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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 : 8     View All Holdings Currently Viewing:  Unchanged 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
   (XRAY)1 Year Chart         XRAY DENTSPLY International 41 - $27.89 $850,000 25,604 0.62% -61,000 0 0.012    Medical Instruments &...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 64 - $205.55 $313,000 1,519 0.23% 25,000 0 0    Insurance Brokers
   (AMGN)1 Year Chart         AMGN Amgen Inc 66 - $310.15 $284,000 1,000 0.21% -4,000 0 0    Biotechnology
   (ARTNA)1 Year Chart         ARTNA Artesian Resources Corp 67 - $40.10 $279,000 7,511 0.2% -32,000 0 0.089    Water Utilities
   (NSA)1 Year Chart         NSA National Storage Affiliates... 68 - $36.76 $274,000 7,000 0.2% -16,000 0 0.008    N/A
   (V)1 Year Chart         V Visa Inc 73 - $280.74 $252,000 904 0.18% 17,000 0 0    Business Services
   (TECH)1 Year Chart         TECH Techne Corp 75 - $80.91 $240,000 3,412 0.17% -23,000 0 0.002    Biotechnology
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 76 - $516.26 $238,000 453 0.17% 19,000 0 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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