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, TBIL, and represent 69.20% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$16M), AVDE (+$8.2M), NVDA (+$5.0M), MUNY, META, AAPL, SPYV, AMZN, HEDG, BRK.B.
- Started 130 new stock positions in ICHR, APD, DV, ARW, BWA, BP, STX, PSA, PTC, OGS.
- Reduced shares in these 10 stocks: BITB (-$14M), JNJ (-$13M), TBIL (-$12M), SPY (-$11M), EMTL (-$6.9M), IVV (-$6.8M), BEEZ, GLDM, ISPY, SLV.
- Sold out of its positions in ADT, ANF, ACM, AVAV, BEEZ, APO, APP, ASPN, AstraZeneca, TEAM.
- Journey Strategic Wealth was a net buyer of stock by $37M.
- Journey Strategic Wealth has $4.0B in assets under management (AUM), dropping by 5.89%.
- Central Index Key (CIK): 0001909316
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Portfolio Holdings for Journey Strategic Wealth
Journey Strategic Wealth holds 821 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Journey Strategic Wealth has 821 total positions. Only the first 250 positions are shown.
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- Download the Journey Strategic Wealth March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 42.5 | $1.7B | 7.0M | 244.44 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 11.5 | $465M | -2% | 714k | 650.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $349M | 534k | 653.21 |
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| Apple (AAPL) | 5.5 | $223M | 878k | 253.79 |
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| RBB F/m Us Treasury (TBIL) | 1.0 | $42M | -21% | 833k | 49.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $40M | +69% | 66k | 597.55 |
|
| Microsoft Corporation (MSFT) | 1.0 | $39M | -2% | 107k | 370.17 |
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| NVIDIA Corporation (NVDA) | 1.0 | $39M | +14% | 224k | 174.40 |
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| Pepsi (PEP) | 0.8 | $34M | 219k | 155.29 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.8 | $32M | +8% | 563k | 56.58 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.7 | $30M | +37% | 350k | 84.84 |
|
| Series Portfolios Tr Equable Shares H (HEDG) | 0.6 | $26M | +8% | 902k | 28.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $26M | 383k | 67.53 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $24M | 281k | 86.69 |
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| Broadcom (AVGO) | 0.6 | $24M | 78k | 309.50 |
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| Amazon (AMZN) | 0.5 | $21M | +10% | 102k | 208.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $21M | +2% | 107k | 191.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $20M | 163k | 124.31 |
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|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.5 | $20M | -5% | 347k | 58.06 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $20M | 82k | 239.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $19M | +6% | 64k | 287.57 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.4 | $18M | +5% | 381k | 46.83 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $17M | -11% | 188k | 92.69 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $17M | 73k | 237.62 |
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|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $17M | 283k | 60.12 |
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| Meta Platforms Cl A (META) | 0.4 | $15M | +24% | 27k | 572.12 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $15M | +2% | 42k | 356.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $13M | +5% | 47k | 286.84 |
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.3 | $12M | 525k | 22.01 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $11M | 102k | 110.47 |
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|
| JPMorgan Chase & Co. (JPM) | 0.3 | $11M | +6% | 38k | 294.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $10M | +21% | 21k | 479.21 |
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| Tesla Motors (TSLA) | 0.2 | $9.6M | +10% | 26k | 371.77 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $9.0M | 195k | 46.07 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $7.6M | -2% | 31k | 248.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.6M | +9% | 45k | 169.66 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $7.4M | +3% | 146k | 50.66 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.9M | +16% | 7.5k | 919.51 |
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| Allspring Exchange Traded Fu Income Plus Etf (AINP) | 0.2 | $6.8M | +2% | 274k | 24.86 |
|
| Home Depot (HD) | 0.2 | $6.8M | +7% | 21k | 328.83 |
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| Madrigal Pharmaceuticals (MDGL) | 0.2 | $6.7M | 13k | 523.47 |
