Journey Strategic Wealth LLC Purchases in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
116
+ 1.04%
$17.8 - $20.34 $2.06K - $2.36K
11.2K $223K
WES
Western Midstream Partners, LP

Energy
400
+ 7.27%
$34.99 - $41.61 $14K - $16.6K
5.9K $228K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.48%
N/A
1.47K $267K
Zymeworks Inc
99
+ 0.34%
N/A
29K $0
Tidal Trust Iii
26.8K
New
N/A
26.8K $0
TAFI
Ab Active Etfs Inc Tax Aware S
52.2K
+ 57.09%
N/A
144K $0
Arista Networks Inc
6.69K
New
N/A
6.69K $0
BFA
Brown Forman Corp Cl A
156
+ 0.43%
N/A
36.7K $0
Ge Vernova Inc
472
+ 27.63%
N/A
2.18K $0
Ge Healthcare Technologies I
350
+ 3.35%
N/A
10.8K $0
Fortrea Hldgs Inc
10.2K
New
N/A
10.2K $0
BFB
Brown Forman Corp Cl B
1.92K
+ 3.27%
N/A
60.6K $0
Coherent Corp
10.5K
New
N/A
10.5K $0
Ea Series Trust
722
+ 1.17%
N/A
62.4K $0
HFND
Tidal ETF Tr Unlimited Hedge I
2.28K
+ 7.46%
N/A
32.8K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
281K
New
N/A
281K $0
Ishares Bitcoin Trust ETF
11.2K
New
N/A
11.2K $0
Site Ctrs Corp
11.9K
New
N/A
11.9K $0
Super Micro Computer Inc
6.57K
New
N/A
6.57K $0
Peakstone Realty Trust
25
+ 0.24%
N/A
10.6K $0
Morgan Stanley ETF Trust
2.87K
New
N/A
2.87K $0
Morgan Stanley ETF Trust
328
+ 7.63%
N/A
4.63K $0
Blackrock ETF Trust Ii
1.53K
+ 33.64%
N/A
6.07K $0
Healthcare Rlty Tr
1.63K
+ 6.33%
N/A
27.4K $0
Kenvue Inc
14.8K
New
N/A
14.8K $0
Lam Research Corp
278
+ 4.16%
N/A
6.96K $0
Linde PLC
2.51K
+ 110.61%
N/A
4.78K $0
SAIA
Saia Inc

Industrials
242
+ 26.02%
$236.65 - $374.8 $57.3K - $90.7K
1.17K $321K
FOX
Fox Corp Cl B (De)

Communication Services
26
+ 0.62%
$43.81 - $53.0 $1.14K - $1.38K
4.25K $219K
CROX
Crocs, Inc.

Consumer Cyclical
72
+ 3.2%
$88.67 - $120.26 $6.38K - $8.66K
2.32K $234K
UNIT
Uniti Group Inc.

Real Estate
1.92K
+ 11.11%
$4.06 - $5.24 $7.81K - $10.1K
19.2K $83K
FANG
Diamondback Energy, Inc.

Energy
173
+ 13.03%
$119.25 - $161.49 $20.6K - $27.9K
1.5K $206K
MTDR
Matador Resources CO

Energy
192
+ 4.05%
$36.67 - $52.23 $7.04K - $10K
4.93K $235K
REG
Regency Centers Corp

Real Estate
36
+ 0.96%
$65.48 - $74.74 $2.36K - $2.69K
3.77K $268K
SFBS
Servis First Bancshares, Inc.

Financial Services
28
+ 1.04%
$68.48 - $82.21 $1.92K - $2.3K
2.73K $211K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.5K
+ 9.38%
$4.32 - $5.95 $6.48K - $8.93K
17.5K $80K
DECK
Deckers Outdoor Corp

Consumer Cyclical
47
+ 2.28%
$100.44 - $129.37 $4.72K - $6.08K
2.1K $216K
EXLS
Exl Service Holdings, Inc.

Technology
72
+ 1.34%
$41.85 - $48.48 $3.01K - $3.49K
5.45K $238K
CORT
Corcept Therapeutics Inc

Healthcare
856
+ 44.26%
$62.24 - $91.93 $53.3K - $78.7K
2.79K $204K
DVN
Devon Energy Corp

Energy
703
+ 9.92%
$26.8 - $37.92 $18.8K - $26.7K
7.79K $247K
OXY
Occidental Petroleum Corp

Energy
464
+ 9.04%
$36.11 - $49.33 $16.8K - $22.9K
5.59K $235K
UFPI
Ufp Industries Inc

Basic Materials
11
+ 0.32%
$94.93 - $109.1 $1.04K - $1.2K
3.5K $348K
MPW
Medical Properties Trust Inc

Real Estate
258
+ 1.28%
$4.31 - $5.91 $1.11K - $1.52K
20.4K $87K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.76K
+ 934.04%
$105.72 - $1416.0 $186K - $2.49M
1.94K $217K
BRO
Brown & Brown, Inc.

Financial Services
162
+ 3.59%
$104.48 - $124.43 $16.9K - $20.2K
4.68K $518K
FNF
Fidelity National Financial, Inc.

Financial Services
615
+ 4.25%
$53.62 - $66.59 $33K - $41K
15.1K $846K
UNH
Unitedhealth Group Inc

Healthcare
1.62K
+ 26.8%
$274.35 - $599.47 $443K - $968K
7.64K $2.38M
PEP
Pepsico Inc

Consumer Defensive
5.09K
+ 2.41%
$128.02 - $151.37 $652K - $771K
216K $28.5M
AAPL
Apple Inc.

Technology
48K
+ 5.63%
$172.42 - $223.89 $8.28M - $10.8M
902K $185M
Activity Summary
Buys All Purchases 501 New Holdings 190 Increased Positions 311 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email