JOURNEY STRATEGIC WEALTH LLC
Q1 2025 13F Holdings
- Locationsummit, NJ
- Num holdings
505
- Value ($000)
$2,866,715
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001909316
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JNJ JOHNSON & JOHNSON | COM | 478160104 | $1.19B | 42 % | 7,174,646 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $410.08M | 14 % | 733,084 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $294.64M | 10 % | 524,358 | ||
AAPL APPLE INC | COM | 037833100 | $189.60M | 7 % | 853,565 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $32.47M | 1 % | 86,484 | ||
PEP PEPSICO INC | COM | 713448108 | $31.64M | 1 % | 211,037 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $22.71M | 1 % | 389,152 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $22.13M | 1 % | 243,158 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $18.81M | 1 % | 154,298 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $17.85M | 1 % | 349,587 |
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