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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
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.91%
9.95%
$16.429M
344,127 shares@ $47.75 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Increased 6.76%
5.55%
$9.156M
219,672 shares@ $41.69 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 5.96%
5.09%
$8.412M
171,352 shares@ $49.1 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
4.23%
$6.981M
256,072 shares@ $27.27 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.04%
3.94%
$6.504M
47,022 shares@ $138.32 avg price
IDVIshares Tr
Recent Activity
New Position
3.4%
$5.619M
205,439 shares@ $27.36 avg price
DGROIshares Tr
Recent Activity
Increased 3.19%
3.34%
$5.506M
90,081 shares@ $61.13 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 6.96%
3.17%
$5.232M
257,240 shares@ $20.34 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -9.98%
3.15%
$5.192M
39,555 shares@ $131.27 avg price
AAPLApple Inc
Recent Activity
Decreased -0.66%
3.11%
$5.137M
21,065 shares@ $243.87 avg price