JOURNEY STRATEGIC WEALTH LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$2.7B
Holdings
502
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (502 positions)
| Stock | Value |
|---|---|
JNJJOHNSON & JOHNSON | $1.0B |
SPYSPDR S&P 500 ETF TR | $426.5M |
IVVISHARES TR | $288.7M |
AAPLAPPLE INC | $210.5M |
PEPPEPSICO INC | $31.9M |
ESGUISHARES TR | $31.8M |
TLTISHARES TR | $24.7M |
MSFTMICROSOFT CORP | $22.8M |
IJHISHARES TR | $19.6M |
IQDGWISDOMTREE TR | $19.6M |
IJRISHARES TR | $17.0M |
QQQMINVESCO EXCH TRADED FD TR II | $16.9M |
MOATVANECK ETF TRUST | $15.3M |
SPYVSPDR SER TR | $15.1M |
GTOINVESCO ACTIVELY MANAGED EXC | $14.8M |
JPIEJ P MORGAN EXCHANGE TRADED F | $13.4M |
OMFLINVESCO EXCH TRD SLF IDX FD | $12.9M |
IWBISHARES TR | $12.6M |
NVDANVIDIA CORPORATION | $12.5M |
AMZNAMAZON COM INC | $10.7M |
AVGOBROADCOM INC | $9.3M |
DISDISNEY WALT CO | $9.2M |
METAMETA PLATFORMS INC | $8.5M |
IWYISHARES TR | $8.1M |
AVUVAMERICAN CENTY ETF TR | $7.7M |
XLESELECT SECTOR SPDR TR | $7.7M |
MBBISHARES TR | $6.9M |
EMTLSSGA ACTIVE TR | $6.7M |
VOOVANGUARD INDEX FDS | $6.6M |
FMBFIRST TR EXCH TRADED FD III | $6.1M |
GOOGLALPHABET INC | $6.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.4M |
EFGISHARES TR | $5.3M |
VTIVANGUARD INDEX FDS | $5.2M |
JPMJPMORGAN CHASE & CO. | $5.0M |
GOOGALPHABET INC | $5.0M |
SPTLSPDR SER TR | $4.9M |
NDQINVESCO QQQ TR | $4.9M |
DYNFBLACKROCK ETF TRUST | $4.6M |
HDHOME DEPOT INC | $4.6M |
USMVISHARES TR | $4.3M |
COWZPACER FDS TR | $4.2M |
MDGLMADRIGAL PHARMACEUTICALS INC | $4.0M |
TAFIAB ACTIVE ETFS INC | $4.0M |
AQLTISHARES TR | $3.8M |
TSLATESLA INC | $3.7M |
IEMGISHARES INC | $3.6M |
PGPROCTER AND GAMBLE CO | $3.1M |
COSTCOSTCO WHSL CORP NEW | $3.1M |
AXPAMERICAN EXPRESS CO | $3.1M |
VVISA INC | $3.1M |
VEAVANGUARD TAX-MANAGED FDS | $3.0M |
IWVISHARES TR | $3.0M |
SCHDSCHWAB STRATEGIC TR | $2.9M |
MMITNEW YORK LIFE INVTS ACTIVE E | $2.7M |
UNHUNITEDHEALTH GROUP INC | $2.6M |
SPYGSPDR SER TR | $2.6M |
VLUEISHARES TR | $2.5M |
IWFISHARES TR | $2.5M |
CVXCHEVRON CORP NEW | $2.5M |
EEMVISHARES INC | $2.5M |
IXP*ISHARES TR | $2.4M |
MAMASTERCARD INCORPORATED | $2.4M |
LLYELI LILLY & CO | $2.3M |
WMTWALMART INC | $2.2M |
BF/BBROWN FORMAN CORP | $2.2M |
ORCLORACLE CORP | $2.2M |
QEFASPDR INDEX SHS FDS | $2.2M |
XOMEXXON MOBIL CORP | $2.2M |
IFRAISHARES TR | $2.2M |
MTUMISHARES TR | $2.2M |
IBMINTERNATIONAL BUSINESS MACHS | $2.2M |
BOXXEA SERIES TRUST | $2.1M |
QQMGINVESCO EXCH TRADED FD TR II | $2.0M |
XLUSELECT SECTOR SPDR TR | $2.0M |
NFLXNETFLIX INC | $2.0M |
SPYMSPDR SER TR | $2.0M |
RSPINVESCO EXCHANGE TRADED FD T | $1.9M |
BEEZEA SERIES TRUST | $1.9M |
PWZINVESCO EXCH TRADED FD TR II | $1.9M |
SUBISHARES TR | $1.8M |
QUALISHARES TR | $1.8M |
ABBVABBVIE INC | $1.7M |
MCDMCDONALDS CORP | $1.7M |
ACNACCENTURE PLC IRELAND | $1.7M |
EFVISHARES TR | $1.7M |
MRKMERCK & CO INC | $1.5M |
XSOEWISDOMTREE TR | $1.5M |
XLVSELECT SECTOR SPDR TR | $1.5M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.4M |
VGLTVANGUARD SCOTTSDALE FDS | $1.4M |
IVEISHARES TR | $1.4M |
JSTCTIDAL ETF TR | $1.4M |
BACBANK AMERICA CORP | $1.4M |
BF/ABROWN FORMAN CORP | $1.4M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $1.4M |
CATCATERPILLAR INC | $1.3M |
ITOTISHARES TR | $1.3M |
MUBISHARES TR | $1.2M |
EFAISHARES TR | $1.2M |
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