JOURNEY STRATEGIC WEALTH LLC
Top Portfolio Positions
649 positions ·
$3,079,884,788 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
6,998,885 | $1,710,807,445 | 55.55% |
| SPY |
Spdr S&P 500 Etf Trust
|
714,212 | $464,480,629 | 15.08% |
| AAPL |
Apple Inc.
Technology
|
878,194 | $222,876,851 | 7.24% |
| MSFT |
Microsoft Corp
Technology
|
106,475 | $39,413,845 | 1.28% |
| NVDA |
Nvidia Corp
Technology
|
224,161 | $39,093,675 | 1.27% |
| PEP |
Pepsico Inc
Consumer Defensive
|
219,322 | $34,058,510 | 1.11% |
| AVGO |
Broadcom Inc.
Technology
|
78,305 | $24,236,178 | 0.79% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,941 | $21,231,248 | 0.69% |
| GOOGL |
Alphabet Inc.
Communication Services
|
64,277 | $18,483,491 | 0.60% |
| GLDM |
World Gold Trust
|
187,866 | $17,413,299 | 0.57% |
Portfolio Trend
Holdings in BRBS
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,569 | 10,850 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $46,341 | 10,853 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,907 | 10,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,829 | 10,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,260 | 10,816 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $34,827 | 10,816 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,284 | 10,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,229 | 10,816 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,095 | 10,816 | Shares | Other | 2024-05-13 | |
| 2023-09-30 | $55,365 | 12,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $108,403 | 12,249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,511 | 12,305 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $153,414 | 12,283 | Shares | Sole | 2023-02-14 | |
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