Johnson & White Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$116M
Signature - Title
Ashleigh Swayze - Counsel
Location
York, PA
Summary
This page shows a list of all the recent 13F filings made by Johnson & White Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Johnson & White Wealth Management, LLC reported 54 stock holdings with total value $116M as of Q3 2024. Top holdings included PXF, PRFZ, BNDX, SDY, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 54 $116M +$7.92M -$1.16M +$6.77M PXF, PRFZ, BNDX, SDY, NVDA 13F-HR 10/3/2024, 03:25 PM
Q2 2024 51 $105M +$17.3M -$45.6M -$28.3M PXF, PRFZ, BNDX, NVDA, SDY 13F-HR 7/19/2024, 03:11 PM
Q1 2024 86 $137M +$12.2M -$2.67M +$9.57M PXF, SDY, BNDX, PRFZ, SCHD 13F-HR 4/10/2024, 04:12 PM
Q4 2023 79 $121M +$5.02M -$4.81M +$211K PXF, SDY, BNDX, PRFZ, SCHD 13F-HR 1/17/2024, 09:44 AM
Q3 2023 72 $111M +$47.6M -$1.56M +$46M PXF, SDY, SCHD, BNDX, PRFZ 13F-HR 10/12/2023, 12:26 PM
Q2 2023 35 $72.9M +$1.32M -$43.1M -$41.8M PXF, SDY, BNDX, PRFZ, IDLV 13F-HR 7/25/2023, 11:40 AM
Q1 2023 76 $112M +$87.6M -$12.8M +$74.8M PXF, SDY, SCHD, BNDX, IDV 13F-HR 4/17/2023, 09:14 AM
Q4 2022 76 $14.3M $0 $0 ASTS, ARTNA, ZM, EVTL, DXCM 13F-HR 1/18/2023, 08:36 AM
Q3 2022 76 $88.6M $0 $0 PXF, SDY, BNDX, SCHD, IDLV 13F-HR 11/14/2022, 01:02 PM