Journey Strategic Wealth LLC Purchases in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
4.28K
+ 31.12%
$194.9 - $224.8 $834K - $962K
18K $3.8M
ORCL
Oracle Corp

Technology
4.29K
+ 46.74%
$125.9 - $170.35 $540K - $731K
13.5K $2.29M
XLU
Utilities Sector Spdr

ETFs
11.7K
+ 279.31%
$67.67 - $80.78 $791K - $944K
15.9K $1.28M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
51.9K
New
$17.16 - $19.0 $890K - $986K
51.9K $979K
UNH
Unitedhealth Group Inc

Healthcare
1.14K
+ 27.95%
$488.01 - $604.18 $557K - $690K
5.23K $3.06M
NEE
Nextera Energy Inc

Utilities
10.4K
+ 160.34%
$69.9 - $84.97 $728K - $885K
16.9K $1.43M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
New
$33.74 - $37.96 $828K - $932K
24.5K $921K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
18.7K
New
$44.46 - $48.11 $833K - $901K
18.7K $901K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.3K
+ 196.18%
$44.24 - $49.47 $764K - $854K
26.1K $1.29M
WMT
Walmart Inc.

Consumer Defensive
7.71K
+ 43.73%
$66.91 - $81.4 $516K - $628K
25.3K $2.05M
V
Visa Inc.

Financial Services
2.58K
+ 45.0%
$253.74 - $291.56 $655K - $753K
8.32K $2.29M
LOW
Lowes Companies Inc

Consumer Cyclical
2.58K
+ 171.96%
$213.3 - $270.78 $549K - $698K
4.07K $1.1M
VBR
Vanguard Small Cap Value ETF

ETFs
3.7K
New
$179.99 - $201.6 $665K - $745K
3.7K $741K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 110.11%
$29.89 - $34.82 $609K - $709K
38.9K $1.3M
SUN
Sunoco LP

Energy
12.8K
New
$50.23 - $58.53 $642K - $748K
12.8K $686K
AVGO
Broadcom Inc.

Technology
20.1K
+ 1022.24%
$136.27 - $1745.86 $2.74M - $35.1M
22.1K $3.81M
GOOG
Alphabet Inc.

Communication Services
5.41K
+ 32.78%
$149.54 - $192.66 $809K - $1.04M
21.9K $3.66M
IGV
Ishares Expanded Tech Software

ETFs
7.09K
New
$77.94 - $89.37 $552K - $633K
7.09K $633K
XOM
Exxon Mobil Corp

Energy
5.03K
+ 47.52%
$109.72 - $119.0 $552K - $598K
15.6K $1.83M
IBM
International Business Machines Corp

Technology
1.51K
+ 27.97%
$175.1 - $223.38 $265K - $338K
6.92K $1.53M
AVSE
American Centy ETF Tr Avantis

ETFs
10.7K
New
$48.92 - $56.14 $521K - $598K
10.7K $589K
MCD
Mcdonalds Corp

Consumer Cyclical
1.41K
+ 44.2%
$245.82 - $304.51 $346K - $428K
4.59K $1.4M
VLO
Valero Energy Corp

Energy
4.06K
New
$132.81 - $163.48 $539K - $663K
4.06K $547K
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.87K
+ 9.29%
$51.0 - $52.05 $453K - $462K
104K $5.42M
EFG
Msci Eafe Growth ETF

ETFs
2.62K
+ 5.64%
$96.84 - $108.77 $254K - $285K
49.1K $5.29M
SOXX
Ishares Semiconductor ETF

ETFs
2.27K
New
$199.29 - $265.49 $451K - $601K
2.27K $522K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.85K
+ 3.11%
$26.69 - $29.87 $156K - $175K
194K $5.63M
CG
Carlyle Group Inc.

Financial Services
11.8K
New
$37.24 - $49.74 $441K - $589K
11.8K $510K
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 89.38%
$38.89 - $45.0 $402K - $465K
21.9K $982K
GE
General Electric CO

Industrials
2.19K
+ 82.31%
$156.66 - $189.66 $343K - $416K
4.86K $915K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.83K
New
$116.02 - $172.21 $329K - $488K
2.83K $485K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.1K
New
$33.89 - $41.64 $411K - $505K
12.1K $483K
AXP
American Express CO

Financial Services
942
+ 16.62%
$225.92 - $271.17 $213K - $255K
6.61K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
2.17K
+ 19.03%
$160.76 - $177.82 $349K - $387K
13.6K $2.35M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.29K
New
$51.29 - $56.57 $425K - $469K
8.29K $469K
CRM
Salesforce, Inc.

Technology
1.59K
+ 78.43%
$238.42 - $276.53 $380K - $441K
3.62K $991K
DFAT
Dimensional ETF Tr U S Target

ETFs
8.42K
New
$51.0 - $57.07 $429K - $481K
8.42K $468K
CAT
Caterpillar Inc

Industrials
733
+ 24.04%
$316.8 - $391.12 $232K - $287K
3.78K $1.48M
VXF
Vanguard Extended Market ETF

ETFs
2.53K
New
$163.98 - $182.92 $416K - $464K
2.53K $461K
GOOGL
Alphabet Inc.

Communication Services
4.85K
+ 22.67%
$148.65 - $191.18 $721K - $928K
26.3K $4.36M
SO
Southern CO

Utilities
4.93K
New
$77.0 - $90.52 $380K - $447K
4.93K $444K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.06K
New
$100.75 - $111.62 $409K - $453K
4.06K $443K
VGT
Vanguard Information Technolog

ETFs
750
New
$514.43 - $606.85 $386K - $455K
750 $439K
CEG
Constellation Energy Corp

Utilities
1.67K
New
$167.08 - $262.86 $279K - $439K
1.67K $434K
DSL
Double Line Income Solutions Fund

Financial Services
33.4K
New
$12.42 - $13.06 $415K - $436K
33.4K $433K
MA
Mastercard Inc

Financial Services
460
+ 11.97%
$429.6 - $500.99 $198K - $230K
4.3K $2.12M
XLV
Select Sector Spdr Fund Health

ETFs
2.11K
+ 17.67%
$143.3 - $157.24 $303K - $332K
14.1K $2.17M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.73K
New
$41.34 - $43.55 $402K - $424K
9.73K $420K
IFRA
Ishares Tr

ETFs
4.76K
+ 12.45%
$41.55 - $46.97 $198K - $223K
43K $2.02M
Activity Summary
Buys All Purchases 419 New Holdings 131 Increased Positions 288 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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