Johnson--White-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "PXF",
  "AVGO",
  "LOW",
  "LMND",
  "EVT",
  null,
  null,
  "HD",
  "MCD",
  null,
  "ARTNA",
  null,
  null,
  "RIVN",
  "META",
  "IJH",
  null,
  null,
  null,
  "NQP",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "PAYX",
  "EEM",
  "PYPL",
  "PEP",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SHW",
  "AMT",
  "IBM",
  "UPS",
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "PTON",
  null,
  "SDY",
  null,
  "VIGI",
  "AMZN",
  null,
  "VGT",
  null,
  "VXUS",
  "BNDX",
  "VT",
  "V",
  "WMT",
  "WFC",
  "YORW",
  "ORRF",
  "SCHD",
  null,
  "PSX",
  null,
  null,
  "GEV",
  "DGRO",
  "BAC",
  "BRK-B",
  "TECH",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "XRAY",
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 98
Total Value: 178158
Accession Number: 0001954136-25-000003
Form Type: 13F-HR
CIK: johnson--white-wealth-management
Manager Name: Johnson--White-Wealth-Management

Data Enrichment

78% identified

76 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $178.2K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287465

EFA|464287465

Shares:31.1K

Value:$2.5M

% of Portfolio:1425.7% ($2.5M/$178.2K)

MICROSOFT CORP

MSFT|594918104

Shares:5.9K

Value:$2.2M

% of Portfolio:1251.1% ($2.2M/$178.2K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.4K

Value:$2.1M

% of Portfolio:1151.2% ($2.1M/$178.2K)

46138E198

Shares:32.0K

Value:$2.0M

% of Portfolio:1109.1% ($2.0M/$178.2K)

921946810

VIGI|921946810

Shares:23.5K

Value:$2.0M

% of Portfolio:1095.7% ($2.0M/$178.2K)

464287200

IVV|464287200

Shares:3.1K

Value:$1.7M

% of Portfolio:966.0% ($1.7M/$178.2K)

464286533

Shares:29.4K

Value:$1.7M

% of Portfolio:962.1% ($1.7M/$178.2K)

AMAZON COM INC

AMZN|023135106

Shares:9.0K

Value:$1.7M

% of Portfolio:955.9% ($1.7M/$178.2K)

HOME DEPOT, INC.

HD|437076102

Shares:4.6K

Value:$1.7M

% of Portfolio:950.3% ($1.7M/$178.2K)

78468R887

Shares:12.9K

Value:$1.6M

% of Portfolio:891.9% ($1.6M/$178.2K)

53656F805

Shares:35.8K

Value:$1.6M

% of Portfolio:880.7% ($1.6M/$178.2K)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.3K

Value:$1.5M

% of Portfolio:818.9% ($1.5M/$178.2K)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:34.7K

Value:$1.4M

% of Portfolio:812.8% ($1.4M/$178.2K)

53656F888

Shares:45.8K

Value:$1.4M

% of Portfolio:804.9% ($1.4M/$178.2K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.5K

Value:$1.4M

% of Portfolio:786.9% ($1.4M/$178.2K)

AbbVie Inc.

ABBV|00287Y109

Shares:5.7K

Value:$1.2M

% of Portfolio:672.4% ($1.2M/$178.2K)

464287234

EEM|464287234

Shares:26.2K

Value:$1.1M

% of Portfolio:643.2% ($1.1M/$178.2K)

464287507

IJH|464287507

Shares:18.4K

Value:$1.1M

% of Portfolio:603.4% ($1.1M/$178.2K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.3K

Value:$1.1M

% of Portfolio:594.4% ($1.1M/$178.2K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.9K

