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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 $2,124,330,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 6,881,849 $1,078,661,044 50.77%
2.
Spdr S & P 500 Etf Trust
 SPY 604,327 $287,242,651 13.52%
3.
Ishares Trust
 IEF 390,901 $186,705,985 8.78%
4.
Apple Inc.
 AAPL 805,688 $155,119,279 7.3%
5.
Ishares Trust
 IEF 158,645 $43,968,543 2.06%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)