Portfolio (Quarterly)
Guide ↗
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
· CIK 0002122180| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | XDQQ | INNOVATOR ETFS TRUST | — | 6,924 | $274K | 0.06% | SOLD |
| 82 | RGEN | REPLIGEN CORP | Healthcare | 1,650 | $270K | 0.06% | SOLD |
| 83 | APG | API GROUP CORP | Industrials | 6,960 | $266K | 0.06% | SOLD |
| 84 | MPC | MARATHON PETE CORP | Energy | 1,623 | $264K | 0.05% | SOLD |
| 85 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 1,491 | $263K | 0.05% | SOLD |
| 86 | APP | APPLOVIN CORP | Technology | 384 | $259K | 0.05% | SOLD |
| 87 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 1,593 | $256K | 0.05% | SOLD |
| 88 | GLDM | WORLD GOLD TR | Financial Services | 2,991 | $255K | 0.05% | SOLD |
| 89 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 630 | $251K | 0.05% | SOLD |
| 90 | AEIS | ADVANCED ENERGY INDS | Industrials | 1,191 | $249K | 0.05% | SOLD |
| 91 | PSTG | PURE STORAGE INC | Technology | 3,699 | $248K | 0.05% | SOLD |
| 92 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,413 | $246K | 0.05% | SOLD |
| 93 | — | CYBERARK SOFTWARE LTD | — | 546 | $244K | 0.05% | SOLD |
| 94 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 2,292 | $243K | 0.05% | SOLD |
| 95 | STIP | ISHARES TR | — | 2,358 | $242K | 0.05% | SOLD |
| 96 | DDOG | DATADOG INC | Technology | 1,755 | $239K | 0.05% | SOLD |
| 97 | SPGI | S&P GLOBAL INC | Financial Services | 456 | $239K | 0.05% | SOLD |
| 98 | — | J P MORGAN EXCHANGE TRADED F | — | 3,772 | $238K | 0.05% | SOLD |
| 99 | HEI | HEICO CORP NEW | Industrials | 735 | $238K | 0.05% | SOLD |
| 100 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,787 | $238K | 0.05% | 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%