CIK 1909316
JOURNEY STRATEGIC WEALTH LLC
Institutional 13F holdings & portfolio
Holdings
762
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSL | DOUBLELINE INCOME SOLUTIONS | 39K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| EDF | VIRTUS STONE HBR EMRG MKTS I | 87K | $100K–$500K | SH |
| IUSB | ISHARES TR | 9K | $100K–$500K | SH |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | 28K | $100K–$500K | SH |
| PLTM | GRANITESHARES PLATINUM TR | 21K | $100K–$500K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| NVR | NVR INC | 57 | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| LYFT | LYFT INC | 21K | $100K–$500K | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| WDI | WESTERN ASSET DIVERSIFIED IN | 28K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 34K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 6K | $100K–$500K | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 4K | $100K–$500K | SH |
| EEMV | ISHARES INC | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| LRGE | LEGG MASON ETF INVT | 4K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 10K | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| HYDB | ISHARES TR | 7K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| IGEB | ISHARES TR | 7K | $100K–$500K | SH |
| VLUE | ISHARES TR | 2K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 6K | $100K–$500K | SH |
| PIO | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 6K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 10K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 25K | $100K–$500K | SH |