JOURNEY STRATEGIC WEALTH LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsummit, NJ
- CIK0001909316
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
502 | $2.68B | JNJ, SPY, IVV, AAPL | 13F-HR | Jan 24, 2025 | 000190931625000001 | ||
511 | $2.73B | JNJ, SPY, IVV, AAPL | 13F-HR | Nov 12, 2024 | 000190931624000006 | ||
399 | $2.35B | JNJ, SPY, IVV, AAPL | 13F-HR | Aug 14, 2024 | 000190931624000002 | ||
316 | $2.26B | JNJ, SPY, IVV, AAPL | 13F-HR | May 13, 2024 | 000142050624000764 | ||
231 | $2.12B | JNJ, SPY, IVV, AAPL | 13F-HR | Feb 9, 2024 | 000142050624000198 | ||
203 | $2.10B | JNJ, SPY, IVV, AAPL | 13F-HR | Nov 8, 2023 | 000142050623001932 | ||
200 | $2.21B | JNJ, SPY, IVV, AAPL | 13F-HR | Aug 14, 2023 | 000142050623001650 | ||
253 | $951.52M | SPY, IVV, AAPL, IJH | 13F-HR | May 12, 2023 | 000195175723000301 | ||
244 | $850.10M | SPY, IVV, AAPL, IJH | 13F-HR | Feb 14, 2023 | 000190931623000001 | ||
181 | $741.11M | SPY, IVV, AAPL, IJH | 13F-HR | Nov 14, 2022 | 000190931622000004 | ||
127 | $747.07M | SPY, IVV, AAPL, IJR | 13F-HR | Aug 15, 2022 | 000190931622000003 | ||
184 | $917.22M | DVY, SPY, AAPL, PEP | 13F-HR | May 16, 2022 | 000190931622000002 | ||
211 | $960.75M | SPY, IVV, AAPL, IJH | 13F-HR | Feb 14, 2022 | 000190931622000001 |