Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025

Journey Strategic Wealth LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.03 Billion distributed in 3050 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.1B, Spdr S&P 500 ETF Trust with a value of $453M, Ishares Core S&P 500 ETF with a value of $319M, Apple Inc. with a value of $185M, and Microsoft Corp with a value of $54.8M.

Examining the 13F form we can see an increase of $194M in the current position value, from $2.83B to 3.03B.

Journey Strategic Wealth LLC is based out at Summit, NJ

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

Portfolio value $3.03 Billion
ETFs: $1.21 Billion
Healthcare: $1.14 Billion
Technology: $347 Million
Financial Services: $76.9 Million
Consumer Defensive: $58.7 Million
Consumer Cyclical: $54.3 Million
Communication Services: $50.9 Million
Industrials: $41.7 Million
Other: $41.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$494B
$1.1 Billion 36.25% of portfolio
7,186,324
Q2 2025 Added 0.16%
$0
$453 Million 14.96% of portfolio
733,308
Q2 2025 Added 0.03%
$0
$319 Million 10.53% of portfolio
513,539
Q2 2025 Reduced 2.06%
$4.36T
$185 Million 6.11% of portfolio
901,608
Q2 2025 Added 5.63%
$3.92T
$54.8 Million 1.81% of portfolio
110,134
Q2 2025 Added 27.35%
$0
$32.9 Million 1.09% of portfolio
444,442
Q2 2025 Added 96.99%
$506B
$31 Million 1.02% of portfolio
196,434
Q2 2025 Added 79.68%
$203B
$28.5 Million 0.94% of portfolio
216,128
Q2 2025 Added 2.41%
$0
$24 Million 0.79% of portfolio
386,674
Q2 2025 Reduced 0.64%
$0
$22.9 Million 0.76% of portfolio
260,020
Q2 2025 Added 6.93%
$152B
$21.8 Million 0.72% of portfolio
78,909
Q2 2025 Added 0.8%
$0
$20.9 Million 0.69% of portfolio
398,782
Q2 2025 Added 14.07%
$2.27T
$19.2 Million 0.63% of portfolio
87,373
Q2 2025 Added 58.2%
$0
$18.2 Million 0.6% of portfolio
166,442
Q2 2025 Reduced 0.21%
$1.65T
$17.7 Million 0.58% of portfolio
23,948
Q2 2025 Added 22.01%
$0
$16.2 Million 0.53% of portfolio
279,548
Q2 2025 Added 1.55%
$0
$15.6 Million 0.51% of portfolio
27,411
Q2 2025 Added 100.12%
$0
$14.9 Million 0.49% of portfolio
317,586
Q2 2025 Added 4.93%
$0
$14.4 Million 0.48% of portfolio
60,111
Q2 2025 Reduced 1.43%
$0
$13.9 Million 0.46% of portfolio
162,111
Q2 2025 Added 1.09%
$0
$13.4 Million 0.44% of portfolio
39,535
Q2 2025 Reduced 4.46%
$1.5T
$10.7 Million 0.35% of portfolio
60,533
Q2 2025 Added 39.36%
$908B
$10.3 Million 0.34% of portfolio
35,572
Q2 2025 Added 32.34%
$0
$10 Million 0.33% of portfolio
458,748
Q2 2025 Added 37.35%
$0
$9.97 Million 0.33% of portfolio
215,267
Q2 2025 Added 23.19%
$0
$9.74 Million 0.32% of portfolio
225,525
Q2 2025 Added 5.75%
$646B
$8.83 Million 0.29% of portfolio
18,179
Q2 2025 Added 38.44%
$0
$8.59 Million 0.28% of portfolio
94,342
Q2 2025 Added 9.6%
$11.9B
$8.1 Million 0.27% of portfolio
123,689
Q2 2025 Reduced 9.89%
$0
$8.04 Million 0.27% of portfolio
32,605
Q2 2025 Reduced 1.42%
$407B
$7.55 Million 0.25% of portfolio
7,623
Q2 2025 Added 11.2%
$1.72T
$7.6 Million 0.25% of portfolio
42,858
Q2 2025 Added 47.92%
$389B
$7.28 Million 0.24% of portfolio
19,848
Q2 2025 Added 16.41%
$1.39T
$7.11 Million 0.23% of portfolio
22,374
Q2 2025 Added 99.18%
$0
$6.75 Million 0.22% of portfolio
253,926
Q2 2025 Added 7.46%
$0
$6.46 Million 0.21% of portfolio
129,608
Q2 2025 Reduced 7.99%
$564B
$6.24 Million 0.21% of portfolio
17,563
Q2 2025 Added 41.19%
$0
$6.39 Million 0.21% of portfolio
161,306
Q2 2025 Reduced 15.24%
$268B
$5.93 Million 0.2% of portfolio
18,580
Q2 2025 Added 6.78%
$0
$5.63 Million 0.19% of portfolio
103,361
Q2 2025 Added 9.27%
$278B
$5.49 Million 0.18% of portfolio
18,641
Q2 2025 Added 18.95%
$485B
$5.16 Million 0.17% of portfolio
3,851
Q2 2025 Added 64.78%
$0
$5.12 Million 0.17% of portfolio
37,849
Q2 2025 Reduced 75.47%
$0
$5.28 Million 0.17% of portfolio
63,277
Q2 2025 Added 18.58%
$0
$4.68 Million 0.15% of portfolio
15,390
Q2 2025 Reduced 8.13%
$354B
$4.62 Million 0.15% of portfolio
28,989
Q2 2025 Reduced 0.37%
$226B
$4.4 Million 0.15% of portfolio
24,150
Q2 2025 Added 27.67%
$802B
$4.65 Million 0.15% of portfolio
5,962
Q2 2025 Added 71.42%
$0
$4.56 Million 0.15% of portfolio
40,719
Q2 2025 Reduced 22.46%

Summary

  • Portfolio
  • No. of Stocks 3,050
  • Current Value $3.03 Billion
  • Prior Value $2.83 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 311 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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