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 73.83% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$23M), IVV (+$19M), AVDE (+$15M), MSFT (+$12M), AINP (+$11M), MTUM (+$10M), GLDM (+$8.5M), JHMB (+$7.3M), AVGO (+$6.4M), IJH.
- Started 53 new stock positions in MOH, CNI, SLB, ASX, AON, MIST, AL, AINP, BTI, INTC.
- Reduced shares in these 10 stocks: IQDG (-$14M), ESGU (-$11M), MBB (-$6.9M), DIS (-$6.5M), JPIE (-$5.5M), TLT, QQQM, IWV, IFRA, TAFI.
- Sold out of its positions in ANF, ANET, CADE, GTLS, COHR, CEIX, DHI, DFSD, DFCF, ERIE.
- Journey Strategic Wealth was a net buyer of stock by $118M.
- Journey Strategic Wealth has $2.9B in assets under management (AUM), dropping by 7.15%.
- Central Index Key (CIK): 0001909316
Tip: Access up to 7 years of quarterly data
Positions held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Journey Strategic Wealth
Journey Strategic Wealth holds 505 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Journey Strategic Wealth has 505 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Journey Strategic Wealth March 31, 2025 positions
- Download the Journey Strategic Wealth March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 41.5 | $1.2B | 7.2M | 165.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.3 | $410M | 733k | 559.39 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 10.3 | $295M | +6% | 524k | 561.90 |
|
| Apple (AAPL) | 6.6 | $190M | 854k | 222.13 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $33M | +60% | 87k | 375.39 |
|
| Pepsi (PEP) | 1.1 | $32M | 211k | 149.94 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $23M | +23% | 389k | 58.35 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $22M | -14% | 243k | 91.03 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $19M | -37% | 154k | 121.91 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $18M | +18% | 350k | 51.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $17M | +12% | 167k | 104.57 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $15M | NEW | 226k | 66.27 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $15M | +16% | 275k | 53.31 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.5 | $14M | -5% | 303k | 46.93 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $14M | -2% | 160k | 88.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $13M | -14% | 68k | 193.02 |
|
| Broadcom (AVGO) | 0.5 | $13M | +95% | 78k | 167.43 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $13M | +5% | 41k | 306.74 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $12M | +478% | 61k | 202.13 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $12M | +17% | 109k | 108.38 |
|
| Allspring Exchange Traded Fu Income Plus Etf (AINP) | 0.4 | $11M | NEW | 455k | 25.02 |
|
| Meta Platforms Cl A (META) | 0.4 | $11M | +34% | 20k | 576.36 |
|
| Amazon (AMZN) | 0.4 | $11M | +12% | 55k | 190.26 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $9.5M | +12% | 101k | 93.45 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.3 | $9.2M | +33% | 213k | 43.10 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $8.5M | NEW | 137k | 61.89 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $8.1M | -40% | 175k | 46.07 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.5M | +7% | 86k | 87.17 |
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.3 | $7.3M | NEW | 334k | 21.89 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $7.1M | +17% | 141k | 50.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.0M | +12% | 14k | 513.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $7.0M | +11% | 13k | 532.59 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $7.0M | -4% | 33k | 210.94 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.2 | $6.8M | -66% | 190k | 35.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $6.7M | +36% | 43k | 154.64 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $6.6M | +29% | 27k | 245.31 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $6.5M | +103% | 6.9k | 945.86 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $6.4M | +25% | 236k | 27.26 |
|
| Home Depot (HD) | 0.2 | $6.2M | +45% | 17k | 366.49 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.3M | -4% | 53k | 100.00 |
|
| Procter & Gamble Company (PG) | 0.2 | $5.0M | +55% | 29k | 170.42 |
|
| American Express Company (AXP) | 0.2 | $4.7M | +68% | 17k | 269.04 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $4.6M | +4% | 95k | 48.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.6M | -7% | 17k | 274.85 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $4.6M | 49k | 93.66 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.5M | +10% | 29k | 156.25 |
|
| Visa Com Cl A (V) | 0.2 | $4.4M | +28% | 12k | 350.50 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $4.3M | 13k | 331.23 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.2M | -7% | 8.9k | 468.94 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.0M | -2% | 53k | 75.65 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $3.9M | -3% | 72k | 54.76 |
