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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.91K
New
$29.34 - $31.31 $203K - $216K
6.91K $205K
AZN
Astrazeneca PLC

Healthcare
2.01K
+ 28.47%
$65.37 - $77.96 $131K - $157K
9.06K $665K
PSX
Phillips 66

Energy
1.64K
New
$113.93 - $131.55 $187K - $216K
1.64K $202K
INSM
Insmed Inc

Healthcare
2.65K
New
$65.25 - $83.83 $173K - $222K
2.65K $201K
QCOM
Qualcomm Inc

Technology
1.28K
+ 32.5%
$151.94 - $175.86 $194K - $225K
5.21K $800K
GE
General Electric CO

Industrials
136
+ 2.75%
$168.59 - $212.13 $22.9K - $28.8K
5.08K $1.02M
ET
Energy Transfer LP

Energy
10.3K
New
$17.26 - $21.08 $178K - $218K
10.3K $191K
F
Ford Motor CO

Consumer Cyclical
18.7K
+ 84.85%
$9.12 - $10.43 $170K - $195K
40.7K $408K
DHR
Danaher Corp

Healthcare
1.24K
+ 41.71%
$201.62 - $250.59 $249K - $310K
4.2K $860K
NFLX
Netflix Inc

Communication Services
90
+ 4.01%
$828.4 - $1058.6 $74.6K - $95.3K
2.34K $2.18M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.16K
+ 27.39%
$30.73 - $32.26 $189K - $199K
28.6K $879K
UPS
United Parcel Service Inc

Industrials
2.11K
+ 55.51%
$109.66 - $136.26 $231K - $287K
5.9K $648K
IYE
Ishares Tr

ETFs
2.33K
+ 17.19%
$45.23 - $49.95 $105K - $116K
15.9K $782K
KO
Coca Cola CO

Consumer Defensive
918
+ 8.64%
$60.81 - $72.32 $55.8K - $66.4K
11.5K $826K
GILD
Gilead Sciences, Inc.

Healthcare
435
+ 7.36%
$89.14 - $117.41 $38.8K - $51.1K
6.35K $711K
ABT
Abbott Laboratories

Healthcare
519
+ 10.6%
$111.1 - $140.22 $57.7K - $72.8K
5.42K $718K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.62K
+ 46.29%
$69.82 - $78.67 $183K - $206K
8.26K $581K
ABC
Amerisourcebergen Corp

Healthcare
875
New
N/A
875 $162K
VZ
Verizon Communications Inc

Communication Services
896
+ 4.03%
$37.81 - $46.49 $33.9K - $41.7K
23.1K $1.05M
MA
Mastercard Inc

Financial Services
87
+ 1.95%
$504.67 - $576.31 $43.9K - $50.1K
4.56K $2.5M
IVE
Ishares S&P 500 Value ETF

ETFs
762
+ 10.35%
$185.78 - $198.58 $142K - $151K
8.13K $1.55M
FNF
Fidelity National Financial, Inc.

Financial Services
175
+ 1.22%
$54.25 - $65.27 $9.49K - $11.4K
14.5K $942K
VALE
Vale S.A.

Basic Materials
13.5K
New
$8.5 - $10.19 $115K - $138K
13.5K $134K
WU
Western Union CO

Financial Services
12.5K
New
$10.24 - $11.62 $128K - $145K
12.5K $132K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.13K
+ 12.34%
$68.32 - $75.06 $76.9K - $84.5K
10.3K $766K
DE
Deere & CO

Industrials
95
+ 5.19%
$408.57 - $509.27 $38.8K - $48.4K
1.93K $903K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.31K
+ 28.27%
$56.17 - $59.71 $130K - $138K
10.5K $598K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.22K
+ 26.17%
$56.12 - $68.15 $68.6K - $83.3K
5.89K $399K
WDI
Western Asset Diversified Income Fund

ETFs
7.4K
+ 17.38%
$14.4 - $15.26 $107K - $113K
50K $722K
SO
Southern CO

Utilities
728
+ 14.74%
$80.96 - $92.96 $58.9K - $67.7K
5.67K $521K
UNP
Union Pacific Corp

Industrials
292
+ 5.93%
$225.21 - $254.42 $65.8K - $74.3K
5.21K $1.23M
EEMV
Ishares Msci Emerging Markets

ETFs
1.56K
+ 3.61%
$57.07 - $59.29 $88.9K - $92.3K
44.7K $2.61M
WM
Waste Management Inc

Industrials
4
+ 0.11%
$200.54 - $233.78 $802 - $935
3.52K $815K
BRO
Brown & Brown, Inc.

Financial Services
27
+ 0.6%
$100.54 - $124.4 $2.71K - $3.36K
4.51K $561K
AVSD
American Centy ETF Tr Avantis

ETFs
978
+ 9.54%
$54.89 - $62.11 $53.7K - $60.7K
11.2K $673K
XAR
Spdr S&P Aerospace & Defense E

ETFs
680
+ 40.28%
$157.71 - $180.77 $107K - $123K
2.37K $380K
WMT
Walmart Inc.

Consumer Defensive
1.86K
+ 7.48%
$84.5 - $105.05 $157K - $195K
26.7K $2.35M
ASX
Ase Technology Holding Co., Ltd.

Technology
11.5K
New
$8.76 - $11.36 $100K - $130K
11.5K $100K
CLF
Cleveland Cliffs Inc.

Basic Materials
12.1K
New
$8.22 - $12.02 $99.2K - $145K
12.1K $99K
PGR
Progressive Corp

Financial Services
26
+ 1.24%
$235.61 - $291.22 $6.13K - $7.57K
2.13K $601K
CRM
Salesforce, Inc.

Technology
1.27K
+ 34.53%
$268.36 - $359.95 $341K - $457K
4.95K $1.33M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
19K
New
$4.79 - $5.2 $91K - $98.8K
19K $96K
RELX
Relx PLC

Communication Services
1.04K
+ 11.81%
$45.34 - $51.91 $47.2K - $54K
9.86K $496K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
8K
+ 77.32%
$11.57 - $12.07 $92.6K - $96.6K
18.3K $214K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
72
+ 9.97%
$402.49 - $513.76 $29K - $37K
794 $384K
XLU
Utilities Sector Spdr

ETFs
139
+ 0.52%
$74.7 - $80.27 $10.4K - $11.2K
26.7K $2.1M
PLD
Prologis, Inc.

Real Estate
702
+ 32.55%
$103.59 - $124.04 $72.7K - $87.1K
2.86K $319K
MMM
3 M CO

Industrials
220
+ 6.5%
$129.7 - $155.12 $28.5K - $34.1K
3.61K $529K
NVS
Novartis Ag

Healthcare
411
+ 14.21%
$97.14 - $115.57 $39.9K - $47.5K
3.3K $368K
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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