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
PFE
Pfizer Inc

Healthcare
20.6K
+ 72.25%
$21.59 - $24.84 $445K - $512K
49.2K $1.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
936
+ 22.05%
$141.37 - $228.57 $132K - $214K
5.18K $1.17M
ECL
Ecolab Inc.

Basic Materials
1.73K
New
$225.65 - $270.95 $389K - $467K
1.73K $464K
EXC
Exelon Corp

Utilities
10.6K
New
$42.2 - $47.37 $447K - $502K
10.6K $459K
NOC
Northrop Grumman Corp

Industrials
921
+ 185.31%
$456.3 - $540.39 $420K - $498K
1.42K $708K
SO
Southern CO

Utilities
4.9K
+ 86.52%
$84.91 - $92.56 $416K - $454K
10.6K $970K
CEG
Constellation Energy Corp

Utilities
858
+ 61.11%
$170.96 - $322.76 $147K - $277K
2.26K $730K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.93K
New
$25.35 - $64.65 $226K - $577K
8.93K $445K
CMCSA
Comcast Corp

Communication Services
12.9K
+ 94.46%
$32.84 - $36.72 $425K - $475K
26.6K $950K
LITE
Lumentum Holdings Inc.

Technology
4.68K
New
$49.56 - $95.06 $232K - $445K
4.68K $444K
DELL
Dell Technologies Inc.

Technology
3.61K
New
$71.63 - $125.98 $259K - $455K
3.61K $442K
GILD
Gilead Sciences, Inc.

Healthcare
4.05K
+ 63.85%
$96.91 - $113.0 $393K - $458K
10.4K $1.15M
SITM
Sitime Corp

Technology
2.07K
New
$116.79 - $241.6 $242K - $501K
2.07K $441K
PGR
Progressive Corp

Financial Services
1.78K
+ 83.58%
$255.27 - $288.74 $453K - $513K
3.9K $1.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.52K
+ 55.86%
$212.1 - $244.27 $535K - $616K
7.03K $1.54M
YUM
Yum Brands Inc

Consumer Cyclical
2.93K
New
$138.36 - $161.45 $406K - $474K
2.93K $434K
KMI
Kinder Morgan, Inc.

Energy
14.5K
New
$25.21 - $29.4 $365K - $426K
14.5K $425K
MO
Altria Group, Inc.

Consumer Defensive
7.34K
+ 99.28%
$55.56 - $60.91 $408K - $447K
14.7K $864K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.17K
+ 128.96%
$151.62 - $183.47 $329K - $399K
3.86K $707K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 1.94%
$28.26 - $37.83 $33.7K - $45.2K
62.7K $2.37M
DE
Deere & CO

Industrials
669
+ 34.75%
$412.99 - $531.48 $276K - $356K
2.59K $1.32M
SNY
Sanofi

Healthcare
8.49K
New
$47.62 - $55.44 $404K - $470K
8.49K $409K
ADBE
Adobe Inc.

Technology
1.03K
+ 44.05%
$340.0 - $420.68 $351K - $434K
3.38K $1.31M
CI
Cigna Corp

Healthcare
1.21K
+ 164.09%
$301.89 - $340.04 $366K - $412K
1.95K $644K
EA
Electronic Arts Inc.

Communication Services
2.5K
New
$132.53 - $159.7 $332K - $400K
2.5K $399K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.18K
New
$50.53 - $212.53 $363K - $1.53M
7.18K $398K
ETN
Eaton Corp PLC

Industrials
738
+ 46.83%
$246.52 - $356.99 $182K - $263K
2.31K $826K
IWF
Ishares Russell 1000 Gr ETF

ETFs
57
+ 0.97%
$320.42 - $424.58 $18.3K - $24.2K
5.94K $2.52M
CLSK
Cleanspark, Inc.

Technology
36K
New
$6.74 - $11.03 $243K - $397K
36K $397K
AWK
American Water Works Company, Inc.

Utilities
2.83K
New
$133.82 - $151.96 $379K - $431K
2.83K $394K
ROP
Roper Technologies Inc

Industrials
687
New
$519.19 - $590.78 $357K - $406K
687 $389K
MRK
Merck & Co., Inc.

Healthcare
6.93K
+ 45.54%
$73.47 - $87.12 $509K - $604K
22.1K $1.75M
GWW
W.W. Grainger, Inc.

Industrials
365
New
$919.93 - $1101.66 $336K - $402K
365 $379K
AFL
Aflac Inc

Financial Services
3.56K
New
$99.77 - $112.45 $356K - $401K
3.56K $375K
TDG
Trans Digm Group Inc

Industrials
247
New
$1231.75 - $1520.64 $304K - $376K
247 $375K
MKL
Markel Corp

Financial Services
188
New
$1678.5 - $1997.36 $316K - $376K
188 $375K
CG
Carlyle Group Inc.

Financial Services
5.24K
+ 40.26%
$34.78 - $51.4 $182K - $269K
18.2K $937K
AEP
American Electric Power CO Inc

Utilities
3.71K
+ 144.26%
$98.59 - $109.11 $365K - $404K
6.28K $651K
WELL
Welltower Inc.

Real Estate
2.41K
New
$136.49 - $155.22 $329K - $374K
2.41K $370K
TMUS
T Mobile Us, Inc.

Communication Services
1.68K
+ 163.89%
$220.99 - $268.54 $370K - $450K
2.7K $642K
EOG
Eog Resources Inc

Energy
3.08K
New
$104.61 - $129.97 $322K - $400K
3.08K $367K
BSX
Boston Scientific Corp

Healthcare
3.19K
+ 97.41%
$89.7 - $107.41 $286K - $343K
6.47K $694K
ITW
Illinois Tool Works Inc

Industrials
1.47K
New
$218.41 - $252.43 $321K - $371K
1.47K $363K
VRSN
Verisign Inc

Technology
1.24K
New
$234.49 - $288.8 $291K - $359K
1.24K $358K
GM
General Motors CO

Consumer Cyclical
7.02K
+ 147.48%
$42.48 - $50.46 $298K - $354K
11.8K $579K
BX
Blackstone Inc.

Financial Services
2.18K
+ 75.58%
$120.07 - $151.11 $262K - $330K
5.07K $758K
SCHW
Schwab Charles Corp

Financial Services
3.24K
+ 72.29%
$69.06 - $91.24 $224K - $296K
7.73K $705K
AXON
Axon Enterprise, Inc.

Industrials
49
+ 4.75%
$497.13 - $827.94 $24.4K - $40.6K
1.08K $895K
CRM
Salesforce, Inc.

Technology
1.21K
+ 24.45%
$236.26 - $291.15 $286K - $352K
6.16K $1.68M
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
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