Journey Strategic Wealth LLC Purchases in Q1 2025

Journey Strategic Wealth LLC

  • $2.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
136K
+ 1.93%
$142.06 - $167.7 $19.3M - $22.8M
7.17M $1.19B
AVDE
American Centy ETF Tr Avantis

ETFs
226K
New
$60.63 - $68.55 $13.7M - $15.5M
226K $15M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
50.5K
+ 478.83%
$196.12 - $229.48 $9.89M - $11.6M
61K $12.3M
MSFT
Microsoft Corp

Technology
32.5K
+ 60.13%
$375.39 - $447.2 $12.2M - $14.5M
86.5K $32.5M
GLDM
World Gold Trust

ETFs
137K
New
$52.19 - $61.89 $7.16M - $8.49M
137K $8.49M
JHMB
John Hancock Exchange Traded

ETFs
334K
New
$21.17 - $22.05 $7.07M - $7.36M
334K $7.31M
IVV
Ishares Core S&P 500 ETF

ETFs
33.9K
+ 6.91%
$554.06 - $615.85 $18.8M - $20.9M
524K $295M
AVGO
Broadcom Inc.

Technology
38.3K
+ 95.99%
$167.43 - $244.7 $6.42M - $9.38M
78.3K $13.1M
COST
Costco Wholesale Corp

Consumer Defensive
3.49K
+ 103.9%
$890.62 - $1076.86 $3.11M - $3.76M
6.86K $6.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
74.1K
+ 23.52%
$57.21 - $65.8 $4.24M - $4.88M
389K $22.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
53.9K
+ 18.23%
$49.78 - $53.19 $2.68M - $2.87M
350K $17.9M
EMTL
Spdr Doubleline Emerging Marke

ETFs
53.2K
+ 33.26%
$42.13 - $43.1 $2.24M - $2.29M
213K $9.19M
PM
Philip Morris International Inc.

Consumer Defensive
13.8K
+ 269.38%
$117.15 - $158.79 $1.62M - $2.19M
18.9K $3M
PG
Procter & Gamble CO

Consumer Defensive
10.3K
+ 55.16%
$158.56 - $176.26 $1.64M - $1.82M
29.1K $4.96M
OMFL
Invesco Exchange Traded Self I

ETFs
38K
+ 16.02%
$52.19 - $57.45 $1.98M - $2.18M
275K $14.7M
XLE
Energy Sector Spdr

ETFs
11.3K
+ 12.52%
$85.7 - $93.96 $966K - $1.06M
101K $9.47M
IBM
International Business Machines Corp

Technology
5.78K
+ 58.47%
$217.4 - $264.74 $1.26M - $1.53M
15.7K $3.9M
JHML
John Hancock Multifactor Large

ETFs
25.9K
+ 133.62%
$66.07 - $73.03 $1.71M - $1.89M
45.3K $3.05M
HD
Home Depot, Inc.

Consumer Cyclical
5.33K
+ 45.47%
$347.25 - $424.87 $1.85M - $2.26M
17.1K $6.25M
ABBV
Abb Vie Inc.

Healthcare
6.47K
+ 66.51%
$169.2 - $216.66 $1.09M - $1.4M
16.2K $3.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 11.21%
$442.66 - $534.52 $586K - $708K
13.1K $6.99M
AXP
American Express CO

Financial Services
7.05K
+ 68.14%
$255.39 - $325.87 $1.8M - $2.3M
17.4K $4.68M
JPM
Jpmorgan Chase & CO

Financial Services
6.09K
+ 29.29%
$225.19 - $279.95 $1.37M - $1.7M
26.9K $6.59M
SPTL
Spdr Portfolio Long Term Treas

ETFs
47.6K
+ 25.21%
$25.54 - $27.64 $1.22M - $1.31M
236K $6.44M
V
Visa Inc.

Financial Services
2.76K
+ 28.53%
$306.92 - $362.71 $847K - $1M
12.4K $4.36M
CVX
Chevron Corp

Energy
5.1K
+ 29.3%
$146.71 - $167.97 $749K - $857K
22.5K $3.77M
MCD
Mcdonalds Corp

Consumer Cyclical
2.97K
+ 50.14%
$279.74 - $321.29 $831K - $954K
8.89K $2.78M
FMB
First Tr Exchange Traded Fd Ii

ETFs
20.6K
+ 17.13%
$50.17 - $51.45 $1.03M - $1.06M
141K $7.1M
PAYX
Paychex Inc

Industrials
5.71K
+ 105.56%
$136.06 - $154.52 $777K - $882K
11.1K $1.72M
PANW
Palo Alto Networks Inc

Technology
5.16K
+ 280.12%
$167.82 - $208.28 $865K - $1.07M
7K $1.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.37K
+ 72.64%
$182.82 - $196.21 $798K - $857K
10.4K $1.95M
SLV
I Shares Silver Trust

ETFs
22.2K
+ 161.23%
$26.93 - $31.32 $598K - $695K
36K $1.11M
KLAC
Kla Corp

Technology
974
+ 90.02%
$636.62 - $777.63 $620K - $757K
2.06K $1.4M
GOOGL
Alphabet Inc.

Communication Services
11.5K
+ 36.11%
$154.33 - $206.19 $1.78M - $2.38M
43.4K $6.72M
MPC
Marathon Petroleum Corp

Energy
4.4K
+ 105.02%
$134.72 - $159.03 $592K - $699K
8.58K $1.25M
IYW
Ishares Dj Us Tech ETF

ETFs
5.41K
+ 96.09%
$140.44 - $166.79 $760K - $903K
11K $1.55M
AMAT
Applied Materials Inc

Technology
5.11K
+ 71.39%
$145.06 - $195.51 $741K - $999K
12.3K $1.78M
CSCO
Cisco Systems, Inc.

Technology
9.06K
+ 45.51%
$58.74 - $64.87 $532K - $587K
29K $1.79M
LLY
Eli Lilly & CO

Healthcare
468
+ 15.55%
$725.72 - $929.72 $340K - $435K
3.48K $2.87M
UNH
Unitedhealth Group Inc

Healthcare
867
+ 16.81%
$461.52 - $548.18 $400K - $475K
6.03K $3.16M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.47K
New
$308.86 - $455.36 $455K - $670K
1.47K $518K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.48K
+ 12.11%
$507.05 - $563.67 $750K - $834K
13.7K $7.04M
ELV
Elevance Health, Inc.

Healthcare
885
+ 84.05%
$365.9 - $436.25 $324K - $386K
1.94K $842K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.58K
New
$65.27 - $71.18 $429K - $468K
6.58K $436K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19K
+ 12.88%
$102.49 - $119.96 $1.95M - $2.28M
167K $17.4M
MUB
Ishares National Muni Bond ETF

ETFs
4.05K
+ 34.75%
$104.71 - $107.69 $424K - $436K
15.7K $1.66M
XOM
Exxon Mobil Corp

Energy
1.38K
+ 6.71%
$105.44 - $118.93 $145K - $164K
21.9K $2.61M
OMC
Omnicom Group Inc.

Communication Services
4.64K
New
$79.43 - $88.34 $368K - $410K
4.64K $384K
PRU
Prudential Financial Inc

Financial Services
3.76K
+ 55.77%
$105.04 - $122.33 $394K - $459K
10.5K $1.17M
Activity Summary
Buys All Purchases 340 New Holdings 53 Increased Positions 287 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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