JOURNEY STRATEGIC WEALTH LLC

Q1 2025 13F Holdings

  • Location
    summit, NJ
  • Num holdings

    505

  • Value ($000)

    $2,866,715

  • Date Filed
    05/06/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.19 B
42 %

7,174,646

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$410.08 M
14 %

733,084

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$294.64 M
10 %

524,358

AAPL
AAPL

APPLE INC

COM
037833100
$189.60 M
7 %

853,565

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$32.47 M
1 %

86,484

PEP
PEP

PEPSICO INC

COM
713448108
$31.64 M
1 %

211,037

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$22.71 M
1 %

389,152

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$22.13 M
1 %

243,158

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$18.81 M
1 %

154,298

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$17.85 M
1 %

349,587

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