Back to JOURNEY STRATEGIC WEALTH LLC

Journey Strategic Wealth LLC

All holdings · as of Dec 31, 2025

762 positions

CompanyClassValueShares% of portfolio
WISDOMTREE TR$4.88M117,5780.1%
COSTCO WHOLESALE CORP /NEW$4.47M5,1830.1%
CHEVRON CORP$4.26M27,9300.1%
AB ACTIVE ETFS INC$4.22M167,5860.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$4.22M69,3740.1%
ISHARES TR$4.12M36,1460.1%
iShares MSCI UAE ETF$4.10M43,5170.1%
VANGUARD INDEX FDS$4.06M12,1090.1%
Philip Morris International Inc.$3.70M23,0780.1%
PROCTER & GAMBLE Co$3.63M25,3310.1%
Mastercard Inc$3.63M6,3510.1%
MCDONALD'S CORP$3.55M11,6300.1%
NEW YORK LIFE INVTS ACTIVE E$3.37M138,6720.1%
ORACLE CORP$3.29M16,8910.1%
Merck & Co., Inc.$3.24M30,7580.1%
MICRON TECHNOLOGY INC$3.22M11,2930.1%
ISHARES INC$3.16M46,9720.1%
Palantir Technologies Inc$2.98M16,7420.1%
CISCO SYSTEMS, INC.$2.95M38,2920.1%
ISHARES TR$2.95M19,7830.1%
ADVANCED MICRO DEVICES INC$2.94M13,7410.1%
VANECK ETF TRUST$2.91M25,5830.1%
INVESCO EXCH TRADED FD TR II$2.88M68,0290.1%
CATERPILLAR INC$2.83M4,9440.1%
BANK OF AMERICA CORP /DE$2.83M51,4400.1%
ISHARES TR$2.74M5,7990.1%
APPLIED MATERIALS INC /DE$2.74M10,6730.1%
ISHARES TR$2.74M22,5930.1%
Walt Disney Co$2.68M23,5910.1%
RTX Corp$2.66M14,5050.1%
WISDOMTREE TR$2.60M66,7550.1%
KLA CORP$2.57M2,1130.1%
GENERAL ELECTRIC CO$2.50M8,1040.1%
ISHARES TR$2.49M23,2880.1%
THE GOLDMAN SACHS GROUP, INC.$2.46M2,7930.1%
Netflix Inc$2.45M26,1740.1%
ISHARES TR$2.40M41,8430.1%
ISHARES INC$2.37M37,0220.1%
WELLS FARGO & COMPANY/MN$2.34M25,1420.1%
EA SERIES TRUST$2.32M70,7160.1%
UNITEDHEALTH GROUP INC$2.29M6,9340.1%
SPDR INDEX SHS FDS$2.25M24,8120.1%
VANGUARD TAX-MANAGED FDS$2.19M35,0190.1%
SPDR SERIES TRUST$2.18M27,1780.1%
TJX Cos Inc/The$2.00M13,0080.1%
PROSHARES TR$2.00M43,7630.1%
JOHN HANCOCK EXCHANGE TRADED$2.00M24,9870.1%
THERMO FISHER SCIENTIFIC INC.$1.98M3,4170.1%
SELECT SECTOR SPDR TR$1.95M45,7580.1%
COHERENT CORP$1.95M10,5430.1%
← PrevPage 2 of 16Next →