Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

Journey Strategic Wealth LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.65 Billion distributed in 1656 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.02B, Spdr S&P 500 ETF Trust with a value of $426M, Ishares Core S&P 500 ETF with a value of $289M, Apple Inc. with a value of $211M, and Ishares Trust Ishares Esg Awar with a value of $31.8M.

Examining the 13F form we can see an decrease of $54.5M in the current position value, from $2.71B to 2.65B.

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 $2.65 Billion
ETFs: $1.12 Billion
Healthcare: $1.04 Billion
Technology: $282 Million
Consumer Defensive: $43.8 Million
Financial Services: $42.4 Million
Communication Services: $33.8 Million
Consumer Cyclical: $32.4 Million
Industrials: $20.8 Million
Other: $23 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$434B
$1.02 Billion 38.38% of portfolio
7,038,858
Q4 2024 Added 0.31%
$3.55T
$211 Million 7.94% of portfolio
840,704
Q4 2024 Added 0.1%
$210B
$31.9 Million 1.2% of portfolio
209,556
Q4 2024 Reduced 1.03%
$2.84T
$22.8 Million 0.86% of portfolio
54,009
Q4 2024 Added 4.45%
$271B
$12.5 Million 0.47% of portfolio
93,237
Q4 2024 Added 4.42%
$1.98T
$10.7 Million 0.41% of portfolio
48,990
Q4 2024 Added 5.51%
$178B
$9.16 Million 0.35% of portfolio
82,301
Q4 2024 Added 2.1%
$77B
$9.26 Million 0.35% of portfolio
39,942
Q4 2024 Added 80.76%
$1.36T
$8.58 Million 0.32% of portfolio
14,544
Q4 2024 Added 23.73%
$980B
$6.04 Million 0.23% of portfolio
31,912
Q4 2024 Added 21.51%
$646B
$5.35 Million 0.2% of portfolio
11,807
Q4 2024 Added 4.08%
$672B
$4.98 Million 0.19% of portfolio
20,790
Q4 2024 Added 15.32%
$1.01T
$4.97 Million 0.19% of portfolio
26,106
Q4 2024 Added 19.18%
$377B
$4.56 Million 0.17% of portfolio
11,721
Q4 2024 Added 28.83%
$5.63B
$4.04 Million 0.15% of portfolio
13,078
Q4 2024 Reduced 1.88%
$728B
$3.73 Million 0.14% of portfolio
9,248
Q4 2024 Added 8.35%
$191B
$3.07 Million 0.12% of portfolio
10,349
Q4 2024 Added 56.57%
$543B
$3.06 Million 0.12% of portfolio
9,678
Q4 2024 Added 16.36%
$412B
$3.08 Million 0.12% of portfolio
3,362
Q4 2024 Added 10.16%
$455B
$2.61 Million 0.1% of portfolio
5,159
Q4 2024 Reduced 1.32%
$302B
$2.52 Million 0.1% of portfolio
17,419
Q4 2024 Added 12.04%
$502B
$2.35 Million 0.09% of portfolio
4,470
Q4 2024 Added 3.91%
$783B
$2.32 Million 0.09% of portfolio
3,010
Q4 2024 Added 3.15%
$398B
$2 Million 0.08% of portfolio
2,247
Q4 2024 Added 1.22%
$389B
$2.22 Million 0.08% of portfolio
13,337
Q4 2024 Reduced 0.96%
$237B
$2.25 Million 0.08% of portfolio
24,878
Q4 2024 Reduced 1.81%
$455B
$2.21 Million 0.08% of portfolio
20,550
Q4 2024 Added 31.65%
$223B
$2.17 Million 0.08% of portfolio
9,889
Q4 2024 Added 42.86%
$378B
$1.73 Million 0.07% of portfolio
9,727
Q4 2024 Added 37.85%
$207B
$1.7 Million 0.06% of portfolio
4,829
Q4 2024 Added 1.0%
$240B
$1.54 Million 0.06% of portfolio
15,451
Q4 2024 Reduced 8.16%
$226B
$1.72 Million 0.06% of portfolio
5,922
Q4 2024 Added 29.02%
$318B
$1.38 Million 0.05% of portfolio
31,406
Q4 2024 Reduced 9.58%
$277B
$1.23 Million 0.05% of portfolio
3,678
Q4 2024 Added 1.49%
$255B
$1.22 Million 0.05% of portfolio
17,415
Q4 2024 Added 0.36%
$179B
$1.33 Million 0.05% of portfolio
3,667
Q4 2024 Reduced 3.04%
$144B
$994,000 0.04% of portfolio
4,030
Q4 2024 Reduced 1.08%
$156B
$1.09 Million 0.04% of portfolio
9,021
Q4 2024 Added 23.24%
$91.8B
$1.05 Million 0.04% of portfolio
5,960
Q4 2024 Added 36.92%
$188B
$1.02 Million 0.04% of portfolio
8,774
Q4 2024 Added 5.09%
$24.1B
$1.16 Million 0.04% of portfolio
142
Q3 2024 Reduced 1.39%
$181B
$1.03 Million 0.04% of portfolio
1,806
Q4 2024 Reduced 0.71%
$42.8B
$1.1 Million 0.04% of portfolio
550
Q4 2024 Reduced 0.18%
$126B
$1.16 Million 0.04% of portfolio
7,159
Q4 2024 Added 70.7%
$137B
$1.08 Million 0.04% of portfolio
8,960
Q4 2024 Added 5.92%
$185B
$957,000 0.04% of portfolio
42,036
Q4 2024 Reduced 2.9%
$249B
$1.18 Million 0.04% of portfolio
19,896
Q4 2024 Added 20.33%
$146B
$1.12 Million 0.04% of portfolio
4,922
Q4 2024 Added 6.12%
$0
$1.03 Million 0.04% of portfolio
67,838
Q4 2024 Added 91.7%

Summary

  • Portfolio
  • No. of Stocks 1,656
  • Current Value $2.65 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 218 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
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