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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13F holdings

Filed 2026-07-24 · JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC · 308 positions · $128.3M

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TickerCompanySharesValue% of portfolio
SPYGSPDR SERIES TRUST56.6K$6.7M5.2%
NVDANVIDIA CORPORATION22.1K$4.4M3.4%
BILSPDR SERIES TRUST35.7K$3.3M2.6%
NVDANVIDIA CORPORATION16.0K$3.2M2.5%
AMZNAMAZON COM INC10.2K$2.4M1.9%
TSLATESLA INC5.8K$2.4M1.9%
GOOGLALPHABET INC6.4K$2.3M1.8%
MSFTMICROSOFT CORP5.8K$2.2M1.7%
SPYGSPDR SERIES TRUST17.8K$2.1M1.7%
METAMETA PLATFORMS INC3.4K$1.9M1.5%
GOOGALPHABET INC4.8K$1.7M1.3%
VVISA INC4.9K$1.7M1.3%
AMZNAMAZON COM INC6.8K$1.6M1.3%
GOOGLALPHABET INC4.4K$1.6M1.2%
MSFTMICROSOFT CORP3.9K$1.5M1.1%
TSLATESLA INC3.5K$1.5M1.1%
BABOEING CO6.6K$1.4M1.1%
AAPLAPPLE INC4.2K$1.2M0.9%
NFLXNETFLIX INC.16.8K$1.2M0.9%
GOOGALPHABET INC3.2K$1.1M0.9%
ORCLORACLE CORP7.4K$1.1M0.8%
METAMETA PLATFORMS INC1.9K$1.1M0.8%
BALTINNOVATOR ETFS TRUST30.0K$1.0M0.8%
EALTINNOVATOR ETFS TRUST28.1K$1.0M0.8%
VVISA INC2.9K$981,5510.8%
MNSTMONSTER BEVERAGE CORP NEW10.1K$970,8120.8%
VZVERIZON COMMUNICATIONS INC22.0K$931,5830.7%
GILDGILEAD SCIENCES INC6.6K$832,7680.6%
JNJJOHNSON & JOHNSON3.1K$797,8540.6%
VRTXVERTEX PHARMACEUTICALS INC1.6K$793,7750.6%
ABBVABBVIE INC3.0K$758,6870.6%
PMPHILIP MORRIS INTL INC4.2K$753,6540.6%
AAPLAPPLE INC2.6K$749,2570.6%
—MEDTRONIC PLC9.5K$740,0160.6%
BABOEING CO3.4K$738,3790.6%
SHOPSHOPIFY INC6.4K$730,7520.6%
CMECME GROUP INC3.2K$715,8750.6%
SCHDSCHWAB STRATEGIC TR22.0K$697,1260.5%
DISDISNEY WALT CO7.2K$690,2560.5%
NFLXNETFLIX INC.9.4K$668,8750.5%
MDLZMONDELEZ INTL INC11.4K$656,7560.5%
AVGOBROADCOM INC1.7K$648,8380.5%
RTXRTX CORPORATION3.4K$648,2990.5%
APDAIR PRODUCTS AND CHEMICALS I2.2K$648,0700.5%
MCDMCDONALDS CORP2.4K$639,0400.5%
TXNTEXAS INSTRS INC2.1K$624,5730.5%
AVGOBROADCOM INC1.7K$623,6250.5%
CVSCVS HEALTH CORP5.9K$613,8880.5%
ORCLORACLE CORP4.2K$610,1490.5%
MRKMERCK & CO INC4.7K$606,2780.5%
EXMOCEXXON MOBIL CORP4.3K$588,3480.5%
JNJJOHNSON & JOHNSON2.2K$554,0610.4%
WSOWATSCO INC1.3K$548,0390.4%
CRMSALESFORCE INC3.5K$545,8390.4%
SNASNAP ON INC1.3K$542,6430.4%
HDHOME DEPOT INC1.5K$535,3700.4%
BILSPDR SERIES TRUST5.8K$533,7580.4%
SBUXSTARBUCKS CORP5.2K$530,6710.4%
COPCONOCOPHILLIPS5.1K$530,1160.4%
NVONOVO-NORDISK A S11.0K$529,7070.4%
Top Fund Holdings
13F
Top Fund Holdings

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