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  Name: Johnson & White Wealth Management LLC
  City: YORK
  State: PA
  Zip: 17402
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $137,431,000
  Total Value Change : $16,746,000
  Securities Held Change : 7
   
All Securities Held : 86
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 55
  Unchanged Positions : 8
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 53 New $0.00 $620,000 9,810 0.45% 620,000 9,810 0.002    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 65 New $62.93 $299,000 4,469 0.22% 299,000 4,469 0    N/A
   (SQ)1 Year Chart         SQ Square Inc 72 New $71.31 $256,000 3,022 0.19% 256,000 3,022 0.001    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 80 New $60.24 $223,000 3,709 0.16% 223,000 3,709 0    Discount, Variety Stores
   (LOW)1 Year Chart         LOW Lowes Companies Inc 81 New $235.03 $219,000 861 0.16% 219,000 861 0    Home Improvement Stores
   (VZ)1 Year Chart         VZ Verizon Communications Inc 83 New $40.40 $211,000 5,030 0.15% 211,000 5,030 0    Telecom Services - Do...
   (FB)1 Year Chart         FB Meta Platforms Inc 84 New $476.20 $203,000 418 0.15% 203,000 418 0    Internet Service Prov...
   (MO)1 Year Chart         MO Altria Group Inc 85 New $44.90 $200,000 4,577 0.15% 200,000 4,577 0    Cigarettes & Other To...
   (PTON)1 Year Chart         PTON Peloton Interactive, Inc. 86 New $0.00 $43,000 10,000 0.03% 43,000 10,000 0.003    N/A

      9 Records Found
  1    
Page 1 of 1
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