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:
90.51%
Gain +0.58%
Monthly
1.59%
Yearly
20.79%
Drawdown
17.76%
$269.82M
Equity
Holdings
$269.82M
Investment
$196.56M
$103.2M
Profit +$1.02M
Realized
$29.94M
Unrealized
$73.26M
Dividends
$17.92M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$1.02M
Win %
77%
This Week
Compared To Last Week
Gain
0.38%
Profit
$1.02M
Win %
77%
This Month
Compared to last month
Gain
1.37%
Profit
$3.63M
Win %
77%
This Year
Compared to last year
Gain
0.87%
Profit
$2.33M
Win %
77%
TSLA Tesla, Inc.
+6.07%
+$24,647.11 
INTC Intel Corporation
+5.71%
+$9,497.67 
GEV GE Vernova Inc.
+5.28%
+$34,658 
WDC Western Digital Corp.
+5.26%
+$36,503.5 
STX Seagate Technology Holdings plc
+4.7%
+$59,685.47 
ADI Analog Devices, Inc.
+4.68%
+$59,560.36 
MU Micron Technology Inc.
+4.08%
+$8,030.4 
MRVL Marvell Technology Inc.
+3.92%
+$31,718.8 
CSCO Cisco Systems, Inc.
+3.86%
+$50,618.76 
AMAT Applied Materials Inc.
+3.78%
+$8,698.61 
PANW Palo Alto Networks, Inc.
+3.42%
+$17,251.5 
DELL Dell Technologies Inc. Class C Common Stock
+3.36%
+$9,590.32 
MS Morgan Stanley Common Stock
+3.15%
+$30,341.82 
AMD Advanced Micro Devices Inc.
+3.07%
+$123,027.86 
AVGO Broadcom Inc.
+2.95%
+$126,786.86 
NVDA NVIDIA Corporation
+2.43%
+$195,123.2 
ELWT Elauwit Connection, Inc.
+2.33%
+$1,406 
PSX Phillips 66
+2.18%
+$26,172.3 
VGT Vanguard Information Technology ETF
+1.7%
+$5,494.4 
MSFT Microsoft Corporation Common Stock
+1.56%
+$52,620.75 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.52%
+$12,145.38 
NMZ Nuveen Municipal High Income Opportunity Fund
+1.33%
+$3,098.22 
QQQ Invesco QQQ Trust, Series 1
+1.3%
+$10,306.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.2%
+$7,651.7 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$2,946.01 
CAT Caterpillar Inc.
+1.16%
+$1,562.12 
JPM JPMorgan Chase & Co.
+1.1%
+$28,632.32 
PM Philip Morris International Inc.
+1.08%
+$3,579.12 
ORRF Orrstown Financial Services, Inc.
+0.95%
+$4,343.64 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.94%
+$1,489.99 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$8,648.02 
IJH iShares Core S&P Mid-Cap ETF
+0.77%
+$11,152.96 
PNC The PNC Financial Services Group, Inc.
+0.77%
+$1,741.93 
GE General Electric Company
+0.77%
+$9,119.84 
OVL Overlay Shares Large Cap Equity ETF
+0.74%
+$15,725.18 
IVV iShares Core S&P 500 ETF
+0.72%
+$17,485.86 
TRGP Targa Resources Corp.
