Ashleigh Swayze

@Johnson & White Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$165.267M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VZVerizon Communications Inc Recent Activity Decreased -14.95%	0.2%	$318,000 7,916 shares@ $40.18 avg price	Decreased -14.95%
XEVTXEaton Vance Tax Advt Div Inc Recent Activity Decreased -1.58%	0.14%	$229,000 9,580 shares@ $23.91 avg price	Decreased -1.58%
ARTNAArtesian Res Corp Recent Activity Decreased -2%	0.14%	$224,000 7,140 shares@ $31.38 avg price	Decreased -2%