JOURNEY STRATEGIC WEALTH LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Summit, NJ
CIK
0001909316
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 231 2,124,330 JNJ, SPY, IVV, AAPL 13F-HR 2/9/2024 000142050624000198
Q3 2023 203 2,095,719 JNJ, SPY, IVV, AAPL 13F-HR 11/8/2023 000142050623001932
Q2 2023 200 2,209,054 JNJ, SPY, IVV, AAPL 13F-HR 8/14/2023 000142050623001650
Q1 2023 253 951,515 SPY, IVV, AAPL, IJH 13F-HR 5/11/2023 000195175723000301
Q4 2022 244 850,101 SPY, IVV, AAPL, IJH 13F-HR 2/14/2023 000190931623000001
Q3 2022 181 741,105 SPY, IVV, AAPL, IJH 13F-HR 11/14/2022 000190931622000004
Q2 2022 127 747,074 SPY, IVV, AAPL, IJR 13F-HR 8/15/2022 000190931622000003
Q1 2022 184 917,215 DVY, SPY, AAPL, PEP 13F-HR 5/16/2022 000190931622000002
Q4 2021 211 960,748 SPY, IVV, AAPL, IJH 13F-HR 2/14/2022 000190931622000001