| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 5 | Q3 2023 | 6.8% |
| INVESCO EXCHANGE TRADED FD T | 5 | Q3 2023 | 3.7% |
| SPDR SER TR | 5 | Q3 2023 | 2.8% |
| MERCK & CO INC | 5 | Q3 2023 | 1.2% |
| MASTERCARD INCORPORATED | 5 | Q3 2023 | 1.0% |
| CISCO SYS INC | 5 | Q3 2023 | 0.7% |
| EATON VANCE TAX ADVT DIV INC | 5 | Q3 2023 | 1.3% |
| INVESCO QQQ TR | 5 | Q3 2023 | 0.7% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 14.5% |
| SPDR SER TR | 4 | Q3 2023 | 9.4% |
View Johnson & White Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.