| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 11 | Q2 2024 | 54.5% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 30.0% |
| APPLE INC | 11 | Q2 2024 | 15.1% |
| ISHARES TR | 11 | Q2 2024 | 37.5% |
| PEPSICO INC | 11 | Q2 2024 | 4.6% |
| DISNEY WALT CO | 11 | Q2 2024 | 2.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 0.9% |
| AMAZON COM INC | 11 | Q2 2024 | 0.4% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 0.3% |
| MADRIGAL PHARMACEUTICALS INC | 11 | Q2 2024 | 0.5% |
View JOURNEY STRATEGIC WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-14 |
| D | 2023-06-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View JOURNEY STRATEGIC WEALTH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.