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Journey Strategic Wealth LLC

All holdings · as of Dec 31, 2025

762 positions

CompanyClassValue ↑Shares% of portfolio
TuHURA Biosciences, Inc./NVHURACommon Stock$7.6K10,0090.0%
WIPRO LTDWITADR$38.3K13,5010.0%
Milestone Pharmaceuticals Inc.—$40.4K20,0000.0%
INVESCO SR INCOME TR—$43.3K13,2520.0%
JETBLUE AIRWAYS CORPORATION—$45.5K10,0010.0%
BLUE RIDGE BANKSHARES, INC.BRBSCommon Stock$46.3K10,8530.0%
Medical Properties Trust Inc—$51.8K10,3520.0%
BlackRock TCP Capital Corp.TCPCCommon Stock$59.2K10,8260.0%
PATTERSON UTI ENERGY INC—$65.5K10,7200.0%
ASPEN AEROGELS INC—$71.2K25,1570.0%
Townsquare Media, Inc.—$96.6K18,8000.0%
NEOGEN CORP—$98.4K14,0750.0%
ADT Inc.—$105.1K13,0210.0%
Capitol Federal Financial Inc—$106.4K15,6260.0%
GENWORTH FINANCIAL INC—$106.5K11,7910.0%
Organon & Co.—$108.1K15,0810.0%
Western Union Co/The—$112.9K12,1310.0%
Genius Sports Ltd—$119.2K10,8190.0%
BLACKROCK MUNIYIELD PA QLTY—$120.0K10,8330.0%
VALLEY NATIONAL BANCORP—$121.7K10,4210.0%
Larimar Therapeutics, Inc.—$136.5K35,8360.0%
PIMCO MUNICIPAL INCOME FUND IIPMLClosed-End Fund$138.3K18,3430.0%
BlackRock Capital Allocation Term TrustBCATClosed-End Fund$141.6K10,0000.0%
DiamondRock Hospitality Co—$143.6K16,0250.0%
Western Asset Mortgage Opportunity Fund Inc.DMOClosed-End Fund$147.7K13,3500.0%
PIMCO CALIF MUN INCOME FD—$148.4K17,0000.0%
NUVEEN PENNSYLVANIA QLT MUN—$156.0K13,1160.0%
BLUE OWL CAPITAL INC.—$161.3K10,7990.0%
TIDAL TRUST II—$170.8K12,0000.0%
Hyperfine, Inc.HYPRCommon Stock$182.9K186,7370.0%
Pebblebrook Hotel Trust—$183.7K16,2320.0%
Fortrea Holdings Inc.—$188.9K10,9500.0%
Rocket Companies, Inc.—$194.0K10,0220.0%
CONAGRA BRANDS INC.—$199.8K11,5440.0%
SPDR DOW JONES INDL AVERAGE—$200.2K4170.0%
Home BancShares Inc/AR—$200.3K7,2120.0%
BLACKROCK ETF TRUST—$200.4K5,1980.0%
RESMED INC—$200.9K8340.0%
Amcor PLC—$200.9K24,0930.0%
Group 1 Automotive, Inc.—$201.4K5120.0%
SL Green Realty Corp—$201.7K4,3970.0%
SPS Commerce Inc—$201.7K2,2630.0%
Ameren Corp—$201.7K2,0200.0%
ServisFirst Bancshares, Inc.—$201.8K2,8110.0%
CARLISLE COMPANIES INC—$202.2K6320.0%
Cytokinetics Inc—$202.2K3,1830.0%
SPDR SERIES TRUST—$202.4K2,0400.0%
EXPAND ENERGY Corp—$203.2K1,8410.0%
Essential Utilities, Inc.—$203.4K5,3020.0%
Crocs, Inc.—$203.5K2,3790.0%
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