Journey Strategic Wealth LLC Portfolio Holdings

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

Journey Strategic Wealth LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.65 Billion distributed in 1656 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $1.02B, Spdr S&P 500 ETF Trust with a value of $426M, Ishares Core S&P 500 ETF with a value of $289M, Apple Inc. with a value of $211M, and Ishares Trust Ishares Esg Awar with a value of $31.8M.

Examining the 13F form we can see an decrease of $54.5M in the current position value, from $2.71B to 2.65B.

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 $2.65 Billion
ETFs: $1.12 Billion
Healthcare: $1.04 Billion
Technology: $282 Million
Consumer Defensive: $43.8 Million
Financial Services: $42.4 Million
Communication Services: $33.8 Million
Consumer Cyclical: $32.4 Million
Industrials: $20.8 Million
Other: $23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.41B
$215,000 0.01% of portfolio
6,241
Q4 2024 New
$186B
$228,000 0.01% of portfolio
46
Q4 2024 New
$5.94B
$288,000 0.01% of portfolio
2,452
Q4 2024 Added 0.04%
$3.73B
$220,000 0.01% of portfolio
7,884
Q4 2024 New
$3.01B
$202,000 0.01% of portfolio
11,394
Q4 2024 Added 10.58%
$10.8B
$218,000 0.01% of portfolio
659
Q4 2024 Added 4.44%
$86.7B
$266,000 0.01% of portfolio
467
Q4 2024 Added 3.55%
$7.12B
$266,000 0.01% of portfolio
4,734
Q4 2024 Added 1.57%
$88.6B
$313,000 0.01% of portfolio
2,834
Q4 2024 New
$3.71B
$343,000 0.01% of portfolio
2,580
Q4 2024 Reduced 8.93%
$4.8B
$199,000 0.01% of portfolio
15,455
Q4 2024 Added 1.44%
$5.26B
$133,000 0.01% of portfolio
25,188
Q4 2024 Reduced 4.15%
$10.1B
$207,000 0.01% of portfolio
580
Q4 2024 New
$0
$276,000 0.01% of portfolio
12,333
Q4 2024 Reduced 9.17%
$148M
$134,000 0.01% of portfolio
35,270
Q4 2024 Reduced 0.02%
$11B
$208,000 0.01% of portfolio
1,715
Q3 2024 Added 0.18%
$1.28B
$138,000 0.01% of portfolio
13,901
Q3 2024 Added 0.34%
$52.4B
$367,000 0.01% of portfolio
4,661
Q4 2024 Added 0.28%
$13.2B
$282,000 0.01% of portfolio
8,148
Q4 2024 Reduced 15.11%
$95.9B
$232,000 0.01% of portfolio
2,767
Q4 2024 Reduced 4.62%
$78B
$278,000 0.01% of portfolio
4,670
Q4 2024 Reduced 30.23%
$4.08B
$179,000 0.01% of portfolio
12,016
Q4 2024 Reduced 6.01%
$80.3B
$251,000 0.01% of portfolio
212
Q3 2024 New
$45B
$208,000 0.01% of portfolio
2,077
Q4 2024 Reduced 22.76%
$21.2B
$271,000 0.01% of portfolio
1,538
Q4 2024 Reduced 5.0%
$45.6B
$234,000 0.01% of portfolio
4,745
Q4 2024 Reduced 19.9%
$0
$146,000 0.01% of portfolio
13,116
Q3 2024 Added 3.96%
$0
$138,000 0.01% of portfolio
13,800
Q4 2024 New
$0
$280,000 0.01% of portfolio
24,823
Q4 2024 New
$219B
$281,000 0.01% of portfolio
2,893
Q4 2024 Added 4.25%
$74.9B
$211,000 0.01% of portfolio
451
Q4 2024 Reduced 0.44%
$93.7B
$364,000 0.01% of portfolio
4,814
Q4 2024 Reduced 7.08%
$453M
$348,000 0.01% of portfolio
97,500
Q4 2024 Reduced 17.02%
$50.2B
$245,000 0.01% of portfolio
409
Q4 2024 Reduced 0.97%
$90.3B
$217,000 0.01% of portfolio
459
Q4 2024 Added 0.44%
$0
$318,000 0.01% of portfolio
5,646
Q4 2024 Reduced 13.91%
$6.69B
$247,000 0.01% of portfolio
587
Q4 2024 Added 0.34%
$0
$336,000 0.01% of portfolio
6,076
Q4 2024 Reduced 0.15%
$0
$272,000 0.01% of portfolio
8,166
Q4 2024 Added 22.12%
$0
$216,000 0.01% of portfolio
21,004
Q4 2024 Reduced 16.0%
$0
$382,000 0.01% of portfolio
3,554
Q4 2024 Reduced 8.99%
$0
$217,000 0.01% of portfolio
3,000
Q4 2024 New
$0
$243,000 0.01% of portfolio
6,236
Q4 2024 New
$0
$339,000 0.01% of portfolio
16,096
Q4 2024 New
$0
$235,000 0.01% of portfolio
10,058
Q4 2024 Reduced 1.33%
$88.7B
$254,000 0.01% of portfolio
1,707
Q4 2024 Reduced 0.7%
$21B
$288,000 0.01% of portfolio
2,158
Q4 2024 Added 15.83%
$56.1M
$164,000 0.01% of portfolio
186,737
Q2 2024 Added 40.92%
$22.2B
$231,000 0.01% of portfolio
552
Q4 2024 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 1,656
  • Current Value $2.65 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 218 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email