Value:$1.0M

% of Portfolio:588.2% ($1.0M/$178.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	31.1K	QoQ +2.79% (+844) YoY +11.65% (+3.2K)	All Managers (Combined)	$2.5M	1425.7% ($2.5M/$178.2K)	QoQ +11.50% (+$0) YoY +14.26% (+$0)
MICROSOFT CORP(MSFTcusip594918104)	5.9K	QoQ +1.83% (-107) YoY +10.39% (-559)	All Managers (Combined)	$2.2M	1251.1% ($2.2M/$178.2K)	QoQ -8.68% (-$0) YoY -1.54% (-$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.4K	QoQ -0.95% (-81) YoY +10.17% (+772)	All Managers (Combined)	$2.1M	1151.2% ($2.1M/$178.2K)	QoQ +1.23% (-$0) YoY +34.93% (+$1)
(cusip46138E198)✕	32.0K	QoQ -0.16% (-54) YoY +2.54% (+796)	All Managers (Combined)	$2.0M	1109.1% ($2.0M/$178.2K)	QoQ +1.64% (-$0) YoY +12.20% (+$0)
(VIGIcusip921946810)	23.5K	QoQ +6.73% (+1.5K) YoY +9.86% (+2.1K)	All Managers (Combined)	$2.0M	1095.7% ($2.0M/$178.2K)	QoQ +10.84% (+$0) YoY +11.79% (+$0)
(IVVcusip464287200)	3.1K	QoQ +0.78% (-24) YoY +3.58% (+106)	All Managers (Combined)	$1.7M	966.0% ($1.7M/$178.2K)	QoQ -3.58% (-$0) YoY +10.74% (+$0)
(cusip464286533)✕	29.4K	QoQ +2.00% (+577) YoY +8.70% (+2.4K)	All Managers (Combined)	$1.7M	962.1% ($1.7M/$178.2K)	QoQ +2.94% (+$0) YoY +12.02% (+$0)
AMAZON COM INC(AMZNcusip023135106)	9.0K	QoQ +0.99% (-88) YoY +22.01% (+1.6K)	All Managers (Combined)	$1.7M	955.9% ($1.7M/$178.2K)	QoQ -12.75% (-$0) YoY +28.72% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	4.6K	QoQ +0.04% (-2) YoY +9.95% (+418)	All Managers (Combined)	$1.7M	950.3% ($1.7M/$178.2K)	QoQ -5.57% (-$0) YoY +5.09% (+$0)
(cusip78468R887)✕	12.9K	QoQ -2.34% (-311) YoY -22.71% (-3.8K)	All Managers (Combined)	$1.6M	891.9% ($1.6M/$178.2K)	QoQ -5.07% (-$0) YoY -15.25% (-$0)
(cusip53656F805)✕	35.8K	QoQ -1.50% (-548) YoY +92.09% (+17.2K)	All Managers (Combined)	$1.6M	880.7% ($1.6M/$178.2K)	QoQ -7.04% (-$0) YoY +97.35% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	12.3K	QoQ +2.13% (+257) YoY +20.43% (+2.1K)	All Managers (Combined)	$1.5M	818.9% ($1.5M/$178.2K)	QoQ +13.18% (+$0) YoY +23.22% (+$0)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	34.7K	QoQ +0.05% (-19) YoY +6.32% (+2.1K)	All Managers (Combined)	$1.4M	812.8% ($1.4M/$178.2K)	QoQ -5.72% (-$0) YoY +16.96% (+$0)
(cusip53656F888)✕	45.8K	QoQ +0.71% (-325) YoY +104.05% (+23.4K)	All Managers (Combined)	$1.4M	804.9% ($1.4M/$178.2K)	QoQ -9.29% (-$0) YoY +86.23% (+$1)
JOHNSON & JOHNSON(JNJcusip478160104)	8.5K	QoQ -1.33% (-114) YoY +9.39% (+726)	All Managers (Combined)	$1.4M	786.9% ($1.4M/$178.2K)	QoQ +13.61% (-$0) YoY +14.72% (+$0)
AbbVie Inc.(ABBVcusip00287Y109)	5.7K	QoQ +0.95% (+54) YoY +5.26% (+286)	All Managers (Combined)	$1.2M	672.4% ($1.2M/$178.2K)	QoQ +17.91% (+$0) YoY +21.13% (+$0)
(EEMcusip464287234)	26.2K	QoQ +2.85% (+728) YoY +7.21% (+1.8K)	All Managers (Combined)	$1.1M	643.2% ($1.1M/$178.2K)	QoQ +7.70% (+$0) YoY +14.02% (+$0)
(IJHcusip464287507)	18.4K	QoQ +0.98% (-180) YoY +6.65% (+1.1K)	All Managers (Combined)	$1.1M	603.4% ($1.1M/$178.2K)	QoQ -5.20% (-$0) YoY +2.38% (+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.3K	QoQ -1.73% (-75) YoY +16.04% (+589)	All Managers (Combined)	$1.1M	594.4% ($1.1M/$178.2K)	QoQ +11.12% (-$0) YoY +51.06% (+$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.9K	QoQ +0.05% (-1) YoY +13.09% (+217)	All Managers (Combined)	$1.0M	588.2% ($1.0M/$178.2K)	QoQ -4.29% (-$0) YoY +20.87% (+$0)