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JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC
Latest filing: 2026-03-31
JOURNEY STRATEGIC WEALTH LLC runs JOURNEY STRATEGIC WEALTH LLC and currently holds 821 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $4.03B. Their top holdings are JNJ, SPY, IVV, AAPL, TBIL. The top five represent 69.2% of reported portfolio weight. JOURNEY STRATEGIC WEALTH LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 72 existing positions. They trimmed 27 positions. Their current best-performing preview position is SNDK with returns of +167.65%.
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821 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JNJ JOHNSON & JOHNSON | 42.46% | $165.31 | $270.30 | +63.51% | Trimmed -0.77% |
 SPY STATE STR SPDR S&P 500 ETF T | 11.53% | $482.08 | $765.62 | +58.82% | Trimmed -2.40% |
 IVV ISHARES TR | 8.66% | $438.80 | $769.30 | +75.32% | Trimmed -1.91% |
 AAPL APPLE INC | 5.53% | $182.24 | $309.35 | +69.75% | Added +1.33% |
 TBIL RBB FD INC | 1.03% | $50.00 | $49.99 | -0.02% | Trimmed -21.93% |
 VOO VANGUARD INDEX FDS | 0.98% | $552.98 | $703.77 | +27.27% | Added +69.43% |
 MSFT MICROSOFT CORP | 0.98% | $394.85 | $483.24 | +22.39% | Trimmed -2.62% |
 NVDA NVIDIA CORPORATION | 0.97% | $116.28 | $214.76 | +84.69% | Added +14.68% |
 PEP PEPSICO INC | 0.85% | $171.83 | $143.48 | -16.50% | Trimmed -0.27% |
 SPYV SPDR SERIES TRUST | 0.79% | $53.65 | $63.52 | +18.40% | Added +8.19% |
Showing 1-10 of 821