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| Costco Wholesale Corporation (COST) | 0.2 | $6.7M | +29% | 6.7k | 996.65 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.2 | $6.7M | +4% | 255k | 26.30 |
|
| Chevron Corporation (CVX) | 0.2 | $6.1M | +6% | 30k | 206.90 |
|
| Wal-Mart Stores (WMT) | 0.1 | $5.8M | +4% | 46k | 124.28 |
|
| American Express Company (AXP) | 0.1 | $5.6M | 18k | 302.59 |
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| Abbvie (ABBV) | 0.1 | $5.4M | +8% | 25k | 217.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.3M | +7% | 9.1k | 577.20 |
|
| Micron Technology (MU) | 0.1 | $4.9M | +28% | 15k | 337.78 |
|
| Visa Com Cl A (V) | 0.1 | $4.8M | -8% | 16k | 302.28 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $4.6M | +39% | 193k | 24.11 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $4.6M | 116k | 40.14 |
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| Procter & Gamble Company (PG) | 0.1 | $4.5M | +23% | 31k | 144.45 |
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| McDonald's Corporation (MCD) | 0.1 | $4.4M | +22% | 14k | 310.87 |
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| Philip Morris International (PM) | 0.1 | $4.4M | +16% | 27k | 165.34 |
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| International Business Machines (IBM) | 0.1 | $4.4M | -5% | 18k | 242.40 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.3M | +36% | 8.7k | 500.03 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $4.3M | +7% | 74k | 58.18 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $4.3M | 170k | 25.18 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $4.1M | 44k | 92.74 |
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| Netflix (NFLX) | 0.1 | $4.1M | +61% | 42k | 96.16 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.0M | 36k | 111.37 |
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| Merck & Co (MRK) | 0.1 | $3.9M | +4% | 32k | 120.27 |
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| Applied Materials (AMAT) | 0.1 | $3.8M | +3% | 11k | 342.37 |
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| Caterpillar (CAT) | 0.1 | $3.7M | +4% | 5.2k | 708.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.6M | -6% | 11k | 320.82 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.6M | +8% | 51k | 69.75 |
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| Lumentum Hldgs (LITE) | 0.1 | $3.4M | 4.8k | 703.00 |
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| Kla Corp Com New (KLAC) | 0.1 | $3.2M | +2% | 2.2k | 1469.25 |
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| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $3.2M | NEW | 31k | 102.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | +11% | 16k | 192.98 |
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| Cisco Systems (CSCO) | 0.1 | $3.1M | +4% | 40k | 77.59 |
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| Bank of America Corporation (BAC) | 0.1 | $3.1M | +23% | 63k | 48.75 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.9M | +5% | 15k | 203.32 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.1 | $2.9M | +5% | 72k | 39.56 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.7M | -2% | 19k | 141.42 |
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| Oracle Corporation (ORCL) | 0.1 | $2.7M | +9% | 19k | 147.11 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.7M | +17% | 9.5k | 283.85 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.7M | +9% | 18k | 146.28 |
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| Goldman Sachs (GS) | 0.1 | $2.7M | +12% | 3.2k | 846.29 |
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| Linde SHS (LIN) | 0.1 | $2.7M | +85% | 5.4k | 494.99 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $2.6M | 66k | 40.10 |
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| Coherent Corp (COHR) | 0.1 | $2.6M | +3% | 11k | 238.21 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $2.5M | -2% | 22k | 114.86 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $2.5M | +53% | 22k | 116.29 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.5M | +5% | 44k | 56.86 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $2.5M | -18% | 21k | 120.04 |
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| TJX Companies (TJX) | 0.1 | $2.5M | +19% | 16k | 159.69 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.5M | +23% | 31k | 79.59 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.4M | +2% | 9.9k | 247.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | 5.7k | 426.38 |
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|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.4M | -2% | 23k | 106.15 |
