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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
10.6K
+ 43.28%
$29.23 - $33.51 $309K - $354K
35K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
724
+ 66.12%
$459.02 - $510.25 $332K - $369K
1.82K $900K
DUK
Duke Energy Corp

Utilities
3.49K
New
$99.35 - $117.71 $347K - $411K
3.49K $402K
LLY
Eli Lilly & CO

Healthcare
490
+ 20.18%
$772.14 - $960.02 $378K - $470K
2.92K $2.59M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.4K
New
$63.46 - $71.43 $343K - $386K
5.4K $382K
TJX
Tjx Companies Inc

Consumer Cyclical
2.86K
+ 51.16%
$107.93 - $120.23 $309K - $344K
8.46K $994K
IBB
Ishares Biotechnology ETF

ETFs
2.53K
New
$135.09 - $149.47 $342K - $378K
2.53K $368K
MAR
Marriott International Inc

Consumer Cyclical
1.48K
New
$211.35 - $255.11 $312K - $377K
1.48K $366K
NFLX
Netflix Inc

Communication Services
427
+ 23.81%
$598.55 - $722.26 $256K - $308K
2.22K $1.57M
PFE
Pfizer Inc

Healthcare
11.7K
+ 47.8%
$27.7 - $31.39 $325K - $368K
36.3K $1.05M
EFV
Msci Eafe Value ETF

ETFs
4.16K
+ 15.57%
$51.72 - $57.96 $215K - $241K
30.9K $1.78M
EEMV
Ishares Msci Emerging Markets

ETFs
2.12K
+ 5.18%
$56.77 - $63.31 $120K - $134K
43K $2.7M
UPS
United Parcel Service Inc

Industrials
2.56K
New
$123.32 - $147.38 $315K - $377K
2.56K $348K
ACN
Accenture PLC

Technology
335
+ 7.53%
$295.44 - $355.81 $99K - $119K
4.78K $1.69M
WEC
Wec Energy Group, Inc.

Utilities
3.52K
New
$77.68 - $96.19 $274K - $339K
3.52K $338K
DGRO
Ishares Core Dividend Growth E

ETFs
5.4K
New
$57.47 - $62.76 $310K - $339K
5.4K $338K
AVDV
American Centy ETF Tr Avantis

ETFs
4.78K
New
$62.52 - $71.12 $299K - $340K
4.78K $337K
IYW
Ishares Dj Us Tech ETF

ETFs
2.22K
+ 135.39%
$133.16 - $158.73 $295K - $352K
3.85K $583K
BMY
Bristol Myers Squibb CO

Healthcare
6.51K
New
$39.66 - $51.75 $258K - $337K
6.51K $336K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.9K
New
$28.09 - $30.4 $306K - $331K
10.9K $330K
CVX
Chevron Corp

Energy
3.01K
+ 24.02%
$137.88 - $161.97 $415K - $488K
15.5K $2.29M
FDX
Fedex Corp

Industrials
1.34K
+ 92.39%
$254.64 - $313.52 $340K - $419K
2.78K $760K
BX
Blackstone Inc.

Financial Services
1.64K
+ 64.52%
$120.77 - $159.66 $199K - $262K
4.19K $641K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
+ 14.66%
$162.83 - $179.16 $189K - $208K
9.09K $1.63M
ABBV
Abb Vie Inc.

Healthcare
808
+ 12.93%
$163.84 - $199.33 $132K - $161K
7.06K $1.39M
BNDX
Vanguard Total International B

ETFs
6.29K
New
$48.42 - $50.35 $304K - $317K
6.29K $316K
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 20.08%
$99.55 - $123.34 $139K - $172K
8.35K $1.01M
FICO
Fair Isaac Corp

Technology
40
+ 7.83%
$1496.51 - $1947.38 $59.9K - $77.9K
551 $1.07M
AMGN
Amgen Inc

Healthcare
897
+ 42.37%
$309.38 - $337.38 $278K - $303K
3.01K $971K
CMCSA
Comcast Corp

Communication Services
6.58K
+ 53.78%
$37.33 - $41.78 $246K - $275K
18.8K $786K
BKH
Black Hills Corp

Utilities
4.93K
New
$53.42 - $61.53 $263K - $303K
4.93K $301K
ADMA
Adma Biologics, Inc.

Healthcare
15K
New
$11.21 - $20.03 $169K - $301K
15K $300K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.69K
New
$49.77 - $51.95 $283K - $295K
5.69K $294K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.06K
+ 59.34%
$37.61 - $41.72 $228K - $253K
16.3K $679K
EPD
Enterprise Products Partners L.P.

Energy
10K
+ 126.26%
$27.88 - $30.0 $279K - $300K
17.9K $522K
SHW
Sherwin Williams CO

Basic Materials
579
+ 66.94%
$294.65 - $384.0 $171K - $222K
1.44K $550K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.12K
New
$36.98 - $41.55 $263K - $296K
7.12K $292K
PHYS
Sprott Physical Gold Trust

Financial Services
14.3K
New
$18.12 - $20.72 $259K - $296K
14.3K $291K
TMO
Thermo Fisher Scientific Inc.

Healthcare
292
+ 17.25%
$531.86 - $624.21 $155K - $182K
1.99K $1.23M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.08K
New
$47.0 - $47.84 $286K - $291K
6.08K $290K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.42K
+ 60.05%
$64.57 - $71.76 $221K - $246K
9.13K $654K
USB
Us Bancorp \De\

Financial Services
6.14K
New
$39.04 - $47.23 $240K - $290K
6.14K $280K
GLD
Spdr Gold Trust

ETFs
694
+ 17.83%
$215.56 - $246.98 $150K - $171K
4.59K $1.11M
VUG
Vanguard Growth ETF

ETFs
715
New
$341.08 - $391.94 $244K - $280K
715 $274K
VIG
Vanguard Dividend Appreciation

ETFs
1.49K
New
$182.15 - $182.15 $272K - $272K
1.49K $272K
FITB
Fifth Third Bancorp

Financial Services
6.26K
New
$36.01 - $43.64 $225K - $273K
6.26K $268K
VNO
Vornado Realty Trust

Real Estate
6.81K
New
$25.5 - $39.4 $174K - $268K
6.81K $268K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 13.5%
$162.64 - $179.3 $178K - $196K
9.21K $1.65M
TT
Trane Technologies PLC

Industrials
678
New
$314.21 - $388.71 $213K - $264K
678 $263K
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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