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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
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.91%
9.95%
$16.429M
344,127 shares@ $47.75 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Increased 6.76%
5.55%
$9.156M
219,672 shares@ $41.69 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 5.96%
5.09%
$8.412M
171,352 shares@ $49.1 avg price
DGROIshares Tr
Recent Activity
Increased 3.19%
3.34%
$5.506M
90,081 shares@ $61.13 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 6.96%
3.17%
$5.232M
257,240 shares@ $20.34 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 7.05%
2.78%
$4.592M
114,094 shares@ $40.25 avg price
IDLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.4%
2.75%
$4.536M
163,388 shares@ $27.77 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Increased 7.87%
2.42%
$3.988M
38,023 shares@ $104.89 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.25%
1.95%
$3.209M
46,030 shares@ $69.72 avg price
OVFListed Fd Tr
Recent Activity
Increased 8.45%
1.81%
$2.979M
127,597 shares@ $23.35 avg price