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.

Portfolio value $2.65 Billion
ETFs: $1.12 Billion
Healthcare: $1.04 Billion
Technology: $282 Million
Consumer Defensive: $43.8 Million
Financial Services: $42.4 Million
Communication Services: $33.8 Million
Consumer Cyclical: $32.4 Million
Industrials: $20.8 Million
Other: $23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.99 Million 0.11% of portfolio
62,569
Q4 2024 Reduced 15.57%
$0
$2.91 Million 0.11% of portfolio
106,573
Q4 2024 Added 220.4%
$0
$2.97 Million 0.11% of portfolio
8,894
Q4 2024 Added 238.95%
$0
$2.54 Million 0.1% of portfolio
6,323
Q4 2024 Added 0.41%
$483B
$2.61 Million 0.1% of portfolio
5,159
Q4 2024 Reduced 1.32%
$325B
$2.52 Million 0.1% of portfolio
17,419
Q4 2024 Added 12.04%
$0
$2.55 Million 0.1% of portfolio
24,130
Q4 2024 Reduced 3.71%
$0
$2.73 Million 0.1% of portfolio
113,606
Q4 2024 Added 36.54%
$0
$2.59 Million 0.1% of portfolio
29,455
Q4 2024 Reduced 27.79%
$516B
$2.35 Million 0.09% of portfolio
4,470
Q4 2024 Added 3.91%
$0
$2.36 Million 0.09% of portfolio
24,377
Q4 2024 Reduced 1.67%
$0
$2.5 Million 0.09% of portfolio
43,097
Q4 2024 Added 0.16%
$782B
$2.32 Million 0.09% of portfolio
3,010
Q4 2024 Added 3.15%
$0
$2.28 Million 0.09% of portfolio
30,535
Q4 2024 Added 3.54%
$416B
$2 Million 0.08% of portfolio
2,247
Q4 2024 Added 1.22%
$380B
$2.22 Million 0.08% of portfolio
13,337
Q4 2024 Reduced 0.96%
$231B
$2.25 Million 0.08% of portfolio
24,878
Q4 2024 Reduced 1.81%
$491B
$2.21 Million 0.08% of portfolio
20,550
Q4 2024 Added 31.65%
$219B
$2.17 Million 0.08% of portfolio
9,889
Q4 2024 Added 42.86%
$0
$2.03 Million 0.08% of portfolio
58,308
Q4 2024 Added 50.05%
$0
$2.01 Million 0.08% of portfolio
26,531
Q4 2024 Added 67.13%
$0
$2.18 Million 0.08% of portfolio
10,536
Q4 2024 Reduced 0.48%
$0
$1.98 Million 0.07% of portfolio
28,752
Q4 2024 Reduced 35.52%
$0
$1.76 Million 0.07% of portfolio
9,911
Q4 2024 Added 7.63%
$0
$1.88 Million 0.07% of portfolio
76,260
Q4 2024 Added 6.7%
$363B
$1.73 Million 0.07% of portfolio
9,727
Q4 2024 Added 37.85%
$0
$1.8 Million 0.07% of portfolio
17,058
Q4 2024 Added 11.64%
$0
$1.93 Million 0.07% of portfolio
11,018
Q4 2024 Added 21.21%
$0
$1.5 Million 0.06% of portfolio
49,160
Q4 2024 Added 40.65%
$192B
$1.7 Million 0.06% of portfolio
4,829
Q4 2024 Added 1.0%
$0
$1.47 Million 0.06% of portfolio
10,704
Q4 2024 Reduced 23.94%
$226B
$1.54 Million 0.06% of portfolio
15,451
Q4 2024 Reduced 8.16%
$0
$1.67 Million 0.06% of portfolio
31,753
Q4 2024 Added 2.8%
$226B
$1.72 Million 0.06% of portfolio
5,922
Q4 2024 Added 29.02%
$331B
$1.38 Million 0.05% of portfolio
31,406
Q4 2024 Reduced 9.58%
$0
$1.39 Million 0.05% of portfolio
75,817
Q4 2024 Added 46.13%
$0
$1.43 Million 0.05% of portfolio
25,804
Q4 2024 New
$270B
$1.23 Million 0.05% of portfolio
3,678
Q4 2024 Added 1.49%
$0
$1.24 Million 0.05% of portfolio
11,661
Q4 2024 Added 45.56%
$268B
$1.22 Million 0.05% of portfolio
17,415
Q4 2024 Added 0.36%
$0
$1.41 Million 0.05% of portfolio
7,365
Q4 2024 Added 1.18%
$0
$1.25 Million 0.05% of portfolio
9,757
Q4 2024 Reduced 20.7%
$0
$1.23 Million 0.05% of portfolio
16,319
Q4 2024 New
$0
$1.45 Million 0.05% of portfolio
31,375
Q4 2024 Reduced 32.63%
$0
$1.2 Million 0.05% of portfolio
9,883
Q4 2024 Reduced 1.48%
$174B
$1.33 Million 0.05% of portfolio
3,667
Q4 2024 Reduced 3.04%
$0
$1.35 Million 0.05% of portfolio
19,395
Q4 2024 Reduced 2.53%
$0
$1.11 Million 0.04% of portfolio
6,012
Q4 2024 Added 25.93%
$142B
$994,000 0.04% of portfolio
4,030
Q4 2024 Reduced 1.08%

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
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