Journey Strategic Wealth
Latest statistics and disclosures from Journey Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, SPY, IVV, AAPL, PEP, and represent 73.84% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$10M), AVGO, DYNF, JNJ, ESGU, GTO, IWV, SCHD, MOAT, META.
- Started 50 new stock positions in WST, VEU, GEO, PFF, PCAR, TRV, EQT, LRCX, VGLT, PLTR.
- Reduced shares in these 10 stocks: BOXX, SHYG, SPTI, JPST, DFIV, SPLG, VTI, DGRW, SPYG, SPTM.
- Sold out of its positions in ASX, AVDV, ATO, BlackRock, BTI, CI, CNI, CSL, CARR, CRUS.
- Journey Strategic Wealth was a net buyer of stock by $50M.
- Journey Strategic Wealth has $2.7B in assets under management (AUM), dropping by -2.02%.
- Central Index Key (CIK): 0001909316
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Portfolio Holdings for Journey Strategic Wealth
Journey Strategic Wealth holds 502 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Journey Strategic Wealth has 502 total positions. Only the first 250 positions are shown.
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- Download the Journey Strategic Wealth December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 38.0 | $1.0B | 7.0M | 144.62 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.9 | $427M | 728k | 586.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 10.8 | $289M | +3% | 491k | 588.68 |
|
| Apple (AAPL) | 7.9 | $211M | 841k | 250.42 |
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| Pepsi (PEP) | 1.2 | $32M | 210k | 152.06 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $32M | +9% | 247k | 128.82 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $25M | +6% | 283k | 87.33 |
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| Microsoft Corporation (MSFT) | 0.9 | $23M | +4% | 54k | 421.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $20M | +5% | 315k | 62.31 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.7 | $20M | +6% | 573k | 34.21 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $17M | 148k | 115.22 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $17M | +7% | 80k | 210.45 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $15M | +14% | 165k | 92.73 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $15M | 296k | 51.14 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.6 | $15M | +18% | 319k | 46.40 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $13M | +13% | 295k | 45.62 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $13M | +11% | 237k | 54.23 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $13M | 39k | 322.16 |
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| NVIDIA Corporation (NVDA) | 0.5 | $13M | +4% | 93k | 134.29 |
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| Amazon (AMZN) | 0.4 | $11M | +5% | 49k | 219.39 |
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| Broadcom (AVGO) | 0.3 | $9.3M | +80% | 40k | 231.84 |
|
| Walt Disney Company (DIS) | 0.3 | $9.2M | +2% | 82k | 111.35 |
|
| Meta Platforms Cl A (META) | 0.3 | $8.5M | +23% | 15k | 585.47 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $8.1M | 35k | 235.27 |
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|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.7M | +7% | 80k | 96.53 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $7.7M | +21% | 90k | 85.66 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $6.9M | +7% | 76k | 91.68 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.3 | $6.7M | +11% | 160k | 42.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.6M | -2% | 12k | 538.82 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $6.1M | +15% | 120k | 51.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $6.0M | +21% | 32k | 189.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.4M | +4% | 12k | 453.28 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.3M | +12% | 55k | 96.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $5.2M | -17% | 18k | 289.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $5.0M | +15% | 21k | 239.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $5.0M | +19% | 26k | 190.46 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $4.9M | -2% | 189k | 26.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.9M | 9.6k | 511.21 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $4.6M | +247% | 91k | 51.25 |
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| Home Depot (HD) | 0.2 | $4.6M | +28% | 12k | 389.01 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $4.3M | 49k | 88.79 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $4.2M | 74k | 56.48 |
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| Madrigal Pharmaceuticals (MDGL) | 0.2 | $4.0M | 13k | 308.57 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $4.0M | +26% | 160k | 24.95 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.8M | 55k | 70.28 |
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| Tesla Motors (TSLA) | 0.1 | $3.7M | +8% | 9.2k | 403.85 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.6M | -6% | 69k | 52.22 |
|
| Procter & Gamble Company (PG) | 0.1 | $3.1M | +37% | 19k | 167.66 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.1M | +10% | 3.4k | 916.69 |
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| American Express Company (AXP) | 0.1 | $3.1M | +56% | 10k | 296.77 |
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| Visa Com Cl A (V) | 0.1 | $3.1M | +16% | 9.7k | 316.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.0M | -15% | 63k | 47.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | +238% | 8.9k | 334.52 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.9M | +220% | 107k | 27.32 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $2.7M | +36% | 114k | 24.01 |
