Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025

Journey Strategic Wealth LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.03 Billion distributed in 3050 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.1B, Spdr S&P 500 ETF Trust with a value of $453M, Ishares Core S&P 500 ETF with a value of $319M, Apple Inc. with a value of $185M, and Microsoft Corp with a value of $54.8M.

Examining the 13F form we can see an increase of $194M in the current position value, from $2.83B to 3.03B.

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 $3.03 Billion
ETFs: $1.21 Billion
Healthcare: $1.14 Billion
Technology: $347 Million
Financial Services: $76.9 Million
Consumer Defensive: $58.7 Million
Consumer Cyclical: $54.3 Million
Communication Services: $50.9 Million
Industrials: $41.7 Million
Other: $41.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.47 Million 0.15% of portfolio
8,111
Q2 2025 Reduced 9.32%
$386B
$4.28 Million 0.14% of portfolio
23,052
Q2 2025 Added 42.33%
$0
$4.25 Million 0.14% of portfolio
45,225
Q2 2025 Reduced 7.38%
$554B
$4.17 Million 0.14% of portfolio
7,427
Q2 2025 Added 62.98%
$467B
$4.31 Million 0.14% of portfolio
39,981
Q2 2025 Added 82.32%
$281B
$3.82 Million 0.13% of portfolio
39,111
Q2 2025 Added 46.27%
$308B
$4.01 Million 0.13% of portfolio
28,021
Q2 2025 Added 24.42%
$7.39B
$3.96 Million 0.13% of portfolio
13,078
Q4 2024 Reduced 1.88%
$788B
$3.88 Million 0.13% of portfolio
17,748
Q2 2025 Added 47.05%
$225B
$3.65 Million 0.12% of portfolio
12,495
Q2 2025 Added 40.54%
$0
$3.59 Million 0.12% of portfolio
62,971
Q2 2025 Added 5.36%
$0
$2.93 Million 0.1% of portfolio
54,680
Q2 2025 Reduced 17.42%
$0
$2.93 Million 0.1% of portfolio
110,517
Q2 2025 Reduced 1.6%
$0
$2.66 Million 0.09% of portfolio
42,289
Q2 2025 Reduced 5.3%
$0
$2.81 Million 0.09% of portfolio
117,986
Q2 2025 Reduced 7.13%
$0
$2.65 Million 0.09% of portfolio
31,255
Q2 2025 Reduced 69.16%
$0
$2.67 Million 0.09% of portfolio
23,808
Q2 2025 Added 16.34%
$330B
$2.38 Million 0.08% of portfolio
7,641
Q2 2025 Added 26.8%
$211B
$2.5 Million 0.08% of portfolio
20,189
Q2 2025 Added 25.3%
$0
$2.41 Million 0.08% of portfolio
13,191
Q2 2025 Added 23.56%
$0
$2.37 Million 0.08% of portfolio
62,662
Q2 2025 Added 1.94%
$406B
$2.36 Million 0.08% of portfolio
49,949
Q2 2025 Added 58.39%
$0
$2.31 Million 0.08% of portfolio
30,909
Q2 2025 Reduced 0.03%
$0
$2.38 Million 0.08% of portfolio
22,769
Q2 2025 Added 44.91%
$0
$2.52 Million 0.08% of portfolio
5,937
Q2 2025 Added 0.97%
$266B
$2.03 Million 0.07% of portfolio
2,866
Q2 2025 Added 53.34%
$150B
$2.07 Million 0.07% of portfolio
6,919
Q2 2025 Added 39.98%
$228B
$2 Million 0.07% of portfolio
5,148
Q2 2025 Added 41.47%
$229B
$2.1 Million 0.07% of portfolio
14,372
Q2 2025 Added 51.46%
$0
$2.07 Million 0.07% of portfolio
59,990
Q2 2025 Added 39.76%
$309B
$1.98 Million 0.07% of portfolio
24,708
Q2 2025 Added 36.42%
$0
$2.11 Million 0.07% of portfolio
37,790
Q2 2025 Added 115.87%
$144B
$2.17 Million 0.07% of portfolio
11,848
Q2 2025 Reduced 3.44%
$290B
$2.01 Million 0.07% of portfolio
28,348
Q2 2025 Added 145.67%
$211B
$2.17 Million 0.07% of portfolio
75,125
Q2 2025 Added 69.04%
$337B
$2.21 Million 0.07% of portfolio
16,180
Q2 2025 Added 159.63%
$234B
$1.97 Million 0.07% of portfolio
14,510
Q2 2025 Added 167.86%
$308B
$2.03 Million 0.07% of portfolio
7,899
Q2 2025 Added 55.61%
$0
$2.04 Million 0.07% of portfolio
24,960
Q2 2025 Reduced 6.41%
$137B
$1.92 Million 0.06% of portfolio
2,139
Q2 2025 Added 4.04%
$0
$1.73 Million 0.06% of portfolio
16,242
Q2 2025 Reduced 2.16%
$132B
$1.76 Million 0.06% of portfolio
7,639
Q2 2025 Added 46.51%
$20.1B
$1.79 Million 0.06% of portfolio
54,419
Q2 2025 Added 51.29%
$210B
$1.75 Million 0.06% of portfolio
22,146
Q2 2025 Added 45.54%
$0
$1.74 Million 0.06% of portfolio
23,908
Q2 2025 Reduced 6.28%
$0
$1.85 Million 0.06% of portfolio
25,181
Q2 2025 Reduced 44.43%
$243B
$1.68 Million 0.06% of portfolio
6,158
Q2 2025 Added 24.45%
$256B
$1.88 Million 0.06% of portfolio
13,258
Q2 2025 Reduced 1.52%
$48.7B
$1.74 Million 0.06% of portfolio
11,967
Q2 2025 Added 7.63%

Summary

  • Portfolio
  • No. of Stocks 3,050
  • Current Value $3.03 Billion
  • Prior Value $2.83 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 311 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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