JOURNEY STRATEGIC WEALTH LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$3.1B

Holdings

661

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (661 positions)

StockValue
JNJJOHNSON & JOHNSON
$1.1B
SPYSPDR S&P 500 ETF TR
$453.1M
IVVISHARES TR
$318.9M
AAPLAPPLE INC
$185.0M
MSFTMICROSOFT CORP
$54.8M
AVDEAMERICAN CENTY ETF TR
$32.9M
NVDANVIDIA CORPORATION
$31.0M
PEPPEPSICO INC
$28.5M
IJHISHARES TR
$24.0M
TLTISHARES TR
$22.9M
AVGOBROADCOM INC
$21.8M
SPYVSPDR SERIES TRUST
$20.9M
AMZNAMAZON COM INC
$19.2M
IJRISHARES TR
$18.2M
METAMETA PLATFORMS INC
$17.7M
OMFLINVESCO EXCH TRD SLF IDX FD
$16.2M
VOOVANGUARD INDEX FDS
$15.6M
QQQMINVESCO EXCH TRADED FD TR II
$15.6M
MOATVANECK ETF TRUST
$15.2M
GTOINVESCO ACTIVELY MANAGED EXC
$14.9M
MTUMISHARES TR
$14.4M
IGPTINVESCO EXCHANGE TRADED FD T
$13.8M
IWBISHARES TR
$13.4M
GOOGLALPHABET INC
$10.7M
AINPALLSPRING EXCHANGE TRADED FU
$10.5M
JPMJPMORGAN CHASE & CO.
$10.3M
JHMBJOHN HANCOCK EXCHANGE TRADED
$10.0M
JPIEJ P MORGAN EXCHANGE TRADED F
$10.0M
EMTLSSGA ACTIVE TR
$9.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.8M
AVUVAMERICAN CENTY ETF TR
$8.6M
GLDMWORLD GOLD TR
$8.1M
IWYISHARES TR
$8.0M
GOOGALPHABET INC
$7.6M
COSTCOSTCO WHSL CORP NEW
$7.5M
HDHOME DEPOT INC
$7.3M
TSLATESLA INC
$7.1M
SPTLSPDR SERIES TRUST
$6.7M
FMBFIRST TR EXCH TRADED FD III
$6.5M
IQDGWISDOMTREE TR
$6.4M
VVISA INC
$6.2M
AXPAMERICAN EXPRESS CO
$5.9M
DYNFBLACKROCK ETF TRUST
$5.6M
IBMINTERNATIONAL BUSINESS MACHS
$5.5M
AQLTISHARES TR
$5.3M
NFLXNETFLIX INC
$5.2M
ESGUISHARES TR
$5.1M
VTIVANGUARD INDEX FDS
$4.7M
LLYELI LILLY & CO
$4.6M
PGPROCTER AND GAMBLE CO
$4.6M
EFGISHARES TR
$4.6M
NDQINVESCO QQQ TR
$4.5M
4I1PHILIP MORRIS INTL INC
$4.4M
XOMEXXON MOBIL CORP
$4.3M
ABBVABBVIE INC
$4.3M
USMVISHARES TR
$4.2M
MAMASTERCARD INCORPORATED
$4.2M
CVXCHEVRON CORP NEW
$4.0M
MDGLMADRIGAL PHARMACEUTICALS INC
$4.0M
ORCLORACLE CORP
$3.9M
WMTWALMART INC
$3.8M
MCDMCDONALDS CORP
$3.7M
TAFIAB ACTIVE ETFS INC
$3.6M
VEAVANGUARD TAX-MANAGED FDS
$3.6M
IEMGISHARES INC
$3.3M
SCHDSCHWAB STRATEGIC TR
$2.9M
MMITNEW YORK LIFE INVTS ACTIVE E
$2.8M
IXP*ISHARES TR
$2.7M
EEMVISHARES INC
$2.7M
XLESELECT SECTOR SPDR TR
$2.7M
QEFASPDR INDEX SHS FDS
$2.6M
CSCOCISCO SYS INC
$2.6M
IWFISHARES TR
$2.5M
DISDISNEY WALT CO
$2.5M
QUALISHARES TR
$2.4M
UNHUNITEDHEALTH GROUP INC
$2.4M
MUBISHARES TR
$2.4M
QQMGINVESCO EXCH TRADED FD TR II
$2.4M
BACBANK AMERICA CORP
$2.4M
LINLINDE PLC
$2.2M
PLTRPALANTIR TECHNOLOGIES INC
$2.2M
TAT&T INC
$2.2M
AMATAPPLIED MATLS INC
$2.2M
CMFISHARES TR
$2.1M
RTXRTX CORPORATION
$2.1M
XSOEWISDOMTREE TR
$2.1M
ACNACCENTURE PLC IRELAND
$2.1M
XLUSELECT SECTOR SPDR TR
$2.0M
GEGE AEROSPACE
$2.0M
BEEZEA SERIES TRUST
$2.0M
GSGOLDMAN SACHS GROUP INC
$2.0M
KOCOCA COLA CO
$2.0M
CATCATERPILLAR INC
$2.0M
WFCWELLS FARGO CO NEW
$2.0M
ABTABBOTT LABS
$2.0M
BOXXEA SERIES TRUST
$2.0M
SPYGSPDR SERIES TRUST
$1.9M
KLACKLA CORP
$1.9M
AMDADVANCED MICRO DEVICES INC
$1.9M
JHMLJOHN HANCOCK EXCHANGE TRADED
$1.8M
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