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| UnitedHealth (UNH) | 0.1 | $2.6M | 5.2k | 505.93 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $2.6M | -27% | 30k | 87.90 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.5M | -3% | 24k | 105.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.5M | 6.3k | 401.56 |
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| Chevron Corporation (CVX) | 0.1 | $2.5M | +12% | 17k | 144.84 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.5M | 43k | 57.99 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $2.4M | 24k | 96.67 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.4M | +3% | 4.5k | 526.19 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.3M | +3% | 3.0k | 772.18 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.2M | 25k | 90.35 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $2.2M | 59k | 37.98 |
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| Oracle Corporation (ORCL) | 0.1 | $2.2M | 13k | 166.62 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $2.2M | +3% | 31k | 72.51 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.2M | +31% | 21k | 107.57 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.2M | +10% | 47k | 46.29 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.2M | 11k | 206.92 |
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| International Business Machines (IBM) | 0.1 | $2.2M | +42% | 9.9k | 219.82 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $2.1M | -51% | 19k | 110.28 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.1 | $2.0M | +50% | 58k | 34.85 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.0M | +67% | 27k | 75.69 |
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| Netflix (NFLX) | 0.1 | $2.0M | 2.2k | 890.82 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.0M | -35% | 29k | 68.94 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.9M | +21% | 11k | 175.23 |
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| Ea Series Trust Honeytree Us Equ (BEEZ) | 0.1 | $1.9M | +33% | 60k | 31.22 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $1.9M | +6% | 76k | 24.70 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.8M | +11% | 17k | 105.48 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | +7% | 9.9k | 178.07 |
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| Abbvie (ABBV) | 0.1 | $1.7M | +37% | 9.7k | 177.71 |
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| McDonald's Corporation (MCD) | 0.1 | $1.7M | +29% | 5.9k | 289.93 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | 4.8k | 351.61 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.7M | +2% | 32k | 52.47 |
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| Merck & Co (MRK) | 0.1 | $1.5M | -8% | 16k | 99.47 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $1.5M | +40% | 49k | 30.48 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | -23% | 11k | 137.56 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.4M | -32% | 31k | 46.07 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $1.4M | NEW | 26k | 55.35 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | 7.4k | 190.88 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.1 | $1.4M | +46% | 76k | 18.36 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | -9% | 31k | 43.95 |
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| Brown Forman Corp Cl A (BF.A) | 0.1 | $1.4M | 37k | 37.69 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $1.4M | -2% | 19k | 69.65 |
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| Caterpillar (CAT) | 0.0 | $1.3M | -3% | 3.7k | 362.76 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.3M | -20% | 9.8k | 128.62 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $1.2M | +45% | 12k | 106.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.2M | NEW | 16k | 75.61 |
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| salesforce (CRM) | 0.0 | $1.2M | 3.7k | 334.40 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.2M | 17k | 70.25 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $1.2M | -2% | 43k | 28.42 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.2M | 9.9k | 121.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | +6% | 27k | 44.04 |
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| Cisco Systems (CSCO) | 0.0 | $1.2M | +20% | 20k | 59.20 |
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| Applied Materials (AMAT) | 0.0 | $1.2M | +70% | 7.2k | 162.64 |
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| NVR (NVR) | 0.0 | $1.2M | 142.00 | 8179.00 |
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| Nextera Energy (NEE) | 0.0 | $1.1M | -6% | 16k | 71.69 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.1M | +6% | 4.9k | 228.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | 4.6k | 242.14 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $1.1M | -57% | 40k | 27.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.1M | +25% | 6.0k | 185.13 |
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| Fair Isaac Corporation (FICO) | 0.0 | $1.1M | 550.00 | 1991.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.1M | +23% | 9.0k | 120.80 |
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| TJX Companies (TJX) | 0.0 | $1.1M | +5% | 9.0k | 120.80 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $1.1M | -43% | 24k | 45.20 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.1M | -34% | 18k | 58.00 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $1.1M | -5% | 16k | 66.12 |
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| Boeing Company (BA) | 0.0 | $1.1M | +36% | 6.0k | 177.00 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.0 | $1.1M | +14% | 22k | 48.97 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $1.0M | +15% | 10k | 102.47 |
