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 Companies Only

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%
$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%
$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%
$139B
$25.2 Million 0.74% of portfolio
76,531
Q3 2025 Reduced 3.01%
$2.39T
$19.5 Million 0.57% of portfolio
88,641
Q3 2025 Added 1.45%
$1.37T
$17.5 Million 0.51% of portfolio
23,831
Q3 2025 Reduced 0.49%
$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%
$1.74T
$10.7 Million 0.31% of portfolio
43,791
Q3 2025 Added 2.18%
$1.29T
$9.89 Million 0.29% of portfolio
22,237
Q3 2025 Reduced 0.61%
$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%
$255B
$6.17 Million 0.18% of portfolio
18,588
Q3 2025 Added 0.04%
$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%
$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%
$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%
$490B
$4.52 Million 0.13% of portfolio
40,107
Q3 2025 Added 0.32%
$971B
$4.19 Million 0.12% of portfolio
5,495
Q3 2025 Reduced 7.83%
$224B
$3.96 Million 0.12% of portfolio
13,024
Q3 2025 Added 4.23%
$279B
$4.16 Million 0.12% of portfolio
40,327
Q3 2025 Added 3.11%
$237B
$3.37 Million 0.1% of portfolio
20,788
Q3 2025 Reduced 13.92%
$342B
$3.03 Million 0.09% of portfolio
16,597
Q3 2025 Added 2.58%
$197B
$2.62 Million 0.08% of portfolio
12,805
Q3 2025 Added 8.08%
$413B
$2.69 Million 0.08% of portfolio
52,165
Q3 2025 Added 4.44%
$319B
$2.61 Million 0.08% of portfolio
38,183
Q3 2025 Added 0.91%
$235B
$2.36 Million 0.07% of portfolio
28,118
Q3 2025 Added 26.97%
$161B
$2.26 Million 0.07% of portfolio
2,097
Q3 2025 Reduced 1.96%
$193B
$2.29 Million 0.07% of portfolio
19,996
Q3 2025 Reduced 0.96%
$258B
$2.43 Million 0.07% of portfolio
14,547
Q3 2025 Added 1.22%
$291B
$2.41 Million 0.07% of portfolio
5,051
Q3 2025 Reduced 1.88%
$328B
$2.37 Million 0.07% of portfolio
7,878
Q3 2025 Reduced 0.27%
$300B
$1.95 Million 0.06% of portfolio
5,636
Q3 2025 Reduced 26.24%
$1.46T
$1.89 Million 0.06% of portfolio
6,761
Q3 2025 Added 30.5%
$181B
$2.09 Million 0.06% of portfolio
73,923
Q3 2025 Reduced 1.6%
$388B
$2.18 Million 0.06% of portfolio
13,495
Q3 2025 Added 1.79%
$317B
$2.09 Million 0.06% of portfolio
24,954
Q3 2025 Added 1.0%
$265B
$2.21 Million 0.06% of portfolio
2,771
Q3 2025 Reduced 3.31%
$99.7B
$1.75 Million 0.05% of portfolio
9,102
Q3 2025 Added 2.15%
$136B
$1.65 Million 0.05% of portfolio
6,974
Q3 2025 Reduced 8.71%
$268B
$1.84 Million 0.05% of portfolio
11,026
Q3 2025 Added 10.04%
$228B
$1.74 Million 0.05% of portfolio
12,964
Q3 2025 Reduced 10.65%

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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