Journey Strategic Wealth LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.71 Billion distributed in 1435 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.14B, Spdr S&P 500 ETF Trust with a value of $417M, Ishares Core S&P 500 ETF with a value of $273M, Apple Inc. with a value of $196M, and Pepsico Inc with a value of $36M.
Examining the 13F form we can see an increase of $365M in the current position value, from $2.34B to 2.71B.
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.