JOURNEY STRATEGIC WEALTH LLC
Q2 2025 13F Holdings
- Locationsummit, NJ
- Num holdings
661
- Value ($000)
$3,082,075
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JNJ JOHNSON & JOHNSON | COM | 478160104 | $1.10B | 36 % | 7,186,324 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $453.07M | 15 % | 733,308 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $318.86M | 10 % | 513,539 | ||
AAPL APPLE INC | COM | 037833100 | $184.98M | 6 % | 901,608 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $54.78M | 2 % | 110,134 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $32.89M | 1 % | 444,442 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $31.03M | 1 % | 196,434 | ||
PEP PEPSICO INC | COM | 713448108 | $28.54M | 1 % | 216,128 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $23.98M | 1 % | 386,674 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $22.95M | 1 % | 260,020 |
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