stock Market ETF$531$1 ▲0.1%1,7460.3%ETFPSXPhillips 66$5050.0%4,2340.3%EnergyGE VERNOVA INC$457$34 ▼-7.0%8640.2%COMMDLZMondelez International$456$0 ▲0.0%6,7670.2%Consumer StaplesVIRTUS ETF TR II$444$444 ▲New Holding19,6820.2%ALPHASIMPLEX MNGMETAMeta Platforms$4410.0%5980.2%Computer and TechnologyAMTAmerican Tower$432$0 ▲0.1%1,9530.2%FinanceXRAYDENTSPLY SIRONA$4060.0%25,5720.2%MedicalORRFOrrstown Financial Services$396$103 ▲34.9%12,4450.2%FinanceVZVerizon Communications$368$17 ▲4.8%8,5120.2%Computer and TechnologyWFCWells Fargo & Company$358$2 ▲0.5%4,4740.2%FinanceEVTEaton Vance Tax-Advantaged Dividend Income Fund$346$112 ▲47.7%14,3510.2%Financial ServicesMMCMarsh & McLennan Companies$3320.0%1,5200.2%FinancePYPLPayPal$3320.0%4,4690.2%Business ServicesADIAnalog Devices$322$5 ▼-1.6%1,3520.2%Computer and TechnologyCOSTCostco Wholesale$3220.0%3250.2%Retail/WholesaleGRAYSCALE ETHEREUM MINI TR E$319$182 ▼-36.3%13,4520.2%SHS NEWVVisa$319$9 ▼-2.6%8970.2%Business ServicesVXUSVanguard Total International Stock ETF$318$1 ▲0.3%4,6040.2%ETFTSLATesla$308$318 ▼-50.8%9700.2%Auto/Tires/TrucksPMPhilip Morris International$300$5 ▼-1.7%1,6490.2%Consumer StaplesVGTVanguard Information Technology ETF$2960.0%4470.1%ETFLMNDLemonade$2920.0%6,6560.1%FinanceZSZscaler$268$268 ▲New Holding8530.1%Computer and TechnologyTRGPTarga Resources$267$267 ▲New Holding1,5340.1%EnergyNQPNuveen Pennsylvania Quality Municipal Income Fund$249$2 ▲0.9%22,1810.1%FinanceUPSUnited Parcel Service$236$19 ▼-7.3%2,3400.1%TransportationPAYXPaychex$2270.0%1,5590.1%Computer and TechnologyARTNAArtesian Resources$223$16 ▼-6.9%6,6490.1%UtilitiesPANWPalo Alto Networks$221$221 ▲New Holding1,0780.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$219$219 ▲New Holding5150.1%ETFSHWSherwin-Williams$213$1 ▼-0.5%6210.1%Basic MaterialsRIVNRivian Automotive$1370.0%10,0000.1%Auto/Tires/TrucksShowing 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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