Journey Strategic Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| JOHNSON & JOHNSON | $1.46B | 38.4% |
| SPDR S&P 500 ETF TR | $499.02M | 13.1% |
| ISHARES TR | $372.84M | 9.8% |
| Apple Inc. | $235.60M | 6.2% |
| RBB FD INC | $53.19M | 1.4% |
| MICROSOFT CORP | $52.88M | 1.4% |
| NVIDIA Corp | $36.45M | 1.0% |
| PEPSICO INC | $31.56M | 0.8% |
| SPDR SERIES TRUST | $29.57M | 0.8% |
| Broadcom Inc. | $26.65M | 0.7% |
| ISHARES TR | $25.48M | 0.7% |
| VANGUARD INDEX FDS | $24.45M | 0.6% |
| SERIES PORTFOLIOS TR | $24.35M | 0.6% |
| iShares MSCI UAE ETF | $24.29M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $21.86M | 0.6% |
| Amazon.com Inc | $21.20M | 0.6% |
| AMERICAN CENTY ETF TR | $20.88M | 0.5% |
| iShares MSCI UAE ETF | $20.65M | 0.5% |
| iShares MSCI UAE ETF | $20.19M | 0.5% |
| ISHARES TR | $19.69M | 0.5% |
| Alphabet Inc. | $18.88M | 0.5% |
| INVESCO EXCH TRADED FD TR II | $18.36M | 0.5% |
| WORLD GOLD TR | $18.04M | 0.5% |
| INVESCO ACTIVELY MANAGED EXC | $17.20M | 0.5% |
| INVESCO EXCH TRD SLF IDX FD | $17.13M | 0.5% |
| ISHARES TR | $15.17M | 0.4% |
| Meta Platforms Inc | $14.23M | 0.4% |
| BITWISE BITCOIN ETF TR | $14.23M | 0.4% |
| Alphabet Inc. | $13.84M | 0.4% |
| JOHN HANCOCK EXCHANGE TRADED | $11.44M | 0.3% |
| JPMORGAN CHASE & CO | $11.38M | 0.3% |
| Tesla Inc | $10.53M | 0.3% |
| AMERICAN CENTY ETF TR | $10.48M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $8.90M | 0.2% |
| Warren E. Buffett | $8.89M | 0.2% |
| ISHARES TR | $8.66M | 0.2% |
| SSGA Active Trust | $8.50M | 0.2% |
| MADRIGAL PHARMACEUTICALS, INC. | $7.47M | 0.2% |
| FIRST TR EXCH TRADED FD III | $7.21M | 0.2% |
| ELI LILLY & Co | $6.88M | 0.2% |
| ALLSPRING EXCHANGE TRADED FU | $6.74M | 0.2% |
| AMERICAN EXPRESS CO | $6.68M | 0.2% |
| HOME DEPOT, INC. | $6.58M | 0.2% |
| SPDR SERIES TRUST | $6.48M | 0.2% |
| Visa Inc | $6.13M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $5.68M | 0.1% |
| AbbVie Inc. | $5.27M | 0.1% |
| INVESCO QQQ TR | $5.23M | 0.1% |
| Walmart Inc. | $4.95M | 0.1% |
| EXXON MOBIL CORP | $4.90M | 0.1% |