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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Mastercard Inc

MA|57636Q104

Shares:1.9K

Value:$1.0M

% of Portfolio:587.1% ($1.0M/$178.2K)

COCA COLA CO

KO|191216100

Shares:14.3K

Value:$1.0M

% of Portfolio:574.2% ($1.0M/$178.2K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:568.6% ($1.0M/$178.2K)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.8K

Value:$988.0K

% of Portfolio:554.6% ($988.0K/$178.2K)

922042742

VT|922042742

Shares:8.2K

Value:$947.0K

% of Portfolio:531.6% ($947.0K/$178.2K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.8K

Value:$942.0K

% of Portfolio:528.7% ($942.0K/$178.2K)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.8K

Value:$883.0K

% of Portfolio:495.6% ($883.0K/$178.2K)

YORK WATER CO

YORW|987184108

Shares:25.3K

Value:$876.0K

% of Portfolio:491.7% ($876.0K/$178.2K)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.3K

Value:$871.0K

% of Portfolio:488.9% ($871.0K/$178.2K)

PEPSICO INC

PEP|713448108

Shares:5.7K

Value:$859.0K

% of Portfolio:482.2% ($859.0K/$178.2K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:13.9K

Value:$859.0K

% of Portfolio:482.2% ($859.0K/$178.2K)

46654Q203

Shares:16.5K

Value:$853.0K

% of Portfolio:478.8% ($853.0K/$178.2K)

ALTRIA GROUP, INC.

MO|02209S103

Shares:12.6K

Value:$757.0K

% of Portfolio:424.9% ($757.0K/$178.2K)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$716.0K

% of Portfolio:401.9% ($716.0K/$178.2K)

NEXTERA ENERGY INC

NEE|65339F101

Shares:9.8K

Value:$691.0K

% of Portfolio:387.9% ($691.0K/$178.2K)

464287655

IWM|464287655

Shares:3.4K

Value:$684.0K

% of Portfolio:383.9% ($684.0K/$178.2K)

CHEVRON CORP

CVX|166764100

Shares:4.0K

Value:$664.0K

% of Portfolio:372.7% ($664.0K/$178.2K)

AMGEN INC

AMGN|031162100

Shares:2.1K

Value:$645.0K

% of Portfolio:362.0% ($645.0K/$178.2K)

Alphabet Inc.

GOOGL|02079K305

Shares:3.8K

Value:$594.0K

% of Portfolio:333.4% ($594.0K/$178.2K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$585.0K

