JOURNEY STRATEGIC WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 20K | $1.52M |
 | DIS | 20K | $2.29M |
 | KO | 20K | $1.31M |
 | HD | 19K | $7.84M |
 | VALE | 19K | $204.22K |
 | AXP | 19K | $6.17M |
 | IBM | 19K | $5.22M |
 | SBRA | 18K | $344.45K |
 | CG | 18K | $1.13M |
 | ORCL | 18K | $5.05M |
 | BRK-B | 18K | $9.02M |
 | V | 17K | $5.83M |
 | PLTR | 17K | $3.03M |
 | FNF | 16K | $975.30K |
 | ASX | 16K | $177.00K |
 | SLB | 16K | $539.63K |
 | VTRS | 16K | $155.16K |
 | BDN | 15K | $64.31K |
 | CFFN | 15K | $94.81K |
 | RTX | 15K | $2.43M |
NextEra Energy, Inc.
NEE
Shares Held
20K
Value
$1.52M
The Walt Disney Company
DIS
Shares Held
20K
Value
$2.29M
The Coca-Cola Company
KO
Shares Held
20K
Value
$1.31M
The Home Depot, Inc.
HD
Shares Held
19K
Value
$7.84M
Vale S.A.
VALE
Shares Held
19K
Value
$204.22K
American Express Company
AXP
Shares Held
19K
Value
$6.17M
International Business Machines Corporation
IBM
Shares Held
19K
Value
$5.22M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
18K
Value
$344.45K
The Carlyle Group Inc.
CG
Shares Held
18K
Value
$1.13M
Oracle Corporation
ORCL
Shares Held
18K
Value
$5.05M
Berkshire Hathaway Inc.
BRK-B
Shares Held
18K
Value
$9.02M
Visa Inc.
V
Shares Held
17K
Value
$5.83M
Palantir Technologies Inc.
PLTR
Shares Held
17K
Value
$3.03M
Fidelity National Financial, Inc.
FNF
Shares Held
16K
Value
$975.30K
ASE Technology Holding Co., Ltd.
ASX
Shares Held
16K
Value
$177.00K
SLB N.V.
SLB
Shares Held
16K
Value
$539.63K
Viatris Inc.
VTRS
Shares Held
16K
Value
$155.16K
Brandywine Realty Trust
BDN
Shares Held
15K
Value
$64.31K
Capitol Federal Financial, Inc.
CFFN
Shares Held
15K
Value
$94.81K
RTX Corporation
RTX
Shares Held
15K
Value
$2.43M