JOURNEY STRATEGIC WEALTH LLC
CIK
1909316
City
SUMMIT
State / Country
NJ
Top Portfolio Positions
652 positions ·
$3,091,426,916 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
6,998,885 | $1,710,807,445 | 55.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
714,212 | $464,480,629 | 15.02% | |
| AAPL |
Apple Inc.
Technology
|
878,194 | $222,876,851 | 7.21% | |
| MSFT |
Microsoft Corp
Technology
|
106,475 | $39,413,845 | 1.27% | |
| NVDA |
Nvidia Corp
Technology
|
224,161 | $39,093,675 | 1.26% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
219,322 | $34,058,510 | 1.10% | |
| AVGO |
Broadcom Inc.
Technology
|
78,305 | $24,236,178 | 0.78% | |
| 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 | 0.56% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EDF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $482,780 | 101,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $432,390 | 87,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,250 | 25,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $126,250 | 25,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,140 | 19,000 | Shares | Sole | 2025-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||