JOURNEY STRATEGIC WEALTH LLC

Q1 2025 13F Detailed Holdings

Location
Summit, NJ
Holdings as of
3/31/2025
Value ($000)
$2,866,715
Num holdings
2,156
Date filed
5/6/2025
Form type
13F-HR
Prev filing
1/24/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AQR CAPITAL MANAGEMENT LLC 028-10120
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
3 Bramshill Investments, LLC 028-18128
4 SpiderRock Advisors, LLC 028-18017
5 CAPITAL WEALTH MANAGEMENT, LLC 028-18388
6 Risk Paradigm Group, LLC 028-16891
7 Neuberger Berman Investment Advisers LLC 028-17085
8 Invesco Advisers, Inc. 028-00255
9 DIMENSIONAL FUND ADVISORS LP 028-01186
10 Fidelity Institutional Asset Management Trust Co 028-12283
11 Ethic Inc. 028-19978
12 Atria Investments, Inc 028-14921