% of Portfolio:328.4% ($585.0K/$178.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	1.9K	QoQ +0.05% (+1) YoY +0.05% (+1)	All Managers (Combined)	$1.0M	587.1% ($1.0M/$178.2K)	QoQ +4.91% (+$0) YoY +13.81% (+$0)
COCA COLA CO(KOcusip191216100)	14.3K	QoQ +2.09% (+293) YoY +17.33% (+2.1K)	All Managers (Combined)	$1.0M	574.2% ($1.0M/$178.2K)	QoQ +18.12% (+$0) YoY +37.31% (+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$1.0M	568.6% ($1.0M/$178.2K)	QoQ +18.06% (+$0) YoY NEW(+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	5.8K	QoQ +0.94% (+54) YoY +14.59% (+738)	All Managers (Combined)	$988.0K	554.6% ($988.0K/$178.2K)	QoQ +3.67% (+$0) YoY +20.34% (+$0)
(VTcusip922042742)	8.2K	QoQ -8.52% (-761) YoY -53.51% (-9.4K)	All Managers (Combined)	$947.0K	531.6% ($947.0K/$178.2K)	QoQ -9.55% (-$0) YoY -51.21% (-$1)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.8K	QoQ +1.46% (+26) YoY +17.36% (+266)	All Managers (Combined)	$942.0K	528.7% ($942.0K/$178.2K)	QoQ +5.36% (+$0) YoY +24.27% (+$0)
Merck & Co., Inc.(MRKcusip58933Y105)	9.8K	QoQ +1.62% (-157) YoY +21.22% (-1.7K)	All Managers (Combined)	$883.0K	495.6% ($883.0K/$178.2K)	QoQ -8.02% (-$0) YoY -17.47% (-$0)
YORK WATER CO(YORWcusip987184108)	25.3K	QoQ -0.92% (-236) YoY -14.85% (-4.4K)	All Managers (Combined)	$876.0K	491.7% ($876.0K/$178.2K)	QoQ +5.79% (-$0) YoY -18.58% (-$0)
GENERAL ELECTRIC CO(GEcusip369604301)	4.3K	QoQ 0.00% (+0) YoY +6.95% (+283)	All Managers (Combined)	$871.0K	488.9% ($871.0K/$178.2K)	QoQ +18.82% (+$0) YoY +21.98% (+$0)
PEPSICO INC(PEPcusip713448108)	5.7K	QoQ +6.78% (+364) YoY +19.27% (+926)	All Managers (Combined)	$859.0K	482.2% ($859.0K/$178.2K)	QoQ +6.57% (+$0) YoY +2.14% (+$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	13.9K	QoQ +2.03% (+278) YoY +22.47% (+2.6K)	All Managers (Combined)	$859.0K	482.2% ($859.0K/$178.2K)	QoQ +6.57% (+$0) YoY +51.49% (+$0)
(cusip46654Q203)✕	16.5K	QoQ +128.19% (+9.2K) YoY NEW(+16.5K)	All Managers (Combined)	$853.0K	478.8% ($853.0K/$178.2K)	QoQ +110.09% (+$0) YoY NEW(+$1)
ALTRIA GROUP, INC.(MOcusip02209S103)	12.6K	QoQ +20.68% (+2.2K) YoY +175.70% (+8.0K)	All Managers (Combined)	$757.0K	424.9% ($757.0K/$178.2K)	QoQ +37.88% (+$0) YoY +278.50% (+$1)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ 0.00% (+0) YoY NEW(+2.3K)	All Managers (Combined)	$716.0K	401.9% ($716.0K/$178.2K)	QoQ +6.86% (+$0) YoY NEW(+$1)
NEXTERA ENERGY INC(NEEcusip65339F101)	9.8K	QoQ +2.12% (+203) YoY NEW(+9.8K)	All Managers (Combined)	$691.0K	387.9% ($691.0K/$178.2K)	QoQ +1.02% (+$0) YoY NEW(+$1)
(IWMcusip464287655)	3.4K	QoQ +1.26% (-43) YoY +8.92% (+281)	All Managers (Combined)	$684.0K	383.9% ($684.0K/$178.2K)	QoQ -8.67% (-$0) YoY +3.32% (+$0)
CHEVRON CORP(CVXcusip166764100)	4.0K	QoQ +12.06% (+427) YoY -33.08% (-2.0K)	All Managers (Combined)	$664.0K	372.7% ($664.0K/$178.2K)	QoQ +27.93% (+$0) YoY -28.98% (-$0)
AMGEN INC(AMGNcusip031162100)	2.1K	QoQ +0.04% (+1) YoY +107.00% (+1.1K)	All Managers (Combined)	$645.0K	362.0% ($645.0K/$178.2K)	QoQ +20.33% (+$0) YoY +127.11% (+$0)
Alphabet Inc.(GOOGLcusip02079K305)	3.8K	QoQ +10.78% (-374) YoY +48.35% (+1.3K)	All Managers (Combined)	$594.0K	333.4% ($594.0K/$178.2K)	QoQ -9.58% (-$0) YoY +51.91% (+$0)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ +12.02% (+134) YoY +14.39% (+157)	All Managers (Combined)	$585.0K	328.4% ($585.0K/$178.2K)	QoQ +2.99% (+$0) YoY +20.86% (+$0)