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Home > Institutional Investor > Journey Strategic Wealth Llc > Profile

Instuitional Investor - Journey Strategic Wealth Llc

Fund Profile
Filing Period:
Fund Name: Journey Strategic Wealth Llc
Portfolio Value $2,866,715,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 7,174,646 $1,189,843,284 41.51%
2.
Spdr S & P 500 Etf Trust
 SPY 733,084 $410,079,715 14.3%
3.
Ishares Trust
 IEF 524,358 $294,637,097 10.28%
4.
Apple Inc.
 AAPL 853,565 $189,602,556 6.61%
5.
Microsoft Corp
 MSFT 86,484 $32,465,123 1.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)