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 Companies Only

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%
$4.35T
$185 Million 6.11% of portfolio
901,608
Q2 2025 Added 5.63%
$3.86T
$54.8 Million 1.81% of portfolio
110,134
Q2 2025 Added 27.35%
$505B
$31 Million 1.02% of portfolio
196,434
Q2 2025 Added 79.68%
$201B
$28.5 Million 0.94% of portfolio
216,128
Q2 2025 Added 2.41%
$150B
$21.8 Million 0.72% of portfolio
78,909
Q2 2025 Added 0.8%
$2.49T
$19.2 Million 0.63% of portfolio
87,373
Q2 2025 Added 58.2%
$1.46T
$17.7 Million 0.58% of portfolio
23,948
Q2 2025 Added 22.01%
$1.68T
$10.7 Million 0.35% of portfolio
60,533
Q2 2025 Added 39.36%
$913B
$10.3 Million 0.34% of portfolio
35,572
Q2 2025 Added 32.34%
$621B
$8.83 Million 0.29% of portfolio
18,179
Q2 2025 Added 38.44%
$403B
$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%
$1.44T
$7.11 Million 0.23% of portfolio
22,374
Q2 2025 Added 99.18%
$557B
$6.24 Million 0.21% of portfolio
17,563
Q2 2025 Added 41.19%
$276B
$5.49 Million 0.18% of portfolio
18,641
Q2 2025 Added 18.95%
$498B
$5.16 Million 0.17% of portfolio
3,851
Q2 2025 Added 64.78%
$356B
$4.62 Million 0.15% of portfolio
28,989
Q2 2025 Reduced 0.37%
$224B
$4.4 Million 0.15% of portfolio
24,150
Q2 2025 Added 27.67%
$820B
$4.65 Million 0.15% of portfolio
5,962
Q2 2025 Added 71.42%
$386B
$4.28 Million 0.14% of portfolio
23,052
Q2 2025 Added 42.33%
$526B
$4.17 Million 0.14% of portfolio
7,427
Q2 2025 Added 62.98%
$477B
$4.31 Million 0.14% of portfolio
39,981
Q2 2025 Added 82.32%
$275B
$3.82 Million 0.13% of portfolio
39,111
Q2 2025 Added 46.27%
$309B
$4.01 Million 0.13% of portfolio
28,021
Q2 2025 Added 24.42%
$7.31B
$3.96 Million 0.13% of portfolio
13,078
Q4 2024 Reduced 1.88%
$708B
$3.88 Million 0.13% of portfolio
17,748
Q2 2025 Added 47.05%
$220B
$3.65 Million 0.12% of portfolio
12,495
Q2 2025 Added 40.54%
$300B
$2.63 Million 0.09% of portfolio
37,838
Q2 2025 Added 30.7%
$319B
$2.38 Million 0.08% of portfolio
7,641
Q2 2025 Added 26.8%
$205B
$2.5 Million 0.08% of portfolio
20,189
Q2 2025 Added 25.3%
$429B
$2.36 Million 0.08% of portfolio
49,949
Q2 2025 Added 58.39%
$269B
$2.03 Million 0.07% of portfolio
2,866
Q2 2025 Added 53.34%
$158B
$2.07 Million 0.07% of portfolio
6,919
Q2 2025 Added 39.98%
$305B
$2 Million 0.07% of portfolio
5,148
Q2 2025 Added 41.47%
$262B
$2.1 Million 0.07% of portfolio
14,372
Q2 2025 Added 51.46%
$330B
$1.98 Million 0.07% of portfolio
24,708
Q2 2025 Added 36.42%
$201B
$2.17 Million 0.07% of portfolio
11,848
Q2 2025 Reduced 3.44%
$298B
$2.01 Million 0.07% of portfolio
28,348
Q2 2025 Added 145.67%
$176B
$2.17 Million 0.07% of portfolio
75,125
Q2 2025 Added 69.04%
$394B
$2.21 Million 0.07% of portfolio
16,180
Q2 2025 Added 159.63%
$216B
$1.97 Million 0.07% of portfolio
14,510
Q2 2025 Added 167.86%
$338B
$2.03 Million 0.07% of portfolio
7,899
Q2 2025 Added 55.61%
$171B
$1.92 Million 0.06% of portfolio
2,139
Q2 2025 Added 4.04%
$135B
$1.76 Million 0.06% of portfolio
7,639
Q2 2025 Added 46.51%
$218B
$1.75 Million 0.06% of portfolio
22,146
Q2 2025 Added 45.54%
$260B
$1.68 Million 0.06% of portfolio
6,158
Q2 2025 Added 24.45%
$413B
$1.88 Million 0.06% of portfolio
13,258
Q2 2025 Reduced 1.52%

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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