Institutional manager
JOURNEY STRATEGIC WEALTH LLC
Holds positions in 348 of the S&P 500, worth $3.03bn as reported for the quarter ended 31-mar-2026.
Positions held348of 488 index companies covered
Reported value$3.03bnS&P 500 positions only
Top ten weight88%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 348 held. The rest are smaller than every one of these.
Johnson & JohnsonJNJ7.0m$1.71bnHealth CareState Street CorporationSTT1.7m$515mFinancialsApple Inc.AAPL878,194$223mInformation TechnologyMicrosoftMSFT106,475$39mInformation TechnologyNvidiaNVDA224,161$39mInformation TechnologyPepsiCoPEP219,322$34mConsumer StaplesAlphabet Inc. (Class A)GOOGL110,988$32mCommunication ServicesBroadcomAVGO78,305$24mInformation TechnologyAmazonAMZN101,941$21mConsumer DiscretionaryMeta PlatformsMETA26,821$15mCommunication ServicesJPMorgan ChaseJPM37,493$11mFinancialsBerkshire HathawayBRK.B21,422$10mFinancialsTesla, Inc.TSLA25,875$10mConsumer DiscretionaryExxonMobilXOM44,618$8mEnergyLilly (Eli)LLY7,471$7mHealth CareHome Depot (The)HD20,641$7mConsumer DiscretionaryCostcoCOST6,719$7mConsumer StaplesChevron CorporationCVX29,645$6mEnergyWalmartWMT46,378$6mConsumer StaplesAmerican ExpressAXP18,388$6mFinancialsInvescoIVZ19,068$6mFinancialsAbbVieABBV24,928$5mHealth CareMicron TechnologyMU14,458$5mInformation TechnologyVisa Inc.V15,977$5mFinancialsProcter & GamblePG31,190$5mConsumer StaplesPhilip Morris InternationalPM26,784$4mConsumer StaplesMcDonald'sMCD14,246$4mConsumer DiscretionaryIBMIBM18,118$4mInformation TechnologyMastercardMA8,696$4mFinancialsNetflixNFLX42,246$4mCommunication ServicesMerck & Co.MRK32,079$4mHealth CareApplied MaterialsAMAT11,002$4mInformation TechnologyCaterpillar Inc.CAT5,170$4mIndustrialsKLA CorporationKLAC2,171$3mInformation TechnologyRTX CorporationRTX16,221$3mIndustrialsCiscoCSCO40,061$3mInformation TechnologyBank of AmericaBAC63,415$3mFinancialsAdvanced Micro DevicesAMD14,491$3mInformation TechnologyOracle CorporationORCL18,457$3mInformation TechnologyGE AerospaceGE9,485$3mIndustrialsPalantir TechnologiesPLTR18,289$3mInformation TechnologyGoldman SachsGS3,150$3mFinancialsBrown–FormanBF.B100,130$3mConsumer StaplesLinde plcLIN5,361$3mMaterialsCoherent Corp.COHR10,896$3mInformation TechnologyTJX CompaniesTJX15,515$2mConsumer DiscretionaryWells FargoWFC31,085$2mFinancialsMarathon PetroleumMPC9,874$2mEnergyGE VernovaGEV2,718$2mIndustrialsVerizonVZ47,134$2mCommunication ServicesNextEra EnergyNEE23,416$2mUtilitiesCoca-Cola Company (The)KO28,383$2mConsumer StaplesAmgenAMGN5,915$2mHealth CareUnion Pacific CorporationUNP7,865$2mIndustrialsCitigroupC16,805$2mFinancialsLam ResearchLRCX8,872$2mInformation TechnologyThermo Fisher ScientificTMO3,807$2mHealth CareSalesforceCRM9,482$2mInformation TechnologyDeere & CompanyDE3,098$2mIndustrialsWalt Disney Company (The)DIS18,046$2mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.