Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

Journey Strategic Wealth LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.41 Billion distributed in 3558 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.3B, Spdr S&P 500 ETF Trust with a value of $489M, Ishares Core S&P 500 ETF with a value of $345M, Apple Inc. with a value of $221M, and Microsoft Corp with a value of $57.1M.

Examining the 13F form we can see an increase of $382M in the current position value, from $3.03B to 3.41B.

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 $3.41 Billion
Healthcare: $1.35 Billion
ETFs: $1.3 Billion
Technology: $402 Million
Financial Services: $81.5 Million
Consumer Cyclical: $61 Million
Consumer Defensive: $58.9 Million
Communication Services: $56.5 Million
Industrials: $43.9 Million
Other: $48.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$970,000 0.03% of portfolio
15,272
Q3 2025 Added 4.89%
$160B
$1.17 Million 0.03% of portfolio
5,888
Q3 2025 Reduced 2.82%
$86.7B
$966,000 0.03% of portfolio
1,586
Q3 2025 Added 11.85%
$0
$1.09 Million 0.03% of portfolio
21,771
Q3 2025 Reduced 2.94%
$113B
$863,000 0.03% of portfolio
9,130
Q3 2025 Added 5.77%
$181B
$1.16 Million 0.03% of portfolio
11,880
Q3 2025 Reduced 11.93%
$0
$1.02 Million 0.03% of portfolio
9,405
Q3 2025 Reduced 12.34%
$0
$1.16 Million 0.03% of portfolio
7,979
Q3 2025 Reduced 3.01%
$83.6B
$1.14 Million 0.03% of portfolio
8,729
Q3 2025 Reduced 0.1%
$0
$921,000 0.03% of portfolio
2,994
Q3 2025 Reduced 0.89%
$85.6B
$1.11 Million 0.03% of portfolio
88,038
Q3 2025 Added 19.79%
$191B
$944,000 0.03% of portfolio
175
Q3 2025 Added 10.76%
$0
$969,000 0.03% of portfolio
10,188
Q3 2025 Added 4.81%
$77.2B
$910,000 0.03% of portfolio
4,282
Q3 2025 Reduced 5.99%
$0
$950,000 0.03% of portfolio
14,018
Q3 2025 Reduced 19.08%
$0
$1.15 Million 0.03% of portfolio
5,653
Q3 2025 Reduced 1.36%
$0
$960,000 0.03% of portfolio
16,715
Q3 2025 Reduced 21.17%
$98.1B
$875,000 0.03% of portfolio
5,126
Q3 2025 Added 1.12%
$0
$880,000 0.03% of portfolio
11,977
Q3 2025 Added 0.1%
$0
$921,000 0.03% of portfolio
56,650
Q3 2025 Added 3.66%
$0
$1.08 Million 0.03% of portfolio
22,714
Q3 2025 Reduced 0.45%
$19.3B
$1.13 Million 0.03% of portfolio
18,002
Q3 2025 Reduced 1.3%
$115B
$868,000 0.03% of portfolio
1,772
Q3 2025 Reduced 17.89%
$167B
$838,000 0.02% of portfolio
8,785
Q3 2025 Added 13.66%
$52.4B
$539,000 0.02% of portfolio
15,701
Q3 2025 Added 14.61%
$0
$832,000 0.02% of portfolio
19,230
Q3 2025 New
$121B
$801,000 0.02% of portfolio
1,038
Q3 2025 Reduced 11.28%
$57.4B
$523,000 0.02% of portfolio
13,354
Q3 2025 Reduced 36.73%
$39.1B
$782,000 0.02% of portfolio
11,874
Q3 2025 Added 6.72%
$169B
$760,000 0.02% of portfolio
826
Q3 2025 Reduced 25.65%
$9.49B
$798,000 0.02% of portfolio
6,450
Q3 2025 Added 2.76%
$0
$645,000 0.02% of portfolio
4,272
Q3 2025 Added 2.91%
$0
$548,000 0.02% of portfolio
11,791
Q3 2025 Reduced 10.17%
$37.6B
$515,000 0.02% of portfolio
7,656
Q3 2025 Added 96.46%
$0
$519,000 0.02% of portfolio
15,543
Q3 2025 Added 8.09%
$52.1B
$732,000 0.02% of portfolio
61,241
Q3 2025 Added 13.69%
$0
$775,000 0.02% of portfolio
6,428
Q3 2025 Reduced 7.78%
$279B
$621,000 0.02% of portfolio
2,326
Q3 2025 Added 22.36%
$0
$604,000 0.02% of portfolio
10,590
Q3 2025 Reduced 6.31%
$6.49B
$615,000 0.02% of portfolio
4,659
Q3 2025 Reduced 9.74%
$81.8B
$546,000 0.02% of portfolio
4,970
Q3 2025 Reduced 10.14%
$74.9B
$514,000 0.02% of portfolio
1,972
Q3 2025 Added 34.24%
$114B
$693,000 0.02% of portfolio
6,055
Q3 2025 Added 22.03%
$16.7B
$570,000 0.02% of portfolio
1,078
Q3 2025 Reduced 2.53%
$6B
$524,000 0.02% of portfolio
7,617
Q3 2025 Added 6.04%
$84.9B
$523,000 0.02% of portfolio
3,107
Q3 2025 Reduced 19.47%
$132B
$535,000 0.02% of portfolio
2,170
Q3 2025 Reduced 44.37%
$193B
$661,000 0.02% of portfolio
1,479
Q3 2025 Reduced 47.57%
$0
$577,000 0.02% of portfolio
9,173
Q3 2025 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 3,558
  • Current Value $3.41 Billion
  • Prior Value $3.03 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 120 stocks
  • Additional Purchases 303 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 257 stocks
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