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