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
$58.7B
$1.7 Million 0.06% of portfolio
8,329
Q2 2025 Added 19.02%
$0
$1.74 Million 0.06% of portfolio
35,203
Q2 2025 Added 36.11%
$0
$1.94 Million 0.06% of portfolio
20,398
Q2 2025 Reduced 9.38%
$162B
$1.48 Million 0.05% of portfolio
12,024
Q2 2025 Added 27.41%
$0
$1.57 Million 0.05% of portfolio
79,317
Q2 2025 Added 1.58%
$0
$1.66 Million 0.05% of portfolio
9,142
Q2 2025 Reduced 26.93%
$185B
$1.49 Million 0.05% of portfolio
34,444
Q2 2025 Added 48.96%
$101B
$1.54 Million 0.05% of portfolio
7,034
Q2 2025 Added 55.86%
$116B
$1.41 Million 0.05% of portfolio
4,636
Q2 2025 Added 1.09%
$159B
$1.53 Million 0.05% of portfolio
2,821
Q2 2025 Added 67.12%
$142B
$1.41 Million 0.05% of portfolio
6,047
Q2 2025 Added 54.85%
$89.9B
$1.48 Million 0.05% of portfolio
8,910
Q2 2025 Added 3.82%
$148B
$1.51 Million 0.05% of portfolio
5,401
Q2 2025 Added 92.89%
$0
$1.59 Million 0.05% of portfolio
9,198
Q2 2025 Reduced 16.7%
$141B
$1.41 Million 0.05% of portfolio
20,297
Q2 2025 Added 33.44%
$182B
$1.58 Million 0.05% of portfolio
2,009
Q2 2025 Added 67.56%
$0
$1.21 Million 0.04% of portfolio
13,232
Q2 2025 Added 40.68%
$1.34T
$1.17 Million 0.04% of portfolio
5,181
Q2 2025 Added 22.05%
$0
$1.22 Million 0.04% of portfolio
9,644
Q2 2025 Reduced 3.62%
$144B
$1.15 Million 0.04% of portfolio
10,401
Q2 2025 Added 63.85%
$188B
$1.14 Million 0.04% of portfolio
1,111
Q2 2025 Added 114.07%
$0
$1.11 Million 0.04% of portfolio
5,731
Q2 2025 Reduced 44.78%
$0
$1.24 Million 0.04% of portfolio
6,351
Q2 2025 Reduced 21.85%
$142B
$1.32 Million 0.04% of portfolio
2,594
Q2 2025 Added 34.75%
$0
$1.27 Million 0.04% of portfolio
9,425
Q2 2025 Reduced 0.49%
$0
$1.12 Million 0.04% of portfolio
5,184
Q2 2025 Added 332.36%
$39.8B
$1.12 Million 0.04% of portfolio
10,451
Q2 2025 Reduced 0.35%
$138B
$1.2 Million 0.04% of portfolio
6,059
Q2 2025 Added 44.3%
$188B
$1.32 Million 0.04% of portfolio
3,254
Q2 2025 Added 48.45%
$93.7B
$1.1 Million 0.04% of portfolio
2,158
Q2 2025 Added 46.6%
$89.5B
$1.06 Million 0.04% of portfolio
4,650
Q2 2025 Added 32.03%
$0
$1.09 Million 0.04% of portfolio
15,881
Q2 2025 Added 2.51%
$0
$1.11 Million 0.04% of portfolio
8,227
Q2 2025 Reduced 10.48%
$134B
$1.19 Million 0.04% of portfolio
49,185
Q2 2025 Added 72.25%
$0
$1.17 Million 0.04% of portfolio
21,204
Q2 2025 Reduced 70.49%
$0
$1.11 Million 0.04% of portfolio
26,400
Q2 2025 Added 1.92%
$0
$1.1 Million 0.04% of portfolio
17,323
Q2 2025 Reduced 44.94%
$0
$1.11 Million 0.04% of portfolio
10,729
Q2 2025 Added 3.15%
$27B
$1.26 Million 0.04% of portfolio
171
Q2 2025 Added 20.42%
$169B
$1.18 Million 0.04% of portfolio
5,333
Q2 2025 Added 30.45%
$129B
$1.27 Million 0.04% of portfolio
6,059
Q2 2025 Added 33.19%
$94.3B
$1.07 Million 0.04% of portfolio
3,869
Q2 2025 Added 110.84%
$0
$1.16 Million 0.04% of portfolio
10,204
Q2 2025 Reduced 32.99%
$0
$1.1 Million 0.04% of portfolio
22,431
Q2 2025 Added 46.44%
$265B
$1.14 Million 0.04% of portfolio
8,062
Q2 2025 Added 120.09%
$190B
$1.26 Million 0.04% of portfolio
13,489
Q2 2025 Added 282.78%
$171B
$1.23 Million 0.04% of portfolio
10,020
Q2 2025 Added 234.78%
$162B
$1.31 Million 0.04% of portfolio
3,375
Q2 2025 Added 44.05%
$98.9B
$833,000 0.03% of portfolio
37,191
Q2 2025 Added 207.9%

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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