Journey Retirement Planning & Investment Management
Latest statistics and disclosures from Journey Retirement Planning & Investment Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002122180
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Portfolio Holdings for Journey Retirement Planning & Investment Management
Journey Retirement Planning & Investment Management holds 248 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 7.5 | $36M | 341k | 106.70 |
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| NVIDIA Corporation (NVDA) | 5.4 | $26M | 141k | 186.50 |
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| Tesla Motors (TSLA) | 3.4 | $17M | 37k | 449.72 |
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| Microsoft Corporation (MSFT) | 3.3 | $16M | 34k | 483.62 |
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| Amazon (AMZN) | 3.3 | $16M | 69k | 230.82 |
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| Meta Platforms Cl A (META) | 2.8 | $14M | 21k | 660.14 |
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| Spdr Series Trust State Street Spd (BIL) | 2.5 | $12M | 134k | 91.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $12M | 38k | 312.94 |
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| Visa Com Cl A (V) | 2.4 | $12M | 34k | 350.73 |
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| Oracle Corporation (ORCL) | 2.2 | $11M | 56k | 194.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $10M | 33k | 313.79 |
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| Netflix (NFLX) | 2.0 | $9.9M | 105k | 93.76 |
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| Boeing Company (BA) | 1.8 | $8.7M | 40k | 217.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.5 | $7.4M | 46k | 160.97 |
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| Qualcomm (QCOM) | 1.1 | $5.3M | 31k | 171.06 |
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| Monster Beverage Corp (MNST) | 1.0 | $4.9M | 64k | 76.67 |
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| Walt Disney Company (DIS) | 1.0 | $4.8M | 42k | 113.75 |
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| Apple (AAPL) | 1.0 | $4.7M | 17k | 271.90 |
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| Verizon Communications (VZ) | 0.9 | $4.6M | 113k | 40.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $4.5M | 9.9k | 453.36 |
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| salesforce (CRM) | 0.9 | $4.5M | 17k | 264.88 |
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| Autodesk (ADSK) | 0.9 | $4.4M | 15k | 295.95 |
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| Gilead Sciences (GILD) | 0.9 | $4.2M | 34k | 122.75 |
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| Medtronic SHS (MDT) | 0.8 | $4.1M | 42k | 96.06 |
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| Merck & Co (MRK) | 0.8 | $4.0M | 39k | 105.26 |
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| Abbvie (ABBV) | 0.8 | $3.8M | 17k | 228.61 |
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| McDonald's Corporation (MCD) | 0.8 | $3.8M | 12k | 305.24 |
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| Broadcom (AVGO) | 0.7 | $3.5M | 10k | 346.24 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.4M | 17k | 206.94 |
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| Eli Lilly & Co. (LLY) | 0.7 | $3.4M | 3.1k | 1074.94 |
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| Regeneron Pharmaceuticals (REGN) | 0.7 | $3.3M | 4.3k | 771.46 |
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| International Business Machines (IBM) | 0.7 | $3.2M | 11k | 296.27 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.2M | 26k | 120.34 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $3.1M | 17k | 183.45 |
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| Cisco Systems (CSCO) | 0.6 | $3.1M | 40k | 77.05 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $3.1M | 5.5k | 566.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $3.1M | 11k | 268.56 |
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| Home Depot (HD) | 0.6 | $3.0M | 8.8k | 344.11 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $3.0M | 5.2k | 570.50 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.6 | $3.0M | 89k | 33.51 |
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| Starbucks Corporation (SBUX) | 0.6 | $2.9M | 35k | 84.19 |
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| Automatic Data Processing (ADP) | 0.6 | $2.9M | 11k | 257.26 |
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| Air Products & Chemicals (APD) | 0.6 | $2.8M | 11k | 247.30 |
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| Philip Morris International (PM) | 0.6 | $2.8M | 17k | 160.49 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $2.6M | 51k | 50.88 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.5M | 15k | 173.32 |