|
| International Business Machines (IBM) | 0.1 | $3.9M | +58% | 16k | 248.67 |
|
| Chevron Corporation (CVX) | 0.1 | $3.8M | +29% | 23k | 167.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.6M | -3% | 66k | 53.97 |
|
| Abbvie (ABBV) | 0.1 | $3.4M | +66% | 16k | 209.53 |
|
| UnitedHealth (UNH) | 0.1 | $3.2M | +16% | 6.0k | 523.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.1M | +5% | 112k | 27.96 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $3.1M | +133% | 45k | 67.42 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $3.0M | +11% | 127k | 23.97 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.0M | -4% | 60k | 50.83 |
|
| Philip Morris International (PM) | 0.1 | $3.0M | +269% | 19k | 158.73 |
|
| Tesla Motors (TSLA) | 0.1 | $2.9M | +21% | 11k | 259.16 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | +15% | 3.5k | 825.86 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.8M | +50% | 8.9k | 312.39 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.6M | +6% | 22k | 118.93 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.6M | +3% | 45k | 58.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | 4.6k | 548.27 |
|
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $2.4M | 31k | 78.96 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.3M | +7% | 27k | 87.79 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $2.3M | +12% | 21k | 111.49 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $2.3M | -42% | 91k | 25.09 |
|
| Netflix (NFLX) | 0.1 | $2.2M | +4% | 2.3k | 933.54 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.2M | +13% | 13k | 173.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | -7% | 5.9k | 361.08 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.1M | 27k | 78.85 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.0M | 59k | 33.94 |
|
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $2.0M | -16% | 21k | 97.02 |
|
| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.1 | $2.0M | +5% | 62k | 31.78 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.0M | +72% | 10k | 188.16 |
|
| Ea Series Trust Honeytree Us Equ (BEEZ) | 0.1 | $1.9M | +2% | 62k | 30.40 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | 32k | 58.94 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | +7% | 11k | 170.88 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.8M | -23% | 23k | 80.37 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $1.8M | 75k | 23.85 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.8M | +45% | 29k | 61.71 |
|
| Applied Materials (AMAT) | 0.1 | $1.8M | +71% | 12k | 145.13 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.8M | -2% | 17k | 105.60 |
|
| Paychex (PAYX) | 0.1 | $1.7M | +105% | 11k | 154.28 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.7M | -9% | 12k | 139.88 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.7M | -11% | 26k | 65.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.7M | +34% | 16k | 105.44 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.6M | -36% | 15k | 106.65 |
|
| Walt Disney Company (DIS) | 0.1 | $1.6M | -80% | 16k | 98.70 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.6M | +96% | 11k | 140.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.5M | +10% | 8.1k | 190.58 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | +2% | 4.9k | 311.85 |
|
| Tidal Etf Tr Adasina Social (JSTC) | 0.0 | $1.4M | +2% | 78k | 18.09 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.4M | +90% | 2.1k | 679.82 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.4M | +49% | 14k | 102.74 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.4M | -11% | 9.5k | 146.02 |
|
| Merck & Co (MRK) | 0.0 | $1.4M | 15k | 89.75 |
|
|
| salesforce (CRM) | 0.0 | $1.3M | +34% | 4.9k | 268.41 |
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $1.3M | +21% | 83k | 16.06 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $1.3M | -12% | 43k | 30.87 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.3M | 4.6k | 288.16 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $1.3M | 32k | 41.73 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.3M | +4% | 18k | 71.79 |
|
| Corpay Com Shs (CPAY) | 0.0 | $1.3M | +150% | 3.7k | 348.72 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.3M | +8% | 9.5k | 132.48 |
|
| At&t (T) | 0.0 | $1.3M | +5% | 44k | 28.28 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.3M | +105% | 8.6k | 145.69 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.2M | +5% | 5.2k | 236.31 |
|
| Brown Forman Corp Cl A (BF.A) | 0.0 | $1.2M | 37k | 33.47 |
|
|
| Caterpillar (CAT) | 0.0 | $1.2M | 3.6k | 329.80 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $1.2M | -7% | 40k | 30.30 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.2M | +280% | 7.0k | 170.77 |
