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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
MCDMcdonalds Corp
Recent Activity
New Position
0.41%
$670,000
2,292 shares@ $292.33 avg price
ETHGrayscale Ethereum Mini Tr E
Recent Activity
New Position
0.39%
$631,000
19,387 shares@ $32.55 avg price
MSMorgan Stanley
Recent Activity
New Position
0.37%
$597,000
4,783 shares@ $124.82 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.33%
$542,000
1,874 shares@ $289.23 avg price
CVXChevron Corp New
Recent Activity
New Position
0.32%
$519,000
3,540 shares@ $146.62 avg price
WMTWalmart Inc
Recent Activity
New Position
0.31%
$503,000
5,588 shares@ $90.02 avg price
PSXPhillips 66
Recent Activity
New Position
0.29%
$478,000
4,180 shares@ $114.36 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
New Position
0.29%
$466,000
6,032 shares@ $77.26 avg price
MDLZMondelez Intl Inc
Recent Activity
New Position
0.25%
$403,000
6,765 shares@ $59.58 avg price
BTCGrayscale Bitcoin Mini Tr Et
Recent Activity
New Position
0.23%
$374,000
8,670 shares@ $43.14 avg price