Johnson & White Wealth Management, LLC
Top Portfolio Positions
66 positions ·
$64,721,269 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
39,325 | $6,858,280 | 10.60% | |
| AAPL |
Apple Inc.
Technology
|
19,438 | $4,933,170 | 7.62% | |
| AVGO |
Broadcom Inc.
Technology
|
14,313 | $4,430,016 | 6.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,588 | $2,644,660 | 4.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,942 | $2,336,218 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
5,499 | $2,035,564 | 3.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,654 | $2,010,638 | 3.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,165 | $1,751,412 | 2.71% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
34,191 | $1,666,811 | 2.58% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
4,835 | $1,590,183 | 2.46% |
Portfolio Trend
Holdings in YORW
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,571 | 21,004 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $681,280 | 21,397 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $684,237 | 22,493 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $755,872 | 23,920 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $876,086 | 25,262 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $834,294 | 25,498 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $1,076,130 | 29,670 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,145,700 | 29,666 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,111,578 | 29,650 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,309,307 | 29,291 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,068,430 | 27,802 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||