Ashleigh Swayze

@Johnson & White Wealth Management, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$165.267M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SQBlock Inc Recent Activity New Position	0.14%	$221,000 2,549 shares@ $86.71 avg price	New Position
PAYXPaychex Inc Recent Activity New Position	0.14%	$216,000 1,559 shares@ $138.56 avg price	New Position
LOWLowes Cos Inc Recent Activity New Position	0.13%	$214,000 868 shares@ $246.55 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.13%	$206,000 515 shares@ $400.0 avg price	New Position
SHWSherwin Williams Co Recent Activity New Position	0.13%	$206,000 619 shares@ $332.8 avg price	New Position
PMPhilip Morris Intl Inc Recent Activity New Position	0.13%	$203,000 1,678 shares@ $120.98 avg price	New Position