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| Wells Fargo & Company (WFC) | 0.5 | $2.5M | 27k | 93.21 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $2.5M | 15k | 161.64 |
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| Innovator Etfs Trust Innovator Us Eq (EALT) | 0.5 | $2.4M | 68k | 35.29 |
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| CVS Caremark Corporation (CVS) | 0.5 | $2.3M | 29k | 79.39 |
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| Bank of America Corporation (BAC) | 0.5 | $2.3M | 41k | 55.00 |
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| Republic Services (RSG) | 0.5 | $2.2M | 10k | 211.92 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.2M | 3.8k | 579.61 |
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| Oneok (OKE) | 0.4 | $2.2M | 30k | 73.53 |
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| Wec Energy Group (WEC) | 0.4 | $2.2M | 21k | 105.46 |
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| ConocoPhillips (COP) | 0.4 | $2.2M | 23k | 93.62 |
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| Expeditors International of Washington (EXPD) | 0.4 | $2.1M | 14k | 149.01 |
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| Enbridge (ENB) | 0.4 | $2.1M | 44k | 47.83 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.1M | 21k | 99.85 |
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| American Express Company (AXP) | 0.4 | $2.1M | 5.6k | 370.05 |
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| Pepsi (PEP) | 0.4 | $2.1M | 15k | 143.50 |
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| Snap-on Incorporated (SNA) | 0.4 | $2.1M | 6.0k | 344.58 |
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| Agnico (AEM) | 0.4 | $2.1M | 12k | 169.53 |
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| Occidental Petroleum Corporation (OXY) | 0.4 | $2.0M | 49k | 41.12 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $2.0M | 35k | 56.81 |
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| Becton, Dickinson and (BDX) | 0.4 | $2.0M | 10k | 193.91 |
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| Cme (CME) | 0.4 | $1.9M | 7.1k | 273.13 |
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| Coca-Cola Company (KO) | 0.4 | $1.9M | 28k | 69.89 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.9M | 14k | 137.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.9M | 3.8k | 502.65 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $1.8M | 40k | 45.89 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $1.8M | 16k | 117.21 |
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| Mid-America Apartment (MAA) | 0.4 | $1.8M | 13k | 138.91 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.8M | 7.7k | 230.91 |
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| Watsco, Incorporated (WSO) | 0.4 | $1.7M | 5.1k | 336.99 |
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| SEI Investments Company (SEIC) | 0.4 | $1.7M | 21k | 82.04 |
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| Simon Property (SPG) | 0.4 | $1.7M | 9.2k | 185.11 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | 5.0k | 321.84 |
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| Waste Management (WM) | 0.3 | $1.5M | 7.0k | 219.73 |
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| American Electric Power Company (AEP) | 0.3 | $1.5M | 13k | 115.31 |
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| Yum! Brands (YUM) | 0.3 | $1.5M | 9.9k | 151.26 |
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| Servicenow (NOW) | 0.3 | $1.5M | 9.6k | 153.19 |
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| Deere & Company (DE) | 0.3 | $1.5M | 3.2k | 465.70 |
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| General Mills (GIS) | 0.3 | $1.5M | 32k | 46.50 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $1.5M | 49k | 29.88 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.4M | 32k | 44.41 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | 9.8k | 143.34 |
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| Illumina (ILMN) | 0.3 | $1.4M | 10k | 131.16 |
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| American Water Works (AWK) | 0.3 | $1.3M | 10k | 130.59 |
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| Abbott Laboratories (ABT) | 0.3 | $1.3M | 11k | 125.30 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | 8.4k | 152.43 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $1.3M | 19k | 68.08 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $1.3M | 27k | 47.02 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.3 | $1.3M | 27k | 46.43 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.3 | $1.3M | 29k | 43.92 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.3 | $1.3M | 32k | 39.12 |
