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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$426 Million 16.08% of portfolio
727,652
Q4 2024 Added 0.19%
$0
$289 Million 10.89% of portfolio
490,450
Q4 2024 Added 3.73%
$0
$31.8 Million 1.2% of portfolio
246,594
Q4 2024 Added 9.37%
$0
$24.7 Million 0.93% of portfolio
283,127
Q4 2024 Added 6.77%
$0
$19.6 Million 0.74% of portfolio
572,669
Q4 2024 Added 6.55%
$0
$19.6 Million 0.74% of portfolio
315,052
Q4 2024 Added 5.7%
$0
$16.9 Million 0.64% of portfolio
80,314
Q4 2024 Added 7.55%
$0
$17 Million 0.64% of portfolio
147,747
Q4 2024 Reduced 1.79%
$0
$15.1 Million 0.57% of portfolio
295,691
Q4 2024 Added 0.85%
$0
$14.8 Million 0.56% of portfolio
318,777
Q4 2024 Added 18.57%
$0
$14.2 Million 0.53% of portfolio
164,899
Q4 2024 Added 14.84%
$0
$13.4 Million 0.51% of portfolio
294,556
Q4 2024 Added 13.79%
$0
$12.9 Million 0.49% of portfolio
237,285
Q4 2024 Added 11.87%
$0
$12.6 Million 0.48% of portfolio
39,138
Q4 2024 Added 1.26%
$0
$8.15 Million 0.31% of portfolio
34,635
Q4 2024 Reduced 0.73%
$0
$7.75 Million 0.29% of portfolio
80,284
Q4 2024 Added 7.01%
$0
$6.95 Million 0.26% of portfolio
75,803
Q4 2024 Added 7.07%
$0
$6.58 Million 0.25% of portfolio
12,217
Q4 2024 Reduced 2.83%
$0
$6.74 Million 0.25% of portfolio
160,028
Q4 2024 Added 11.36%
$0
$6.13 Million 0.23% of portfolio
120,260
Q4 2024 Added 15.22%
$0
$5.23 Million 0.2% of portfolio
18,062
Q4 2024 Reduced 17.06%
$0
$5.33 Million 0.2% of portfolio
54,998
Q4 2024 Added 12.01%
$0
$4.93 Million 0.19% of portfolio
9,643
Q4 2024 Reduced 0.18%
$0
$4.94 Million 0.19% of portfolio
188,723
Q4 2024 Reduced 2.64%
$0
$4.64 Million 0.17% of portfolio
90,546
Q4 2024 Added 247.32%
$0
$4.35 Million 0.16% of portfolio
48,981
Q4 2024 Reduced 0.24%
$0
$4.2 Million 0.16% of portfolio
74,294
Q4 2024 Added 0.7%
$0
$3.69 Million 0.14% of portfolio
68,735
Q4 2024 Reduced 6.89%
$0
$3.84 Million 0.14% of portfolio
54,616
Q4 2024 Reduced 0.13%
$0
$2.99 Million 0.11% of portfolio
62,569
Q4 2024 Reduced 15.57%
$0
$2.91 Million 0.11% of portfolio
106,573
Q4 2024 Added 220.4%
$0
$2.97 Million 0.11% of portfolio
8,894
Q4 2024 Added 238.95%
$0
$2.54 Million 0.1% of portfolio
6,323
Q4 2024 Added 0.41%
$0
$2.55 Million 0.1% of portfolio
24,130
Q4 2024 Reduced 3.71%
$0
$2.73 Million 0.1% of portfolio
113,606
Q4 2024 Added 36.54%
$0
$2.59 Million 0.1% of portfolio
29,455
Q4 2024 Reduced 27.79%
$0
$2.36 Million 0.09% of portfolio
24,377
Q4 2024 Reduced 1.67%
$0
$2.5 Million 0.09% of portfolio
43,097
Q4 2024 Added 0.16%
$0
$2.28 Million 0.09% of portfolio
30,535
Q4 2024 Added 3.54%
$0
$2.19 Million 0.08% of portfolio
47,299
Q4 2024 Added 10.12%
$0
$2.03 Million 0.08% of portfolio
58,308
Q4 2024 Added 50.05%
$0
$2.01 Million 0.08% of portfolio
26,531
Q4 2024 Added 67.13%
$0
$2.18 Million 0.08% of portfolio
10,536
Q4 2024 Reduced 0.48%
$0
$1.98 Million 0.07% of portfolio
28,752
Q4 2024 Reduced 35.52%
$0
$1.76 Million 0.07% of portfolio
9,911
Q4 2024 Added 7.63%
$0
$1.88 Million 0.07% of portfolio
76,260
Q4 2024 Added 6.7%
$0
$1.8 Million 0.07% of portfolio
17,058
Q4 2024 Added 11.64%
$0
$1.93 Million 0.07% of portfolio
11,018
Q4 2024 Added 21.21%
$0
$1.5 Million 0.06% of portfolio
49,160
Q4 2024 Added 40.65%

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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