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Pimco shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Johnson & White Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 254k 26.84
2025-06-30 $5.7M 215k 26.54
2025-03-31 $2.7M 103k 26.35

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Johnson & White Wealth Management

Top funds holding Pimco

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Retirement Planning Group
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Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco