JOURNEY STRATEGIC WEALTH LLC

Position in TOL — Toll Brothers, Inc.

CIK 1909316 SUMMIT, NJ

Position in TOL

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$245,780

+$15,097 QoQ

Shares Held

1,801

+5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $1,819,826 across 5 Residential Construction names. TOL ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	151	$995,063
2	DHI	Horton D R Inc /De/	2,431	$333,577
3	TOL	Toll Brothers, Inc. This page	1,801	$245,780
4	LEN	Lennar Corp /New/	2,826	$245,406
5			5,037	$0

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$245,780	1,801	+5.6%	Shares	Sole	2026-04-15
2025-12-31	$230,683	1,706	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$229,587	1,662	-12.1%	Shares	Sole	2025-11-12
2024-12-31	$238,170	1,891	+1.0%	Shares	Sole	2025-01-24
2024-09-30	$289,204	1,872	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$220,684	1,916	+10.9%	Shares	Sole	2024-08-14
2024-03-31	$223,421	1,727	—	Shares	Other	2024-05-13
No filing history on record for this holder in this stock.