Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 8 | Q2 2024 | 7.1% |
INVESCO EXCHANGE TRADED FD T | 8 | Q2 2024 | 3.7% |
SPDR SER TR | 8 | Q2 2024 | 2.8% |
MERCK & CO INC | 8 | Q2 2024 | 1.2% |
MASTERCARD INCORPORATED | 8 | Q2 2024 | 1.0% |
CISCO SYS INC | 8 | Q2 2024 | 0.7% |
INVESCO QQQ TR | 8 | Q2 2024 | 0.7% |
EATON VANCE TAX ADVT DIV INC | 8 | Q2 2024 | 1.3% |
INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 14.5% |
SPDR SER TR | 7 | Q2 2024 | 9.4% |
View Johnson & White Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-19 |
13F-HR | 2024-04-10 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-18 |
13F-HR | 2022-11-14 |
View Johnson & White Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.