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 201–250 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 536 | $100K–$500K | SH |
| VALE | VALE S A | 24K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 16K | $100K–$500K | SH |
| INDI | INDIE SEMICONDUCTOR INC | 85K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 771 | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 553 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 729 | $100K–$500K | SH |
| PLUG | PLUG POWER INC | 129K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| NVTS | NAVITAS SEMICONDUCTOR CORP | 35K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| INTU | INTUIT | 366 | $100K–$500K | SH |
| QQQI | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 6K | $100K–$500K | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 13K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 217 | $100K–$500K | SH |
| LCTU | BLACKROCK ETF TRUST | 3K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 5K | $100K–$500K | SH |
| HEGD | LISTED FDS TR | 9K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| CUT | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 706 | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 18K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 244 | $100K–$500K | SH |
| LQDH | ISHARES U S ETF TR | 2K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |