JWW
Johnson & White Wealth Management LLC Portfolio
Invests via Johnson & White Wealth Management LLC | Managed by Chris Johnson, Tim White, Rob Allan
Invests via Johnson & White Wealth Management LLC
Managed by Chris Johnson, Tim White, Rob Allan
Automatically Tracked
Company Profile
Johnson & White Wealth Management LLC serves as a strategic partner for individuals and families seeking comprehensive financial guidance. This firm operates in the wealth management sector, focusing on personalized services that encompass investment consulting, estate planning, and tax strategies. By leveraging deep market insights and client-centric approaches, it fosters long-term relationships aimed at enhancing financial well-being. The firm's reputation is bolstered by a seasoned team dedicated to navigating complex financial landscapes, making it a pivotal player for clients aiming to achieve their economic goals.
Johnson & White Wealth Management LLC serves as a strategic partner for individuals and families seeking comprehensive financial guidance. This firm operates in the wealth management sector, focusing on personalized services that encompass investment consulting, estate planning, and tax strategies. By leveraging deep market insights and client-centric approaches, it fosters long-term relationships aimed at enhancing financial well-being. The firm's reputation is bolstered by a seasoned team dedicated to navigating complex financial landscapes, making it a pivotal player for clients aiming to achieve their economic goals.
Investment Philosophy & Strategy
A dynamic approach to client relations defines Johnson & White Wealth Management LLC. Emphasizing tailored investment strategies, the firm aligns its offerings with individual aspirations and financial narratives. Insights from market trends inform prudent allocation choices while ensuring sustainable growth trajectories for each client’s portfolio. Expertise in tax optimization and estate planning complements core services, reinforcing a holistic commitment to enhancing clients' financial security. The leadership team's breadth of experience drives innovative solutions that evolve alongside changing economic landscapes, allowing for an adaptive strategy focused on long-term success.
A dynamic approach to client relations defines Johnson & White Wealth Management LLC. Emphasizing tailored investment strategies, the firm aligns its offerings with individual aspirations and financial narratives. Insights from market trends inform prudent allocation choices while ensuring sustainable growth trajectories for each client’s portfolio. Expertise in tax optimization and estate planning complements core services, reinforcing a holistic commitment to enhancing clients' financial security. The leadership team's breadth of experience drives innovative solutions that evolve alongside changing economic landscapes, allowing for an adaptive strategy focused on long-term success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
82.67%
Gain +1.15%
Monthly
1.67%
Yearly
22.01%
Drawdown
17.79%
$273.16M
Equity
Holdings
$273.16M
Investment
$197.55M
$105.54M
Profit +$1.72M
Realized
$29.93M
Unrealized
$75.61M
Dividends
$16.71M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$1.72M
Win %
77%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$2.85M
Win %
77%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.29M
Win %
77%
This Year
Compared to last year
Gain
1.89%
Profit
$5.09M
Win %
77%
DELL Dell Technologies Inc.
+10.26%
+$32,533.22 
ETH Ethan Allen Interiors Inc
+5.53%
+$18,639.4 
INTC Intel Corporation
+4.17%
+$7,987.98 
MRVL Marvell Technology, Inc.
+3.79%
+$30,513.8 
RIVN Rivian Automotive, Inc.
+3.52%
+$16,950 
GEV GE Vernova Inc.
+3.48%
+$25,896.8 
AMD Advanced Micro Devices, Inc.
+2.63%
+$102,924.04 
CSCO Cisco Systems, Inc.
+2.59%
+$34,238.48 
PSX Phillips 66
+2.45%
+$26,807.55 
IBM International Business Machines Corporation
+2.41%
+$21,385.23 
CAT Caterpillar Inc.
+2.27%
+$3,586.8 
ADI Analog Devices, Inc.
+2.09%
+$24,520.08 
AMT American Tower Corporation
+2.08%
+$6,627.6 
AAPL Apple Inc.
+1.88%
+$123,758.37 
META Meta Platforms Inc Class A
+1.79%
+$9,519.65 
GOOGL Alphabet Inc
+1.76%
+$25,225.16 
AMZN Amazon.com Inc
+1.72%
+$43,424.64 
SHW The Sherwin-Williams Company
+1.67%
+$3,213.28 
ABBV AbbVie Inc.
+1.64%
+$19,896.8 
NVDA NVIDIA Corporation
+1.59%
+$132,241.7 
VGT Vanguard Information Technology ETF
+1.53%
+$4,977.6 
PLTR Palantir Technologies Inc.
+1.52%
+$10,236.24 
OVF Overlay Shares Foreign Equity ETF
+1.46%
+$63,107.86 
OVL Overlay Shares Large Cap Equity Mutual Fund
+1.39%
+$29,555.76 
JPM JPMorgan Chase & Co.
+1.33%
+$36,891.54 
CVX Chevron Corporation
+1.21%
+$9,602.8 
VZ Verizon Communications Inc.
