Johnson & White Wealth Management, LLC

Johnson & White Wealth Management, LLC reported 117 holdings worth US$267M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Johnson & White Wealth Management, LLC reported 117 holdings worth US$267M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Broadcom Inc. Filed Jul 16, 2026 (Form 13F).

Holdings
117
Value as reported
US$267M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation38,110US$7.63M2.9%
Apple Inc20,189US$5.84M2.2%
Broadcom Inc.13,374US$5.05M1.9%
Advanced Micro Devices Inc7,762US$4.51M1.7%
Jp Morgan Chase & Co.7,866US$2.57M0.96%
Microsoft Corp.6,425US$2.4M0.90%
Amazon.com, Inc.10,052US$2.4M0.90%
Exxon Mobil Corporation15,780US$2.16M0.81%
Bank Of America Corporation33,894US$1.93M0.72%
Johnson & Johnson7,082US$1.8M0.67%
Home Depot, Inc. (the)4,990US$1.76M0.66%
Unitedhealth Group Incorporated3,794US$1.58M0.59%
Ge Aerospace4,136US$1.55M0.58%
Alphabet Inc (google) Class C4,312US$1.54M0.58%
Cisco Systems, Inc.12,316US$1.45M0.54%
Merck & Company, Inc.11,213US$1.44M0.54%
Analog Devices, Inc.3,252US$1.29M0.48%
Western Digital Corporation2,019US$1.29M0.48%
Abbvie Inc.4,760US$1.2M0.45%
Coca-cola Company (the)14,723US$1.2M0.45%
Amgen Inc.3,233US$1.17M0.44%
Morgan Stanley5,375US$1.12M0.42%
Procter & Gamble Company (the)7,264US$1.07M0.40%
International Business Machines Corporation3,785US$1.06M0.40%
Marvell Technology, Inc.3,544US$1.06M0.39%
Ge Vernova Inc.806US$947K0.35%
Mastercard Incorporated1,819US$934K0.35%
Nextera Energy, Inc.10,258US$900K0.34%
Pepsico, Inc.6,631US$898K0.34%
Altria Group, Inc.12,434US$895K0.33%
Berkshire Hathaway Inc.1,721US$861K0.32%
Mcdonald's Corporation2,879US$778K0.29%
Phillips 664,235US$716K0.27%
The York Water Company21,268US$652K0.24%
Verizon Communications Inc.14,770US$625K0.23%
Chevron Corporation3,722US$617K0.23%
Pfizer, Inc.21,890US$527K0.20%
Rivian Automotive, Inc.30,000US$521K0.19%
Lemonade, Inc.7,745US$504K0.19%
United Parcel Service, Inc.4,582US$493K0.18%
Palantir Technologies Inc.4,062US$474K0.18%
Meta Platforms, Inc.826US$465K0.17%
Tesla, Inc.1,091US$459K0.17%
Palo Alto Networks, Inc.1,325US$452K0.17%
Applied Materials, Inc.610US$441K0.16%
Orrstown Financial Services, Inc.10,342US$422K0.16%
Targa Resources, Inc.1,556US$417K0.16%
Walmart Inc.3,656US$414K0.15%
Twilio Inc.1,972US$407K0.15%
Wells Fargo & Company4,524US$374K0.14%
Mondelez International, Inc.6,208US$359K0.13%
Costco Wholesale Corporation329US$308K0.12%
Visa Inc.896US$307K0.11%
American Tower Corporation (reit)1,841US$301K0.11%
Philip Morris International Inc1,657US$300K0.11%
Dentsply Sirona Inc.25,572US$271K0.10%
Dell Technologies Inc.626US$270K0.10%
Intel Corporation1,911US$267K0.10%
Micron Technology, Inc.224US$259K0.10%
Marsh1,512US$252K0.09%
Pnc Financial Services Group, Inc. (the)1,004US$247K0.09%
Bio-techne Corp3,412US$241K0.09%
Artesian Resources Corporation6,430US$219K0.08%
Sherwin-williams Company (the)608US$209K0.08%
Caterpillar, Inc.196US$209K0.08%
Elauwit Connection, Inc.11,248US$80,6480.03%
Peloton Interactive, Inc.10,000US$59,1000.02%

Source

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