Johnson & White Wealth Management, LLC Sells in Q3 2025

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OVL
Listed Fds Tr Overlay Shs Larg
-100
- 0.29%
N/A
34.3K $0
EDV
Vanguard Extended Duration Tre

ETFs
-15.1K
- 34.4%
$63.28 - $69.5 $958K - $1.05M
28.9K $1.98M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-490
- 1.11%
N/A
43.8K $3.28M
Virtus ETF Tr Ii
-258
- 1.31%
N/A
19.4K $0
BNDX
Vanguard Total International B

ETFs
-5.18K
- 3.18%
$49.0 - $49.51 $254K - $256K
158K $7.79M
IBM
International Business Machines Corp

Technology
-171
- 4.24%
$234.77 - $292.47 $40.1K - $50K
3.87K $1.09M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-865
- 19.36%
$65.64 - $78.22 $56.8K - $67.7K
3.6K $241K
YORW
York Water CO

Utilities
-1.43K
- 5.97%
$30.13 - $32.4 $43K - $46.2K
22.5K $684K
KO
Coca Cola CO

Consumer Defensive
-73
- 0.51%
$65.67 - $71.67 $4.79K - $5.23K
14.2K $939K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 8.04%
$459.11 - $506.91 $68.9K - $76K
1.72K $862K
V
Visa Inc.

Financial Services
-11
- 1.23%
$332.09 - $358.86 $3.65K - $3.95K
886 $302K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-7
- 0.05%
$23.6 - $24.47 $165 - $171
14.3K $350K
PEP
Pepsico Inc

Consumer Defensive
-292
- 5.14%
$133.81 - $152.16 $39.1K - $44.4K
5.39K $756K
ABBV
Abb Vie Inc.

Healthcare
-974
- 17.11%
$184.85 - $231.54 $180K - $226K
4.72K $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
-18
- 1.03%
$303.93 - $329.86 $5.47K - $5.94K
1.73K $567K
CVX
Chevron Corp

Energy
-16
- 0.43%
$145.57 - $161.83 $2.33K - $2.59K
3.71K $575K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-134
- 0.81%
$53.81 - $57.52 $7.21K - $7.71K
16.4K $945K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.08%
$546.99 - $602.2 $547 - $602
1.23K $736K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-699
- 2.22%
$87.29 - $93.61 $61K - $65.4K
30.8K $2.88M
XOM
Exxon Mobil Corp

Energy
-145
- 0.91%
$105.83 - $117.22 $15.3K - $17K
15.9K $1.79M
VT
Vanguard Total World Stk Index

ETFs
-75
- 0.89%
$128.41 - $138.03 $9.63K - $10.4K
8.33K $1.15M
MO
Altria Group, Inc.

Consumer Defensive
-70
- 0.55%
$57.75 - $67.68 $4.04K - $4.74K
12.6K $829K
MSFT
Microsoft Corp

Technology
-42
- 0.72%
$491.09 - $535.64 $20.6K - $22.5K
5.8K $3M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
-1.36K
- 1.09%
$26.81 - $29.07 $36.6K - $39.7K
124K $3.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-190
- 0.58%
$136.48 - $142.97 $25.9K - $27.2K
32.8K $4.59M
EEM
Ishares Msci Emerging Markets

ETFs
-400
- 1.49%
$48.07 - $53.4 $19.2K - $21.4K
26.4K $1.41M
BAC
Bank Of America Corp

Financial Services
-560
- 1.61%
$44.92 - $52.42 $25.2K - $29.4K
34.2K $1.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-6
- 0.19%
$620.67 - $670.08 $3.72K - $4.02K
3.08K $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
-163
- 1.97%
$282.78 - $316.06 $46.1K - $51.5K
8.13K $2.56M
GE
General Electric CO

Industrials
-68
- 1.56%
$244.75 - $305.63 $16.6K - $20.8K
4.28K $1.29M
AVGO
Broadcom Inc.

Technology
-1.12K
- 6.85%
$264.74 - $369.57 $297K - $415K
15.3K $5.04M
NVDA
Nvidia Corp

Technology
-1.51K
- 3.49%
$153.3 - $186.58 $231K - $282K
41.7K $7.79M
AAPL
Apple Inc.

Technology
-30
- 0.14%
$202.38 - $256.87 $6.07K - $7.71K
20.9K $5.33M
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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