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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

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased 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
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 2 - $131.39 $7,107,000 54,150 5.17% -194,000 -4,276 0.034    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 6 - $898.78 $5,259,000 5,821 3.83% 2,247,000 -261 0    Semiconductor - Speci...
   (QEFA)1 Year Chart         QEFA Spdr Msci Eafe Quality MixA 8 - $76.74 $4,706,000 61,847 3.42% -37,000 -3,050 0.069    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 13 - $183.05 $3,409,000 19,883 2.48% -421,000 -10 0    Personal Computers
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 15 - $65.47 $2,983,000 45,281 2.17% -104,000 -3,983 0.029    N/A
   (SMLV)1 Year Chart         SMLV Spdr Russell 2000 Low Volat... 21 - $111.42 $1,875,000 16,737 1.36% -109,000 -892 0.715    N/A
   (XMLV)1 Year Chart         XMLV Invesco S&P MidCap Low Vola... 22 - $56.69 $1,761,000 31,224 1.28% -41,000 -2,667 0.079    N/A
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 27 - $0.00 $1,530,000 27,028 1.11% -217,000 -4,406 0.003    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 58 - $442.06 $484,000 1,091 0.35% 16,000 -52 0    Closed - End Fund - Debt
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 60 - $168.65 $391,000 2,589 0.28% -20,000 -353 0    Search Engines & Info...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 71 - $61.89 $257,000 4,436 0.19% -1,000 -813 0    Domestic Money Center...
   (EVT)1 Year Chart         EVT Eaton Vance Tax Advantaged ... 77 - $23.34 $231,000 9,791 0.17% 12,000 -32 0.013    Closed - End Fund - Debt
   (PAYX)1 Year Chart         PAYX Paychex Inc 79 - $122.55 $225,000 1,829 0.16% -12,000 -165 0    Staffing & Outsourcin...
   (SHW)1 Year Chart         SHW Sherwin Williams Co 82 - $320.86 $218,000 628 0.16% -98,000 -385 0    General Building Mate...
      14 Records Found
  1    
Page 1 of 1
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