+1.21%
+$8,935.85 
IWF iShares Russell 1000 Growth ETF
+1.17%
+$2,925.2 
EEM iShares MSCI Emerging Markets ETF
+1.13%
+$19,041.04 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.13%
+$25,296.85 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1.11%
+$343,432.25 
EFA iShares MSCI EAFE ETF
+1.09%
+$35,684.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.05%
+$3,826.08 
EDV Vanguard Extended Duration Treasury ETF
+1.04%
+$7,018.99 
IVV iShares Core S&P 500 ETF
+1.03%
+$24,884.85 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$8,230.41 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$12,159.92 
VOO Vanguard S&P 500 ETF
+1.02%
+$2,233.34 
XOM Exxon Mobil Corporation
+1.02%
+$26,510.4 
TWLO Twilio Inc.
+1%
+$4,575.04 
VT Vanguard Total World Stock ETF
+0.99%
+$11,870.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$6,091.31 
PRF Invesco FTSE RAFI US 1000 ETF
+0.98%
+$74,455.18 
MSFT Microsoft Corp.
+0.97%
+$30,647.25 
WFC Wells Fargo & Company
+0.96%
+$3,890.64 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.95%
+$28,584.01 
OVS Overlay Shares Small Cap Equity Fund
+0.94%
+$19,367.65 
PTON Peloton Interactive, Inc.
+0.92%
+$451 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.85%
+$5,520.15 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.84%
+$34,882.68 
PM Philip Morris International Inc.
+0.77%
+$2,419.22 
IWM iShares Russell 2000 ETF
+0.77%
+$7,401.26 
HD The Home Depot, Inc.
+0.76%
+$11,526.9 
JNJ Johnson & Johnson
+0.76%
+$14,234.75 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.75%
+$106,062.2 
TSLA Tesla, Inc.
+0.74%
+$2,929.34 
TRGP Targa Resources Corp.
+0.72%
+$3,283.16 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$9,958 
DGRO iShares Core Dividend Growth ETF
+0.67%
+$62,622.56 
BAC Bank of America Corporation
+0.66%
+$13,896.54 
SPGP Invesco S&P 500 GARP ETF
+0.65%
+$39,714.09 
JEPI JPMorgan Equity Premium Income Fund
+0.64%
+$2,311.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.63%
+$1,327.05 
AVGO Broadcom Inc.
+0.62%
+$30,091.63 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.61%
+$55,374.48 
IDV iShares International Select Dividend ETF
+0.59%
+$75,128.29 
MS Morgan Stanley
+0.58%
+$6,611.25 
GAL SPDR SSGA Global Allocation ETF
+0.56%
+$3,650.83 
PG Procter & Gamble Co
+0.5%
+$5,193.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.4%
+$44,967.15 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.38%
+$6,583.04 
JPC Nuveen Preferred & Income Opportunities Fund
+0.35%
+$303.98 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.35%
+$1,351.5 
GE General Electric Company
+0.33%
+$4,425.56 
SDY SPDR S&P Dividend ETF
+0.32%
+$14,486.36 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.32%
+$6,155.38 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.31%
+$808.23 
WMT Walmart Inc.
+0.3%
+$1,169.92 
V Visa Inc. Class A
+0.3%
+$990.09 
PANW Palo Alto Networks, Inc.
+0.28%
+$1,272.01 
NEE NextEra Energy, Inc.
+0.28%
+$2,359.34 
PNC The PNC Financial Services Group, Inc.
+0.27%
+$652.6 
TECH Bio-Techne Corporation
+0.24%
+$580.04 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$23,194.75 
MO Altria Group, Inc.
+0.19%
+$1,616.42 
HMOP Hartford Municipal Opportunities ETF
+0.18%
+$22,018.99 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$1,221.91 
SPLV Invesco S&P 500 Low Volatility ETF
+0.14%
+$4,740.5 
AMAT Applied Materials, Inc.
+0.12%
+$317.19 
BNDX Vanguard Total International Bond ETF
+0.1%
+$7,935.98 
LMND Lemonade Inc.
+0.08%
+$309.8 
KO The Coca-Cola Company
+0.07%
+$883.38 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.01%
+$715.11 
COST Costco Wholesale Corporation
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
STX Seagate Technology Holdings plc
-3.25%
-$56,343.91 
ELWT Elauwit Connection, Inc.
-1.69%
-$1,367.76 
WDC Western Digital Corporation
-1.64%
-$15,263.62 
XRAY Dentsply Sirona Inc.
-1.14%
-$3,068.64 
AMGN Amgen Inc.
-0.83%
-$10,248.61 
MRSH Marsh & McLennan Companies, Inc.
-0.78%
-$2,094.12 
ORRF Orrstown Financial Services Inc.
-0.61%
-$2,688.92 
UNH UnitedHealth Group Incorporated
-0.6%
-$8,840.02 
PFE Pfizer Inc.
-0.43%
-$2,626.8 
MRK Merck & Co., Inc.
-0.4%
-$6,503.65 
UPS United Parcel Service, Inc.
-0.28%
-$1,260.05 
MCD McDonald's Corporation
-0.25%
-$1,813.78 
ASMF Virtus AlphaSimplex Managed Futures ETF
-0.24%
-$780.16 
MDLZ Mondelez International, Inc.
