Journey Strategic Wealth LLC Purchases in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.6K
+ 3.73%
$570.51 - $610.59 $10.1M - $10.8M
490K $289M
AAPL
Apple Inc.

Technology
874
+ 0.1%
$221.69 - $259.02 $194K - $226K
841K $211M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.42K
+ 0.19%
$567.81 - $607.81 $804K - $861K
728K $426M
AVGO
Broadcom Inc.

Technology
17.8K
+ 80.76%
$159.67 - $250.0 $2.85M - $4.46M
39.9K $9.26M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
64.5K
+ 247.32%
$49.03 - $53.35 $3.16M - $3.44M
90.5K $4.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
21.1K
+ 9.37%
$124.61 - $133.96 $2.63M - $2.83M
247K $31.8M
IWV
Ishares Russell 3000 ETF

ETFs
6.27K
+ 238.95%
$323.08 - $349.08 $2.03M - $2.19M
8.89K $2.97M
AMZN
Amazon Com Inc

Consumer Cyclical
2.56K
+ 5.51%
$180.88 - $232.93 $463K - $596K
49K $10.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.64K
+ 7.55%
$198.04 - $221.51 $1.12M - $1.25M
80.3K $16.9M
META
Meta Platforms, Inc.

Communication Services
2.79K
+ 23.73%
$554.08 - $632.68 $1.55M - $1.76M
14.5K $8.58M
GTO
Invesco Actively Managed ETF T

ETFs
49.9K
+ 18.57%
$46.33 - $48.41 $2.31M - $2.42M
319K $14.8M
GOOGL
Alphabet Inc.

Communication Services
5.65K
+ 21.51%
$161.86 - $196.66 $914K - $1.11M
31.9K $6.04M
NVDA
Nvidia Corp

Technology
3.95K
+ 4.42%
$117.0 - $148.88 $462K - $587K
93.2K $12.5M
OMFL
Invesco Exchange Traded Self I

ETFs
25.2K
+ 11.87%
$52.49 - $56.58 $1.32M - $1.42M
237K $12.9M
TSLA
Tesla, Inc.

Consumer Cyclical
713
+ 8.35%
$213.65 - $479.86 $152K - $342K
9.25K $3.73M
JPIE
J P Morgan Exchange Traded Fd
35.7K
+ 13.79%
$45.59 - $46.25 $1.63M - $1.65M
295K $13.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
25.8K
New
$55.1 - $61.74 $1.42M - $1.59M
25.8K $1.43M
DIS
Walt Disney CO

Communication Services
1.69K
+ 2.1%
$92.39 - $117.6 $156K - $199K
82.3K $9.16M
GOOG
Alphabet Inc.

Communication Services
4.2K
+ 19.18%
$163.08 - $198.16 $685K - $833K
26.1K $4.97M
AXP
American Express CO

Financial Services
3.74K
+ 56.57%
$267.35 - $305.57 $1M - $1.14M
10.3K $3.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.3K
New
$75.1 - $82.99 $1.23M - $1.35M
16.3K $1.23M
XLE
Energy Sector Spdr

ETFs
15.9K
+ 21.44%
$83.32 - $97.27 $1.32M - $1.55M
90.1K $7.71M
JPM
Jpmorgan Chase & CO

Financial Services
2.76K
+ 15.32%
$205.18 - $250.29 $567K - $691K
20.8K $4.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17K
+ 5.7%
$61.68 - $67.87 $1.05M - $1.15M
315K $19.6M
HD
Home Depot, Inc.

Consumer Cyclical
2.62K
+ 28.83%
$385.02 - $431.37 $1.01M - $1.13M
11.7K $4.56M
PG
Procter & Gamble CO

Consumer Defensive
5.16K
+ 37.94%
$161.05 - $179.7 $831K - $927K
18.8K $3.14M
V
Visa Inc.

Financial Services
1.36K
+ 16.36%
$273.87 - $320.91 $373K - $437K
9.68K $3.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.8K
New
$57.29 - $63.1 $734K - $808K
12.8K $735K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
19.4K
+ 50.05%
$32.89 - $36.52 $640K - $710K
58.3K $2.03M
XLU
Utilities Sector Spdr

ETFs
10.7K
+ 67.13%
$74.89 - $82.93 $798K - $884K
26.5K $2.01M
FMB
First Tr Exchange Traded Fd Ii

ETFs
15.9K
+ 15.22%
$50.62 - $52.07 $804K - $827K
120K $6.13M
PFF
Ishares Trust Ishares Pfd And

ETFs
22.5K
New
$31.23 - $33.51 $702K - $753K
22.5K $706K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
30.4K
+ 36.54%
$23.99 - $24.55 $729K - $746K
114K $2.73M
IBM
International Business Machines Corp

Technology
2.97K
+ 42.86%
$204.9 - $238.04 $608K - $706K
9.89K $2.17M
AVUV
American Centy ETF Tr Avantis

ETFs
5.26K
+ 7.01%
$94.37 - $106.41 $496K - $559K
80.3K $7.75M
MSFT
Microsoft Corp

Technology
2.3K
+ 4.45%
$406.35 - $454.46 $934K - $1.04M
54K $22.8M
FSLR
First Solar, Inc.

Technology
2.94K
New
$175.88 - $240.66 $517K - $707K
2.94K $517K
PLTR
Palantir Technologies Inc.

Technology
6.76K
New
$36.46 - $82.38 $247K - $557K
6.76K $511K
EMTL
Spdr Doubleline Emerging Marke

ETFs
16.3K
+ 11.36%
$42.03 - $43.34 $686K - $708K
160K $6.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.17K
New
$57.53 - $60.83 $470K - $497K
8.17K $470K
IWB
Ishares Tr Russell 1000 ETF

ETFs
486
+ 1.26%
$311.11 - $335.64 $151K - $163K
39.1K $12.6M
IWM
Ishares Russell 2000 ETF

ETFs
2.01K
New
$216.13 - $242.4 $435K - $488K
2.01K $444K
PAXS
Pimco Access Income Fund

Financial Services
32.5K
+ 91.7%
$15.13 - $17.17 $491K - $557K
67.8K $1.03M
PAYX
Paychex Inc

Industrials
3.01K
+ 125.19%
$135.86 - $148.73 $409K - $447K
5.41K $758K
NFLX
Netflix Inc

Communication Services
27
+ 1.22%
$687.65 - $936.56 $18.6K - $25.3K
2.25K $2M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
23.9K
+ 46.13%
$18.36 - $19.53 $439K - $467K
75.8K $1.39M
DSL
Double Line Income Solutions Fund

Financial Services
33.7K
+ 100.75%
$12.32 - $13.0 $415K - $437K
67.1K $842K
SNA
Snap On Inc

Industrials
1.18K
New
$285.44 - $371.35 $336K - $437K
1.18K $399K
BA
Boeing CO

Industrials
1.61K
+ 36.92%
$138.14 - $180.72 $222K - $290K
5.96K $1.05M
Activity Summary
Buys All Purchases 268 New Holdings 50 Increased Positions 218 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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