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, MSFT, and represent 68.05% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: TBIL (+$55M), IBIT (+$18M), AVDE (+$10M), VOO (+$6.7M), SPYV, TLT, GTO, IGPT, ISPY, IVV.
- Started 121 new stock positions in PKG, NBIX, CENX, HST, AVDL, MLI, CNC, DRH, IEF, INCY.
- Reduced shares in these 10 stocks: JNJ (-$31M), AAPL (-$8.8M), IEFA, DYNF, ESGU, SCHD, VEA, SUSA, IWM, SPYG.
- Sold out of its positions in ADMA, AMED, AVEM, AMT, AWK, ATR, ATHA, BALL, BBT, EAT.
- Journey Strategic Wealth was a net buyer of stock by $56M.
- Journey Strategic Wealth has $3.5B in assets under management (AUM), dropping by 15.03%.
- Central Index Key (CIK): 0001909316
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Portfolio Holdings for Journey Strategic Wealth
Journey Strategic Wealth holds 706 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Journey Strategic Wealth has 706 total positions. Only the first 250 positions are shown.
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- Download the Journey Strategic Wealth September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 36.7 | $1.3B | -2% | 7.0M | 185.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.8 | $489M | 734k | 666.18 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.7 | $345M | 515k | 669.30 |
|
|
| Apple (AAPL) | 6.2 | $221M | -3% | 867k | 254.63 |
|
| Microsoft Corporation (MSFT) | 1.6 | $57M | 110k | 517.96 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 1.5 | $55M | NEW | 1.1M | 50.00 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $45M | +29% | 576k | 78.90 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $37M | 197k | 186.58 |
|
|
| Pepsi (PEP) | 0.9 | $31M | 220k | 140.44 |
|
|
| Broadcom (AVGO) | 0.7 | $25M | -3% | 77k | 329.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $25M | 387k | 65.26 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $25M | +7% | 280k | 89.37 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $25M | +11% | 445k | 55.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $24M | +39% | 38k | 612.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $20M | 165k | 118.83 |
|
|
| Amazon (AMZN) | 0.5 | $20M | 89k | 219.56 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $19M | +2526% | 294k | 65.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $18M | +4% | 71k | 247.12 |
|
| Meta Platforms Cl A (META) | 0.5 | $18M | 24k | 734.43 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $17M | 278k | 60.26 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $17M | +3% | 167k | 99.11 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.5 | $17M | +9% | 346k | 47.51 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.5 | $16M | +7% | 303k | 54.03 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $16M | +2% | 62k | 256.45 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $15M | 40k | 365.48 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $14M | -3% | 59k | 243.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $11M | 36k | 315.43 |
|
|
| Allspring Exchange Traded Fu Income Plus Etf (AINP) | 0.3 | $11M | +2% | 429k | 25.39 |
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.3 | $11M | +7% | 492k | 22.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $11M | +2% | 44k | 243.54 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $11M | +6% | 230k | 46.41 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.3 | $10M | 230k | 43.90 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $10M | +7% | 101k | 99.53 |
|
| Tesla Motors (TSLA) | 0.3 | $9.9M | 22k | 444.75 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $9.9M | +4% | 129k | 76.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.0M | 18k | 502.75 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $8.8M | 32k | 273.65 |
|
|
| Home Depot (HD) | 0.2 | $7.8M | -2% | 19k | 405.14 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $7.2M | +2% | 7.8k | 925.51 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $6.9M | +5% | 136k | 50.70 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.2 | $6.5M | -4% | 243k | 26.95 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.2 | $6.2M | -2% | 157k | 39.88 |
|
| American Express Company (AXP) | 0.2 | $6.2M | 19k | 332.30 |
|
|
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $5.9M | 13k | 458.66 |
|
|
| Visa Com Cl A (V) | 0.2 | $5.8M | -2% | 17k | 341.38 |
|
| Abbvie (ABBV) | 0.2 | $5.4M | 23k | 231.51 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.3M | +8% | 8.8k | 600.39 |
|
| International Business Machines (IBM) | 0.1 | $5.2M | 19k | 282.14 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $5.2M | +17% | 34k | 153.65 |
|
| Oracle Corporation (ORCL) | 0.1 | $5.0M | 18k | 281.14 |
|
|
| Chevron Corporation (CVX) | 0.1 | $4.8M | +11% | 31k | 155.29 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.5M | 40k | 112.75 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.4M | +5% | 7.8k | 569.25 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.4M | -4% | 39k | 113.88 |
