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JENNIFER LANDON

Journey Retirement Planning & Investment Management Llc

Assets Managed
$113.546M
Holdings
133
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-76.68%(2Q avg: -38.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Journey Retirement Planning & Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Journey Retirement Planning & Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.546M in assets, with a quarterly growth rate of -76.68% and a 2-quarter average growth rate of -38.34%. The portfolio is managed by JENNIFER LANDON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -79.32%
6.08%
$6.904M
70,509 shares@ $97.92 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -73.4%
5.76%
$6.536M
37,479 shares@ $174.41 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -70.49%
3.19%
$3.617M
39,471 shares@ $91.65 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -74.06%
3.12%
$3.532M
9,500 shares@ $371.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -75.86%
3.06%
$3.47M
16,662 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -73.71%
2.89%
$3.281M
8,863 shares@ $370.2 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -72.82%
2.87%
$3.248M
5,676 shares@ $572.26 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -72.63%
2.65%
$3.004M
10,444 shares@ $287.59 avg price
NFLX
Netflix Inc
Recent Activity
Decreased -73.81%
2.34%
$2.654M
27,599 shares@ $96.16 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -74.57%
2.28%
$2.582M
8,543 shares@ $302.26 avg price

1-10 of 133