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