JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
113 positions ·
$93,330,612 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
37,479 | $6,536,337 | 7.00% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,500 | $3,531,624 | 3.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,662 | $3,470,193 | 3.72% |
| MSFT |
Microsoft Corp
Technology
|
8,863 | $3,280,816 | 3.52% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,676 | $3,247,409 | 3.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,444 | $3,003,276 | 3.22% |
| NFLX |
Netflix Inc
Communication Services
|
27,599 | $2,653,643 | 2.84% |
| V |
Visa Inc.
Financial Services
|
8,543 | $2,582,035 | 2.77% |
| BA |
Boeing Co
Industrials
|
10,451 | $2,080,062 | 2.23% |
| ORCL |
Oracle Corp
Technology
|
13,127 | $1,931,112 | 2.07% |
Portfolio Trend
Holdings in TMO
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,020 | 1,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,192,638 | 3,784 | Shares | Sole | 2026-04-29 | |
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