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| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $1.0M | +91% | 68k | 15.25 |
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| Goldman Sachs (GS) | 0.0 | $1.0M | 1.8k | 572.62 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.0M | 18k | 57.28 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | +5% | 8.8k | 115.74 |
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| Lowe's Companies (LOW) | 0.0 | $995k | 4.0k | 246.78 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $969k | -3% | 11k | 89.04 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $965k | +50% | 25k | 39.37 |
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| At&t (T) | 0.0 | $957k | -2% | 42k | 22.77 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $928k | 4.4k | 212.35 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $917k | -11% | 2.1k | 444.68 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $911k | -49% | 13k | 71.43 |
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| Honeywell International (HON) | 0.0 | $908k | +3% | 4.0k | 225.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $902k | +18% | 4.6k | 197.96 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $898k | +46% | 5.6k | 159.52 |
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| Verizon Communications (VZ) | 0.0 | $889k | 22k | 39.99 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $878k | 18k | 49.77 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $877k | -15% | 1.7k | 520.25 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $874k | -53% | 11k | 80.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $868k | -3% | 3.7k | 232.52 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $866k | 184k | 4.72 |
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| Fidelity National Information Services (FIS) | 0.0 | $860k | -7% | 11k | 80.77 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.0 | $851k | 20k | 42.87 |
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| Linde SHS (LIN) | 0.0 | $847k | +2% | 2.0k | 418.28 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $846k | 8.7k | 97.05 |
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| Doubleline Income Solutions (DSL) | 0.0 | $843k | +100% | 67k | 12.57 |
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| Ge Aerospace Com New (GE) | 0.0 | $824k | 4.9k | 166.76 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $817k | -42% | 8.9k | 91.43 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $803k | 14k | 56.14 |
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| Prudential Financial (PRU) | 0.0 | $798k | +73% | 6.7k | 118.53 |
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| FedEx Corporation (FDX) | 0.0 | $797k | 2.8k | 281.35 |
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| Amgen (AMGN) | 0.0 | $785k | 3.0k | 260.76 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.0 | $782k | +7% | 40k | 19.36 |
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| Deere & Company (DE) | 0.0 | $775k | 1.8k | 423.44 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $768k | +9% | 9.8k | 78.18 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $767k | 11k | 71.91 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $761k | +7% | 7.6k | 100.12 |
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| Paychex (PAYX) | 0.0 | $758k | +125% | 5.4k | 140.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $757k | -9% | 7.5k | 101.52 |
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| Intuit (INTU) | 0.0 | $755k | 1.2k | 628.97 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $748k | +3% | 15k | 50.13 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $735k | NEW | 13k | 57.39 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $733k | +36% | 15k | 50.43 |
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| Waste Management (WM) | 0.0 | $710k | +4% | 3.5k | 201.82 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $706k | NEW | 23k | 31.44 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $698k | -61% | 20k | 35.48 |
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| Blackrock (BLK) | 0.0 | $697k | NEW | 681.00 | 1023.85 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.0 | $692k | 16k | 42.69 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $688k | -17% | 20k | 34.13 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $685k | -18% | 8.0k | 86.01 |
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| Kla Corp Com New (KLAC) | 0.0 | $682k | +76% | 1.1k | 629.97 |
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| Danaher Corporation (DHR) | 0.0 | $680k | +42% | 3.0k | 229.63 |
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| Pfizer (PFE) | 0.0 | $672k | -30% | 25k | 26.53 |
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| Coca-Cola Company (KO) | 0.0 | $661k | -4% | 11k | 62.27 |
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| S&p Global (SPGI) | 0.0 | $653k | 1.3k | 504.28 |
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| Axon Enterprise (AXON) | 0.0 | $648k | 1.1k | 594.00 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $644k | -2% | 13k | 51.44 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $639k | 9.1k | 70.00 |
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| Lennox International (LII) | 0.0 | $632k | 1.0k | 609.33 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $625k | +415% | 30k | 21.16 |
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| Carlyle Group (CG) | 0.0 | $622k | +4% | 12k | 50.49 |
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| Starbucks Corporation (SBUX) | 0.0 | $621k | 6.8k | 91.25 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $619k | +11% | 4.9k | 126.75 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $617k | -7% | 14k | 45.57 |