+0.72%
+$3,407.64 
VTI Vanguard Total Stock Market ETF
+0.72%
+$4,446.57 
SPY State Street SPDR S&P 500 ETF Trust
+0.71%
+$8,493.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,554.52 
OVS Overlay Shares Small Cap Equity ETF
+0.7%
+$13,903.92 
JNJ Johnson & Johnson
+0.7%
+$13,030.88 
EDV Vanguard Extended Duration Treasury ETF
+0.64%
+$4,336.94 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.62%
+$35,755.72 
XOM ExxonMobil Holdings Corporation
+0.62%
+$17,831.4 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.59%
+$82,590.51 
IWM iShares Russell 2000 ETF
+0.54%
+$4,956.55 
VT Vanguard Total World Stock ETF
+0.51%
+$6,048.88 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.5%
+$8,776.32 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.49%
+$147,185.25 
AMGN Amgen Inc. Common Stock
+0.49%
+$6,983.28 
EFA iShares MSCI EAFE ETF
+0.49%
+$15,670.15 
BUFR FT Vest Laddered Buffer ETF
+0.47%
+$988.23 
OVF Overlay Shares Foreign Equity ETF
+0.45%
+$18,520.78 
ASMF Virtus AlphaSimplex Managed Futures ETF
+0.39%
+$1,276.29 
JEPI JPMorgan Equity Premium Income ETF
+0.37%
+$1,348.62 
VIGI Vanguard International Dividend Appreciation ETF
+0.35%
+$10,836.8 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.34%
+$14,119.18 
DGRO iShares Core Dividend Growth ETF
+0.32%
+$30,709.14 
BAC Bank of America Corporation
+0.31%
+$5,253.57 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.29%
+$5,728.27 
AMZN Amazon.com Inc
+0.29%
+$7,287.7 
VXUS Vanguard Total International Stock ETF
+0.29%
+$1,012.08 
GAL State Street Global Allocation ETF
+0.27%
+$1,678.65 
WFC Wells Fargo & Company
+0.26%
+$950.04 
MCD McDonald's Corporation
+0.25%
+$1,770.59 
JPC Nuveen Preferred & Income Opportunities Fund
+0.22%
+$182.38 
SHW The Sherwin-Williams Company
+0.18%
+$361.76 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.18%
+$3,802.59 
PRF Invesco RAFI US 1000 ETF
+0.17%
+$12,978.42 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.15%
+$540.6 
IDV iShares International Select Dividend ETF
+0.14%
+$17,010.18 
TECH Bio-Techne Corp.
+0.13%
+$324.14 
SPGP Invesco S&P 500 GARP ETF
+0.12%
+$7,540.65 
TWLO Twilio Inc. Class A Common Stock
+0.11%
+$571.86 
HMOP Hartford Municipal Opportunities ETF
+0.11%
+$12,582.28 
SPLV Invesco S&P 500 Low Volatility ETF
+0.08%
+$2,844.3 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.08%
+$9,277.9 
BNDX Vanguard Total International Bond ETF
+0.06%
+$5,043.75 
NEE NextEra Energy Inc.
+0.01%
+$102.6 
VZ Verizon Communications Inc.
-3.79%
-$25,035.15 
MRK Merck & Co., Inc.
-3.19%
-$51,916.19 
ETH Ethan Allen Interiors Inc
-3.11%
-$10,179.98 
XRAY Dentsply Sirona Inc.
-2.12%
-$5,114.4 
UNH UnitedHealth Group Inc.
-2.06%
-$32,666.32 
PTON Peloton Interactive Inc. Class A Common Stock
-2.05%
-$1,100 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-1.99%
-$34,149.52 
RIVN Rivian Automotive, Inc. Class A
-1.97%
-$6,999 
PXH Invesco RAFI Emerging Markets ETF
-1.79%
-$158,432.54 
META Meta Platforms Inc Class A
-1.79%
-$9,487.52 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.73%
-$6,859.84 
MRSH Marsh & McLennan Companies, Inc.
-1.7%
-$5,065.2 
MA Mastercard Inc. Class A Common Stock
-1.53%
-$17,316.88 
BTC Grayscale Bitcoin Mini Trust ETF
-1.49%
-$12,007.54 
AAPL Apple Inc.
-1.37%
-$96,483.23 
PG The Procter & Gamble Company
-1.24%
-$14,455.36 
MO Altria Group, Inc.
-1.12%
-$10,382.39 
V Visa Inc. Class A
-1%
-$3,660.17 
UPS United Parcel Service, Inc. Class B Common Stock
-0.97%
-$4,513.26 
PFE Pfizer Inc.
-0.88%
-$5,800.85 
GOOGL Alphabet Inc
-0.86%
-$11,944.24 
HD The Home Depot, Inc.
-0.76%
-$12,175.55 
ARTNA Artesian Resources Corp. Class A Non-Voting Common Stock
-0.47%
-$1,028.79 
AMT American Tower Corporation
-0.37%
-$1,297.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.35%
-$41,636.25 
CVX Chevron Corporation
-0.3%
-$2,642.62 
PEP PepsiCo, Inc.
-0.27%
-$2,453.47 
COST Costco Wholesale Corp
-0.23%
-$763.28 
LMND Lemonade Inc.
-0.22%
-$774.5 
EEM iShares MSCI Emerging Markets ETF
-0.18%
-$2,881.17 
KO The Coca-Cola Company
-0.16%
-$2,134.84 
WMT Walmart Inc.
-0.14%
-$603.24 
YORW York Water Co.
