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
$490B
$4.52 Million 0.13% of portfolio
40,107
Q3 2025 Added 0.32%
$0
$4.21 Million 0.12% of portfolio
44,220
Q3 2025 Reduced 2.22%
$971B
$4.19 Million 0.12% of portfolio
5,495
Q3 2025 Reduced 7.83%
$0
$4.23 Million 0.12% of portfolio
12,902
Q3 2025 Reduced 16.17%
$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%
$0
$3.8 Million 0.11% of portfolio
64,215
Q3 2025 Reduced 37.87%
$237B
$3.37 Million 0.1% of portfolio
20,788
Q3 2025 Reduced 13.92%
$0
$3.56 Million 0.1% of portfolio
24,460
Q3 2025 Reduced 35.37%
$342B
$3.03 Million 0.09% of portfolio
16,597
Q3 2025 Added 2.58%
$0
$3.04 Million 0.09% of portfolio
125,133
Q3 2025 Added 6.06%
$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%
$0
$2.83 Million 0.08% of portfolio
22,938
Q3 2025 Reduced 3.65%
$0
$2.74 Million 0.08% of portfolio
66,376
Q3 2025 Added 5.93%
$0
$2.7 Million 0.08% of portfolio
30,220
Q3 2025 Reduced 3.31%
$0
$2.73 Million 0.08% of portfolio
5,824
Q3 2025 Reduced 1.9%
$0
$2.24 Million 0.07% of portfolio
39,218
Q3 2025 Added 3.78%
$0
$2.22 Million 0.07% of portfolio
37,108
Q3 2025 Reduced 41.07%
$0
$2.4 Million 0.07% of portfolio
22,534
Q3 2025 Reduced 1.03%
$0
$2.46 Million 0.07% of portfolio
12,639
Q3 2025 Reduced 4.18%
$0
$2.29 Million 0.07% of portfolio
30,604
Q3 2025 Reduced 0.99%
$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%
$0
$2.23 Million 0.07% of portfolio
58,867
Q3 2025 Reduced 1.87%
$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%
$0
$2.51 Million 0.07% of portfolio
39,296
Q3 2025 Reduced 7.08%
$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%
$0
$1.92 Million 0.06% of portfolio
24,537
Q3 2025 Reduced 2.56%
$0
$2.12 Million 0.06% of portfolio
39,447
Q3 2025 Reduced 27.86%
$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%
$0
$2.03 Million 0.06% of portfolio
23,327
Q3 2025 Reduced 6.54%
$265B
$2.21 Million 0.06% of portfolio
2,771
Q3 2025 Reduced 3.31%
$0
$1.89 Million 0.06% of portfolio
24,172
Q3 2025 Added 1.1%
$99.7B
$1.75 Million 0.05% of portfolio
9,102
Q3 2025 Added 2.15%
$130B
$1.7 Million 0.05% of portfolio
4,781
Q3 2025 Added 3.13%
$136B
$1.65 Million 0.05% of portfolio
6,974
Q3 2025 Reduced 8.71%
$0
$1.65 Million 0.05% of portfolio
8,426
Q3 2025 Reduced 8.39%
$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%
$0
$1.72 Million 0.05% of portfolio
4,547
Q3 2025 Added 105.75%
$0
$1.87 Million 0.05% of portfolio
21,381
Q3 2025 Reduced 66.21%
$0
$1.56 Million 0.05% of portfolio
49,452
Q3 2025 Added 74.24%

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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