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
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3.48K
+ 126.23%
$74.5 - $92.3 $259K - $321K
6.24K $569K
HRB
H&R Block Inc

Consumer Cyclical
6.21K
+ 111.88%
$49.96 - $55.97 $310K - $347K
11.8K $645K
PCOR
Procore Technologies, Inc.

Technology
5.11K
New
$65.21 - $88.33 $333K - $452K
5.11K $337K
AR
Antero Resources Corp

Energy
8.24K
New
$33.64 - $41.42 $277K - $341K
8.24K $333K
SLB
Schlumberger Limited

Energy
7.84K
New
$38.4 - $43.74 $301K - $343K
7.84K $327K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
13.4K
+ 11.83%
$23.87 - $24.35 $321K - $327K
127K $3.05M
AMSC
American Superconductor Corp

Industrials
17.5K
New
$17.54 - $34.82 $308K - $611K
17.5K $318K
SNA
Snap On Inc

Industrials
948
+ 80.48%
$324.09 - $358.62 $307K - $340K
2.13K $716K
VGT
Vanguard Information Technolog

ETFs
690
+ 92.49%
$542.38 - $646.34 $374K - $446K
1.44K $778K
T
At&T Inc.

Communication Services
2.41K
+ 5.72%
$21.56 - $28.28 $51.9K - $68K
44.4K $1.26M
AMD
Advanced Micro Devices Inc

Technology
4.44K
+ 49.23%
$96.63 - $129.55 $429K - $575K
13.5K $1.38M
ISRG
Intuitive Surgical Inc

Healthcare
649
+ 62.46%
$476.63 - $610.45 $309K - $396K
1.69K $836K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
16.6K
New
$15.88 - $17.78 $264K - $296K
16.6K $290K
MCK
Mckesson Corp

Healthcare
357
+ 76.45%
$566.21 - $672.99 $202K - $240K
824 $554K
UBS
Ubs Group Ag

Financial Services
9.12K
New
$30.28 - $35.78 $276K - $326K
9.12K $279K
AL
Air Lease Corp

Industrials
5.73K
New
$43.38 - $51.13 $248K - $293K
5.73K $276K
INTC
Intel Corp

Technology
12.1K
New
$19.1 - $27.39 $231K - $331K
12.1K $274K
PCAR
Paccar Inc

Industrials
2.95K
+ 111.13%
$96.91 - $112.51 $285K - $331K
5.6K $544K
OTIS
Otis Worldwide Corp

Industrials
2.57K
New
$90.77 - $104.01 $233K - $267K
2.57K $264K
UBER
Uber Technologies, Inc

Technology
3.52K
New
$63.17 - $81.49 $223K - $287K
3.52K $256K
PH
Parker Hannifin Corp

Industrials
415
New
$591.65 - $707.05 $246K - $293K
415 $252K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
21K
+ 163.42%
$11.41 - $12.06 $240K - $253K
33.9K $400K
AON
Aon PLC

Financial Services
625
New
$348.44 - $409.32 $218K - $256K
625 $249K
NFG
National Fuel Gas CO

Energy
3.12K
New
$60.71 - $79.19 $190K - $247K
3.12K $247K
CI
Cigna Corp

Healthcare
738
New
$274.49 - $329.0 $203K - $243K
738 $242K
RTX
Raytheon Technologies Corp

Industrials
715
+ 8.15%
$114.1 - $135.66 $81.6K - $97K
9.49K $1.26M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.24K
New
$67.08 - $76.14 $217K - $246K
3.24K $238K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 13.56%
$169.43 - $182.84 $253K - $273K
12.5K $2.17M
DSL
Double Line Income Solutions Fund

Financial Services
18.5K
+ 27.59%
$12.53 - $12.88 $232K - $238K
85.6K $1.08M
SYK
Stryker Corp

Healthcare
619
New
$355.18 - $399.9 $220K - $248K
619 $230K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.75K
+ 5.39%
$27.01 - $28.54 $155K - $164K
112K $3.14M
WES
Western Midstream Partners, LP

Energy
5.5K
New
$37.87 - $42.89 $208K - $236K
5.5K $225K
CNI
Canadian National Railway CO

Industrials
2.31K
New
$95.46 - $106.79 $220K - $246K
2.31K $224K
FOX
Fox Corp Cl B (De)

Communication Services
4.22K
New
$45.64 - $54.23 $193K - $229K
4.22K $222K
CORT
Corcept Therapeutics Inc

Healthcare
1.93K
New
$49.85 - $114.22 $96.4K - $221K
1.93K $220K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.3K
+ 42.85%
$12.61 - $14.92 $155K - $184K
41.1K $588K
CTAS
Cintas Corp

Industrials
1.06K
New
$182.09 - $208.14 $192K - $220K
1.06K $217K
IFN
India Fund Inc

Financial Services
13.8K
New
$14.32 - $16.19 $198K - $223K
13.8K $217K
STE
Steris PLC

Healthcare
953
New
$202.46 - $232.74 $193K - $222K
953 $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
506
+ 30.01%
$497.6 - $606.74 $252K - $307K
2.19K $1.09M
EAT
Brinker International, Inc

Consumer Cyclical
1.43K
New
$133.46 - $189.14 $191K - $271K
1.43K $213K
SPOT
Spotify Technology S.A.

Communication Services
389
New
$457.79 - $648.32 $178K - $252K
389 $213K
MOH
Molina Healthcare, Inc.

Healthcare
641
New
$266.57 - $333.27 $171K - $214K
641 $211K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.06K
New
$35.35 - $42.74 $179K - $216K
5.06K $209K
D
Dominion Energy, Inc

Utilities
3.74K
New
$52.85 - $57.43 $198K - $215K
3.74K $209K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.85K
+ 47.48%
$97.25 - $104.79 $180K - $194K
5.74K $595K
MDT
Medtronic PLC

Healthcare
2.31K
New
$79.84 - $94.5 $184K - $218K
2.31K $207K
MPWR
Monolithic Power Systems Inc

Technology
358
New
$565.7 - $720.25 $203K - $258K
358 $207K
EWJ
Ishares Msci Japan ETF

ETFs
3.01K
New
$65.24 - $71.7 $196K - $216K
3.01K $206K
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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