-0.13%
-$874.11 
SDY State Street SPDR S&P Dividend ETF
-0.09%
-$4,138.96 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.05%
-$1,041.63 
ABBV AbbVie Inc.
-0.03%
-$380.8 
IBM International Business Machines Corporation
0%
-$37.85 Events
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Dividends
Dividend Analysis
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| Trades 1222 | Longs Won 905/1222 74% | Profit Factor 13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,084.32 |
| Average Win $123,538.06 | Best Trade (Oct 21) $7.46M | Sharpe Ratio -9.8 |
| Average Loss -$27,131.22 | Worst Trade (Mar 30) -$1.88M | Z-Score 11.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $84,452.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,189 | $3.6M | $6.92M | - | $3.32M | 92.28% | -1.374% |
| ABBV AbbVie Inc. | 4,760 | $784,708.21 | $1.36M | - | $574,557.39 | 73.22% | -0.028% |
| ADI Analog Devices, Inc. | 3,252 | $732,213.24 | $1.33M | - | $599,106.78 | 81.82% | +4.683% |
| AMAT Applied Materials Inc. | 610 | $211,922.79 | $238,815 | - | $26,892.21 | 12.69% | +3.78% |
| AMD Advanced Micro Devices Inc. | 7,762 | $3.24M | $4.13M | - | $893,757.52 | 27.58% | +3.067% |
| AMGN Amgen Inc. Common Stock | 3,233 | $878,625.7 | $1.43M | - | $548,485.16 | 62.43% | +0.492% |
| AMT American Tower Corporation | 1,841 | $375,737.88 | $346,595.86 | - | -$29,142.02 | -7.76% | -0.373% |
| AMZN Amazon.com Inc | 10,052 | $1.57M | $2.5M | - | $926,218.22 | 58.85% | +0.292% |
| ARTNA Artesian Resources Corp. Class A Non-Voting Common Stock | 6,430 | $269,995.7 | $218,234.2 | - | -$51,761.5 | -19.17% | -0.469% |
| ASMF Virtus AlphaSimplex Managed Futures ETF | 12,190 | $275,164.87 | $327,301.5 | - | $52,136.63 | 18.95% | +0.391% |
| AVGO Broadcom Inc. | 13,374 | $1.16M | $4.43M | - | $3.27M | 281.68% | +2.947% |
| BAC Bank of America Corporation | 33,894 | $986,301.01 | $1.72M | - | $732,633.2 | 74.28% | +0.307% |
| BNDX Vanguard Total International Bond ETF | 176,355 | $8.63M | $8.33M | - | -$299,078.65 | -3.46% | +0.061% |
| BRK-B Berkshire Hathaway Inc. | 1,721 | $707,542.75 | $941,757.01 | - | $234,214.26 | 33.1% | +0.927% |
| BTC Grayscale Bitcoin Mini Trust ETF | 22,444 | $1,002.47 | $793,507.62 | - | $792,505.15 | 79,055.25% | -1.491% |
| BUFR FT Vest Laddered Buffer ETF | 5,647 | $206,284.91 | $212,750.72 | - | $6,465.81 | 3.13% | +0.467% |
| CAT Caterpillar Inc. | 196 | $208,720.4 | $136,214.12 | - | -$72,506.28 | -34.74% | +1.16% |
| COST Costco Wholesale Corp | 329 | $295,401.28 | $329,329 | - | $33,927.72 | 11.49% | -0.231% |
| CSCO Cisco Systems, Inc. | 12,316 | $637,991.44 | $1.36M | - | $724,281.32 | 113.53% | +3.859% |
| CVX Chevron Corporation | 3,722 | $552,701.4 | $865,365 | - | $312,663.6 | 56.57% | -0.304% |
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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: Invesco RAFI Developed Markets ex-U.S. ETF - $3.7M, Vanguard S&P 500 ETF - $3.62M, United Parcel Service, Inc. Class B Common Stock - $2.68M, NVIDIA Corporation - $2.57M, and iShares International Select Dividend ETF - $2.33M. 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 - $147,317, 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 $17.92M earned over time. The largest contributors to dividend income include Invesco RAFI Developed Markets ex-U.S. ETF - $2.32M, iShares International Select Dividend ETF - $1.4M, Vanguard Total International Bond ETF - $1.1M, Invesco RAFI Emerging Markets ETF - $858,679.17, and PIMCO Multisector Bond Active Exchange-Traded Fund - $758,414.69. 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.
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