Johnson & White Wealth Management, LLC
Top Portfolio Positions
67 positions ·
$65,543,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
39,325 | $6,858,280 | 10.46% | |
| AAPL |
Apple Inc.
Technology
|
19,438 | $4,933,170 | 7.53% | |
| AVGO |
Broadcom Inc.
Technology
|
14,313 | $4,430,016 | 6.76% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,588 | $2,644,660 | 4.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,942 | $2,336,218 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
5,499 | $2,035,564 | 3.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,654 | $2,010,638 | 3.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,165 | $1,751,412 | 2.67% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
34,191 | $1,666,811 | 2.54% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
4,835 | $1,590,183 | 2.43% |
Portfolio Trend
15 quarters · across all stocks
Holdings in ARTNA
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,770 | 6,649 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $210,174 | 6,649 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $216,757 | 6,649 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $223,140 | 6,649 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $233,121 | 7,140 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $225,766 | 7,140 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $270,893 | 7,286 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $264,086 | 7,511 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $278,733 | 7,511 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $311,330 | 7,511 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $315,386 | 7,511 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $415,808 | 7,511 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,076,543 | 35,448 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $373,603 | 7,764 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||