Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $2.83 Billion
  • Q1 2025

Journey Strategic Wealth LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.83 Billion distributed in 2156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.19B, Spdr S&P 500 ETF Trust with a value of $410M, Ishares Core S&P 500 ETF with a value of $295M, Apple Inc. with a value of $190M, and Microsoft Corp with a value of $32.5M.

Examining the 13F form we can see an increase of $181M in the current position value, from $2.65B to 2.83B.

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 $2.83 Billion
Healthcare: $1.22 Billion
ETFs: $1.11 Billion
Technology: $278 Million
Consumer Defensive: $52.1 Million
Financial Services: $49.7 Million
Consumer Cyclical: $33.2 Million
Communication Services: $30.8 Million
Industrials: $22.6 Million
Other: $27.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$430B
$1.19 Billion 41.99% of portfolio
7,174,646
Q1 2025 Added 1.93%
$3.41T
$190 Million 6.69% of portfolio
853,565
Q1 2025 Added 1.53%
$3.8T
$32.5 Million 1.15% of portfolio
86,484
Q1 2025 Added 60.13%
$195B
$31.6 Million 1.12% of portfolio
211,037
Q1 2025 Added 0.71%
$117B
$13.1 Million 0.46% of portfolio
78,284
Q1 2025 Added 95.99%
$427B
$11.8 Million 0.42% of portfolio
109,325
Q1 2025 Added 17.25%
$1.62T
$11.3 Million 0.4% of portfolio
19,628
Q1 2025 Added 34.96%
$2.34T
$10.5 Million 0.37% of portfolio
55,228
Q1 2025 Added 12.73%
$631B
$6.99 Million 0.25% of portfolio
13,131
Q1 2025 Added 11.21%
$1.07T
$6.72 Million 0.24% of portfolio
43,435
Q1 2025 Added 36.11%
$419B
$6.48 Million 0.23% of portfolio
6,855
Q1 2025 Added 103.9%
$853B
$6.59 Million 0.23% of portfolio
26,879
Q1 2025 Added 29.29%
$373B
$6.25 Million 0.22% of portfolio
17,050
Q1 2025 Added 45.47%
$367B
$4.96 Million 0.17% of portfolio
29,098
Q1 2025 Added 55.16%
$226B
$4.68 Million 0.17% of portfolio
17,401
Q1 2025 Added 68.14%
$1.16T
$4.53 Million 0.16% of portfolio
28,973
Q1 2025 Added 10.98%
$5.66B
$4.33 Million 0.15% of portfolio
13,078
Q4 2024 Reduced 1.88%
$255B
$3.9 Million 0.14% of portfolio
15,671
Q1 2025 Added 58.47%
$293B
$3.77 Million 0.13% of portfolio
22,522
Q1 2025 Added 29.3%
$327B
$3.39 Million 0.12% of portfolio
16,196
Q1 2025 Added 66.51%
$264B
$3.16 Million 0.11% of portfolio
6,026
Q1 2025 Added 16.81%
$280B
$3 Million 0.11% of portfolio
18,916
Q1 2025 Added 269.38%
$1.04T
$2.91 Million 0.1% of portfolio
11,233
Q1 2025 Added 21.46%
$724B
$2.87 Million 0.1% of portfolio
3,478
Q1 2025 Added 15.55%
$218B
$2.78 Million 0.1% of portfolio
8,891
Q1 2025 Added 50.14%
$450B
$2.61 Million 0.09% of portfolio
21,929
Q1 2025 Added 6.71%
$529B
$2.5 Million 0.09% of portfolio
4,557
Q1 2025 Added 1.95%
$549B
$2.18 Million 0.08% of portfolio
2,337
Q1 2025 Added 4.01%
$260B
$2.35 Million 0.08% of portfolio
26,738
Q1 2025 Added 7.48%
$166B
$1.78 Million 0.06% of portfolio
12,270
Q1 2025 Added 71.39%
$281B
$1.79 Million 0.06% of portfolio
28,951
Q1 2025 Added 45.51%
$51.4B
$1.72 Million 0.06% of portfolio
11,119
Q1 2025 Added 105.56%
$220B
$1.59 Million 0.06% of portfolio
16,113
Q1 2025 Reduced 80.42%
$657B
$1.69 Million 0.06% of portfolio
12,069
Q1 2025 Reduced 9.51%
$253B
$1.38 Million 0.05% of portfolio
13,462
Q1 2025 Added 49.23%
$178B
$1.54 Million 0.05% of portfolio
4,943
Q1 2025 Added 2.36%
$133B
$1.4 Million 0.05% of portfolio
2,056
Q1 2025 Added 90.02%
$262B
$1.33 Million 0.05% of portfolio
4,948
Q1 2025 Added 34.53%
$305B
$1.3 Million 0.05% of portfolio
18,112
Q1 2025 Added 4.0%
$381B
$1.32 Million 0.05% of portfolio
31,535
Q1 2025 Added 0.41%
$0
$1.33 Million 0.05% of portfolio
82,588
Q1 2025 Added 21.74%
$201B
$1.37 Million 0.05% of portfolio
15,216
Q1 2025 Reduced 1.52%
$145B
$1.15 Million 0.04% of portfolio
9,437
Q1 2025 Added 5.32%
$287B
$1.02 Million 0.04% of portfolio
5,076
Q1 2025 Added 2.75%
$38.7B
$1.07 Million 0.04% of portfolio
579
Q1 2025 Added 5.27%
$159B
$1.09 Million 0.04% of portfolio
2,192
Q1 2025 Added 30.01%
$195B
$1.26 Million 0.04% of portfolio
44,441
Q1 2025 Added 5.72%
$178B
$1.05 Million 0.04% of portfolio
23,123
Q1 2025 Added 4.03%
$38B
$1.17 Million 0.04% of portfolio
10,488
Q1 2025 Added 55.77%

Summary

  • Portfolio
  • No. of Stocks 2,156
  • Current Value $2.83 Billion
  • Prior Value $2.65 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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