Johnson & White Wealth Management, LLC Incresed Positions in Q3 2025

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
264
+ 0.07%
$56.98 - $61.66 $15K - $16.3K
366K $22.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.43K
+ 2.34%
$40.68 - $46.33 $221K - $251K
237K $10.8M
HMOP
Hartford Fds Exchange Traded T

ETFs
30.4K
+ 14.12%
$37.94 - $39.14 $1.15M - $1.19M
246K $9.57M
IDV
Ishares Tr

ETFs
16.5K
+ 6.83%
$34.54 - $37.28 $570K - $615K
258K $9.43M
DGRO
Ishares Core Dividend Growth E

ETFs
3.61K
+ 3.37%
$64.12 - $68.08 $231K - $246K
111K $7.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 5.54%
$26.38 - $27.95 $428K - $453K
309K $8.43M
UNH
Unitedhealth Group Inc

Healthcare
1.38K
+ 64.97%
$237.77 - $353.61 $327K - $487K
3.49K $1.21M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.14K
+ 1.8%
$42.04 - $45.23 $90K - $96.8K
121K $5.49M
GOOGL
Alphabet Inc.

Communication Services
520
+ 12.62%
$174.36 - $254.72 $90.7K - $132K
4.64K $1.13M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 2.77%
$107.27 - $113.94 $121K - $128K
41.8K $4.75M
AMGN
Amgen Inc

Healthcare
1.03K
+ 46.88%
$271.18 - $309.22 $280K - $319K
3.23K $911K
JNJ
Johnson & Johnson

Healthcare
28
+ 0.33%
$155.17 - $185.42 $4.34K - $5.19K
8.46K $1.57M
PLTR
Palantir Technologies Inc.

Technology
475
+ 11.88%
$130.68 - $186.97 $62.1K - $88.8K
4.48K $816K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.02K
+ 11.86%
$86.07 - $90.74 $260K - $274K
28.5K $2.55M
ADI
Analog Devices Inc

Technology
900
+ 66.57%
$220.68 - $255.63 $199K - $230K
2.25K $553K
AMZN
Amazon Com Inc

Consumer Cyclical
924
+ 10.13%
$211.65 - $238.24 $196K - $220K
10K $2.2M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.67%
$357.4 - $423.42 $11.1K - $13.1K
4.64K $1.88M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.3K
+ 2.92%
$33.13 - $36.31 $43.1K - $47.3K
45.9K $1.66M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
733
+ 1.64%
$32.29 - $36.28 $23.7K - $26.6K
45.6K $1.62M
META
Meta Platforms, Inc.

Communication Services
200
+ 33.44%
$695.21 - $791.73 $139K - $158K
798 $586K
LMND
Lemonade, Inc.

Financial Services
1.43K
+ 21.41%
$36.28 - $60.96 $51.7K - $86.9K
8.08K $432K
UPS
United Parcel Service Inc

Industrials
1.9K
+ 81.2%
$82.58 - $105.54 $157K - $201K
4.24K $354K
MS
Morgan Stanley

Financial Services
30
+ 0.55%
$139.09 - $161.16 $4.17K - $4.83K
5.46K $867K
IWM
Ishares Russell 2000 ETF

ETFs
33
+ 0.94%
$214.92 - $244.84 $7.09K - $8.08K
3.54K $855K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
6K
+ 60.0%
$11.64 - $15.79 $69.8K - $94.7K
16K $234K
MRK
Merck & Co., Inc.

Healthcare
589
+ 5.99%
$77.6 - $87.37 $45.7K - $51.5K
10.4K $874K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
949
+ 0.56%
$32.65 - $34.4 $31K - $32.6K
170K $5.7M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
436
+ 1.32%
$60.96 - $64.31 $26.6K - $28K
33.4K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$617.65 - $666.84 $618 - $667
1.78K $1.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
356
+ 1.88%
$62.09 - $66.51 $22.1K - $23.7K
19.2K $1.26M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
107
+ 0.8%
$121.99 - $134.19 $13.1K - $14.4K
13.5K $1.75M
PSX
Phillips 66

Energy
1
+ 0.02%
$118.37 - $139.46 $118 - $139
4.24K $576K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
531
+ 1.12%
$72.01 - $74.44 $38.2K - $39.5K
47.8K $3.51M
NEE
Nextera Energy Inc

Utilities
52
+ 0.51%
$69.77 - $77.54 $3.63K - $4.03K
10.2K $769K
EEMV
Ishares Msci Emerging Markets

ETFs
217
+ 0.71%
$61.94 - $64.63 $13.4K - $14K
30.8K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 1.96%
$291.67 - $316.99 $13.7K - $14.9K
2.44K $742K
GAL
Ssga Active ETF Tr

ETFs
85
+ 0.59%
$46.79 - $49.44 $3.98K - $4.2K
14.6K $717K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$94.4 - $104.27 $94.4 - $104
5.59K $576K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9
+ 0.2%
$68.24 - $73.73 $614 - $664
4.61K $338K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
206
+ 0.93%
$10.73 - $12.0 $2.21K - $2.47K
22.4K $268K
WFC
Wells Fargo & Company

Financial Services
22
+ 0.49%
$77.05 - $85.16 $1.7K - $1.87K
4.5K $376K
JEPI
J P Morgan Exchange Traded Fd

ETFs
297
+ 3.17%
$55.61 - $57.37 $16.5K - $17K
9.67K $551K
MDLZ
Mondelez International, Inc.

Consumer Defensive
402
+ 5.94%
$60.9 - $70.75 $24.5K - $28.4K
7.17K $447K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 2.05%
$150.47 - $161.22 $17.3K - $18.5K
5.72K $878K
Grayscale Ethereum Mini Tr E
712
+ 5.29%
N/A
14.2K $0
Orrstown Finl Svcs Inc
12
+ 0.1%
N/A
12.5K $0
Ge Vernova Inc
1
+ 0.12%
N/A
865 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
5.5K
+ 2.04%
N/A
275K $5.57M
Grayscale Bitcoin Mini Tr Et
2.03K
+ 10.89%
N/A
20.6K $0
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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