|
| Prudential Financial (PRU) | 0.0 | $1.2M | +55% | 11k | 111.68 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | -4% | 26k | 45.26 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.1M | 10k | 114.88 |
|
|
| TJX Companies (TJX) | 0.0 | $1.1M | +5% | 9.4k | 121.79 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.1M | -5% | 9.2k | 122.01 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.1M | +161% | 36k | 30.99 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.1M | +3% | 4.5k | 244.80 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.1M | +30% | 2.2k | 497.74 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $1.1M | +27% | 86k | 12.61 |
|
| Nextera Energy (NEE) | 0.0 | $1.1M | -3% | 15k | 70.89 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $1.1M | +5% | 579.00 | 1844.14 |
|
| Linde SHS (LIN) | 0.0 | $1.1M | +12% | 2.3k | 465.47 |
|
| Verizon Communications (VZ) | 0.0 | $1.0M | +4% | 23k | 45.36 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $1.0M | +5% | 26k | 40.49 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $1.0M | +2% | 10k | 100.57 |
|
| NVR (NVR) | 0.0 | $1.0M | 142.00 | 7244.00 |
|
|
| Goldman Sachs (GS) | 0.0 | $1.0M | +3% | 1.9k | 546.29 |
|
| Ge Aerospace Com New (GE) | 0.0 | $1.0M | +2% | 5.1k | 200.19 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.0M | +2% | 11k | 90.59 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.0 | $1.0M | 21k | 47.63 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $985k | -2% | 18k | 56.28 |
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $966k | -3% | 16k | 62.36 |
|
| Lowe's Companies (LOW) | 0.0 | $953k | 4.1k | 233.20 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $943k | 15k | 65.08 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $926k | -37% | 20k | 47.04 |
|
| Deere & Company (DE) | 0.0 | $903k | +5% | 1.9k | 469.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $899k | +13% | 2.3k | 383.53 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $880k | +27% | 29k | 30.73 |
|
| Amgen (AMGN) | 0.0 | $873k | -7% | 2.8k | 311.70 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $869k | -41% | 15k | 57.61 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $863k | +5% | 9.4k | 91.73 |
|
| Danaher Corporation (DHR) | 0.0 | $861k | +41% | 4.2k | 205.05 |
|
| Anthem (ELV) | 0.0 | $843k | +84% | 1.9k | 434.91 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $843k | +6% | 10k | 80.71 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $837k | -70% | 2.6k | 318.27 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $836k | +62% | 1.7k | 495.27 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $834k | 8.7k | 95.51 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $832k | 184k | 4.53 |
|
|
| Honeywell International (HON) | 0.0 | $827k | -2% | 3.9k | 211.81 |
|
| Coca-Cola Company (KO) | 0.0 | $827k | +8% | 12k | 71.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.0 | $820k | 20k | 41.92 |
|
|
| Waste Management (WM) | 0.0 | $816k | 3.5k | 231.55 |
|
|
| Qualcomm (QCOM) | 0.0 | $801k | +32% | 5.2k | 153.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $797k | +3% | 3.9k | 206.48 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $794k | +6% | 15k | 51.38 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $791k | 11k | 73.45 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $788k | 11k | 74.68 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $783k | +17% | 16k | 49.30 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $779k | +92% | 1.4k | 542.45 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $778k | -9% | 16k | 48.79 |
|
| Boeing Company (BA) | 0.0 | $776k | -23% | 4.5k | 170.58 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $766k | +12% | 10k | 74.72 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $760k | +2% | 15k | 49.62 |
|
| Intuit (INTU) | 0.0 | $736k | 1.2k | 613.60 |
|
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.0 | $730k | -5% | 38k | 19.17 |
|
| Pfizer (PFE) | 0.0 | $724k | +12% | 29k | 25.34 |
|
| Western Asset Diversified In Com Shs Ben Int (WDI) | 0.0 | $722k | +17% | 50k | 14.45 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $722k | +4% | 7.8k | 92.83 |
|
| Abbott Laboratories (ABT) | 0.0 | $719k | +10% | 5.4k | 132.65 |
|
| Snap-on Incorporated (SNA) | 0.0 | $717k | +80% | 2.1k | 337.03 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $714k | -2% | 20k | 36.41 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $714k | 12k | 58.06 |
|
|
| Gilead Sciences (GILD) | 0.0 | $711k | +7% | 6.3k | 111.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $707k | -6% | 4.2k | 166.65 |
|