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| Ge Vernova (GEV) | 0.1 | $2.4M | -2% | 2.7k | 872.91 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.4M | 37k | 64.73 |
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| Verizon Communications (VZ) | 0.1 | $2.4M | +14% | 47k | 50.20 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $2.3M | +10% | 30k | 76.54 |
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| Spdr Index Shs Fds State Street Spd (QEFA) | 0.1 | $2.3M | 24k | 93.27 |
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| Nextera Energy (NEE) | 0.1 | $2.2M | +11% | 23k | 92.89 |
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| Coca-Cola Company (KO) | 0.1 | $2.2M | +20% | 28k | 76.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | -3% | 34k | 64.08 |
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| Amgen (AMGN) | 0.1 | $2.1M | +14% | 5.9k | 351.92 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $2.1M | +12% | 62k | 32.95 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $2.0M | -2% | 45k | 45.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.0M | +4% | 37k | 54.05 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.9M | +3% | 7.9k | 242.73 |
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| Citigroup Com New (C) | 0.0 | $1.9M | +28% | 17k | 113.43 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.9M | +8% | 8.9k | 213.88 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $1.9M | -5% | 5.6k | 338.04 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.9M | -21% | 31k | 61.26 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | +11% | 3.8k | 492.25 |
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| Tidal Trust I Adasina Social (JSTC) | 0.0 | $1.9M | +7% | 96k | 19.49 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $1.8M | -6% | 23k | 78.27 |
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| salesforce (CRM) | 0.0 | $1.8M | +61% | 9.5k | 186.73 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $1.8M | -2% | 17k | 106.50 |
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| Spdr Series Trust State Street Spd (EFIV) | 0.0 | $1.7M | NEW | 28k | 63.08 |
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| Deere & Company (DE) | 0.0 | $1.7M | +26% | 3.1k | 562.98 |
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| Walt Disney Company (DIS) | 0.0 | $1.7M | -23% | 18k | 96.38 |
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| Palo Alto Networks (PANW) | 0.0 | $1.7M | +23% | 11k | 160.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.7M | 4.0k | 430.32 |
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| Intel Corporation (INTC) | 0.0 | $1.7M | +7% | 39k | 44.13 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $1.7M | +379% | 21k | 80.06 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.7M | +52% | 34k | 49.89 |
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| Sandisk Corp (SNDK) | 0.0 | $1.7M | -5% | 2.6k | 635.33 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.7M | +10% | 9.2k | 181.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.6M | 8.6k | 191.92 |
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| Gilead Sciences (GILD) | 0.0 | $1.6M | +15% | 12k | 139.14 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $1.6M | 62k | 26.44 |
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| Pfizer (PFE) | 0.0 | $1.6M | +11% | 58k | 28.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.6M | 18k | 90.53 |
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| MKS Instruments (MKSI) | 0.0 | $1.5M | +2% | 6.6k | 229.75 |
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| FedEx Corporation (FDX) | 0.0 | $1.5M | +21% | 4.3k | 356.38 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.5M | +16% | 12k | 130.95 |
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| At&t (T) | 0.0 | $1.5M | +16% | 52k | 28.99 |
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| Western Digital (WDC) | 0.0 | $1.5M | +11% | 5.5k | 270.49 |
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| Honeywell International (HON) | 0.0 | $1.5M | +48% | 6.5k | 226.10 |
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| UnitedHealth (UNH) | 0.0 | $1.5M | -21% | 5.5k | 270.45 |
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| Chubb (CB) | 0.0 | $1.5M | +19% | 4.5k | 326.10 |
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| Danaher Corporation (DHR) | 0.0 | $1.5M | +24% | 7.7k | 189.77 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.5M | +92% | 6.0k | 243.08 |
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| Ssga Active Tr State Street Dou (EMTL) | 0.0 | $1.4M | -83% | 33k | 42.56 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $1.4M | +3% | 30k | 45.50 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.4M | 8.4k | 164.73 |
