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Ashleigh Swayze

@Johnson & White Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$165.267MTotal holdings98
Assets growth rate42.29%Assets growth rate (2-Q avg)26.62%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Johnson & White Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Johnson & White Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 165.267M in assets, with a quarterly growth rate of 42.29% and a 2-quarter average growth rate of 26.62%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -0.04%
3.94%
$6.504M
47,022 shares@ $138.32 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -9.98%
3.15%
$5.192M
39,555 shares@ $131.27 avg price
AAPLApple Inc
Recent Activity
Decreased -0.66%
3.11%
$5.137M
21,065 shares@ $243.87 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.43%
2.41%
$3.975M
17,134 shares@ $232.0 avg price
QEFASpdr Index Shs Fds
Recent Activity
Decreased -8.16%
2.29%
$3.78M
52,205 shares@ $72.41 avg price
BACBank America Corp
Recent Activity
Decreased -0.35%
0.93%
$1.536M
34,686 shares@ $44.29 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -7.4%
0.62%
$1.016M
5,663 shares@ $179.42 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.91%
0.49%
$806,000
13,636 shares@ $59.11 avg price
TSLATesla Inc
Recent Activity
Decreased -20.45%
0.41%
$664,000
1,750 shares@ $379.43 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -9.72%
0.23%
$364,000
6,325 shares@ $57.55 avg price