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 251–300 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| VPV | INVESCO PA VALUE MUN INC TR | 20K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 417 | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 93 | $100K–$500K | SH |
| DGRO | ISHARES TR | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 594 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 228 | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 4K | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| HYPR | HYPERFINE INC | 187K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| C | CITIGROUP INC | 1K | $100K–$500K | SH |
| YMAG | TIDAL TRUST II | 12K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 1K | $100K–$500K | SH |
| INSM | INSMED INC | 921 | $100K–$500K | SH |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | 13K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 272 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 17K | $100K–$500K | SH |
| SHYG | ISHARES TR | 3K | $100K–$500K | SH |
| DMO | WESTERN ASSET MTG DEFINED OP | 13K | $100K–$500K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 10K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 656 | $100K–$500K | SH |
| AL | AIR LEASE CORP | 2K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 1K | $100K–$500K | SH |
| LRMR | LARIMAR THERAPEUTICS INC | 35K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 282 | $100K–$500K | SH |
| IEF | ISHARES TR | 1K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 337 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 492 | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 8K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 670 | $100K–$500K | SH |
| IYE | ISHARES TR | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 528 | $100K–$500K | SH |
| DE | DEERE & CO | 259 | $100K–$500K | SH |
| MPA | BLACKROCK MUNIYIELD PA QLTY | 11K | $100K–$500K | SH |
| GENI | GENIUS SPORTS LIMITED | 11K | $100K–$500K | SH |
| LIN | LINDE PLC | 278 | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 722 | $100K–$500K | SH |