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
$0
$4.04 Million 0.14% of portfolio
53,361
Q1 2025 Reduced 2.3%
$281B
$3.77 Million 0.13% of portfolio
22,522
Q1 2025 Added 29.3%
$0
$3.55 Million 0.13% of portfolio
66,217
Q1 2025 Reduced 3.66%
$335B
$3.39 Million 0.12% of portfolio
16,196
Q1 2025 Added 66.51%
$0
$3.05 Million 0.11% of portfolio
127,044
Q1 2025 Added 11.83%
$284B
$3.16 Million 0.11% of portfolio
6,026
Q1 2025 Added 16.81%
$278B
$3 Million 0.11% of portfolio
18,916
Q1 2025 Added 269.38%
$0
$3.04 Million 0.11% of portfolio
59,770
Q1 2025 Reduced 4.47%
$0
$3.05 Million 0.11% of portfolio
45,311
Q1 2025 Added 133.62%
$0
$3.14 Million 0.11% of portfolio
112,319
Q1 2025 Added 5.39%
$1.03T
$2.91 Million 0.1% of portfolio
11,233
Q1 2025 Added 21.46%
$767B
$2.87 Million 0.1% of portfolio
3,478
Q1 2025 Added 15.55%
$221B
$2.78 Million 0.1% of portfolio
8,891
Q1 2025 Added 50.14%
$0
$2.61 Million 0.09% of portfolio
44,654
Q1 2025 Added 3.61%
$447B
$2.61 Million 0.09% of portfolio
21,929
Q1 2025 Added 6.71%
$562B
$2.5 Million 0.09% of portfolio
4,557
Q1 2025 Added 1.95%
$264B
$2.35 Million 0.08% of portfolio
26,738
Q1 2025 Added 7.48%
$0
$2.31 Million 0.08% of portfolio
30,919
Q1 2025 Added 1.26%
$0
$2.17 Million 0.08% of portfolio
12,512
Q1 2025 Added 13.56%
$0
$2.1 Million 0.07% of portfolio
26,670
Q1 2025 Added 0.52%
$0
$2.12 Million 0.07% of portfolio
5,880
Q1 2025 Reduced 7.01%
$0
$1.95 Million 0.07% of portfolio
10,379
Q1 2025 Added 72.64%
$0
$1.95 Million 0.07% of portfolio
61,468
Q1 2025 Added 5.42%
$0
$1.99 Million 0.07% of portfolio
20,464
Q1 2025 Reduced 16.05%
$0
$1.85 Million 0.07% of portfolio
31,462
Q1 2025 Reduced 0.92%
$149B
$1.78 Million 0.06% of portfolio
12,270
Q1 2025 Added 71.39%
$268B
$1.79 Million 0.06% of portfolio
28,951
Q1 2025 Added 45.51%
$0
$1.75 Million 0.06% of portfolio
16,600
Q1 2025 Reduced 2.68%
$0
$1.82 Million 0.06% of portfolio
10,676
Q1 2025 Added 7.72%
$56B
$1.72 Million 0.06% of portfolio
11,119
Q1 2025 Added 105.56%
$216B
$1.59 Million 0.06% of portfolio
16,113
Q1 2025 Reduced 80.42%
$0
$1.79 Million 0.06% of portfolio
75,235
Q1 2025 Reduced 1.34%
$0
$1.81 Million 0.06% of portfolio
22,509
Q1 2025 Reduced 23.58%
$0
$1.66 Million 0.06% of portfolio
15,713
Q1 2025 Added 34.75%
$0
$1.62 Million 0.06% of portfolio
15,228
Q1 2025 Reduced 36.89%
$479B
$1.69 Million 0.06% of portfolio
12,069
Q1 2025 Reduced 9.51%
$0
$1.68 Million 0.06% of portfolio
25,509
Q1 2025 Reduced 11.28%
$199B
$1.38 Million 0.05% of portfolio
13,462
Q1 2025 Added 49.23%
$106B
$1.32 Million 0.05% of portfolio
4,586
Q1 2025 Reduced 0.8%
$0
$1.38 Million 0.05% of portfolio
9,471
Q1 2025 Reduced 11.52%
$0
$1.55 Million 0.05% of portfolio
11,042
Q1 2025 Added 96.09%
$0
$1.41 Million 0.05% of portfolio
78,082
Q1 2025 Added 2.99%
$202B
$1.54 Million 0.05% of portfolio
4,943
Q1 2025 Added 2.36%
$0
$1.55 Million 0.05% of portfolio
8,127
Q1 2025 Added 10.35%
$121B
$1.4 Million 0.05% of portfolio
2,056
Q1 2025 Added 90.02%
$268B
$1.33 Million 0.05% of portfolio
4,948
Q1 2025 Added 34.53%
$286B
$1.3 Million 0.05% of portfolio
18,112
Q1 2025 Added 4.0%
$362B
$1.32 Million 0.05% of portfolio
31,535
Q1 2025 Added 0.41%
$0
$1.33 Million 0.05% of portfolio
42,924
Q1 2025 Reduced 12.69%

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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