Johnson & White Wealth Management, LLC
CIK
1954136
City
YORK
State / Country
PA
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 EVT
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,916 | 13,520 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $351,336 | 13,953 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $350,710 | 14,344 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $345,859 | 14,351 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $226,161 | 9,719 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $230,399 | 9,580 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,332 | 9,734 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $226,099 | 9,708 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $231,067 | 9,791 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $218,561 | 9,823 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $217,921 | 10,289 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $235,894 | 10,369 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $233,787 | 10,340 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $165,619 | 7,264 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $239,380 | 11,006 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||