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:
74.14%
Gain -0.38%
Monthly
1.43%
Yearly
18.62%
Drawdown
17.74%
$267.59M
Equity
Holdings
$267.59M
Investment
$197.55M
$87.32M
Profit -$740,363.43
Realized
$17.28M
Unrealized
$70.04M
Dividends
$16.37M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$740,363.43
Win %
76%
This Week
Compared To Last Week
Gain
0.12%
Profit
$309,831.01
Win %
76%
This Month
Compared to last month
Gain
-0.15%
Profit
-$400,521.77
Win %
76%
This Year
Compared to last year
Gain
-0.18%
Profit
-$481,174.05
Win %
77%
WDC Western Digital Corporation
+8.42%
+$82,879.95 
MU Micron Technology, Inc.
+7.72%
+$14,965.44 
STX Seagate Technology Holdings plc
+7.51%
+$121,303.38 
NBIS Nebius Group N.V.
+7.28%
+$13,290 
AMAT Applied Materials, Inc.
+6.71%
+$21,502.5 
DELL Dell Technologies Inc.
+5.9%
+$14,111.6 
INTC Intel Corporation
+5.72%
+$10,608.15 
MRVL Marvell Technology, Inc.
+5.43%
+$37,531 
AMD Advanced Micro Devices, Inc.
+4.71%
+$183,959.48 
MRSH Marsh & McLennan Companies, Inc.
+2.84%
+$7,809.48 
GEV GE Vernova Inc.
+2.31%
+$20,089.51 
ADI Analog Devices, Inc.
+2.11%
+$25,593.24 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$32,319.66 
CAT Caterpillar Inc.
+1.98%
+$3,361.4 
BTC Grayscale Bitcoin Mini Trust ETF
+1.91%
+$12,344.2 
ETH Ethan Allen Interiors Inc
+1.88%
+$4,874.92 
TSLA Tesla, Inc.
+1.83%
+$7,364.24 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.76%
+$37,201.25 
NVDA NVIDIA Corporation
+1.73%
+$134,147.2 
VGT Vanguard Information Technology ETF
+1.69%
+$5,208.8 
PSX Phillips 66
+1.63%
+$14,399 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$9,528.76 
CSCO Cisco Systems, Inc.
+1.2%
+$16,380.28 
AVGO Broadcom Inc.
+1.14%
+$57,441.33 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.12%
+$7,159.81 
UNH UnitedHealth Group Incorporated
+1.11%
+$17,755.96 
MS Morgan Stanley
+1.09%
+$12,362.5 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$2,657.4 
LMND Lemonade Inc.
+1.07%
+$5,572.53 
XOM Exxon Mobil Corporation
+1.04%
+$24,459 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.92%
+$79,985.36 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.92%
+$270,820.86 
TRGP Targa Resources Corp.
+0.87%
+$3,819.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.8%
+$2,814.43 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.65%
+$10,763.27 
UPS United Parcel Service, Inc.
+0.57%
+$2,978.3 
VT Vanguard Total World Stock ETF
+0.55%
+$6,426.93 
EFA iShares MSCI EAFE ETF
+0.55%
+$17,376.8 
CVX Chevron Corporation
+0.53%
+$3,721.96 
MRK Merck & Co., Inc.
+0.45%
+$6,335.35 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.37%
+$1,351.5 
IVV iShares Core S&P 500 ETF
+0.35%
+$8,157.99 
META Meta Platforms Inc Class A
+0.34%
+$1,833.74 
WFC Wells Fargo & Company
+0.32%
+$1,266.72 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$3,729.42 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$303.98 
VOO Vanguard S&P 500 ETF
+0.32%
+$683.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$1,900.95 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.3%
+$6,441.64 
IWM iShares Russell 2000 ETF
+0.26%
+$2,578.73 
PRF Invesco FTSE RAFI US 1000 ETF
+0.26%
+$19,372.01 
BUFR FT Vestladder Buffer ETF-USD I
+0.23%
+$480 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.2%
+$27,974.21 
GAL SPDR SSGA Global Allocation ETF
+0.19%
+$1,212.9 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.14%
+$5,597.84 
IDV iShares International Select Dividend ETF
+0.12%
+$14,175.15 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.1%
+$5,688.41 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,394.12 
OVS Overlay Shares Small Cap Equity Fund
+0.09%
+$1,951.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.09%
+$2,512.88 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.08%
+$1,462.72 
GE General Electric Company
+0.07%
+$951.32 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.06%
+$1,112.99 
PFE Pfizer Inc.
+0.04%
+$218.9 
ARTNA Artesian Resources Corporation Class A Common Stock
+0.03%
+$64.3 
ASMF Virtus AlphaSimplex Managed Futures ETF
0%
$0 
OVF Overlay Shares Foreign Equity ETF
0%
$0 
HD The Home Depot, Inc.