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| IDEXX Laboratories (IDXX) | 0.3 | $1.3M | 1.9k | 676.53 |
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| Lowe's Companies (LOW) | 0.3 | $1.2M | 5.2k | 241.10 |
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| Workday Cl A (WDAY) | 0.3 | $1.2M | 5.7k | 214.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.2M | 44k | 27.43 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | 2.5k | 483.68 |
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| Block Cl A (XYZ) | 0.2 | $1.2M | 18k | 65.09 |
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| Nike CL B (NKE) | 0.2 | $1.1M | 17k | 63.69 |
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| Realty Income (O) | 0.2 | $1.1M | 19k | 56.37 |
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| FactSet Research Systems (FDS) | 0.2 | $1.1M | 3.6k | 290.39 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.1M | 25k | 42.87 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 9.1k | 111.51 |
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| Paypal Holdings (PYPL) | 0.2 | $971k | 17k | 58.37 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $947k | 7.0k | 135.72 |
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| Msci (MSCI) | 0.2 | $909k | 1.6k | 574.11 |
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| Zoetis Cl A (ZTS) | 0.2 | $895k | 7.1k | 125.79 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $891k | 19k | 46.80 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $868k | 38k | 23.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $863k | 2.2k | 396.31 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $855k | 17k | 50.79 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $846k | 2.4k | 349.99 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $836k | 8.3k | 100.92 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.2 | $828k | 20k | 42.49 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.2 | $826k | 37k | 22.42 |
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| American Tower Reit (AMT) | 0.2 | $820k | 4.7k | 175.90 |
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| Morgan Stanley Com New (MS) | 0.2 | $812k | 4.6k | 177.57 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $798k | 9.5k | 83.70 |
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| Williams Companies (WMB) | 0.2 | $769k | 13k | 60.10 |
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| Citigroup Com New (C) | 0.2 | $752k | 6.4k | 116.69 |
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| Applied Materials (AMAT) | 0.2 | $749k | 2.9k | 257.45 |
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| Curtiss-Wright (CW) | 0.1 | $715k | 1.3k | 551.34 |
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| Intuit (INTU) | 0.1 | $705k | 1.1k | 662.51 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $697k | 7.4k | 94.19 |
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| Aon Shs Cl A (AON) | 0.1 | $687k | 1.9k | 352.83 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $671k | 3.8k | 177.75 |
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| Cigna Corp (CI) | 0.1 | $668k | 2.4k | 275.90 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $646k | 24k | 26.47 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $605k | 16k | 38.75 |
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| Epam Systems (EPAM) | 0.1 | $605k | 3.0k | 204.88 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $601k | 14k | 43.26 |
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| Innovator Etfs Trust Us Eqty Ultra B (UOCT) | 0.1 | $600k | 15k | 39.04 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.1 | $598k | 18k | 32.77 |
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| Corning Incorporated (GLW) | 0.1 | $586k | 6.7k | 87.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $566k | 921.00 | 614.31 |
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| Caterpillar (CAT) | 0.1 | $564k | 984.00 | 573.42 |
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| Unilever Spon Adr New (UL) | 0.1 | $554k | 8.5k | 65.40 |
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| Synopsys (SNPS) | 0.1 | $552k | 1.2k | 469.67 |
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| Ishares Tr Msci Acwi Exus (HAWX) | 0.1 | $551k | 14k | 39.48 |
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| Bristol Myers Squibb (BMY) | 0.1 | $536k | 9.9k | 53.96 |
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| General Dynamics Corporation (GD) | 0.1 | $532k | 1.6k | 336.46 |
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| Southwest Airlines (LUV) | 0.1 | $506k | 12k | 41.35 |
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| PG&E Corporation (PCG) | 0.1 | $498k | 31k | 16.07 |
