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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
IJHIshares Tr
Recent Activity
New Position
0.69%
$1.134M
18,251 shares@ $62.14 avg price
EEMIshares Tr
Recent Activity
New Position
0.65%
$1.064M
25,490 shares@ $41.75 avg price
VTVanguard Intl Equity Index F
Recent Activity
New Position
0.64%
$1.047M
8,927 shares@ $117.29 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.58%
$953,000
4,334 shares@ $219.89 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.58%
$953,000
5,742 shares@ $165.98 avg price
KOCoca Cola Co
Recent Activity
New Position
0.53%
$866,000
13,997 shares@ $61.88 avg price
YORWYork Wtr Co
Recent Activity
New Position
0.51%
$828,000
25,498 shares@ $32.48 avg price
PEPPepsico Inc
Recent Activity
New Position
0.49%
$806,000
5,366 shares@ $150.21 avg price
IWMIshares Tr
Recent Activity
New Position
0.46%
$749,000
3,387 shares@ $221.14 avg price
GEGe Aerospace
Recent Activity
New Position
0.45%
$733,000
4,350 shares@ $168.51 avg price