Holdings
Journey Retirement Planning & Investment Management LLC
As of Sep 30, 2026, Journey Retirement Planning & Investment Management LLC reported 140 positions worth US$113M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 37,364 | US$8.53M | −727 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 18,799 | US$6.44M | +75 | Sep 30, 2026 |
| Microsoft Corp. | 9,700 | US$4.98M | −80 | Sep 30, 2026 |
| Amazon.com, Inc. | 16,518 | US$4.12M | −544 | Sep 30, 2026 |
| Meta Platforms, Inc. | 4,560 | US$3.31M | −740 | Sep 30, 2026 |
| Apple Inc | 8,921 | US$2.97M | +2,139 | Sep 30, 2026 |
| Tesla, Inc. | 7,573 | US$2.69M | −1,670 | Sep 30, 2026 |
| Visa Inc. | 6,627 | US$2.38M | −1,146 | Sep 30, 2026 |
| Broadcom Inc. | 5,048 | US$1.77M | +1,679 | Sep 30, 2026 |
| Verizon Communications Inc. | 35,048 | US$1.61M | +3,488 | Sep 30, 2026 |