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| AES Corporation (AES) | 0.1 | $498k | 35k | 14.34 |
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| Amphenol Corp Cl A (APH) | 0.1 | $482k | 3.6k | 135.20 |
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| Penumbra (PEN) | 0.1 | $468k | 1.5k | 310.91 |
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| Emcor (EME) | 0.1 | $466k | 762.00 | 611.93 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $465k | 9.9k | 46.87 |
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| Constellation Brands Cl A (STZ) | 0.1 | $461k | 3.3k | 137.86 |
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| Fastenal Company (FAST) | 0.1 | $456k | 11k | 40.13 |
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| Technipfmc (FTI) | 0.1 | $455k | 10k | 44.56 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $451k | 2.3k | 198.72 |
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| Shell Spon Ads (SHEL) | 0.1 | $450k | 6.1k | 73.48 |
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| Uber Technologies (UBER) | 0.1 | $442k | 5.4k | 81.71 |
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| Nvent Electric SHS (NVT) | 0.1 | $440k | 4.3k | 101.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $437k | 408.00 | 1069.89 |
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| Sterling Construction Company (STRL) | 0.1 | $430k | 1.4k | 306.23 |
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| Yum China Holdings (YUMC) | 0.1 | $430k | 9.0k | 47.73 |
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| Us Bancorp Del Com New (USB) | 0.1 | $424k | 8.0k | 53.38 |
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| CSX Corporation (CSX) | 0.1 | $424k | 12k | 36.26 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $423k | 9.7k | 43.55 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $417k | 3.8k | 109.61 |
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| Costco Wholesale Corporation (COST) | 0.1 | $414k | 480.00 | 862.88 |
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| At&t (T) | 0.1 | $411k | 17k | 24.85 |
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| Casey's General Stores (CASY) | 0.1 | $403k | 729.00 | 552.70 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $403k | 4.2k | 96.16 |
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| American Intl Group Com New (AIG) | 0.1 | $401k | 4.7k | 85.58 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $398k | 13k | 30.17 |
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| Boston Scientific Corporation (BSX) | 0.1 | $396k | 4.1k | 95.35 |
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| Comfort Systems USA (FIX) | 0.1 | $389k | 417.00 | 933.29 |
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| United Parcel Service CL B (UPS) | 0.1 | $388k | 3.9k | 99.19 |
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| Builders FirstSource (BLDR) | 0.1 | $380k | 3.7k | 102.89 |
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| Tapestry (TPR) | 0.1 | $378k | 3.0k | 127.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $371k | 543.00 | 682.63 |
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| Monolithic Power Systems (MPWR) | 0.1 | $367k | 405.00 | 906.97 |
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| Centene Corporation (CNC) | 0.1 | $365k | 8.9k | 41.15 |
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| Quanta Services (PWR) | 0.1 | $365k | 864.00 | 422.06 |
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| Advanced Micro Devices (AMD) | 0.1 | $359k | 1.7k | 214.16 |
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| Innovator Etfs Trust Us Equity Accele (XDSQ) | 0.1 | $348k | 8.4k | 41.62 |
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| Halozyme Therapeutics (HALO) | 0.1 | $341k | 5.1k | 67.30 |
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| Pfizer (PFE) | 0.1 | $338k | 14k | 24.89 |
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| TJX Companies (TJX) | 0.1 | $338k | 2.2k | 153.82 |
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| Crane Company Common Stock (CR) | 0.1 | $337k | 1.8k | 184.48 |
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| Ross Stores (ROST) | 0.1 | $333k | 1.8k | 180.15 |
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| Cloudflare Cl A Com (NET) | 0.1 | $332k | 1.7k | 197.15 |
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| Raymond James Financial (RJF) | 0.1 | $330k | 2.1k | 160.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $328k | 1.1k | 308.19 |
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| Valero Energy Corporation (VLO) | 0.1 | $323k | 2.0k | 162.81 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $317k | 669.00 | 473.95 |
