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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.02%
1.23%
$2.026M
8,443 shares@ $239.97 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.12%
1.19%
$1.952M
8,864 shares@ $220.22 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.44%
1.18%
$1.944M
32,074 shares@ $60.61 avg price
OVLListed Fd Tr
Recent Activity
Increased 5.99%
1.03%
$1.688M
36,385 shares@ $46.4 avg price
SMLVSpdr Ser Tr
Recent Activity
Increased 1.11%
1.02%
$1.674M
13,247 shares@ $126.37 avg price
OVSListed Fd Tr
Recent Activity
Increased 6.27%
0.96%
$1.581M
45,496 shares@ $34.76 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.25%
0.78%
$1.289M
12,011 shares@ $107.32 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 13.04%
0.67%
$1.095M
1,873 shares@ $584.63 avg price
MRKMerck & Co Inc
Recent Activity
Increased 7.05%
0.59%
$960,000
9,677 shares@ $99.21 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.55%
0.55%
$894,000
1,772 shares@ $504.52 avg price