-0.18%
-$682.88 
MU Micron Technology, Inc.
-0.15%
-$338.23 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.11%
-$2,479.95 
NBIS Nebius Group N.V.
-0.1%
-$230 
RMOP Rockefeller Opportunistic Municipal Bond ETF
-0.08%
-$1,462.72 
ARTNA Artesian Resources Corporation Class A Common Stock
-0.07%
-$166.54 
YORW The York Water Company
-0.04%
-$319.02 
MA Mastercard Incorporated
-0.03%
-$345.61 
PEP PepsiCo, Inc.
-0.02%
-$198.86 Events
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Dividends
Dividend Analysis
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| Trades 1222 | Longs Won 905/1222 74% | Profit Factor 12.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $420,523.61 |
| Average Win $126,376.23 | Best Trade (Sep 08) $8.39M | Sharpe Ratio -10.77 |
| Average Loss -$27,840.73 | Worst Trade (Mar 30) -$1.88M | Z-Score 13.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $86,370.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,189 | $3.6M | $6.72M | - | $3.12M | 86.53% | +1.877% |
| ABBV AbbVie Inc. | 4,760 | $784,708.21 | $1.23M | - | $448,988.59 | 57.22% | +1.639% |
| ADI Analog Devices, Inc. | 3,252 | $732,213.24 | $1.2M | - | $467,091.84 | 63.79% | +2.087% |
| AMAT Applied Materials, Inc. | 610 | $211,922.79 | $277,263.3 | - | $65,340.51 | 30.83% | +0.115% |
| AMD Advanced Micro Devices, Inc. | 7,762 | $3.24M | $4.01M | - | $771,273.16 | 23.8% | +2.633% |
| AMGN Amgen Inc. | 3,233 | $878,625.7 | $1.23M | - | $347,651.2 | 39.57% | -0.829% |
| AMT American Tower Corporation | 1,841 | $375,737.88 | $325,083.78 | - | -$50,654.1 | -13.48% | +2.081% |
| AMZN Amazon.com Inc | 10,052 | $1.57M | $2.58M | - | $1M | 63.63% | +1.715% |
| ARTNA Artesian Resources Corporation Class A Common Stock | 6,430 | $269,995.7 | $230,670.46 | - | -$39,325.24 | -14.57% | -0.072% |
| ASMF Virtus AlphaSimplex Managed Futures ETF | 12,190 | $275,164.87 | $325,351.1 | - | $50,186.23 | 18.24% | -0.239% |
| AVGO Broadcom Inc. | 13,374 | $1.16M | $4.86M | - | $3.7M | 318.47% | +0.624% |
| BAC Bank of America Corporation | 33,894 | $986,301.01 | $2.13M | - | $1.15M | 116.39% | +0.655% |
| BNDX Vanguard Total International Bond ETF | 176,355 | $8.63M | $8.29M | - | -$342,920.5 | -3.97% | +0.096% |
| BRK-B Berkshire Hathaway Inc. | 1,721 | $707,542.75 | $873,768.91 | - | $166,226.16 | 23.49% | +0.14% |
| BTC Grayscale Bitcoin Mini Trust ETF | 22,444 | $992,200.58 | $624,167.64 | - | -$368,032.94 | -37.09% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 5,647 | $206,284.91 | $211,169.56 | - | $4,884.65 | 2.37% | +0.632% |
| CAT Caterpillar Inc. | 196 | $208,720.4 | $161,366.8 | - | -$47,353.6 | -22.69% | +2.273% |
| COST Costco Wholesale Corporation | 329 | $295,401.28 | $296,883.02 | - | $1,481.74 | 0.5% | 0.0 |
| CSCO Cisco Systems, Inc. | 12,316 | $637,991.44 | $1.36M | - | $719,478.08 | 112.77% | +2.587% |
| CVX Chevron Corporation | 3,722 | $552,701.4 | $801,495.48 | - | $248,794.08 | 45.01% | +1.213% |
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FAQ
Which stocks have generated the highest profits for Johnson & White Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.62M, Invesco RAFI Developed Markets ex-U.S. ETF - $3.48M, United Parcel Service, Inc - $2.68M, NVIDIA Corporation - $2.56M, and iShares International Select Dividend ETF - $2.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Abbott Laboratories - $1.76M, Grayscale Bitcoin Trust ETF - $199,953.86, Marvell Technology, Inc - $147,529.64, Lucid Group, Inc - $132,200, and PayPal Holdings Inc - $124,567.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Johnson & White Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.71M earned over time. The largest contributors to dividend income include Invesco RAFI Developed Markets ex-U.S. ETF - $2.11M, iShares International Select Dividend ETF - $1.25M, Vanguard Total International Bond ETF - $1.1M, Invesco FTSE RAFI Emerging Markets ETF - $758,697.47, and PIMCO Multisector Bond Active ETF - $693,469.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Johnson & White Wealth Management LLC's monthly returns?
Johnson & White Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Johnson & White Wealth Management LLC's strategy be considered aggressive or moderate?
Johnson & White Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Johnson & White Wealth Management LLC's strategy?
Johnson & White Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