| S&p Global (SPGI) | 0.0 | $686k | 1.3k | 527.60 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $685k | +2% | 7.0k | 98.09 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.0 | $683k | 16k | 42.15 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $673k | +9% | 11k | 59.98 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $671k | 7.5k | 88.99 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $666k | +28% | 9.1k | 73.47 |
|
| Blackrock (BLK) | 0.0 | $662k | +2% | 701.00 | 944.49 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $662k | +15% | 8.1k | 81.68 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $653k | +18% | 9.4k | 69.43 |
|
| Tidal Etf Tr Unlimited Hfnd (HFND) | 0.0 | $653k | NEW | 31k | 21.38 |
|
| United Parcel Service CL B (UPS) | 0.0 | $649k | +55% | 5.9k | 110.00 |
|
| H&R Block (HRB) | 0.0 | $646k | +111% | 12k | 54.91 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $642k | +2% | 21k | 30.43 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $610k | -29% | 7.6k | 79.86 |
|
| Progressive Corporation (PGR) | 0.0 | $601k | 2.1k | 283.00 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $599k | +28% | 11k | 57.14 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $596k | +47% | 5.7k | 103.75 |
|
| Lennox International (LII) | 0.0 | $595k | +2% | 1.1k | 560.85 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $589k | +42% | 41k | 14.34 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $588k | -46% | 13k | 46.08 |
|
| Enterprise Products Partners (EPD) | 0.0 | $587k | -5% | 17k | 34.14 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $582k | +46% | 8.3k | 70.40 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $581k | -32% | 8.5k | 68.01 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $569k | +126% | 6.2k | 91.29 |
|
| Carlyle Group (CG) | 0.0 | $567k | +5% | 13k | 43.59 |
|
| Doubleline Yield (DLY) | 0.0 | $567k | +8% | 35k | 16.10 |
|
| Brown & Brown (BRO) | 0.0 | $562k | 4.5k | 124.49 |
|
|
| McKesson Corporation (MCK) | 0.0 | $555k | +76% | 824.00 | 672.99 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $546k | +9% | 22k | 24.99 |
|
| Paccar (PCAR) | 0.0 | $545k | +111% | 5.6k | 97.36 |
|
| Axon Enterprise (AXON) | 0.0 | $543k | -5% | 1.0k | 526.00 |
|
| Xylem (XYL) | 0.0 | $543k | 4.5k | 119.44 |
|
|
| Ida (IDA) | 0.0 | $540k | +10% | 4.7k | 116.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $538k | -3% | 2.1k | 258.62 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $535k | 2.9k | 181.68 |
|
|
| 3M Company (MMM) | 0.0 | $530k | +6% | 3.6k | 146.84 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $529k | +24% | 7.5k | 70.20 |
|
| Citigroup Com New (C) | 0.0 | $528k | +5% | 7.4k | 70.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $526k | -7% | 6.2k | 84.40 |
|
| Ge Vernova (GEV) | 0.0 | $521k | -3% | 1.7k | 305.28 |
|
| Southern Company (SO) | 0.0 | $521k | +14% | 5.7k | 91.96 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $519k | NEW | 1.5k | 352.58 |
|
| FedEx Corporation (FDX) | 0.0 | $518k | -24% | 2.1k | 243.72 |
|
| Valero Energy Corporation (VLO) | 0.0 | $517k | 3.9k | 132.07 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $516k | -31% | 20k | 25.39 |
|
| Agree Realty Corporation (ADC) | 0.0 | $509k | +3% | 6.6k | 77.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $505k | +10% | 14k | 36.90 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $497k | +11% | 9.9k | 50.41 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $496k | 4.1k | 121.97 |
|
|
| United Rentals (URI) | 0.0 | $496k | +3% | 781.00 | 635.38 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $489k | +3% | 4.3k | 113.13 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $488k | +11% | 6.7k | 73.10 |
|
| Cme (CME) | 0.0 | $488k | -3% | 1.8k | 265.83 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $476k | 9.4k | 50.63 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $469k | 1.1k | 445.60 |
|
|
| ConocoPhillips (COP) | 0.0 | $469k | +8% | 4.5k | 105.10 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $463k | 1.3k | 345.24 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $462k | 9.1k | 50.85 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $459k | -3% | 13k | 36.49 |
|
| Wec Energy Group (WEC) | 0.0 | $455k | +2% | 4.2k | 108.98 |
|
| Cadence Design Systems (CDNS) | 0.0 | $455k | -6% | 1.8k | 254.32 |
|
| Ameriprise Financial (AMP) | 0.0 | $454k | +2% | 938.00 | 484.11 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $449k | +8% | 2.4k | 188.17 |
|
| Consolidated Edison (ED) | 0.0 | $447k | -4% | 4.0k | 110.57 |
|
| Guggenheim Active Alloc Common Stock (GUG) | 0.0 | $445k | -20% | 30k | 15.07 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $445k | 7.3k | 60.99 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $445k | -3% | 9.5k | 46.67 |
|
| Avnet (AVT) | 0.0 | $444k | 9.2k | 48.09 |
|
|
| Altria (MO) | 0.0 | $444k | 7.4k | 60.02 |
|
|
| Clorox Company (CLX) | 0.0 | $443k | +2% | 3.0k | 147.25 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- 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