Journey Strategic Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Chubb Ltd | $1.17M | 0.0% |
| iShares MSCI UAE ETF | $1.15M | 0.0% |
| ISHARES TR | $1.14M | 0.0% |
| SPDR SERIES TRUST | $1.14M | 0.0% |
| INTUIT INC. | $1.14M | 0.0% |
| DEERE & CO | $1.14M | 0.0% |
| S&P Global Inc. | $1.13M | 0.0% |
| BANK MONTREAL QUE | $1.12M | 0.0% |
| VANGUARD MUN BD FDS | $1.11M | 0.0% |
| BlackRock, Inc. | $1.11M | 0.0% |
| AT&T INC. | $1.10M | 0.0% |
| ServiceNow Inc | $1.10M | 0.0% |
| PROGRESSIVE CORP/OH | $1.10M | 0.0% |
| PRUDENTIAL FINANCIAL INC | $1.09M | 0.0% |
| ADOBE INC. | $1.08M | 0.0% |
| Carlyle Group Inc. | $1.06M | 0.0% |
| CAPITAL ONE FINANCIAL CORP | $1.06M | 0.0% |
| CME Group Inc | $1.05M | 0.0% |
| SCHWAB CHARLES CORP | $1.04M | 0.0% |
| MKS Inc | $1.03M | 0.0% |
| AMERICAN CENTY ETF TR | $1.03M | 0.0% |
| PETROLEO BRASILEIRO S.A. PETROBRAS | $1.02M | 0.0% |
| American Healthcare REIT, Inc. | $1.02M | 0.0% |
| AMERICAN CENTY ETF TR | $1.01M | 0.0% |
| FedEx Corp | $1.01M | 0.0% |
| ISHARES TR | $1.01M | 0.0% |
| WASTE MANAGEMENT INC | $1.01M | 0.0% |
| BROWN FORMAN CORP | $1.01M | 0.0% |
| REGENERON PHARMACEUTICALS, INC. | $1.01M | 0.0% |
| ISHARES TR | $1.01M | 0.0% |
| General Motors Co | $1.01M | 0.0% |
| PIMCO Access Income FundPAXS | $1.00M | 0.0% |
| FAIR ISAAC CORP | $1.00M | 0.0% |
| SELECT SECTOR SPDR TR | $991.2K | 0.0% |
| Arista Networks, Inc.ANET | $985.0K | 0.0% |
| Booking Holdings Inc | $974.7K | 0.0% |
| Medtronic plc | $968.3K | 0.0% |
| VANGUARD INDEX FDS | $960.5K | 0.0% |
| Fidelity National Information Services Inc | $960.0K | 0.0% |
| FIRST TR EXCHNG TRADED FD VI | $951.4K | 0.0% |
| First Trust Exchange-Traded Fund VIII | $950.0K | 0.0% |
| ISHARES TR | $948.1K | 0.0% |
| CrowdStrike Holdings, Inc. | $944.0K | 0.0% |
| GENERAL DYNAMICS CORP | $925.9K | 0.0% |
| SCHWAB STRATEGIC TR | $925.7K | 0.0% |
| Elevance Health Inc | $915.9K | 0.0% |
| SUNRUN INC. | $890.6K | 0.0% |
| 3M CO | $887.0K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $876.6K | 0.0% |
| Fidelity National Financial Inc | $870.4K | 0.0% |