JOURNEY STRATEGIC WEALTH LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$2.7B

Holdings

511

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (511 positions)

StockValue
JNJJOHNSON & JOHNSON
$1.1B
SPYSPDR S&P 500 ETF TR
$416.7M
IVVISHARES TR
$272.7M
AAPLAPPLE INC
$195.7M
PEPPEPSICO INC
$36.0M
ESGUISHARES TR
$28.5M
TLTISHARES TR
$26.0M
MSFTMICROSOFT CORP
$22.3M
IQDGWISDOMTREE TR
$21.0M
IJHISHARES TR
$18.6M
IJRISHARES TR
$17.6M
SPYVSPDR SER TR
$15.5M
QQQMINVESCO EXCH TRADED FD TR II
$15.0M
MOATVANECK ETF TRUST
$13.9M
GTOINVESCO ACTIVELY MANAGED EXC
$13.0M
IWBISHARES TR
$12.2M
JPIEJ P MORGAN EXCHANGE TRADED F
$12.0M
OMFLINVESCO EXCH TRD SLF IDX FD
$11.2M
NVDANVIDIA CORPORATION
$10.8M
AMZNAMAZON COM INC
$8.7M
DISDISNEY WALT CO
$7.8M
IWYISHARES TR
$7.7M
AVUVAMERICAN CENTY ETF TR
$7.2M
MBBISHARES TR
$6.8M
METAMETA PLATFORMS INC
$6.7M
VOOVANGUARD INDEX FDS
$6.6M
XLESELECT SECTOR SPDR TR
$6.5M
EMTLSSGA ACTIVE TR
$6.2M
VTIVANGUARD INDEX FDS
$6.2M
SPTLSPDR SER TR
$5.6M
FMBFIRST TR EXCHANGE-TRADED FD
$5.4M
EFGISHARES TR
$5.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.2M
NDQINVESCO QQQ TR
$4.7M
USMVISHARES TR
$4.5M
GOOGLALPHABET INC
$4.4M
AQLTISHARES TR
$4.3M
COWZPACER FDS TR
$4.3M
IEMGISHARES INC
$4.2M
BOXXEA SERIES TRUST
$4.2M
VEAVANGUARD TAX-MANAGED FDS
$3.9M
AVGOBROADCOM INC
$3.8M
JPMJPMORGAN CHASE & CO.
$3.8M
HDHOME DEPOT INC
$3.7M
GOOGALPHABET INC
$3.7M
SPYGSPDR SER TR
$3.4M
TAFIAB ACTIVE ETFS INC
$3.2M
UNHUNITEDHEALTH GROUP INC
$3.1M
SPYMSPDR SER TR
$3.0M
BF/BBROWN FORMAN CORP
$2.9M
MDGLMADRIGAL PHARMACEUTICALS INC
$2.8M
SCHDSCHWAB STRATEGIC TR
$2.8M
SPTISPDR SER TR
$2.7M
VLUEISHARES TR
$2.7M
COSTCOSTCO WHSL CORP NEW
$2.7M
EEMVISHARES INC
$2.7M
LLYELI LILLY & CO
$2.6M
QEFASPDR INDEX SHS FDS
$2.4M
IWFISHARES TR
$2.4M
PGPROCTER AND GAMBLE CO
$2.4M
IXP*ISHARES TR
$2.3M
ORCLORACLE CORP
$2.3M
CVXCHEVRON CORP NEW
$2.3M
VVISA INC
$2.3M
JCPBJ P MORGAN EXCHANGE TRADED F
$2.2M
TSLATESLA INC
$2.2M
XLVSELECT SECTOR SPDR TR
$2.2M
MTUMISHARES TR
$2.1M
MAMASTERCARD INCORPORATED
$2.1M
MMITNEW YORK LIFE INVTS ACTIVE E
$2.0M
WMTWALMART INC
$2.0M
IFRAISHARES TR
$2.0M
IUSBISHARES TR
$2.0M
DGRWWISDOMTREE TR
$1.9M
DFIVDIMENSIONAL ETF TRUST
$1.9M
MRKMERCK & CO INC
$1.9M
XOMEXXON MOBIL CORP
$1.8M
PWZINVESCO EXCH TRADED FD TR II
$1.8M
AXPAMERICAN EXPRESS CO
$1.8M
EFVISHARES TR
$1.8M
SPTMSPDR SER TR
$1.8M
BF/ABROWN FORMAN CORP
$1.8M
VGITVANGUARD SCOTTSDALE FDS
$1.7M
SHYGISHARES TR
$1.7M
ACNACCENTURE PLC IRELAND
$1.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.7M
QUALISHARES TR
$1.7M
RSPINVESCO EXCHANGE TRADED FD T
$1.6M
SUBISHARES TR
$1.6M
NFLXNETFLIX INC
$1.6M
ITOTISHARES TR
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
CATCATERPILLAR INC
$1.5M
BEEZEA SERIES TRUST
$1.5M
IVEISHARES TR
$1.4M
NEENEXTERA ENERGY INC
$1.4M
BILSPDR SER TR
$1.4M
MCDMCDONALDS CORP
$1.4M
ABBVABBVIE INC
$1.4M
NVRNVR INC
$1.4M
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