Portfolio (Quarterly)
Guide ↗
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
· CIK 0002122180| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GIS | GENERAL MLS INC | Consumer Defensive | 31,468 | $1.5M | 0.30% | SOLD |
| 2 | ABT | ABBOTT LABS | Healthcare | 10,628 | $1.3M | 0.27% | SOLD |
| 3 | WDAY | WORKDAY INC | Technology | 5,696 | $1.2M | 0.25% | SOLD |
| 4 | PYPL | PAYPAL HLDGS INC | Financial Services | 16,636 | $971K | 0.20% | SOLD |
| 5 | ABNB | AIRBNB INC | Consumer Cyclical | 6,976 | $947K | 0.19% | SOLD |
| 6 | ZTS | ZOETIS INC | Healthcare | 7,112 | $895K | 0.18% | SOLD |
| 7 | SPEM | SPDR INDEX SHS FDS | — | 19,044 | $891K | 0.18% | SOLD |
| 8 | ADBE | ADOBE INC | Technology | 2,416 | $846K | 0.17% | SOLD |
| 9 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 8,283 | $836K | 0.17% | SOLD |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | — | 9,536 | $799K | 0.16% | SOLD |
| 11 | INTU | INTUIT | Technology | 1,064 | $705K | 0.14% | SOLD |
| 12 | SLYG | SPDR SERIES TRUST | — | 7,400 | $697K | 0.14% | SOLD |
| 13 | AON | AON PLC | Financial Services | 1,948 | $687K | 0.14% | SOLD |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,772 | $670K | 0.14% | SOLD |
| 15 | SPTL | SPDR SERIES TRUST | — | 24,420 | $646K | 0.13% | SOLD |
| 16 | UJUL | INNOVATOR ETFS TRUST | — | 15,612 | $605K | 0.12% | SOLD |
| 17 | UJAN | INNOVATOR ETFS TRUST | — | 13,900 | $601K | 0.12% | SOLD |
| 18 | UOCT | INNOVATOR ETFS TRUST | — | 15,368 | $600K | 0.12% | SOLD |
| 19 | — | UNILEVER PLC | — | 8,472 | $554K | 0.11% | SOLD |
| 20 | SNPS | SYNOPSYS INC | Technology | 1,176 | $552K | 0.11% | SOLD |
Sector Allocation
Technology
23.0%
Communication Services
15.2%
Healthcare
12.7%
Consumer Cyclical
11.1%
Financial Services
11.1%
Industrials
9.3%
Consumer Defensive
5.7%
Energy
5.3%
Utilities
2.9%
Basic Materials
1.9%