|
| Netflix (NFLX) | 0.1 | $4.4M | -4% | 3.7k | 1200.25 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.2M | -16% | 13k | 328.16 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $4.2M | -2% | 44k | 95.14 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $4.2M | -7% | 5.5k | 762.82 |
|
| Wal-Mart Stores (WMT) | 0.1 | $4.2M | +3% | 40k | 103.06 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $4.1M | +12% | 161k | 25.34 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.0M | +4% | 13k | 303.97 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $3.8M | -37% | 64k | 59.20 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.6M | -35% | 25k | 145.60 |
|
| Philip Morris International (PM) | 0.1 | $3.4M | -13% | 21k | 162.20 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $3.0M | +6% | 125k | 24.30 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.0M | +2% | 17k | 182.42 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $2.8M | -3% | 23k | 123.59 |
|
| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.1 | $2.7M | +5% | 66k | 41.33 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.7M | 5.8k | 468.37 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.7M | -3% | 30k | 89.34 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.7M | +4% | 52k | 51.59 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $2.7M | 31k | 87.91 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.6M | +8% | 13k | 204.70 |
|
| Cisco Systems (CSCO) | 0.1 | $2.6M | 38k | 68.42 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.6M | -27% | 39k | 65.92 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.5M | -7% | 39k | 63.83 |
|
| Linde SHS (LIN) | 0.1 | $2.5M | +9% | 5.2k | 474.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.5M | -4% | 13k | 194.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | 15k | 167.36 |
|
|
| Caterpillar (CAT) | 0.1 | $2.4M | 5.1k | 477.23 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.4M | 23k | 106.49 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $2.4M | 7.9k | 300.90 |
|
|
| Merck & Co (MRK) | 0.1 | $2.4M | +26% | 28k | 83.93 |
|
| Walt Disney Company (DIS) | 0.1 | $2.3M | 20k | 114.49 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $2.3M | 2.1k | 1074.50 |
|
|
| Ea Series Trust Honeytree Us Equ (BEEZ) | 0.1 | $2.2M | +7% | 67k | 33.40 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.2M | +3% | 39k | 57.04 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $2.2M | 59k | 37.94 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | -41% | 37k | 59.92 |
|
| Goldman Sachs (GS) | 0.1 | $2.2M | -3% | 2.8k | 796.56 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.2M | 14k | 161.90 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 25k | 83.79 |
|
|
| At&t (T) | 0.1 | $2.1M | 74k | 28.24 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.0M | -6% | 23k | 87.21 |
|
| UnitedHealth (UNH) | 0.1 | $1.9M | -26% | 5.6k | 345.43 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $1.9M | -2% | 25k | 78.37 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $1.9M | 24k | 78.34 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | +30% | 6.8k | 279.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.9M | -66% | 21k | 87.31 |
|
| Micron Technology (MU) | 0.1 | $1.8M | +10% | 11k | 166.41 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.8M | -7% | 16k | 113.86 |
|
| TJX Companies (TJX) | 0.1 | $1.8M | +4% | 13k | 144.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.8M | -5% | 33k | 54.18 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.8M | +2% | 17k | 106.78 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | +2% | 9.1k | 195.18 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.7M | -10% | 13k | 133.97 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.7M | 9.1k | 189.70 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.7M | +105% | 4.5k | 379.89 |
|
| Tidal Trust I Adasina Social (JSTC) | 0.0 | $1.7M | +6% | 85k | 20.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.7M | +3% | 4.8k | 355.49 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.7M | +4% | 3.4k | 485.75 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.7M | -8% | 8.4k | 195.86 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.6M | -8% | 7.0k | 236.48 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $1.6M | 61k | 27.08 |
|
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $1.6M | +278% | 35k | 45.11 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.6M | +74% | 50k | 31.62 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $1.5M | 37k | 42.01 |
|
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| Intuit (INTU) | 0.0 | $1.5M | +10% | 2.2k | 682.44 |
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| Verizon Communications (VZ) | 0.0 | $1.5M | 35k | 43.95 |
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| Nextera Energy (NEE) | 0.0 | $1.5M | 20k | 75.49 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.5M | -35% | 35k | 42.37 |
