JOURNEY STRATEGIC WEALTH LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.73B
Signature - Title
Penny Alexandra Phillips - Co-Founder, President & CCO
Location
Summit, NJ
Summary
This page shows a list of all the recent 13F filings made by JOURNEY STRATEGIC WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JOURNEY STRATEGIC WEALTH LLC reported 510 stock holdings with total value $2.73B as of Q3 2024. Top holdings included JNJ, SPY, IVV, AAPL, and PEP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 510 $2.73B +$215M -$23.3M +$192M JNJ, SPY, IVV, AAPL, PEP 13F-HR 11/12/2024, 12:52 PM
Q2 2024 398 $2.35B +$137M -$9.1M +$128M JNJ, SPY, IVV, AAPL, PEP 13F-HR 8/14/2024, 10:54 AM
Q1 2024 316 $2.26B +$189M -$84.4M +$104M JNJ, SPY, IVV, AAPL, PEP 13F-HR 5/13/2024, 01:05 PM
Q4 2023 231 $2.12B +$37.6M -$123M -$85.5M JNJ, SPY, IVV, AAPL, IJH 13F-HR 2/9/2024, 12:43 PM
Q3 2023 203 $2.1B +$43.4M -$30.8M +$12.6M JNJ, SPY, IVV, AAPL, IJH 13F-HR 11/8/2023, 12:07 PM
Q2 2023 200 $2.21B +$1.23B -$43.7M +$1.18B JNJ, SPY, IVV, AAPL, IJH 13F-HR 8/14/2023, 02:22 PM
Q1 2023 253 $952M +$65.3M -$33.8M +$31.5M SPY, IVV, AAPL, IJH, IJR 13F-HR 5/11/2023, 06:04 PM
Q4 2022 244 $850M +$78.8M -$12.4M +$66.4M SPY, IVV, AAPL, IJH, IJR 13F-HR 2/14/2023, 04:28 PM
Q3 2022 195 $741M +$42.3M -$14.2M +$28.1M SPY, IVV, AAPL, IJH, IJR 13F-HR 11/14/2022, 12:59 PM
Q2 2022 127 $747M +$323M -$43.4M +$280M SPY, IVV, AAPL, IJR, IJH 13F-HR 8/15/2022, 04:04 PM
Q1 2022 184 $560M +$24.8M -$389M -$364M SPY, AAPL, PEP, DIS, MSFT 13F-HR 5/16/2022, 04:46 PM
Q4 2021 211 $961M $0 $0 SPY, IVV, AAPL, IJH, IJR 13F-HR 2/14/2022, 01:16 PM