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JOURNEY STRATEGIC WEALTH LLC 13F portfolio summary

JOURNEY STRATEGIC WEALTH LLC of JOURNEY STRATEGIC WEALTH LLC has 815 current stock holdings with a reported portfolio value of $4.03B. The portfolio 1 year return is +26.66%. Top holdings include CW (0.00%), AWK (0.00%), BSV (0.00%), AWR (0.00%), ELME (0.00%).

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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 815 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $4.03B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JOURNEY STRATEGIC WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JOURNEY STRATEGIC WEALTH LLC's portfolio at JOURNEY STRATEGIC WEALTH LLC has delivered returns of +26.66%. Their 3-year annualized return is +48.16%. Looking at the 5-year horizon, JOURNEY STRATEGIC WEALTH LLC has achieved +37.74% annualized returns at JOURNEY STRATEGIC WEALTH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.66%
#0/1000
3 Year
+48.16%
#0/1000
5 Year
+37.74%
#0/1000

Portfolio Value

$4.03B

Alpha Score

35.4

#0 of 1000

Holdings

815

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change