JOURNEY STRATEGIC WEALTH LLC

Q2 2025 13F Holdings Report, Options Holdings

Signature - Title
Penny Phillips - Co-Founder, President
Location
Summit, NJ
Options holdings as of
30 Jun 2025
Notional value
$0
Number of holdings
0
Filing time
12 Aug 2025, 10:41:23 UTC
Description
All US holdings of this investor are reported in this report.
Previous filing
Q1 2025 - 06 May 2025
Next filing
Q3 2025 - 12 Nov 2025
Stock holdings
Showing options holdings, see here for stock holdings

JOURNEY STRATEGIC WEALTH LLC didn't report any options holdings as of Q2 2025. Check stock holdings.

Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* 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 Phillips Co-Founder, President Summit, United States 12 Aug 2025

Other Included Managers (13):

Num Name Location File Number
1 SpiderRock Advisors, LLC Wilimington, DE
2 CAPITAL WEALTH MANAGEMENT, LLC W. Warwick, RI
3 Bramshill Investments, LLC Naples, FL
4 Risk Paradigm Group, LLC Austin, TX
5 Neuberger Berman Investment Advisers LLC New York, NY
6 PARAMETRIC PORTFOLIO ASSOCIATES
7 AQR CAPITAL MANAGEMENT LLC Greenwich, CT
8 Invesco Advisers, Inc. Atlanta, GA
9 DIMENSIONAL FUND ADVISORS LP Austin, TX
10 Fidelity Institutional Asset Management Trust Co Smithfield, RI
11 Ethic Inc. New York, NY
12 CARRICK LANE LLC
13 ADHESION WEALTH ADVISOR SOLUTIONS