Journey Beyond Wealth, LLC Portfolio Holdings

Journey Beyond Wealth, LLC

  • $106 Billion
  • Q4 2024

Journey Beyond Wealth, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.9B, Vanguard Ftse All World Ex Us with a value of $12.8B, Vanguard Extended Market ETF with a value of $11.7B, Vanguard Growth ETF with a value of $5.86B, and Vanguard Ftse Developed Market with a value of $5.73B.

Examining the 13F form we can see an increase of $106B in the current position value.

Journey Beyond Wealth, LLC is based out at Roswell, GA

Below you can find more details about Journey Beyond Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $102 Billion
Financial Services: $2.54 Billion
Industrials: $605 Million
Consumer Defensive: $341 Million
Healthcare: $277 Million
Technology: $258 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $106 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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