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| Palo Alto Networks (PANW) | 0.0 | $1.5M | -12% | 7.3k | 203.79 |
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| salesforce (CRM) | 0.0 | $1.5M | 6.2k | 237.14 |
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| Pfizer (PFE) | 0.0 | $1.4M | +14% | 57k | 25.48 |
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| Altria (MO) | 0.0 | $1.4M | +47% | 22k | 66.06 |
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| Paychex (PAYX) | 0.0 | $1.4M | -5% | 11k | 126.78 |
|
| Boeing Company (BA) | 0.0 | $1.4M | +8% | 6.6k | 215.87 |
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| Amgen (AMGN) | 0.0 | $1.4M | -6% | 5.0k | 282.12 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.4M | 7.0k | 202.61 |
|
|
| NVR (NVR) | 0.0 | $1.4M | 174.00 | 8034.50 |
|
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| Lowe's Companies (LOW) | 0.0 | $1.4M | 5.4k | 251.28 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.4M | +13% | 3.8k | 352.75 |
|
| Ge Vernova (GEV) | 0.0 | $1.3M | -2% | 2.1k | 614.90 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $1.3M | +54% | 13k | 99.03 |
|
| Coca-Cola Company (KO) | 0.0 | $1.3M | -30% | 20k | 66.30 |
|
| Morgan Stanley Com New (MS) | 0.0 | $1.3M | 8.2k | 158.98 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.3M | +20% | 7.7k | 166.38 |
|
| Citigroup Com New (C) | 0.0 | $1.3M | +6% | 13k | 101.52 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $1.2M | -2% | 9.9k | 125.07 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $1.2M | +6% | 28k | 43.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2M | -6% | 5.9k | 206.51 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | -60% | 44k | 27.30 |
|
| Danaher Corporation (DHR) | 0.0 | $1.2M | -2% | 5.9k | 198.75 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | -11% | 8.4k | 139.17 |
|
| Uber Technologies (UBER) | 0.0 | $1.2M | -11% | 12k | 97.92 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.2M | -3% | 8.0k | 145.65 |
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $1.2M | 16k | 73.57 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.2M | +12% | 9.3k | 123.79 |
|
| Intel Corporation (INTC) | 0.0 | $1.2M | -7% | 34k | 33.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | 5.7k | 203.59 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.1M | 8.7k | 130.25 |
|
|
| Honeywell International (HON) | 0.0 | $1.1M | -11% | 5.4k | 210.57 |
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| Carlyle Group (CG) | 0.0 | $1.1M | 18k | 62.69 |
|
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $1.1M | -47% | 11k | 104.51 |
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| Gilead Sciences (GILD) | 0.0 | $1.1M | -2% | 10k | 111.12 |
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| Coherent Corp (COHR) | 0.0 | $1.1M | 10k | 107.71 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $1.1M | +19% | 88k | 12.66 |
|
| S&p Global (SPGI) | 0.0 | $1.1M | +15% | 2.2k | 505.70 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.1M | -2% | 22k | 50.07 |
|
| Blackrock (BLK) | 0.0 | $1.1M | +3% | 936.00 | 1163.34 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $1.1M | 23k | 47.52 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.1M | +10% | 7.4k | 145.70 |
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| Southern Company (SO) | 0.0 | $1.0M | +2% | 11k | 94.78 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $1.0M | -12% | 9.4k | 108.44 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.0M | -9% | 2.0k | 498.11 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.0M | +8% | 7.5k | 134.11 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $1.0M | +14% | 18k | 55.15 |
|
| Prudential Financial (PRU) | 0.0 | $1.0M | -7% | 9.7k | 103.73 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $997k | -13% | 3.5k | 281.86 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $988k | 37k | 26.91 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $975k | +6% | 16k | 60.49 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $971k | +4% | 15k | 63.57 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $970k | +4% | 10k | 95.19 |
|
| Medtronic SHS (MDT) | 0.0 | $966k | +17% | 10k | 95.25 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $964k | +11% | 1.6k | 607.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $961k | -21% | 17k | 57.47 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $951k | -19% | 14k | 67.83 |
|
| Booking Holdings (BKNG) | 0.0 | $945k | +10% | 175.00 | 5399.50 |
|
| Eaton Corp SHS (ETN) | 0.0 | $944k | +8% | 2.5k | 374.82 |
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $922k | +3% | 57k | 16.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $922k | 3.0k | 307.81 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.0 | $911k | 20k | 46.82 |
|
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| Capital One Financial (COF) | 0.0 | $911k | -5% | 4.3k | 212.64 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.0 | $901k | +185% | 17k | 52.08 |
