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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.57%
0.52%
$858,000
1,902 shares@ $451.11 avg price
NEENextera Energy Inc
Recent Activity
Increased 6.01%
0.42%
$684,000
9,548 shares@ $71.64 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.84%
0.4%
$657,000
3,467 shares@ $189.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5%
0.35%
$568,000
1,114 shares@ $509.88 avg price
MOAltria Group Inc
Recent Activity
Increased 0.18%
0.34%
$549,000
10,456 shares@ $52.51 avg price
AMGNAmgen Inc
Recent Activity
Increased 106.9%
0.33%
$536,000
2,069 shares@ $259.07 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 34.09%
0.25%
$406,000
7,215 shares@ $56.28 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 0.06%
0.22%
$353,000
1,951 shares@ $180.94 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.89%
0.18%
$296,000
325 shares@ $910.77 avg price