JOURNEY STRATEGIC WEALTH LLC

Q4 2024 13F Holdings

  • Location
    summit, NJ
  • Num holdings

    502

  • Value ($000)

    $2,675,456

  • Date Filed
    01/24/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.02B
38 %

7,038,858

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$426.46M
16 %

727,652

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$288.72M
11 %

490,450

AAPL
AAPL

APPLE INC

COM
037833100
$210.53M
8 %

840,704

PEP
PEP

PEPSICO INC

COM
713448108
$31.87M
1 %

209,556

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$31.77M
1 %

246,594

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$24.73M
1 %

283,127

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$22.76M
1 %

54,009

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$19.63M
1 %

315,052

IQDG
IQDG

WISDOMTREE TR

INTL QULTY DIV
97717X131
$19.59M
1 %

572,669

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 502