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| Deere & Company (DE) | 0.0 | $894k | -24% | 2.0k | 457.00 |
|
| Doubleline Yield (DLY) | 0.0 | $891k | +57% | 59k | 15.08 |
|
| Anthem (ELV) | 0.0 | $888k | +19% | 2.7k | 324.21 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $880k | 12k | 73.48 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $876k | 5.1k | 170.85 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $874k | +16% | 2.6k | 341.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $869k | -17% | 1.8k | 490.38 |
|
| Corpay Com Shs (CPAY) | 0.0 | $866k | -13% | 3.0k | 288.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $864k | -49% | 3.5k | 246.43 |
|
| ConocoPhillips (COP) | 0.0 | $864k | +5% | 9.1k | 94.58 |
|
| United Rentals (URI) | 0.0 | $854k | 877.00 | 973.78 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $850k | -6% | 568.00 | 1496.50 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $839k | +13% | 8.8k | 95.45 |
|
| Sunrun (RUN) | 0.0 | $836k | NEW | 48k | 17.29 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $833k | NEW | 19k | 43.30 |
|
| FedEx Corporation (FDX) | 0.0 | $832k | +43% | 3.5k | 235.87 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $802k | 23k | 34.46 |
|
|
| McKesson Corporation (MCK) | 0.0 | $802k | -11% | 1.0k | 772.54 |
|
| MKS Instruments (MKSI) | 0.0 | $802k | +2% | 6.5k | 124.30 |
|
| Cme (CME) | 0.0 | $800k | -23% | 2.9k | 271.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $794k | 11k | 74.37 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $791k | +5% | 7.3k | 107.79 |
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $785k | +5% | 11k | 71.55 |
|
| Fidelity National Information Services (FIS) | 0.0 | $783k | +6% | 12k | 65.94 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $776k | -7% | 6.4k | 120.72 |
|
| Lumentum Hldgs (LITE) | 0.0 | $764k | 4.7k | 162.50 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $762k | -5% | 10k | 75.10 |
|
| Servicenow (NOW) | 0.0 | $760k | -25% | 826.00 | 920.28 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $758k | NEW | 11k | 71.35 |
|
| L3harris Technologies (LHX) | 0.0 | $756k | +18% | 2.5k | 305.85 |
|
| Xylem (XYL) | 0.0 | $756k | 5.1k | 148.00 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $753k | 25k | 29.62 |
|
|
| General Motors Company (GM) | 0.0 | $748k | +4% | 12k | 60.97 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $744k | +9% | 61k | 12.28 |
|
| Snap-on Incorporated (SNA) | 0.0 | $737k | 2.1k | 350.67 |
|
|
| Ford Motor Company (F) | 0.0 | $732k | +13% | 61k | 11.96 |
|
| Wec Energy Group (WEC) | 0.0 | $723k | +20% | 6.3k | 114.59 |
|
| 3M Company (MMM) | 0.0 | $721k | +7% | 4.6k | 155.15 |
|
| Kkr & Co (KKR) | 0.0 | $716k | +2% | 5.5k | 129.95 |
|
| AmerisourceBergen (COR) | 0.0 | $708k | 2.3k | 311.45 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $706k | -13% | 850.00 | 830.00 |
|
| Stryker Corporation (SYK) | 0.0 | $694k | 1.9k | 371.85 |
|
|
| Evercore Class A (EVR) | 0.0 | $685k | -8% | 2.0k | 337.25 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $684k | +63% | 1.2k | 562.20 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $682k | +2% | 913.00 | 746.79 |
|
| Chart Industries (GTLS) | 0.0 | $680k | 3.4k | 200.25 |
|
|
| American Electric Power Company (AEP) | 0.0 | $680k | -3% | 6.0k | 112.50 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $661k | -47% | 1.5k | 447.20 |
|
| Valero Energy Corporation (VLO) | 0.0 | $661k | +19% | 3.9k | 170.27 |
|
| Prologis (PLD) | 0.0 | $656k | +22% | 6.1k | 108.33 |
|
| Axon Enterprise (AXON) | 0.0 | $654k | -15% | 911.00 | 717.50 |
|
| Starbucks Corporation (SBUX) | 0.0 | $652k | -14% | 7.7k | 84.61 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $652k | +22% | 14k | 45.66 |
|
| Waste Management (WM) | 0.0 | $647k | -36% | 2.9k | 220.88 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $645k | +2% | 4.3k | 151.08 |
|
| eBay (EBAY) | 0.0 | $640k | 7.0k | 91.08 |
|
|
| Sitime Corp (SITM) | 0.0 | $632k | 2.1k | 301.33 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $628k | -36% | 2.1k | 293.37 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $624k | 8.1k | 76.68 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $624k | +22% | 1.8k | 351.25 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $618k | +22% | 2.3k | 265.60 |
|
| Ida (IDA) | 0.0 | $616k | -9% | 4.7k | 132.30 |
|
| H&R Block (HRB) | 0.0 | $614k | -7% | 12k | 50.60 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $612k | +44% | 28k | 22.01 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $611k | 1.8k | 346.33 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $611k | +9% | 24k | 25.31 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- Journey Strategic Wealth 2025 Q3 filed Nov. 12, 2025
- Journey Strategic Wealth 2025 Q2 filed Aug. 12, 2025
- Journey Strategic Wealth 2025 Q1 filed May 6, 2025
- 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