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
$223B
$1.26 Million 0.04% of portfolio
9,489
Q1 2025 Added 8.15%
$0
$1.08 Million 0.04% of portfolio
85,550
Q1 2025 Added 27.59%
$23.7B
$1.03 Million 0.04% of portfolio
142
Q3 2024 Reduced 1.39%
$139B
$1.23 Million 0.04% of portfolio
5,214
Q1 2025 Added 5.93%
$216B
$1.2 Million 0.04% of portfolio
3,639
Q1 2025 Reduced 0.76%
$104B
$1.1 Million 0.04% of portfolio
4,513
Q1 2025 Added 3.23%
$241B
$1.02 Million 0.04% of portfolio
1,869
Q1 2025 Added 3.49%
$150B
$1.08 Million 0.04% of portfolio
15,211
Q1 2025 Reduced 3.49%
$59.8B
$1.19 Million 0.04% of portfolio
6,998
Q1 2025 Added 280.12%
$87.2B
$1.25 Million 0.04% of portfolio
8,582
Q1 2025 Added 105.02%
$136B
$711,000 0.03% of portfolio
6,348
Q1 2025 Added 7.36%
$92.5B
$815,000 0.03% of portfolio
3,522
Q1 2025 Added 0.11%
$137B
$953,000 0.03% of portfolio
4,088
Q1 2025 Added 1.44%
$19.9B
$832,000 0.03% of portfolio
183,717
Q1 2025 Added 0.11%
$136B
$723,000 0.03% of portfolio
28,555
Q1 2025 Added 12.67%
$182B
$836,000 0.03% of portfolio
1,688
Q1 2025 Added 62.46%
$17.5B
$716,000 0.03% of portfolio
2,126
Q1 2025 Added 80.48%
$158B
$826,000 0.03% of portfolio
3,905
Q1 2025 Reduced 2.81%
$179B
$800,000 0.03% of portfolio
5,210
Q1 2025 Added 32.5%
$303B
$826,000 0.03% of portfolio
11,539
Q1 2025 Added 8.64%
$137B
$775,000 0.03% of portfolio
4,549
Q1 2025 Reduced 23.67%
$4.4B
$713,000 0.03% of portfolio
12,289
Q1 2025 Reduced 1.77%
$158B
$872,000 0.03% of portfolio
2,800
Q1 2025 Reduced 7.01%
$0
$722,000 0.03% of portfolio
49,971
Q1 2025 Added 17.38%
$83.5B
$842,000 0.03% of portfolio
1,938
Q1 2025 Added 84.05%
$150B
$903,000 0.03% of portfolio
1,925
Q1 2025 Added 5.19%
$15.1B
$942,000 0.03% of portfolio
14,482
Q1 2025 Added 1.22%
$77.5B
$833,000 0.03% of portfolio
8,727
Q1 2025 Added 0.08%
$171B
$898,000 0.03% of portfolio
2,343
Q1 2025 Added 13.63%
$218B
$718,000 0.03% of portfolio
5,417
Q1 2025 Added 10.6%
$137B
$860,000 0.03% of portfolio
4,199
Q1 2025 Added 41.71%
$48.7B
$787,000 0.03% of portfolio
10,548
Q1 2025 Reduced 0.99%
$36.2B
$447,000 0.02% of portfolio
4,046
Q1 2025 Reduced 4.87%
$56.6B
$432,000 0.02% of portfolio
1,868
Q1 2025 Added 13.76%
$53.9B
$489,000 0.02% of portfolio
781
Q1 2025 Added 3.17%
$286B
$437,000 0.02% of portfolio
660
Q1 2025 Added 4.43%
$21.6B
$566,000 0.02% of portfolio
13,004
Q1 2025 Added 5.48%
$179B
$527,000 0.02% of portfolio
7,437
Q1 2025 Added 5.64%
$116B
$468,000 0.02% of portfolio
4,458
Q1 2025 Added 8.71%
$15.6B
$443,000 0.02% of portfolio
3,010
Q1 2025 Added 2.17%
$102B
$554,000 0.02% of portfolio
824
Q1 2025 Added 76.45%
$154B
$505,000 0.02% of portfolio
13,695
Q1 2025 Added 10.6%
$98.8B
$486,000 0.02% of portfolio
1,835
Q1 2025 Reduced 3.52%
$56.4B
$517,000 0.02% of portfolio
3,917
Q1 2025 Reduced 1.93%
$18.9B
$569,000 0.02% of portfolio
6,235
Q1 2025 Added 126.23%
$213B
$665,000 0.02% of portfolio
9,061
Q1 2025 Added 28.47%
$86.8B
$454,000 0.02% of portfolio
1,787
Q1 2025 Reduced 6.19%
$8.8B
$645,000 0.02% of portfolio
11,757
Q1 2025 Added 111.88%
$34.2B
$454,000 0.02% of portfolio
4,174
Q1 2025 Added 2.73%

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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