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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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