Johnson & White Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Bloomberg Enhanced Fallen Angels ETF | $24.99M | 10.9% |
| INVESCO EXCHANGE TRADED FD T | $11.69M | 5.1% |
| ISHARES TR | $10.53M | 4.6% |
| HARTFORD FDS EXCHANGE TRADED | $9.97M | 4.3% |
| PIMCO ETF TR | $9.18M | 4.0% |
| SCHWAB STRATEGIC TR | $8.63M | 3.8% |
| VANGUARD CHARLOTTE FDS | $7.93M | 3.4% |
| ISHARES TR | $7.84M | 3.4% |
| NVIDIA Corp | $7.72M | 3.4% |
| INVESCO EXCH TRADED FD TR II | $7.54M | 3.3% |
| INVESCO EXCHANGE TRADED FD T | $6.07M | 2.6% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $5.78M | 2.5% |
| Apple Inc. | $5.57M | 2.4% |
| INVESCO EXCHANGE TRADED FD T | $5.21M | 2.3% |
| Broadcom Inc. | $5.01M | 2.2% |
| SPDR SERIES TRUST | $4.46M | 1.9% |
| SPDR INDEX SHS FDS | $4.17M | 1.8% |
| LISTED FDS TR | $3.55M | 1.5% |
| INVESCO EXCH TRADED FD TR II | $3.47M | 1.5% |
| ISHARES TR | $2.89M | 1.3% |
| VANGUARD WHITEHALL FDS | $2.80M | 1.2% |
| MICROSOFT CORP | $2.79M | 1.2% |
| JPMORGAN CHASE & CO | $2.56M | 1.1% |
| Amazon.com Inc | $2.32M | 1.0% |
| INVESCO EXCH TRADED FD TR II | $2.12M | 0.9% |
| ISHARES TR | $2.07M | 0.9% |
| ISHARES INC | $2.01M | 0.9% |
| EXXON MOBIL CORP | $1.90M | 0.8% |
| BANK OF AMERICA CORP /DE | $1.87M | 0.8% |
| SPDR SERIES TRUST | $1.78M | 0.8% |
| LISTED FDS TR | $1.76M | 0.8% |
| JOHNSON & JOHNSON | $1.71M | 0.7% |
| HOME DEPOT, INC. | $1.67M | 0.7% |
| LISTED FDS TR | $1.61M | 0.7% |
| SCHWAB STRATEGIC TR | $1.61M | 0.7% |
| Alphabet Inc. | $1.45M | 0.6% |
| ISHARES TR | $1.36M | 0.6% |
| GENERAL ELECTRIC CO | $1.32M | 0.6% |
| ISHARES TR | $1.26M | 0.5% |
| UNITEDHEALTH GROUP INC | $1.21M | 0.5% |
| Merck & Co., Inc. | $1.18M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $1.17M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.14M | 0.5% |
| SPDR S&P 500 ETF TR | $1.14M | 0.5% |
| VANGUARD WORLD FD | $1.12M | 0.5% |
| Mastercard Inc | $1.08M | 0.5% |
| AbbVie Inc. | $1.07M | 0.5% |
| AMGEN INC | $1.05M | 0.5% |
| COCA COLA CO | $1.03M | 0.4% |
| CISCO SYSTEMS, INC. | $1.01M | 0.4% |