Journey Strategic Wealth LLC Portfolio Holdings
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
Journey Strategic Wealth LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.41 Billion distributed in 3558 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.3B, Spdr S&P 500 ETF Trust with a value of $489M, Ishares Core S&P 500 ETF with a value of $345M, Apple Inc. with a value of $221M, and Microsoft Corp with a value of $57.1M.
Examining the 13F form we can see an increase of $382M in the current position value, from $3.03B to 3.41B.
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
Summary
- Portfolio
- No. of Stocks 3,558
- Current Value $3.41 Billion
- Prior Value $3.03 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 120 stocks
- Additional Purchases 303 stocks
- Sold out of 0 stocks
- Reduced holdings in 257 stocks