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JOURNEY STRATEGIC WEALTH LLC

13F
JOURNEY STRATEGIC WEALTH LLC
Last update 2025-05-07 505 Stocks (52 new)
Value $2.87 Bil Turnover 7 %
Countries:
Top Holdings: JNJ(41.51%)SPY(14.30%)IVV(10.28%)AAPL(6.61%)MSFT(1.13%)
Summary Stock Picks Current Portfolio
JOURNEY STRATEGIC WEALTH LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JNJ 		Johnson & Johnson
7,174,646
1,189,843.3
+1.93%
41.510
+0.79%
0.300
-5.97%
+6.37%
367,190.8
Drug Manufacturers
SPY 		SPDR S&P 500 ETF Trust
733,084
410,079.7
+0.75%
14.300
+0.11%
0.070
-2.52%
-0.21%
594,536.0
 
IVV 		iShares Core S&P 500 ETF
524,358
294,637.1
+6.91%
10.280
+0.66%
0.050
-2.84%
-0.50%
583,384.2
 
AAPL 		Apple Inc
853,565
189,602.6
+1.53%
6.610
+0.10%
0.010
-17.89%
-19.40%
3,007,477.9
Hardware
MSFT 		Microsoft Corp
86,484
32,465.1
+60.13%
1.130
+0.42%
0.000
+11.63%
+8.33%
3,380,766.9
Software
PEP 		PepsiCo Inc
211,037
31,642.9
+0.71%
1.100
+0.01%
0.020
-14.48%
-13.67%
178,404.9
Beverages - Non-Alcoholic
IJH 		iShares Core S&P Mid-Cap ETF
389,152
22,707.0
+23.52%
0.790
+0.15%
0.030
-3.71%
-4.19%
91,022.2
 
TLT 		iShares 20+ Year Treasury Bond ETF
243,158
22,134.7
-14.12%
0.770
-0.13%
0.040
-5.80%
-3.34%
47,761.4
 
ESGU 		iShares MSCI USA ESG Optimized ETF
154,298
18,810.5
-37.43%
0.660
-0.45%
0.150
-2.79%
-0.95%
13,230.7
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
349,587
17,853.4
+18.23%
0.620
+0.10%
0.070
-4.50%
-1.66%
25,348.8
 

JOURNEY STRATEGIC WEALTH LLC's Historical Top Holdings Breakdowns

JOURNEY STRATEGIC WEALTH LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JNJ 		Johnson & Johnson2025-03-31Add
+0.79%
●
142.06 ($156.47) 167.7
$152.61
-2.47%
Add 1.93%
7,174,646
135,788
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.66%
●
554.06 ($590.51) 615.85
$585.76
-0.80%
Add 6.91%
524,358
33,908
AVDE 		Avantis International Equity ETF2025-03-31New Buy
+0.52%
●
60.63 ($65.05) 68.55
$71.87
10.48%
New holding
225,613
225,613
IQDG 		WisdomTree International Quality Dividend Growth Fund2025-03-31Reduce
-0.49%
●
34.14 ($36.39) 37.91
$38.31
5.28%
Reduce -66.77%
190,313
-382,356
ESGU 		iShares MSCI USA ESG Optimized ETF2025-03-31Reduce
-0.45%
●
120.24 ($128.78) 134.3
$127.59
-0.92%
Reduce -37.43%
154,298
-92,296
MSFT 		Microsoft Corp2025-03-31Add
+0.42%
●
375.39 ($407.71) 447.2
$454.86
11.56%
Add 60.13%
86,484
32,475
AINP 		Allspring Income Plus ETF2025-03-31New Buy
+0.40%
●
24.55 ($24.92) 25.12
$24.77
-0.61%
New holding
455,019
455,019
MTUM 		iShares MSCI USA Momentum Factor ETF2025-03-31Add
+0.36%
●
196.12 ($213.69) 229.48
$226.26
5.88%
Add 478.83%
60,986
50,450
GLDM 		SPDR Gold MiniShares Trust2025-03-31New Buy
+0.30%
●
52.19 ($56.8) 61.89
$65.15
14.70%
New holding
137,259
137,259
DIS 		The Walt Disney Co2025-03-31Reduce
-0.27%
●
96.87 ($107.47) 114
$111.13
3.41%
Reduce -80.42%
16,113
-66,188

JOURNEY STRATEGIC WEALTH LLC Total Holding History ($B)

To

JOURNEY STRATEGIC WEALTH LLC's Asset Allocation

To

JOURNEY STRATEGIC WEALTH LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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JOURNEY STRATEGIC WEALTH LLC's Hypothetical Growth since 2025-03-31

JOURNEY STRATEGIC WEALTH LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JOURNEY STRATEGIC WEALTH LLC's Holdings Heat Map

Size field:

JOURNEY STRATEGIC WEALTH LLC's Holdings Bubble Chart

JOURNEY STRATEGIC WEALTH LLC News

  • 1

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