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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$1.19 Billion 41.99% of portfolio
7,174,646
Q1 2025 Added 1.93%
$0
$410 Million 14.47% of portfolio
733,084
Q1 2025 Added 0.75%
$0
$295 Million 10.4% of portfolio
524,358
Q1 2025 Added 6.91%
$3.26T
$190 Million 6.69% of portfolio
853,565
Q1 2025 Added 1.53%
$3.51T
$32.5 Million 1.15% of portfolio
86,484
Q1 2025 Added 60.13%
$182B
$31.6 Million 1.12% of portfolio
211,037
Q1 2025 Added 0.71%
$0
$22.7 Million 0.8% of portfolio
389,152
Q1 2025 Added 23.52%
$0
$22.1 Million 0.78% of portfolio
243,158
Q1 2025 Reduced 14.12%
$0
$18.8 Million 0.66% of portfolio
154,298
Q1 2025 Reduced 37.43%
$0
$17.9 Million 0.63% of portfolio
349,587
Q1 2025 Added 18.23%
$0
$17.4 Million 0.62% of portfolio
166,784
Q1 2025 Added 12.88%
$0
$15 Million 0.53% of portfolio
225,613
Q1 2025 New
$0
$14.7 Million 0.52% of portfolio
275,287
Q1 2025 Added 16.02%
$0
$14.2 Million 0.5% of portfolio
302,651
Q1 2025 Reduced 5.06%
$0
$13.8 Million 0.49% of portfolio
160,358
Q1 2025 Reduced 2.75%
$0
$13.2 Million 0.47% of portfolio
68,286
Q1 2025 Reduced 14.98%
$0
$12.7 Million 0.45% of portfolio
41,381
Q1 2025 Added 5.73%
$0
$12.3 Million 0.44% of portfolio
60,986
Q1 2025 Added 478.83%
$359B
$11.8 Million 0.42% of portfolio
109,325
Q1 2025 Added 17.25%
$1.5T
$11.3 Million 0.4% of portfolio
19,628
Q1 2025 Added 34.96%
$2.22T
$10.5 Million 0.37% of portfolio
55,228
Q1 2025 Added 12.73%
$0
$9.47 Million 0.33% of portfolio
101,332
Q1 2025 Added 12.52%
$0
$9.19 Million 0.32% of portfolio
213,258
Q1 2025 Added 33.26%
$9.75B
$8.49 Million 0.3% of portfolio
137,259
Q1 2025 New
$0
$8.05 Million 0.28% of portfolio
174,744
Q1 2025 Reduced 40.68%
$0
$7.31 Million 0.26% of portfolio
333,991
Q1 2025 New
$0
$7.5 Million 0.26% of portfolio
86,080
Q1 2025 Added 7.22%
$0
$7.04 Million 0.25% of portfolio
13,697
Q1 2025 Added 12.11%
$0
$6.98 Million 0.25% of portfolio
33,073
Q1 2025 Reduced 4.51%
$648B
$6.99 Million 0.25% of portfolio
13,131
Q1 2025 Added 11.21%
$0
$7.1 Million 0.25% of portfolio
140,860
Q1 2025 Added 17.13%
$0
$6.79 Million 0.24% of portfolio
190,313
Q1 2025 Reduced 66.77%
$993B
$6.72 Million 0.24% of portfolio
43,435
Q1 2025 Added 36.11%
$0
$6.44 Million 0.23% of portfolio
236,298
Q1 2025 Added 25.21%
$446B
$6.48 Million 0.23% of portfolio
6,855
Q1 2025 Added 103.9%
$788B
$6.59 Million 0.23% of portfolio
26,879
Q1 2025 Added 29.29%
$377B
$6.25 Million 0.22% of portfolio
17,050
Q1 2025 Added 45.47%
$0
$5.25 Million 0.19% of portfolio
52,513
Q1 2025 Reduced 4.52%
$386B
$4.96 Million 0.17% of portfolio
29,098
Q1 2025 Added 55.16%
$224B
$4.68 Million 0.17% of portfolio
17,401
Q1 2025 Added 68.14%
$0
$4.6 Million 0.16% of portfolio
16,752
Q1 2025 Reduced 7.25%
$1.1T
$4.53 Million 0.16% of portfolio
28,973
Q1 2025 Added 10.98%
$0
$4.57 Million 0.16% of portfolio
48,828
Q1 2025 Reduced 0.31%
$0
$4.61 Million 0.16% of portfolio
94,588
Q1 2025 Added 4.46%
$606B
$4.36 Million 0.15% of portfolio
12,439
Q1 2025 Added 28.53%
$0
$4.19 Million 0.15% of portfolio
8,945
Q1 2025 Reduced 7.24%
$4.69B
$4.33 Million 0.15% of portfolio
13,078
Q4 2024 Reduced 1.88%
$248B
$3.9 Million 0.14% of portfolio
15,671
Q1 2025 Added 58.47%
$0
$3.93 Million 0.14% of portfolio
71,845
Q1 2025 Reduced 3.3%

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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