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| ConocoPhillips (COP) | 0.0 | $1.4M | +41% | 10k | 133.65 |
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| Boeing Company (BA) | 0.0 | $1.4M | +16% | 6.8k | 199.07 |
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| Comfort Systems USA (FIX) | 0.0 | $1.3M | +9% | 969.00 | 1379.00 |
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| Paychex (PAYX) | 0.0 | $1.3M | +27% | 14k | 92.13 |
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| Lowe's Companies (LOW) | 0.0 | $1.3M | 5.6k | 236.25 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.3M | +3% | 28k | 48.05 |
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| Blackrock (BLK) | 0.0 | $1.3M | +33% | 1.4k | 959.69 |
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| Cme (CME) | 0.0 | $1.3M | +15% | 4.4k | 295.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.3M | +30% | 2.2k | 603.74 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $1.3M | 11k | 114.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.3M | -6% | 6.1k | 211.15 |
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| S&p Global (SPGI) | 0.0 | $1.3M | +36% | 2.9k | 438.15 |
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| Progressive Corporation (PGR) | 0.0 | $1.3M | +32% | 6.4k | 198.36 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | +70% | 21k | 60.74 |
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| Doubleline Yield (DLY) | 0.0 | $1.2M | -33% | 89k | 13.92 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $1.2M | -4% | 8.7k | 142.20 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.2M | +20% | 1.6k | 772.67 |
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| Intuit (INTU) | 0.0 | $1.2M | +61% | 2.8k | 432.09 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.2M | 8.5k | 135.34 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | +17% | 12k | 93.96 |
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| McKesson Corporation (MCK) | 0.0 | $1.1M | +25% | 1.3k | 865.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | -5% | 5.7k | 198.10 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $1.1M | +35% | 6.4k | 174.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.1M | 7.7k | 142.43 |
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| Medtronic SHS (MDT) | 0.0 | $1.1M | +25% | 13k | 86.66 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.1M | -9% | 7.5k | 146.63 |
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| Servicenow (NOW) | 0.0 | $1.1M | +44% | 10k | 104.54 |
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| Waste Management (WM) | 0.0 | $1.1M | 4.7k | 229.93 |
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| American Superconductor Corp Shs New (AMSC) | 0.0 | $1.1M | +17% | 31k | 33.85 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $1.0M | -12% | 11k | 96.70 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.0M | +33% | 2.9k | 358.62 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $1.0M | 16k | 66.57 |
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| Arista Networks Com Shs (ANET) | 0.0 | $1.0M | +12% | 8.5k | 122.53 |
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| Valero Energy Corporation (VLO) | 0.0 | $1.0M | +5% | 4.2k | 247.10 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.0M | -16% | 2.2k | 461.00 |
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| SLB Com Stk (SLB) | 0.0 | $1.0M | +36% | 20k | 51.47 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.0M | +8% | 1.5k | 680.29 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $1.0M | 38k | 26.79 |
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| Automatic Data Processing (ADP) | 0.0 | $1.0M | +64% | 5.0k | 203.09 |
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| General Dynamics Corporation (GD) | 0.0 | $1.0M | +7% | 3.0k | 343.26 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $1.0M | -3% | 10k | 97.91 |
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| NVR (NVR) | 0.0 | $995k | -10% | 151.00 | 6589.83 |
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| Consolidated Edison (ED) | 0.0 | $992k | +22% | 8.8k | 113.16 |
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| General Motors Company (GM) | 0.0 | $990k | +7% | 13k | 74.50 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $986k | 33k | 30.32 |
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| Stryker Corporation (SYK) | 0.0 | $980k | +281% | 3.0k | 330.54 |
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| Starbucks Corporation (SBUX) | 0.0 | $969k | +29% | 11k | 89.60 |
