StockDriftsStockDriftsTop 50 Johnson & White Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | 11.47% | 387.9K | $27.1M | +1.75%(+6.66K) | $43.42(+71.39%) | 2026-03-31 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 5.13% | 264.3K | $12.1M | +3.71%(+9.46K) | $35.96(+42.51%) | 2026-03-31 | |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 5.07% | 309.2K | $12.0M | +21.32%(+54.33K) | $38.63(+0.98%) | 2026-03-31 | |
| IDV | ISHARES TR | 4.92% | 273.4K | $11.6M | +2.47%(+6.60K) | $28.97(+52.98%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.61% | 415.6K | $10.9M | +20.74%(+71.38K) | $26.45(-0.47%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.22% | 325.2K | $10.0M | +3.37%(+10.61K) | $25.21(+25.73%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.5% | 117.8K | $8.3M | +4.38%(+4.95K) | $53.01(+38.40%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.5% | 172.1K | $8.3M | +4.89%(+8.02K) | $48.81(-1.88%) | 2026-03-31 | |
| PXH | INVESCO EXCH TRADED FD TR II | 3.46% | 303.9K | $8.2M | +4.04%(+11.81K) | $19.26(+49.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.9% | 39.3K | $6.9M | -5.01%(-2.08K) | $14.15(+1289.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.13% |
| Top 20 Holdings Unweighted | +15.76% | +55.11% |
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