JOURNEY STRATEGIC WEALTH LLC

Q3 2025 13F Holdings

  • Location
    summit, NJ
  • Num holdings

    706

  • Value ($000)

    $3,545,241

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001909316
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.30 B
37 %

7,017,533

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$488.93 M
14 %

733,932

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$344.68 M
10 %

514,991

AAPL
AAPL

APPLE INC

COM
037833100
$220.75 M
6 %

866,947

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$57.14 M
2 %

110,313

TBIL
TBIL

RBB FD INC

US TREAS 3 MNTH
74933W452
$54.87 M
2 %

1,097,416

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$45.43 M
1 %

575,848

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$36.78 M
1 %

197,102

PEP
PEP

PEPSICO INC

COM
713448108
$30.84 M
1 %

219,594

AVGO
AVGO

BROADCOM INC

COM
11135F101
$25.25 M
1 %

76,531

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