JOURNEY STRATEGIC WEALTH LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$2.9B

Holdings

505

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (505 positions)

StockValue
JNJJOHNSON & JOHNSON
$1.2B
SPYSPDR S&P 500 ETF TR
$410.1M
IVVISHARES TR
$294.6M
AAPLAPPLE INC
$189.6M
MSFTMICROSOFT CORP
$32.5M
PEPPEPSICO INC
$31.6M
IJHISHARES TR
$22.7M
TLTISHARES TR
$22.1M
ESGUISHARES TR
$18.8M
SPYVSPDR SER TR
$17.9M
IJRISHARES TR
$17.4M
AVDEAMERICAN CENTY ETF TR
$15.0M
OMFLINVESCO EXCH TRD SLF IDX FD
$14.7M
GTOINVESCO ACTIVELY MANAGED EXC
$14.2M
MOATVANECK ETF TRUST
$14.1M
QQQMINVESCO EXCH TRADED FD TR II
$13.2M
AVGOBROADCOM INC
$13.1M
IWBISHARES TR
$12.7M
MTUMISHARES TR
$12.3M
NVDANVIDIA CORPORATION
$11.8M
AINPALLSPRING EXCHANGE TRADED FU
$11.4M
METAMETA PLATFORMS INC
$11.3M
AMZNAMAZON COM INC
$10.5M
XLESELECT SECTOR SPDR TR
$9.5M
EMTLSSGA ACTIVE TR
$9.2M
GLDMWORLD GOLD TR
$8.5M
JPIEJ P MORGAN EXCHANGE TRADED F
$8.1M
AVUVAMERICAN CENTY ETF TR
$7.5M
JHMBJOHN HANCOCK EXCHANGE TRADED
$7.3M
FMBFIRST TR EXCH TRADED FD III
$7.1M
VOOVANGUARD INDEX FDS
$7.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.0M
IWYISHARES TR
$7.0M
IQDGWISDOMTREE TR
$6.8M
GOOGLALPHABET INC
$6.7M
JPMJPMORGAN CHASE & CO.
$6.6M
COSTCOSTCO WHSL CORP NEW
$6.5M
SPTLSPDR SER TR
$6.4M
HDHOME DEPOT INC
$6.2M
EFGISHARES TR
$5.3M
PGPROCTER AND GAMBLE CO
$5.0M
AXPAMERICAN EXPRESS CO
$4.7M
DYNFBLACKROCK ETF TRUST
$4.6M
VTIVANGUARD INDEX FDS
$4.6M
USMVISHARES TR
$4.6M
GOOGALPHABET INC
$4.5M
VVISA INC
$4.4M
MDGLMADRIGAL PHARMACEUTICALS INC
$4.3M
NDQINVESCO QQQ TR
$4.2M
AQLTISHARES TR
$4.0M
COWZPACER FDS TR
$3.9M
IBMINTERNATIONAL BUSINESS MACHS
$3.9M
CVXCHEVRON CORP NEW
$3.8M
IEMGISHARES INC
$3.6M
ABBVABBVIE INC
$3.4M
UNHUNITEDHEALTH GROUP INC
$3.2M
SCHDSCHWAB STRATEGIC TR
$3.1M
JHMLJOHN HANCOCK EXCHANGE TRADED
$3.1M
MMITNEW YORK LIFE INVTS ACTIVE E
$3.0M
VEAVANGUARD TAX-MANAGED FDS
$3.0M
4I1PHILIP MORRIS INTL INC
$3.0M
TSLATESLA INC
$2.9M
LLYELI LILLY & CO
$2.9M
MCDMCDONALDS CORP
$2.8M
XOMEXXON MOBIL CORP
$2.6M
EEMVISHARES INC
$2.6M
MAMASTERCARD INCORPORATED
$2.5M
QEFASPDR INDEX SHS FDS
$2.4M
WMTWALMART INC
$2.3M
BOXXEA SERIES TRUST
$2.3M
TAFIAB ACTIVE ETFS INC
$2.3M
NFLXNETFLIX INC
$2.2M
RSPINVESCO EXCHANGE TRADED FD T
$2.2M
IWFISHARES TR
$2.1M
XLUSELECT SECTOR SPDR TR
$2.1M
BF/BBROWN FORMAN CORP
$2.0M
IXP*ISHARES TR
$2.0M
QQMGINVESCO EXCH TRADED FD TR II
$2.0M
IWDISHARES TR
$2.0M
BEEZEA SERIES TRUST
$1.9M
EFVISHARES TR
$1.9M
QUALISHARES TR
$1.8M
SPYGSPDR SER TR
$1.8M
PWZINVESCO EXCH TRADED FD TR II
$1.8M
CSCOCISCO SYS INC
$1.8M
AMATAPPLIED MATLS INC
$1.8M
SUBISHARES TR
$1.8M
PAYXPAYCHEX INC
$1.7M
ORCLORACLE CORP
$1.7M
SPYMSPDR SER TR
$1.7M
MUBISHARES TR
$1.7M
VLUEISHARES TR
$1.6M
DISDISNEY WALT CO
$1.6M
IYWISHARES TR
$1.6M
IVEISHARES TR
$1.5M
ACNACCENTURE PLC IRELAND
$1.5M
JSTCTIDAL ETF TR
$1.4M
KLACKLA CORP
$1.4M
AMDADVANCED MICRO DEVICES INC
$1.4M
XLVSELECT SECTOR SPDR TR
$1.4M
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