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
$1.33 Million 0.05% of portfolio
82,588
Q1 2025 Added 21.74%
$206B
$1.37 Million 0.05% of portfolio
15,216
Q1 2025 Reduced 1.52%
$146B
$1.15 Million 0.04% of portfolio
9,437
Q1 2025 Added 5.32%
$264B
$1.02 Million 0.04% of portfolio
5,076
Q1 2025 Added 2.75%
$0
$1.12 Million 0.04% of portfolio
9,190
Q1 2025 Reduced 5.81%
$45.1B
$1.07 Million 0.04% of portfolio
579
Q1 2025 Added 5.27%
$0
$1.05 Million 0.04% of portfolio
10,401
Q1 2025 Added 2.6%
$162B
$1.09 Million 0.04% of portfolio
2,192
Q1 2025 Added 30.01%
$203B
$1.26 Million 0.04% of portfolio
44,441
Q1 2025 Added 5.72%
$185B
$1.05 Million 0.04% of portfolio
23,123
Q1 2025 Added 4.03%
$39.5B
$1.17 Million 0.04% of portfolio
10,488
Q1 2025 Added 55.77%
$204B
$1.26 Million 0.04% of portfolio
9,489
Q1 2025 Added 8.15%
$0
$1.08 Million 0.04% of portfolio
85,550
Q1 2025 Added 27.59%
$23.8B
$1.03 Million 0.04% of portfolio
142
Q3 2024 Reduced 1.39%
$0
$1.15 Million 0.04% of portfolio
10,006
Q1 2025 Added 1.24%
$0
$1.01 Million 0.04% of portfolio
11,199
Q1 2025 Added 2.92%
$17.5B
$1.11 Million 0.04% of portfolio
35,969
Q1 2025 Added 161.23%
$0
$1.01 Million 0.04% of portfolio
21,155
Q1 2025 Reduced 1.43%
$139B
$1.23 Million 0.04% of portfolio
5,214
Q1 2025 Added 5.93%
$189B
$1.2 Million 0.04% of portfolio
3,639
Q1 2025 Reduced 0.76%
$108B
$1.1 Million 0.04% of portfolio
4,513
Q1 2025 Added 3.23%
$210B
$1.02 Million 0.04% of portfolio
1,869
Q1 2025 Added 3.49%
$143B
$1.08 Million 0.04% of portfolio
15,211
Q1 2025 Reduced 3.49%
$0
$1.17 Million 0.04% of portfolio
25,864
Q1 2025 Reduced 4.09%
$58.6B
$1.19 Million 0.04% of portfolio
6,998
Q1 2025 Added 280.12%
$81.1B
$1.25 Million 0.04% of portfolio
8,582
Q1 2025 Added 105.02%
$138B
$711,000 0.03% of portfolio
6,348
Q1 2025 Added 7.36%
$0
$820,000 0.03% of portfolio
19,567
Q1 2025 Reduced 1.4%
$0
$862,000 0.03% of portfolio
9,406
Q1 2025 Added 5.21%
$96B
$815,000 0.03% of portfolio
3,522
Q1 2025 Added 0.11%
$140B
$953,000 0.03% of portfolio
4,088
Q1 2025 Added 1.44%
$17.4B
$832,000 0.03% of portfolio
183,717
Q1 2025 Added 0.11%
$0
$713,000 0.03% of portfolio
19,603
Q1 2025 Reduced 2.78%
$0
$722,000 0.03% of portfolio
7,778
Q1 2025 Added 4.32%
$0
$985,000 0.03% of portfolio
17,506
Q1 2025 Reduced 2.66%
$0
$796,000 0.03% of portfolio
3,859
Q1 2025 Added 3.35%
$0
$835,000 0.03% of portfolio
2,631
Q1 2025 Reduced 70.42%
$136B
$723,000 0.03% of portfolio
28,555
Q1 2025 Added 12.67%
$0
$879,000 0.03% of portfolio
28,623
Q1 2025 Added 27.39%
$0
$766,000 0.03% of portfolio
10,252
Q1 2025 Added 12.34%
$187B
$836,000 0.03% of portfolio
1,688
Q1 2025 Added 62.46%
$215B
$736,000 0.03% of portfolio
1,199
Q1 2025 Reduced 0.08%
$0
$925,000 0.03% of portfolio
19,675
Q1 2025 Reduced 37.29%
$17.1B
$716,000 0.03% of portfolio
2,126
Q1 2025 Added 80.48%
$152B
$826,000 0.03% of portfolio
3,905
Q1 2025 Reduced 2.81%
$0
$729,000 0.03% of portfolio
38,054
Q1 2025 Reduced 5.81%
$179B
$800,000 0.03% of portfolio
5,210
Q1 2025 Added 32.5%
$0
$782,000 0.03% of portfolio
15,878
Q1 2025 Added 17.19%
$0
$793,000 0.03% of portfolio
15,448
Q1 2025 Added 6.29%

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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