JOURNEY STRATEGIC WEALTH LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JS JOURNEY STRATEGIC WEALTH LLC | Institutional Filer | ▲ 5.89% | $4.03B | 821 |
Current Portfolio Holdings
Showing all 821 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Healthcare | 7.0M | $1.71B | 42.46% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 714K | $464.5M | 11.53% |
| 3 | IVV | ISHARES TR | — | 534K | $348.8M | 8.66% |
| 4 | AAPL | Apple Inc. | Technology | 878K | $222.9M | 5.53% |
| 5 | TBIL | RBB FD INC | — | 833K | $41.5M | 1.03% |
| 6 | VOO | VANGUARD INDEX FDS | — | 66K | $39.5M | 0.98% |
| 7 | MSFT | Microsoft Corporation | Technology | 106K | $39.4M | 0.98% |
| 8 | NVDA | NVIDIA Corporation | Technology | 224K | $39.1M | 0.97% |
| 9 | PEP | PepsiCo, Inc. | Consumer Defensive | 219K | $34.1M | 0.85% |
| 10 | SPYV | SPDR SERIES TRUST | — | 563K | $31.9M | 0.79% |
| 11 | AVDE | AMERICAN CENTY ETF TR | — | 350K | $29.7M | 0.74% |
| 12 | HEDG | SERIES PORTFOLIOS TR | — | 902K | $26.1M | 0.65% |
| 13 | IJH | ISHARES TR | — | 383K | $25.9M | 0.64% |
| 14 | TLT | ISHARES TR | — | 281K | $24.3M | 0.60% |
| 15 | AVGO | Broadcom Inc. | Technology | 78K | $24.2M | 0.60% |
Showing 1 to 15 of 821 holdings