JOURNEY STRATEGIC WEALTH LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.4B

Holdings

399

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (399 positions)

StockValue
LLYELI LILLY & CO
$2.2M
UNHUNITEDHEALTH GROUP INC
$2.1M
HDHOME DEPOT INC
$2.0M
CVXCHEVRON CORP NEW
$2.0M
PGPROCTER AND GAMBLE CO
$1.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.9M
AVGOBROADCOM INC
$1.8M
XLVSELECT SECTOR SPDR TR
$1.7M
MRKMERCK & CO INC
$1.7M
VVISA INC
$1.5M
ADBEADOBE INC
$1.4M
SUBISHARES TR
$1.4M
ACNACCENTURE PLC IRELAND
$1.3M
AXPAMERICAN EXPRESS CO
$1.3M
ORCLORACLE CORP
$1.3M
AQLTISHARES TR
$1.2M
XOMEXXON MOBIL CORP
$1.2M
JHMLJOHN HANCOCK EXCHANGE TRADED
$1.2M
NFLXNETFLIX INC
$1.2M
WMTWALMART INC
$1.2M
TSLATESLA INC
$1.2M
IWDISHARES TR
$1.1M
BACBANK AMERICA CORP
$1.1M
VWOVANGUARD INTL EQUITY INDEX F
$1.1M
ABBVABBVIE INC
$1.1M
GOOGLALPHABET INC
$1.1M
CMFISHARES TR
$1.1M
EFAISHARES TR
$1.0M
CATCATERPILLAR INC
$1.0M
AVSUAMERICAN CENTY ETF TR
$1.0M
EMBISHARES TR
$995K
HYDVANECK ETF TRUST
$988K
VEAVANGUARD TAX-MANAGED FDS
$973K
AMDADVANCED MICRO DEVICES INC
$954K
WFCWELLS FARGO CO NEW
$952K
TMOTHERMO FISHER SCIENTIFIC INC
$936K
IBMINTERNATIONAL BUSINESS MACHS
$935K
VLUEISHARES TR
$935K
TRVCCITIGROUP INC
$933K
UNPUNION PAC CORP
$931K
BILSSPDR SER TR
$911K
COWZPACER FDS TR
$898K
BEEZEA SERIES TRUST
$880K
FFEBFIRST TR EXCHNG TRADED FD VI
$848K
FISFIDELITY NATL INFORMATION SV
$843K
GQ9SPDR GOLD TR
$837K
ASMLASML HOLDING N V
$835K
DNOVFIRST TR EXCHNG TRADED FD VI
$831K
MRSHMARSH & MCLENNAN COS INC
$817K
MUBISHARES TR
$813K
MCDMCDONALDS CORP
$811K
XLKSELECT SECTOR SPDR TR
$796K
LRCXEURLAM RESEARCH CORP
$789K
CSCOCISCO SYS INC
$780K
BNDVANGUARD BD INDEX FDS
$769K
SPYMSPDR SER TR
$768K
RSPEINVESCO EXCH TRADED FD TR II
$764K
FICOFAIR ISAAC CORP
$761K
LINLINDE PLC
$753K
XSOEWISDOMTREE TR
$747K
TAT&T INC
$740K
DISDISNEY WALT CO
$738K
BMOBANK MONTREAL QUE
$736K
AMATAPPLIED MATLS INC
$736K
JPMEJ P MORGAN EXCHANGE TRADED F
$733K
QCOMQUALCOMM INC
$727K
HTABHARTFORD FDS EXCHANGE TRADED
$725K
INTUINTUIT
$721K
VTEBVANGUARD MUN BD FDS
$720K
FNFFIDELITY NATIONAL FINANCIAL
$701K
RTXRTX CORPORATION
$698K
COSTCOSTCO WHSL CORP NEW
$696K
DEDEERE & CO
$688K
PFEPFIZER INC
$687K
JPMJPMORGAN CHASE & CO.
$666K
AMGNAMGEN INC
$662K
DFEBFIRST TR EXCHNG TRADED FD VI
$656K
PEPPEPSICO INC
$653K
GRABGRAB HOLDINGS LIMITED
$651K
HONHONEYWELL INTL INC
$647K
IYEISHARES TR
$645K
JMSTJ P MORGAN EXCHANGE TRADED F
$641K
KOCOCA COLA CO
$637K
CPCANADIAN PACIFIC KANSAS CITY
$625K
MAMASTERCARD INCORPORATED
$616K
TJXTJX COS INC NEW
$616K
QQMGINVESCO EXCH TRADED FD TR II
$612K
REGNREGENERON PHARMACEUTICALS
$612K
LIILENNOX INTL INC
$611K
XYLXYLEM INC
$602K
IVWISHARES TR
$589K
NUBDNUSHARES ETF TR
$587K
JPSTJ P MORGAN EXCHANGE TRADED F
$582K
TSQTOWNSQUARE MEDIA INC
$574K
MSFTMICROSOFT CORP
$552K
EFGISHARES TR
$550K
SPGIS&P GLOBAL INC
$545K
PECOPHILLIPS EDISON & CO INC
$537K
MMITINDEXIQ ACTIVE ETF TR
$527K
CRMSALESFORCE INC
$522K
Page 1 of 4Next