Johnson & White Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationyork, PA
- CIK0001954136
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
102 | $199.00 K | PXF, PRFZ, IDV*, HMOP | 13F-HR | Jul 17, 2025 | 000195413625000004 | ||
98 | $179.00 K | PXF, PRFZ, HMOP, BNDX | 13F-HR | Apr 10, 2025 | 000195413625000003 | ||
98 | $166.00 K | PXF, PRFZ, BNDX, SCHD | 13F-HR | Jan 13, 2025 | 000195413625000001 | ||
54 | $117.00 K | PXF, PRFZ, BNDX, KRE | 13F-HR | Oct 3, 2024 | 000195413624000003 | ||
51 | $105.00 K | PXF, PRFZ, BNDX, NVDA | 13F-HR | Jul 19, 2024 | 000195413624000001 | ||
86 | $138.00 K | PXF, KRE, BNDX, PRFZ | 13F-HR | Apr 10, 2024 | 000179817224000005 | ||
79 | $121.00 K | PXF, KRE, BNDX, PRFZ | 13F-HR | Jan 17, 2024 | 000176708024000003 | ||
72 | $111.00 K | PXF, KRE, SCHD, BNDX | 13F-HR | Oct 12, 2023 | 000195413623000004 | ||
35 | $73.00 K | PXF, KRE, BNDX, PRFZ | 13F-HR | Jul 25, 2023 | 000195413623000003 | ||
76 | $113.00 K | PXF, KRE, SCHD, BNDX | 13F-HR | Apr 17, 2023 | 000195413623000002 | ||
77 | $100.00 K | ABT, MDLZ, ETV, EFA | 13F-HR | Jan 18, 2023 | 000195413623000001 | ||
76 | $88.64 M | PXF, KRE, BNDX, SCHD | 13F-HR | Nov 14, 2022 | 000195413622000001 |