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| Prologis (PLD) | 0.0 | $968k | +16% | 7.4k | 131.50 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $957k | +48% | 2.1k | 446.54 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $949k | -8% | 31k | 30.68 |
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| L3harris Technologies (LHX) | 0.0 | $945k | +6% | 2.7k | 344.76 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $938k | 17k | 55.85 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.0 | $932k | 20k | 47.91 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $929k | +54% | 32k | 28.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $927k | +30% | 1.3k | 697.70 |
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $925k | -5% | 13k | 73.92 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $919k | 3.1k | 298.85 |
|
|
| Capital One Financial (COF) | 0.0 | $918k | +15% | 5.0k | 182.48 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $915k | +18% | 11k | 85.26 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $912k | +16% | 53k | 17.11 |
|
| Abbott Laboratories (ABT) | 0.0 | $910k | -17% | 8.9k | 102.64 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $901k | 25k | 35.44 |
|
|
| Paccar (PCAR) | 0.0 | $900k | +24% | 7.8k | 115.85 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $889k | -7% | 4.2k | 213.67 |
|
| Equinix (EQIX) | 0.0 | $888k | +52% | 904.00 | 982.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $885k | +90% | 14k | 62.70 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $882k | +25% | 6.7k | 130.97 |
|
| AmerisourceBergen (COR) | 0.0 | $872k | +19% | 2.8k | 313.29 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $868k | +15% | 2.2k | 388.27 |
|
| Corpay Com Shs (CPAY) | 0.0 | $865k | +9% | 3.0k | 291.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $865k | +22% | 7.8k | 111.50 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $861k | +42% | 4.4k | 198.03 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $860k | -6% | 6.5k | 132.90 |
|
| American Electric Power Company (AEP) | 0.0 | $856k | +10% | 6.5k | 131.08 |
|
| Carlyle Group (CG) | 0.0 | $846k | -2% | 18k | 48.39 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $833k | +15% | 12k | 71.18 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $832k | -6% | 11k | 74.35 |
|
| Uber Technologies (UBER) | 0.0 | $828k | +31% | 12k | 71.90 |
|
| Intercontinental Exchange (ICE) | 0.0 | $826k | +137% | 5.1k | 160.75 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $822k | -4% | 13k | 62.56 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $820k | +54% | 4.2k | 196.00 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $818k | +22% | 11k | 77.47 |
|
| Cigna Corp (CI) | 0.0 | $816k | +201% | 3.1k | 267.36 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $813k | -4% | 20k | 40.71 |
|
| Qualcomm (QCOM) | 0.0 | $813k | -21% | 6.3k | 128.73 |
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $812k | -2% | 11k | 73.65 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $807k | +18% | 14k | 58.78 |
|
| Shell Spon Ads (SHEL) | 0.0 | $803k | +5% | 8.6k | 93.03 |
|
| Snap-on Incorporated (SNA) | 0.0 | $801k | +5% | 2.2k | 363.24 |
|
| Fortinet (FTNT) | 0.0 | $800k | +83% | 9.8k | 81.72 |
|
| Mayville Engineering (MEC) | 0.0 | $794k | +51% | 44k | 17.95 |
|
| Chart Industries (GTLS) | 0.0 | $789k | +2% | 3.8k | 206.75 |
|
| Williams Companies (WMB) | 0.0 | $788k | +59% | 11k | 72.78 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $785k | +37% | 8.0k | 98.43 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $776k | -56% | 37k | 20.75 |
|
| Travelers Companies (TRV) | 0.0 | $776k | +34% | 2.7k | 292.15 |
|
| Autodesk (ADSK) | 0.0 | $773k | +84% | 3.2k | 239.44 |
|
| Sitime Corp (SITM) | 0.0 | $771k | +6% | 2.2k | 345.33 |
|
| 3M Company (MMM) | 0.0 | $770k | -4% | 5.3k | 145.26 |
|
| Anthem (ELV) | 0.0 | $767k | 2.6k | 292.95 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $766k | 31k | 24.39 |
|
|
| Ichor Holdings SHS (ICHR) | 0.0 | $765k | NEW | 16k | 46.61 |
|
| Prudential Financial (PRU) | 0.0 | $756k | -20% | 7.7k | 97.67 |
|
| Kinder Morgan (KMI) | 0.0 | $755k | +29% | 23k | 33.53 |
|
| Fidelity National Information Services (FIS) | 0.0 | $752k | +10% | 16k | 46.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $751k | 10k | 73.64 |
|
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $745k | -21% | 52k | 14.41 |
|
| Analog Devices (ADI) | 0.0 | $738k | +22% | 2.3k | 317.42 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- Journey Strategic Wealth 2026 Q1 filed April 15, 2026
- Journey Strategic Wealth 2025 Q4 filed Feb. 13, 2026
- 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