JOURNEY STRATEGIC WEALTH LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.4B

Holdings

399

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (399 positions)

#StockSharesValue% PortfolioType
1
JNJJOHNSON & JOHNSON
7,011,759$1024.8T43542476.40%
2
SPYSPDR S&P 500 ETF TR
721,595$392.7T16684974.21%
3
IVVISHARES TR
467,921$256.1T10879287.39%
4
AAPLAPPLE INC
818,422$172.4T7323776.61%
5
PEPPEPSICO INC
209,951$34.6T1471214.02%
6
ESGUISHARES TR
204,458$24.4T1036514.22%
7
TLTISHARES TR
209,610$19.2T817367.85%
8
IQDGWISDOMTREE TR
495,195$18.4T780351.65%
9
IJHISHARES TR
298,504$17.5T742185.91%
10
MSFTMICROSOFT CORP
35,041$15.7T665411.85%
11
IJRISHARES TR
146,587$15.6T664285.22%
12
VLUEISHARES TR
128,429$13.3T564536.62%
13
QQQMINVESCO EXCH TRADED FD TR II
66,801$13.2T559434.63%
14
IWBISHARES TR
36,544$10.9T461978.80%
15
MOATVANECK ETF TRUST
121,264$10.5T446228.69%
16
NVDANVIDIA CORPORATION
73,860$9.1T387683.95%
17
OMFLINVESCO EXCH TRD SLF IDX FD
170,411$8.9T380042.13%
18
DISDISNEY WALT CO
78,656$7.8T331813.19%
19
IWYISHARES TR
35,405$7.6T322693.28%
20
AMZNAMAZON COM INC
30,214$5.8T248077.86%
21
AVUVAMERICAN CENTY ETF TR
61,188$5.5T233246.15%
22
VOOVANGUARD INDEX FDS
10,897$5.4T231541.27%
23
XLESELECT SECTOR SPDR TR
56,901$5.2T220362.56%
24
SPTLSPDR SER TR
187,995$5.1T217416.25%
25
EMTLSSGA ACTIVE TR
117,041$4.9T210149.50%
26
FMBFIRST TR EXCHANGE-TRADED FD
95,496$4.9T207168.52%
27
MBBISHARES TR
52,943$4.9T206516.72%
28
JPIEJ P MORGAN EXCHANGE TRADED F
106,084$4.8T204897.62%
29
EFGISHARES TR
46,479$4.8T202017.93%
30
METAMETA PLATFORMS INC
9,065$4.6T194196.38%
31
GOOGLALPHABET INC
21,410$3.9T165694.94%
32
MDGLMADRIGAL PHARMACEUTICALS INC
13,325$3.7T158610.13%
33
BOXXEA SERIES TRUST
32,682$3.5T149710.05%
34
USMVISHARES TR
40,720$3.4T145257.35%
35
AVGOBROADCOM INC
1,969$3.2T134364.75%
36
GOOGALPHABET INC
16,496$3.0T128558.93%
37
TAFIAB ACTIVE ETFS INC
112,051$2.8T118875.34%
38
JPMJPMORGAN CHASE & CO.
13,749$2.8T118156.92%
39
NDQINVESCO QQQ TR
5,493$2.6T111825.28%
40
SHYGISHARES TR
58,315$2.5T104556.32%
41
IWFISHARES TR
6,534$2.4T101188.83%
42
EEMVISHARES INC
40,910$2.3T99440.53%
43
IXP*ISHARES TR
25,337$2.2T95571.39%
44
LLYELI LILLY & CO
2,428$2.2T93401.15%
45
MTUMISHARES TR
11,088$2.2T91804.10%
46
UNHUNITEDHEALTH GROUP INC
4,086$2.1T88415.28%
47
HDHOME DEPOT INC
5,926$2.0T86682.96%
48
QEFASPDR INDEX SHS FDS
27,112$2.0T86093.87%
49