-1.74%
-$28,842.24 
MDLZ Mondelez International, Inc.
-1.66%
-$6,208 
TWLO Twilio Inc.
-1.53%
-$6,211.8 
V Visa Inc. Class A
-1.48%
-$4,766.73 
PTON Peloton Interactive, Inc.
-1.46%
-$950 
SHW The Sherwin-Williams Company
-1.44%
-$2,839.36 
MA Mastercard Incorporated
-1.38%
-$13,715.26 
YORW The York Water Company
-1.38%
-$9,145.24 
MO Altria Group, Inc.
-1.3%
-$12,060.98 
PG Procter & Gamble Co
-1.2%
-$13,038.88 
AMT American Tower Corporation
-1.16%
-$3,571.54 
MCD McDonald's Corporation
-1.08%
-$8,334.73 
COST Costco Wholesale Corporation
-1.07%
-$3,283.42 
VZ Verizon Communications Inc.
-1.02%
-$6,572.65 
ORRF Orrstown Financial Services Inc.
-0.98%
-$4,188.51 
WMT Walmart Inc.
-0.92%
-$3,783.96 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$2,148.56 
KO The Coca-Cola Company
-0.84%
-$10,158.87 
AMZN Amazon.com Inc
-0.81%
-$20,405.66 
PEP PepsiCo, Inc.
-0.77%
-$6,896.31 
SDY SPDR S&P Dividend ETF
-0.75%
-$34,294.24 
EDV Vanguard Extended Duration Treasury ETF
-0.73%
-$5,135.85 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$5,249.05 
GOOGL Alphabet Inc
-0.62%
-$9,400.12 
SPLV Invesco S&P 500 Low Volatility ETF
-0.62%
-$22,280.35 
PM Philip Morris International Inc.
-0.61%
-$1,938.69 
MSFT Microsoft Corp.
-0.59%
-$15,195.19 
XRAY Dentsply Sirona Inc.
-0.56%
-$1,917.9 
AAPL Apple Inc.
-0.54%
-$35,734.53 
RIVN Rivian Automotive, Inc.
-0.52%
-$2,700 
NEE NextEra Energy, Inc.
-0.5%
-$4,513.52 
PLTR Palantir Technologies Inc.
-0.47%
-$2,599.72 
AMGN Amgen Inc.
-0.45%
-$5,237.49 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.39%
-$8,749.26 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$34,924.12 
JNJ Johnson & Johnson
-0.37%
-$6,550.92 
SPGP Invesco S&P 500 GARP ETF
-0.3%
-$18,600.27 
ELWT Elauwit Connection, Inc.
-0.27%
-$224.96 
BAC Bank of America Corporation
-0.23%
-$4,745.16 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$19,985.4 
TECH Bio-Techne Corporation
-0.17%
-$426.5 
PANW Palo Alto Networks, Inc.
-0.15%
-$702.25 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$13,174.62 
HMOP Hartford Municipal Opportunities ETF
-0.1%
-$12,582.28 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$269.41 
IBM International Business Machines Corporation
-0.08%
-$643.45 
BNDX Vanguard Total International Bond ETF
-0.07%
-$6,172.43 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$128.44 
JPM JPMorgan Chase & Co.
-0.01%
-$393.3 
ABBV AbbVie Inc.
-0.01%
-$142.8 Events
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Dividends
Dividend Analysis
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| Trades 1222 | Longs Won 807/1222 66% | Profit Factor 20.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,219.7 |
| Average Win $113,689.75 | Best Trade (Jul 22) $7.39M | Sharpe Ratio -10.93 |
| Average Loss -$10,660.09 | Worst Trade (Jul 24) -$679,192.32 | Z-Score 2.64 (99.17%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $71,459.65 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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: NVIDIA Corporation - $2.41M, Invesco RAFI Developed Markets ex-U.S. ETF - $2.11M, iShares Core S&P 500 ETF - $1.98M, Schwab U.S. Dividend Equity ETF - $1.87M, and iShares International Select Dividend ETF - $1.82M. 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: Ethan Allen Interiors Inc - $99,102.12, PayPal Holdings Inc - $61,900.77, Grayscale Bitcoin Trust ETF - $53,383.2, Bio-Techne Corporation - $50,361.12, and Lowe's Companies Inc - $15,421.76. 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 $16.37M 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 - $1.35M, Vanguard Total International Bond ETF - $1.06M, Invesco FTSE RAFI Emerging Markets ETF - $758,697.47, and Invesco S&P International Developed Low Volatility ETF - $689,938.9. 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.
