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
$0
$1.78 Million 0.05% of portfolio
16,695
Q3 2025 Added 2.79%
$0
$1.81 Million 0.05% of portfolio
33,398
Q3 2025 Reduced 5.13%
$0
$1.73 Million 0.05% of portfolio
9,115
Q3 2025 Reduced 0.3%
$222B
$1.65 Million 0.05% of portfolio
3,405
Q3 2025 Added 4.64%
$170B
$1.81 Million 0.05% of portfolio
12,540
Q3 2025 Added 4.29%
$0
$1.72 Million 0.05% of portfolio
84,825
Q3 2025 Added 6.94%
$306B
$1.31 Million 0.04% of portfolio
19,682
Q3 2025 Reduced 30.57%
$187B
$1.29 Million 0.04% of portfolio
7,746
Q3 2025 Added 20.37%
$190B
$1.28 Million 0.04% of portfolio
12,589
Q3 2025 Added 6.68%
$237B
$1.48 Million 0.04% of portfolio
6,225
Q3 2025 Added 1.09%
$182B
$1.52 Million 0.04% of portfolio
2,229
Q3 2025 Added 10.95%
$141B
$1.44 Million 0.04% of portfolio
56,526
Q3 2025 Added 14.93%
$0
$1.22 Million 0.04% of portfolio
5,908
Q3 2025 Reduced 6.98%
$23.4B
$1.4 Million 0.04% of portfolio
174
Q3 2025 Added 1.75%
$0
$1.24 Million 0.04% of portfolio
9,949
Q3 2025 Reduced 2.5%
$270B
$1.3 Million 0.04% of portfolio
8,180
Q3 2025 Added 1.46%
$140B
$1.36 Million 0.04% of portfolio
5,430
Q3 2025 Added 1.82%
$89.7B
$1.4 Million 0.04% of portfolio
6,957
Q3 2025 Reduced 1.09%
$104B
$1.44 Million 0.04% of portfolio
21,784
Q3 2025 Added 47.78%
$172B
$1.52 Million 0.04% of portfolio
34,576
Q3 2025 Added 0.38%
$61.4B
$1.48 Million 0.04% of portfolio
7,289
Q3 2025 Reduced 12.49%
$183B
$1.42 Million 0.04% of portfolio
5,035
Q3 2025 Reduced 6.78%
$168B
$1.52 Million 0.04% of portfolio
20,100
Q3 2025 Reduced 0.97%
$24.1B
$1.5 Million 0.04% of portfolio
35,369
Q3 2025 Reduced 35.01%
$0
$1.31 Million 0.04% of portfolio
13,220
Q3 2025 Added 54.26%
$0
$1.23 Million 0.04% of portfolio
28,111
Q3 2025 Added 6.48%
$151B
$1.35 Million 0.04% of portfolio
3,833
Q3 2025 Added 13.57%
$40.4B
$1.43 Million 0.04% of portfolio
11,314
Q3 2025 Reduced 5.46%
$132B
$1.13 Million 0.03% of portfolio
5,373
Q3 2025 Reduced 11.15%
$156B
$1.12 Million 0.03% of portfolio
10,104
Q3 2025 Reduced 2.86%
$159B
$1.06 Million 0.03% of portfolio
2,187
Q3 2025 Added 15.65%
$0
$890,000 0.03% of portfolio
59,061
Q3 2025 Added 57.24%
$39.9B
$1 Million 0.03% of portfolio
9,662
Q3 2025 Reduced 7.55%
$144B
$894,000 0.03% of portfolio
1,957
Q3 2025 Reduced 24.56%
$123B
$1.02 Million 0.03% of portfolio
2,047
Q3 2025 Reduced 9.7%
$140B
$942,000 0.03% of portfolio
2,519
Q3 2025 Added 8.86%
$94.5B
$873,000 0.03% of portfolio
2,562
Q3 2025 Added 16.77%
$16.1B
$975,000 0.03% of portfolio
16,124
Q3 2025 Added 6.8%
$0
$910,000 0.03% of portfolio
19,453
Q3 2025 Reduced 0.58%
$152B
$864,000 0.03% of portfolio
3,506
Q3 2025 Reduced 49.33%
$0
$1.17 Million 0.03% of portfolio
8,385
Q3 2025 Reduced 11.03%
$0
$996,000 0.03% of portfolio
3,537
Q3 2025 Reduced 13.46%
$98.6B
$1.03 Million 0.03% of portfolio
10,820
Q3 2025 Added 2.35%
$128B
$966,000 0.03% of portfolio
10,144
Q3 2025 Added 17.48%
$0
$1.19 Million 0.03% of portfolio
43,502
Q3 2025 Reduced 60.64%
$0
$1.13 Million 0.03% of portfolio
10,785
Q3 2025 Reduced 47.13%
$143B
$1.15 Million 0.03% of portfolio
34,335
Q3 2025 Reduced 7.68%
$78.2B
$885,000 0.03% of portfolio
2,739
Q3 2025 Added 19.66%
$0
$1.16 Million 0.03% of portfolio
15,746
Q3 2025 Reduced 0.85%

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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