JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC - Portfolio overview

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 9.43%
2. NVDA - NVIDIA CORPORATION, 7.00%
3. TSLA - TESLA INC, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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