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| MetLife (MET) | 0.1 | $311k | 3.9k | 79.00 |
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| InterDigital (IDCC) | 0.1 | $311k | 975.00 | 318.50 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $308k | 4.3k | 71.41 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $306k | 1.8k | 167.24 |
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| Rambus (RMBS) | 0.1 | $304k | 3.3k | 91.89 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $300k | 8.0k | 37.40 |
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| Guidewire Software (GWRE) | 0.1 | $298k | 1.5k | 201.01 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $291k | 1.1k | 275.39 |
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| CoStar (CSGP) | 0.1 | $290k | 4.3k | 67.24 |
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| Garmin SHS (GRMN) | 0.1 | $287k | 1.4k | 202.86 |
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| Emerson Electric (EMR) | 0.1 | $283k | 2.1k | 133.42 |
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| Kinder Morgan (KMI) | 0.1 | $283k | 10k | 27.49 |
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| Booking Holdings (BKNG) | 0.1 | $279k | 52.00 | 5357.09 |
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| Paycom Software (PAYC) | 0.1 | $277k | 1.7k | 159.43 |
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| UnitedHealth (UNH) | 0.1 | $277k | 836.00 | 331.57 |
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| Innovator Etfs Trust Growth Accelerat (XDQQ) | 0.1 | $274k | 6.9k | 39.54 |
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| Repligen Corporation (RGEN) | 0.1 | $270k | 1.7k | 163.86 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $270k | 5.0k | 53.83 |
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| Api Group Corp Com Stk (APG) | 0.1 | $266k | 7.0k | 38.26 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $264k | 1.6k | 162.47 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $263k | 1.5k | 176.47 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $259k | 384.00 | 673.81 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $256k | 1.6k | 160.76 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $255k | 3.0k | 85.37 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $251k | 630.00 | 397.65 |
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| Advanced Energy Industries (AEIS) | 0.1 | $249k | 1.2k | 209.37 |
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| Pure Storage Cl A (PSTG) | 0.1 | $248k | 3.7k | 67.01 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $247k | 1.4k | 175.09 |
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| Cyberark Software SHS (CYBR) | 0.1 | $244k | 546.00 | 446.06 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $243k | 2.3k | 106.14 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $242k | 2.4k | 102.43 |
|
|
| S&p Global (SPGI) | 0.0 | $239k | 456.00 | 523.56 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $239k | 1.8k | 135.99 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $238k | 3.8k | 63.18 |
|
|
| HEICO Corporation (HEI) | 0.0 | $238k | 735.00 | 323.62 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $238k | 2.8k | 85.25 |
|
|
| UFP Technologies (UFPT) | 0.0 | $234k | 1.1k | 222.03 |
|
|
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $231k | 702.00 | 328.39 |
|
|
| Primoris Services (PRIM) | 0.0 | $230k | 1.9k | 124.15 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $229k | 3.5k | 65.88 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $228k | 543.00 | 419.71 |
|
|
| Nextera Energy (NEE) | 0.0 | $225k | 2.8k | 80.19 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $225k | 6.1k | 36.58 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $224k | 5.2k | 43.25 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $222k | 3.8k | 58.69 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $216k | 4.3k | 50.24 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $215k | 2.2k | 99.85 |
|
|
| Dynatrace Com New (DT) | 0.0 | $210k | 4.9k | 43.34 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $208k | 8.0k | 25.89 |
|
|
| CommVault Systems (CVLT) | 0.0 | $207k | 1.7k | 125.36 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $206k | 1.5k | 136.94 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $206k | 1.4k | 143.89 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $203k | 120.00 | 1690.63 |
|
|
| Moog Cl A (MOG.A) | 0.0 | $203k | 831.00 | 243.68 |
|
|
| Norfolk Southern (NSC) | 0.0 | $202k | 700.00 | 288.72 |
|
Past Filings by Journey Retirement Planning & Investment Management
SEC 13F filings are viewable for Journey Retirement Planning & Investment Management going back to 2025
- Journey Retirement Planning & Investment Management 2025 Q4 filed April 29, 2026