JOURNEY STRATEGIC WEALTH LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$3.5B

Holdings

706

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (706 positions)

StockValue
JNJJOHNSON & JOHNSON
$1.3B
SPYSPDR S&P 500 ETF TR
$488.9M
IVVISHARES TR
$344.7M
AAPLAPPLE INC
$220.8M
MSFTMICROSOFT CORP
$57.1M
TBILRBB FD INC
$54.9M
AVDEAMERICAN CENTY ETF TR
$45.4M
NVDANVIDIA CORPORATION
$36.8M
PEPPEPSICO INC
$30.8M
AVGOBROADCOM INC
$25.2M
IJHISHARES TR
$25.2M
TLTISHARES TR
$25.0M
SPYVSPDR SERIES TRUST
$24.6M
VOOVANGUARD INDEX FDS
$23.5M
IJRISHARES TR
$19.6M
AMZNAMAZON COM INC
$19.5M
IBITISHARES BITCOIN TRUST ETF
$19.1M
QQQMINVESCO EXCH TRADED FD TR II
$17.7M
METAMETA PLATFORMS INC
$17.5M
OMFLINVESCO EXCH TRD SLF IDX FD
$16.7M
MOATVANECK ETF TRUST
$16.6M
GTOINVESCO ACTIVELY MANAGED EXC
$16.5M
IGPTINVESCO EXCHANGE TRADED FD T
$16.4M
MTUMISHARES TR
$15.8M
IWBISHARES TR
$14.5M
GOOGLALPHABET INC
$14.3M
JPMJPMORGAN CHASE & CO.
$11.3M
AINPALLSPRING EXCHANGE TRADED FU
$10.9M
JHMBJOHN HANCOCK EXCHANGE TRADED
$10.9M
GOOGALPHABET INC
$10.7M
JPIEJ P MORGAN EXCHANGE TRADED F
$10.6M
EMTLSSGA ACTIVE TR
$10.1M
AVUVAMERICAN CENTY ETF TR
$10.1M
TSLATESLA INC
$9.9M
GLDMWORLD GOLD TR
$9.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$9.0M
IWYISHARES TR
$8.8M
HDHOME DEPOT INC
$7.8M
COSTCOSTCO WHSL CORP NEW
$7.2M
FMBFIRST TR EXCH TRADED FD III
$6.9M
SPTLSPDR SERIES TRUST
$6.5M
IQDGWISDOMTREE TR
$6.2M
AXPAMERICAN EXPRESS CO
$6.2M
MDGLMADRIGAL PHARMACEUTICALS INC
$5.9M
VVISA INC
$5.8M
ABBVABBVIE INC
$5.4M
NDQINVESCO QQQ TR
$5.3M
IBMINTERNATIONAL BUSINESS MACHS
$5.2M
PGPROCTER AND GAMBLE CO
$5.2M
ORCLORACLE CORP
$5.1M
CVXCHEVRON CORP NEW
$4.8M
XOMEXXON MOBIL CORP
$4.5M
MAMASTERCARD INCORPORATED
$4.4M
EFGISHARES TR
$4.4M
NFLXNETFLIX INC
$4.4M
VTIVANGUARD INDEX FDS
$4.2M
USMVISHARES TR
$4.2M
LLYELI LILLY & CO
$4.2M
WMTWALMART INC
$4.2M
TAFIAB ACTIVE ETFS INC
$4.1M
MCDMCDONALDS CORP
$4.0M
DYNFBLACKROCK ETF TRUST
$3.8M
ESGUISHARES TR
$3.6M
4I1PHILIP MORRIS INTL INC
$3.4M
MMITNEW YORK LIFE INVTS ACTIVE E
$3.0M
PLTRPALANTIR TECHNOLOGIES INC
$3.0M
IXP*ISHARES TR
$2.8M
QQMGINVESCO EXCH TRADED FD TR II
$2.7M
IWFISHARES TR
$2.7M
XLESELECT SECTOR SPDR TR
$2.7M
BACBANK AMERICA CORP
$2.7M
QEFASPDR INDEX SHS FDS
$2.7M
AMATAPPLIED MATLS INC
$2.6M
CSCOCISCO SYS INC
$2.6M
IEMGISHARES INC
$2.6M
EEMVISHARES INC
$2.5M
LINLINDE PLC
$2.5M
QUALISHARES TR
$2.5M
RTXRTX CORPORATION
$2.4M
CATCATERPILLAR INC
$2.4M
MUBISHARES TR
$2.4M
GEGE AEROSPACE
$2.4M
MRKMERCK & CO INC
$2.4M
DISDISNEY WALT CO
$2.3M
KLACKLA CORP
$2.3M
BEEZEA SERIES TRUST
$2.2M
CMFISHARES TR
$2.2M
XSOEWISDOMTREE TR
$2.2M
VEAVANGUARD TAX-MANAGED FDS
$2.2M
GSGOLDMAN SACHS GROUP INC
$2.2M
AMDADVANCED MICRO DEVICES INC
$2.2M
WFCWELLS FARGO CO NEW
$2.1M
TAT&T INC
$2.1M
XLUSELECT SECTOR SPDR TR
$2.0M
UNHUNITEDHEALTH GROUP INC
$1.9M
JHMLJOHN HANCOCK EXCHANGE TRADED
$1.9M
SPYMSPDR SERIES TRUST
$1.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.9M
AQLTISHARES TR
$1.9M
MUMICRON TECHNOLOGY INC
$1.8M
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