Long-term investor
Johnson & White Wealth Management, LLC @johnsonwhitewealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954136).
Record
- Tracked since 2025-06-30 (448 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +18.3% · all +18.3%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46138E743 · 11.1% · long · since 2025-06-30
- 46137V597 · 5.6% · long · since 2025-06-30
- 41653L503 · 4.6% · long · since 2025-06-30
- 72201R585 · 4.6% · long · since 2025-06-30
- 464288448 · 4.4% · long · since 2025-06-30
- 808524797 · 4.0% · long · since 2025-06-30
- 46434V621 · 3.4% · long · since 2025-06-30
- 46138E727 · 3.2% · long · since 2025-06-30
- 92203J407 · 3.2% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30
- 46137V613 · 2.8% · long · since 2025-06-30
- 46137V431 · 2.3% · long · since 2025-06-30