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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 $2,675,456,090
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 7,038,858 $1,017,959,668 38.04%
2.
Spdr S & P 500 Etf Trust
 SPY 727,652 $426,461,887 15.93%
3.
Ishares Trust
 IEF 490,450 $288,718,446 10.79%
4.
Apple Inc.
 AAPL 840,704 $210,529,336 7.86%
5.
Pepsico Inc
 PEP 209,556 $31,865,130 1.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)