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| Philip Morris International (PM) | 0.0 | $616k | 5.1k | 120.35 |
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| Western Asset Diversified In Com Shs Ben Int (WDI) | 0.0 | $607k | +179% | 43k | 14.25 |
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| Qualcomm (QCOM) | 0.0 | $604k | -8% | 3.9k | 153.55 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $596k | -52% | 20k | 29.86 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $584k | +192% | 4.2k | 139.51 |
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| Ge Vernova (GEV) | 0.0 | $582k | +35% | 1.8k | 328.93 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $582k | +21% | 21k | 28.19 |
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| Enterprise Products Partners (EPD) | 0.0 | $573k | 18k | 31.36 |
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| Cadence Design Systems (CDNS) | 0.0 | $572k | 1.9k | 300.46 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $571k | +31% | 10k | 55.68 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $569k | -50% | 9.7k | 58.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $568k | 2.1k | 264.13 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $554k | 4.9k | 113.11 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $554k | +54% | 7.0k | 78.62 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $553k | 2.9k | 187.98 |
|
|
| Guggenheim Active Alloc Common Stock (GUG) | 0.0 | $552k | -19% | 37k | 14.87 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $549k | +11% | 1.6k | 339.93 |
|
| Gilead Sciences (GILD) | 0.0 | $546k | +5% | 5.9k | 92.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $542k | 1.0k | 521.96 |
|
|
| Servicenow (NOW) | 0.0 | $531k | 501.00 | 1060.12 |
|
|
| Manhattan Associates (MANH) | 0.0 | $530k | 2.0k | 270.00 |
|
|
| Xylem (XYL) | 0.0 | $524k | 4.5k | 116.00 |
|
|
| United Rentals (URI) | 0.0 | $524k | 757.00 | 691.83 |
|
|
| First Solar (FSLR) | 0.0 | $518k | NEW | 2.9k | 176.24 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $513k | +2% | 44k | 11.66 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $512k | -29% | 3.0k | 172.42 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $512k | NEW | 6.8k | 75.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $512k | -6% | 1.1k | 484.83 |
|
| Doubleline Yield (DLY) | 0.0 | $511k | +21% | 32k | 15.83 |
|
| Progressive Corporation (PGR) | 0.0 | $503k | -14% | 2.1k | 239.61 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $500k | +36% | 4.2k | 119.34 |
|
| Corpay Com Shs (CPAY) | 0.0 | $499k | NEW | 1.5k | 338.42 |
|
| Eaton Corp SHS (ETN) | 0.0 | $496k | -6% | 1.5k | 331.45 |
|
| Citigroup Com New (C) | 0.0 | $496k | -13% | 7.0k | 70.39 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $494k | +17% | 20k | 24.70 |
|
| Valero Energy Corporation (VLO) | 0.0 | $490k | 4.0k | 122.59 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $486k | -23% | 13k | 37.46 |
|
| Ameriprise Financial (AMP) | 0.0 | $485k | 911.00 | 532.43 |
|
|
| Avnet (AVT) | 0.0 | $483k | 9.2k | 52.32 |
|
|
| Clorox Company (CLX) | 0.0 | $479k | 2.9k | 162.41 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $478k | +48% | 3.8k | 126.12 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $473k | -3% | 2.2k | 215.49 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $473k | 9.9k | 47.82 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $470k | NEW | 8.2k | 57.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $468k | -71% | 9.3k | 50.37 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $468k | -49% | 4.7k | 99.15 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $465k | -34% | 12k | 37.54 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $464k | 746.00 | 621.96 |
|
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $464k | +63% | 11k | 44.29 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $462k | -10% | 7.1k | 65.50 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $462k | -2% | 8.1k | 57.27 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $460k | -24% | 9.1k | 50.71 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $460k | +56% | 1.1k | 410.50 |
|
| Ida (IDA) | 0.0 | $459k | +4% | 4.2k | 109.29 |
|
| Brown & Brown (BRO) | 0.0 | $458k | +2% | 4.5k | 102.09 |
|
| Agree Realty Corporation (ADC) | 0.0 | $448k | 6.4k | 70.45 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $446k | -5% | 4.0k | 110.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $445k | NEW | 2.0k | 221.01 |
|
| Cme (CME) | 0.0 | $442k | +34% | 1.9k | 232.52 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $441k | +17% | 4.1k | 107.74 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $439k | -28% | 6.1k | 72.38 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $439k | +29% | 3.3k | 131.28 |
|
| 3M Company (MMM) | 0.0 | $437k | 3.4k | 129.08 |
|
|
| Docusign (DOCU) | 0.0 | $433k | +22% | 4.8k | 90.18 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $433k | -26% | 632.00 | 684.42 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- Journey Strategic Wealth 2024 Q4 filed Jan. 24, 2025
- Journey Strategic Wealth 2024 Q3 filed Nov. 12, 2024
- Journey Strategic Wealth 2024 Q2 filed Aug. 14, 2024
- Journey Strategic Wealth 2024 Q1 filed May 13, 2024
- Journey Strategic Wealth 2023 Q4 filed Feb. 9, 2024
- Journey Strategic Wealth 2023 Q3 filed Nov. 8, 2023
- Journey Strategic Wealth 2023 Q2 filed Aug. 14, 2023
- Journey Strategic Wealth 2023 Q1 filed May 12, 2023
- Journey Strategic Wealth 2022 Q4 filed Feb. 14, 2023
- Journey Strategic Wealth 2022 Q3 filed Nov. 14, 2022
- Journey Strategic Wealth 2022 Q2 filed Aug. 15, 2022
- Journey Strategic Wealth 2022 Q1 filed May 16, 2022
- Journey Strategic Wealth 2021 Q4 filed Feb. 14, 2022