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
$522B
$1.3 Billion 38.16% of portfolio
7,017,533
Q3 2025 Reduced 2.35%
$0
$489 Million 14.34% of portfolio
733,932
Q3 2025 Added 0.09%
$0
$345 Million 10.11% of portfolio
514,991
Q3 2025 Added 0.28%
$4.3T
$221 Million 6.47% of portfolio
866,947
Q3 2025 Reduced 3.84%
$3.78T
$57.1 Million 1.68% of portfolio
110,313
Q3 2025 Added 0.16%
$0
$45.4 Million 1.33% of portfolio
575,848
Q3 2025 Added 29.57%
$465B
$36.8 Million 1.08% of portfolio
197,102
Q3 2025 Added 0.34%
$204B
$30.8 Million 0.9% of portfolio
219,594
Q3 2025 Added 1.6%
$0
$25.2 Million 0.74% of portfolio
386,553
Q3 2025 Reduced 0.03%
$139B
$25.2 Million 0.74% of portfolio
76,531
Q3 2025 Reduced 3.01%
$0
$25 Million 0.73% of portfolio
280,061
Q3 2025 Added 7.71%
$0
$24.6 Million 0.72% of portfolio
444,830
Q3 2025 Added 11.55%
$0
$23.5 Million 0.69% of portfolio
38,326
Q3 2025 Added 39.82%
$0
$19.6 Million 0.58% of portfolio
165,159
Q3 2025 Reduced 0.77%
$2.39T
$19.5 Million 0.57% of portfolio
88,641
Q3 2025 Added 1.45%
$0
$17.7 Million 0.52% of portfolio
71,430
Q3 2025 Added 4.25%
$0
$16.7 Million 0.49% of portfolio
277,952
Q3 2025 Reduced 0.57%
$0
$16.5 Million 0.48% of portfolio
346,275
Q3 2025 Added 9.03%
$0
$15.8 Million 0.46% of portfolio
61,597
Q3 2025 Added 2.47%
$0
$14.5 Million 0.43% of portfolio
39,744
Q3 2025 Added 0.53%
$0
$14.3 Million 0.42% of portfolio
167,074
Q3 2025 Added 3.06%
$1.65T
$14.3 Million 0.42% of portfolio
58,648
Q3 2025 Reduced 3.11%
$881B
$11.3 Million 0.33% of portfolio
35,669
Q3 2025 Added 0.27%
$0
$10.9 Million 0.32% of portfolio
492,313
Q3 2025 Added 7.32%
$0
$10.6 Million 0.31% of portfolio
229,451
Q3 2025 Added 6.59%
$1.74T
$10.7 Million 0.31% of portfolio
43,791
Q3 2025 Added 2.18%
$0
$10.1 Million 0.3% of portfolio
101,174
Q3 2025 Added 7.24%
$0
$10.1 Million 0.3% of portfolio
229,862
Q3 2025 Added 1.92%
$11.9B
$9.87 Million 0.29% of portfolio
129,129
Q3 2025 Added 4.4%
$1.29T
$9.89 Million 0.29% of portfolio
22,237
Q3 2025 Reduced 0.61%
$0
$8.77 Million 0.26% of portfolio
32,038
Q3 2025 Reduced 1.74%
$662B
$9.02 Million 0.26% of portfolio
17,943
Q3 2025 Reduced 1.3%
$367B
$7.84 Million 0.23% of portfolio
19,348
Q3 2025 Reduced 2.52%
$404B
$7.24 Million 0.21% of portfolio
7,821
Q3 2025 Added 2.6%
$0
$6.9 Million 0.2% of portfolio
136,155
Q3 2025 Added 5.05%
$0
$6.55 Million 0.19% of portfolio
242,922
Q3 2025 Reduced 4.33%
$0
$6.24 Million 0.18% of portfolio
156,561
Q3 2025 Reduced 2.94%
$255B
$6.17 Million 0.18% of portfolio
18,588
Q3 2025 Added 0.04%
$9.05B
$5.88 Million 0.17% of portfolio
12,828
Q3 2025 Reduced 1.91%
$533B
$5.83 Million 0.17% of portfolio
17,089
Q3 2025 Reduced 2.7%
$414B
$5.4 Million 0.16% of portfolio
23,317
Q3 2025 Added 1.15%
$0
$5.29 Million 0.16% of portfolio
8,814
Q3 2025 Added 8.67%
$266B
$5.22 Million 0.15% of portfolio
18,514
Q3 2025 Reduced 0.68%
$346B
$5.21 Million 0.15% of portfolio
33,921
Q3 2025 Added 17.01%
$593B
$5.05 Million 0.15% of portfolio
17,962
Q3 2025 Added 1.21%
$303B
$4.83 Million 0.14% of portfolio
31,125
Q3 2025 Added 11.08%
$0
$4.41 Million 0.13% of portfolio
38,730
Q3 2025 Reduced 4.88%
$49.1B
$4.39 Million 0.13% of portfolio
3,665
Q3 2025 Reduced 4.83%
$512B
$4.44 Million 0.13% of portfolio
7,808
Q3 2025 Added 5.13%

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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