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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 $4,029,206,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 6,998,885 $1,710,807,535 42.46%
2.
Spdr S & P 500 Etf Trust
 SPY 714,212 $464,480,539 11.53%
3.
Ishares Trust
 IEF 533,947 $348,779,608 8.66%
4.
Apple Inc.
 AAPL 878,194 $222,876,922 5.53%
5.
Rbb Fd Inc
 832,583 $41,512,605 1.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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