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:
35.61%
Gain +1.45%
Monthly
0.84%
Yearly
10.61%
Drawdown
16.34%
$257.05M
Equity
Holdings
$257.05M
Investment
$186.3M
$87.01M
Profit +$4.41M
Realized
$16.27M
Unrealized
$70.74M
Dividends
$14.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.45%
Profit
$4.41M
Win %
82%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.6M
Win %
82%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.43M
Win %
82%
This Year
Compared to last year
Gain
6.98%
Profit
$16.98M
Win %
82%
AMAT Applied Materials, Inc.
+11.17%
+$33,361.5 
MRVL Marvell Technology, Inc.
+11.12%
+$98,764.44 
WDC Western Digital Corporation
+8%
+$78,400 
AMD Advanced Micro Devices, Inc.
+7.96%
+$109,068.59 
STX Seagate Technology Holdings plc
+6.38%
+$104,512.6 
PANW Palo Alto Networks, Inc.
+6.15%
+$21,435.56 
RIVN Rivian Automotive, Inc.
+5.29%
+$19,500 
UPS United Parcel Service, Inc.
+5.22%
+$25,726.47 
ADI Analog Devices, Inc.
+4.96%
+$63,283.92 
AMGN Amgen Inc.
+4.79%
+$52,795.67 
GEV GE Vernova Inc.
+4.52%
+$31,332.8 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$69,234.88 
GE General Electric Company
+4.42%
+$57,895.77 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.63%
+$81,185.94 
AVGO Broadcom Inc.
+3.47%
+$184,637.56 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.4%
+$983,222.56 
VGT Vanguard Information Technology ETF
+3.33%
+$13,392.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$12,639 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$27,404.08 
ETH Grayscale Ethereum Mini Trust ETF
+3.3%
+$8,398.68 
EFA iShares MSCI EAFE ETF
+3.06%
+$90,078.04 
IWM iShares Russell 2000 ETF
+2.97%
+$26,916.56 
MS Morgan Stanley
+2.9%
+$34,320 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.68%
+$362,084.15 
BTC Grayscale Bitcoin Mini Trust ETF
+2.67%
+$15,943.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$16,306.5 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+2.54%
+$100,802.4 
CSCO Cisco Systems, Inc.
+2.53%
+$39,569.46 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$34,898.11 
VT Vanguard Total World Stock ETF
+2.42%
+$30,840.6 
LMND Lemonade Inc.
+2.42%
+$10,774.35 
SPGP Invesco S&P 500 GARP ETF
+2.39%
+$136,534.23 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.38%
+$203,617.69 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.36%
+$39,805.24 
IDV iShares International Select Dividend ETF
+2.32%
+$276,172.38 
HD The Home Depot, Inc.
+2.27%
+$35,053.75 
PFE Pfizer Inc.
+2.25%
+$12,571.23 
NVDA NVIDIA Corporation
+2.17%
+$171,457 
EDV Vanguard Extended Duration Treasury ETF
+2%
+$18,193.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$10,856.66 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$122,154.3 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$19,387.08 
IVV iShares Core S&P 500 ETF
+1.69%
+$36,733.04 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$47,897.94 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+1.6%
+$5,678.4 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$3,883.1 
IDLV Invesco S&P International Developed Low Volatility ETF
+1.48%
+$85,980.34 
JPM JPMorgan Chase & Co.
+1.42%
+$34,944.8 
AMZN Amazon.com Inc
+1.4%
+$32,089.9 
AAPL Apple Inc.
+1.39%
+$78,723.9 
MRK Merck & Co., Inc.
+1.39%
+$18,549.34 
OVL Overlay Shares Large Cap Equity Mutual Fund
+1.3%
+$25,245.36 
GAL SPDR SSGA Global Allocation ETF
+1.11%
+$6,974.5 
BAC Bank of America Corporation
+1.09%
+$20,343.65 
PTON Peloton Interactive, Inc.
