Notify me when JOURNEY STRATEGIC WEALTH LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 762 | $3,805,246,448 | +$176,832,196 | -$116,067,318 | +$60,764,878 | JNJ, SPY, IVV, AAPL, TBIL | 13F-HR | 13 Feb 2026, 12:18 |
| Q3 2025 | 705 | $3,545,240,328 | +$159,436,522 | -$103,775,517 | +$55,661,005 | JNJ, SPY, IVV, AAPL, MSFT | 13F-HR | 12 Nov 2025, 11:38 |
| Q2 2025 | 661 | $3,082,075,030 | +$249,537,940 | -$62,939,153 | +$186,598,787 | JNJ, SPY, IVV, AAPL, MSFT | 13F-HR | 12 Aug 2025, 10:41 |
| Q1 2025 | 504 | $2,866,714,075 | +$200,936,833 | -$83,191,173 | +$117,745,660 | JNJ, SPY, IVV, AAPL, MSFT | 13F-HR | 06 May 2025, 15:34 |
| Q4 2024 | 501 | $2,675,455,490 | +$92,786,183 | -$42,653,392 | +$50,132,791 | JNJ, SPY, IVV, AAPL, PEP | 13F-HR | 24 Jan 2025, 11:07 |
| Q3 2024 | 510 | $2,730,616,761 | +$215,459,406 | -$23,339,152 | +$192,120,254 | JNJ, SPY, IVV, AAPL, PEP | 13F-HR | 12 Nov 2024, 12:52 |
| Q2 2024 | 398 | $2,353,647,728 | +$136,744,533 | -$9,100,266 | +$127,644,267 | JNJ, SPY, IVV, AAPL, PEP | 13F-HR | 14 Aug 2024, 10:54 |
| Q1 2024 | 316 | $2,259,774,986 | +$188,841,065 | -$84,445,407 | +$104,395,658 | JNJ, SPY, IVV, AAPL, PEP | 13F-HR | 13 May 2024, 13:05 |
| Q4 2023 | 231 | $2,124,330,896 | +$37,621,281 | -$123,130,706 | -$85,509,425 | JNJ, SPY, IVV, AAPL, IJH | 13F-HR | 09 Feb 2024, 12:43 |
| Q3 2023 | 203 | $2,095,719,045 | +$43,356,215 | -$30,782,249 | +$12,573,966 | JNJ, SPY, IVV, AAPL, IJH | 13F-HR | 08 Nov 2023, 12:07 |
| Q2 2023 | 200 | $2,209,054,148 | +$1,226,540,752 | -$43,711,019 | +$1,182,829,733 | JNJ, SPY, IVV, AAPL, IJH | 13F-HR | 14 Aug 2023, 14:22 |
| Q1 2023 | 253 | $951,511,205 | +$65,315,134 | -$33,785,953 | +$31,529,181 | SPY, IVV, AAPL, IJH, IJR | 13F-HR | 11 May 2023, 18:04 |
| Q4 2022 | 244 | $850,101,118 | +$78,772,161 | -$12,379,765 | +$66,392,396 | SPY, IVV, AAPL, IJH, IJR | 13F-HR | 14 Feb 2023, 16:28 |
| Q3 2022 | 195 | $741,086,000 | +$42,258,270 | -$14,152,866 | +$28,105,404 | SPY, IVV, AAPL, IJH, IJR | 13F-HR | 14 Nov 2022, 12:59 |
| Q2 2022 | 127 | $747,074,000 | +$322,959,448 | -$43,374,554 | +$279,584,894 | SPY, IVV, AAPL, IJR, IJH | 13F-HR | 15 Aug 2022, 16:04 |
| Q1 2022 | 184 | $559,942,000 | +$24,764,204 | -$389,124,818 | -$364,360,614 | SPY, AAPL, PEP, DIS, MSFT | 13F-HR | 16 May 2022, 16:46 |
| Q4 2021 | 211 | $960,748,000 | $0 | $0 | $0 | SPY, IVV, AAPL, IJH, IJR | 13F-HR | 14 Feb 2022, 13:16 |