CVXCHEVRON CORP NEW
12,536$2.0T83311.98%
50
MMITINDEXIQ ACTIVE ETF TR
80,157$1.9T82348.38%
51
COSTCOSTCO WHSL CORP NEW
2,235$1.9T80708.12%
52
PGPROCTER AND GAMBLE CO
11,422$1.9T80034.36%
53
BRK/BBERKSHIRE HATHAWAY INC DEL
4,605$1.9T79591.94%
54
VTIVANGUARD INDEX FDS
6,625$1.8T75302.77%
55
PWZINVESCO EXCH TRADED FD TR II
70,800$1.7T74209.58%
56
XLVSELECT SECTOR SPDR TR
11,960$1.7T74065.85%
57
MAMASTERCARD INCORPORATED
3,842$1.7T72011.29%
58
MRKMERCK & CO INC
13,481$1.7T70908.46%
59
IEMGISHARES INC
30,821$1.6T70095.34%
60
IFRAISHARES TR
38,196$1.6T68353.36%
61
VVISA INC
5,736$1.5T63960.83%
62
GRIDFIRST TR EXCHANGE TRADED FD
12,651$1.5T62124.83%
63
BILSPDR SER TR
15,883$1.5T61934.75%
64
ADBEADOBE INC
2,610$1.4T61594.68%
65
EFVISHARES TR
26,726$1.4T60227.53%
66
SUBISHARES TR
13,548$1.4T60179.73%
67
QUALISHARES TR
8,113$1.4T58857.06%
68
ACNACCENTURE PLC IRELAND
4,446$1.3T57317.92%
69
AXPAMERICAN EXPRESS CO
5,668$1.3T55754.57%
70
RSPINVESCO EXCHANGE TRADED FD T
7,928$1.3T55334.41%
71
ORCLORACLE CORP
9,177$1.3T55055.86%
72
IWVISHARES TR
4,154$1.3T54486.54%
73
NVONOVO-NORDISK A S
8,835$1.3T53582.49%
74
IVEISHARES TR
6,900$1.3T53358.89%
75
AQLTISHARES TR
16,938$1.2T52275.12%
76
XOMEXXON MOBIL CORP
10,581$1.2T51754.49%
77
JHMLJOHN HANCOCK EXCHANGE TRADED
18,696$1.2T51640.03%
78
NFLXNETFLIX INC
1,793$1.2T51400.53%
79
WMTWALMART INC
17,628$1.2T50711.47%
80
TSLATESLA INC
6,010$1.2T50525.50%
81
IWDISHARES TR
6,587$1.1T48824.83%
82
BACBANK AMERICA CORP
28,751$1.1T48580.02%
83
VWOVANGUARD INTL EQUITY INDEX F
25,073$1.1T46617.07%
84
NVRNVR INC
144$1.1T46427.96%
85
ABBVABBVIE INC
6,248$1.1T45536.11%
86
CMFISHARES TR
18,519$1.1T44754.30%
87
EFAISHARES TR
13,118$1.0T43656.95%
88
GUGGUGGENHEIM ACTIVE ALLOC FD
68,092$1.0T43192.77%
89
CATCATERPILLAR INC
3,049$1.0T43154.92%
90
AVSUAMERICAN CENTY ETF TR
16,298$1.0T42759.11%
91
EMBISHARES TR
11,247$995.1B42280.45%
92
HYDVANECK ETF TRUST
19,123$987.7B41964.68%
93
VEAVANGUARD TAX-MANAGED FDS
19,696$973.4B41355.76%
94
AMDADVANCED MICRO DEVICES INC
5,883$954.3B40546.16%
95
WFCWELLS FARGO CO NEW
16,028$951.9B40442.75%
96
TMOTHERMO FISHER SCIENTIFIC INC
1,693$936.0B39768.73%
97
IBMINTERNATIONAL BUSINESS MACHS
5,409$935.5B39745.45%
98
TRVCCITIGROUP INC
14,701$932.9B39636.94%
99
UNPUNION PAC CORP
4,114$931.0B39554.34%
100
BILSSPDR SER TR
9,167$910.9B38702.60%
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