+1.07%
+$696.3 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$3,177 
IBM International Business Machines Corporation
+0.89%
+$9,201.15 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.86%
+$17,780.09 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$75,405.44 
SDY SPDR S&P Dividend ETF
+0.85%
+$38,532.1 
MCD McDonald's Corporation
+0.83%
+$6,302.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$86,170.05 
PLTR Palantir Technologies Inc.
+0.67%
+$3,525.24 
BNDX Vanguard Total International Bond ETF
+0.58%
+$48,176.24 
MRSH Marsh & McLennan Companies, Inc.
+0.57%
+$1,425.02 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$1,256.96 
WFC Wells Fargo & Company
+0.54%
+$1,960.64 
PYLD PIMCO Multisector Bond Active ETF
+0.49%
+$54,024.23 
JPC Nuveen Preferred & Income Opportunities Fund
+0.45%
+$416.88 
ORRF Orrstown Financial Services Inc.
+0.44%
+$1,683.34 
GOOGL Alphabet Inc
+0.39%
+$5,863.02 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.35%
+$6,231.96 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$2,436.72 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.15%
+$3,405.7 
HMOP Hartford Municipal Opportunities ETF
+0.03%
+$3,092.12 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
SIRO Sirona Dental Systems, Inc.
0%
$0 
XOM Exxon Mobil Corporation
-2.68%
-$62,819.64 
MO Altria Group, Inc.
-2.35%
-$22,019.44 
CVX Chevron Corporation
-2.11%
-$14,548 
PSX Phillips 66
-1.99%
-$15,330.7 
YORW The York Water Company
-1.92%
-$12,182.32 
MSFT Microsoft Corp.
-1.79%
-$39,070.34 
AMT American Tower Corporation
-1.69%
-$6,223.91 
OVF Overlay Shares Foreign Equity ETF
-1.51%
-$60,024.64 
MDLZ Mondelez International, Inc.
-1.31%
-$5,580.96 
ARTNA Artesian Resources Corporation Class A Common Stock
-1.3%
-$2,859.07 
PM Philip Morris International Inc.
-1.27%
-$3,842.17 
KO The Coca-Cola Company
-1.26%
-$15,585.15 
V Visa Inc. Class A
-1.19%
-$3,395.68 
TRGP Targa Resources Corp.
-1.17%
-$4,925.82 
COST Costco Wholesale Corporation
-0.82%
-$2,335.95 
OVS Overlay Shares Small Cap Equity Fund
-0.74%
-$14,360.75 
MA Mastercard Incorporated
-0.54%
-$4,915.68 
UNH UnitedHealth Group Incorporated
-0.51%
-$7,766.72 
ASMF Virtus AlphaSimplex Managed Futures ETF
-0.49%
-$1,689.2 
PG Procter & Gamble Co
-0.48%
-$4,253.04 
META Meta Platforms Inc Class A
-0.45%
-$2,060.4 
PEP PepsiCo, Inc.
-0.44%
-$3,956.46 
NEE NextEra Energy, Inc.
-0.39%
-$3,435.96 
TWLO Twilio Inc.
-0.31%
-$1,345.5 
ABBV AbbVie Inc.
-0.08%
-$899.08 
SPLV Invesco S&P 500 Low Volatility ETF
-0.08%
-$2,924.04 
WMT Walmart Inc.
-0.07%
-$327.24 
JNJ Johnson & Johnson
-0.05%
-$824.05 
VZ Verizon Communications Inc.
-0.04%
-$297.88 Events
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Dividends
Dividend Analysis
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| Trades 1110 | Longs Won 749/1110 67% | Profit Factor 33.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $387,414.96 |
| Average Win $119,792.46 | Best Trade (Jun 11) $7.56M | Sharpe Ratio -8.6 |
| Average Loss -$7,517.96 | Worst Trade (Jun 11) -$321,055.14 | Z-Score 4.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $78,387.9 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
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Returns
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