CHIEF COMPLIANCE OFFICER

0001951757-23-000301.txt : 20230512 0001951757-23-000301.hdr.sgml : 20230512 20230511180427 ACCESSION NUMBER: 0001951757-23-000301 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JOURNEY STRATEGIC WEALTH LLC CENTRAL INDEX KEY: 0001909316 IRS NUMBER: 861197123 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22006 FILM NUMBER: 23912552 BUSINESS ADDRESS: STREET 1: 104 SUMMIT AVENUE CITY: SUMMIT STATE: NJ ZIP: 07901 BUSINESS PHONE: (201) 905-0070 MAIL ADDRESS: STREET 1: 104 SUMMIT AVENUE CITY: SUMMIT STATE: NJ ZIP: 07901 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909316 XXXXXXXX 03-31-2023 03-31-2023 JOURNEY STRATEGIC WEALTH LLC

104 SUMMIT AVENUE SUMMIT NJ 07901

13F HOLDINGS REPORT 028-22006 N DAMIAN LO BASSO CHIEF COMPLIANCE OFFICER (201) 905-0070 DAMIAN LO BASSO SUMMIT NJ 05-11-2023 0 253 951515705 false INFORMATION TABLE 2 F_13F_Journey_Q12023.xml ABBOTT LABS COM 002824100 316661 3127 SH SOLE 0 0 3127 ADVANCED MICRO DEVICES INC COM 007903107 669016 6826 SH SOLE 0 0 6826 AGREE RLTY CORP COM 008492100 297411 4335 SH SOLE 0 0 4335 AIR PRODS & CHEMS INC COM 009158106 266039 926 SH SOLE 0 0 926 ALCOA CORP COM 013872106 214157 5032 SH SOLE 0 0 5032 AMAZON COM INC COM 023135106 2717765 26312 SH SOLE 0 0 26312 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 845878 17513 SH SOLE 0 0 17513 AMERICAN CENTY ETF TR US SML CP VALU 025072877 568542 7677 SH SOLE 0 0 7677 AMERICAN EXPRESS CO COM 025816109 766874 4649 SH SOLE 0 0 4649 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 183511 37375 SH SOLE 0 0 37375 AMGEN INC COM 031162100 272300 1126 SH SOLE 0 0 1126 ANALOG DEVICES INC COM 032654105 218518 1108 SH SOLE 0 0 1108 APPLE INC COM 037833100 132359169 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