JOURNEY STRATEGIC WEALTH LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Penny Alexandra Phillips - Co-Founder, President
Location
Summit, NJ
Holdings as of
31 Dec 2024
Value $
$2.68B
Num holdings
501
Filing time
24 Jan 2025, 11:07:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included JNJ, SPY, IVV, AAPL, and PEP.
Previous filing
Q3 2024 - 12 Nov 2024
Next filing
Q1 2025 - 06 May 2025
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Penny Alexandra Phillips Co-Founder, President Summit, New Jersey 24 Jan 2025

Other Included Managers (3):

Num Name Location File Number
1 AQR CAPITAL MANAGEMENT LLC Greenwich, CT 028-10120
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
3 Bramshill Investments, LLC Naples, FL 028-18128