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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
SCHDSchwab Strategic Tr
Recent Activity
New Position
4.23%
$6.981M
256,072 shares@ $27.27 avg price
IDVIshares Tr
Recent Activity
New Position
3.4%
$5.619M
205,439 shares@ $27.36 avg price
EDVVanguard World Fd
Recent Activity
New Position
2.28%
$3.768M
55,658 shares@ $67.7 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.48%
$2.441M
5,832 shares@ $418.56 avg price
EFAIshares Tr
Recent Activity
New Position
1.38%
$2.278M
30,235 shares@ $75.35 avg price
HDHome Depot Inc
Recent Activity
New Position
1.09%
$1.793M
4,616 shares@ $388.44 avg price
IVVIshares Tr
Recent Activity
New Position
1.09%
$1.785M
3,039 shares@ $587.37 avg price
VIGIVanguard Whitehall Fds
Recent Activity
New Position
1.07%
$1.761M
22,045 shares@ $79.89 avg price
EEMVIshares Inc
Recent Activity
New Position
1.01%
$1.665M
28,804 shares@ $57.81 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.75%
$1.234M
8,567 shares@ $144.05 avg price