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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
MRVLMarvell Technology Inc
Recent Activity
New Position
0.21%
$345,000
3,038 shares@ $113.57 avg price
ORRFOrrstown Finl Svcs Inc
Recent Activity
New Position
0.21%
$331,000
9,211 shares@ $35.94 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
New Position
0.2%
$320,000
1,515 shares@ $211.23 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.19%
$312,000
4,449 shares@ $70.13 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.19%
$301,000
4,000 shares@ $75.25 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.17%
$276,000
4,688 shares@ $58.88 avg price
UPSUnited Parcel Service Inc
Recent Activity
New Position
0.16%
$263,000
2,125 shares@ $123.77 avg price
NQPNuveen Pennsylvania Qlt Mun
Recent Activity
New Position
0.16%
$248,000
21,857 shares@ $11.35 avg price
LMNDLemonade Inc
Recent Activity
New Position
0.15%
$234,000
6,420 shares@ $36.45 avg price
NSANational Storage Affiliates
Recent Activity
New Position
0.14%
$228,000
6,106 shares@ $37.35 avg price