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
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
4.25K
+ 32.32%
$19.17 - $20.25 $81.5K - $86.1K
17.4K $338K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.24K
+ 5.73%
$302.31 - $337.54 $678K - $757K
41.4K $12.7M
JBLU
Jetblue Airways Corp

Industrials
17.4K
New
$4.82 - $8.09 $84K - $141K
17.4K $84K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.38K
+ 5.63%
$38.89 - $41.6 $53.7K - $57.4K
25.9K $1.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 0.22%
$275.89 - $345.24 $828 - $1.04K
1.34K $463K
EQT
Eqt Corp

Energy
814
+ 15.95%
$46.16 - $54.25 $37.6K - $44.2K
5.92K $316K
XLP
Consumer Staples Sector Spdr

ETFs
1.06K
+ 15.06%
N/A
8.1K $616K
IDA
Idacorp Inc

Utilities
448
+ 10.66%
$105.58 - $119.04 $47.3K - $53.3K
4.65K $540K
LNG
Cheniere Energy, Inc.

Energy
226
+ 13.76%
$209.32 - $253.66 $47.3K - $57.3K
1.87K $432K
WFC
Wells Fargo & Company

Financial Services
697
+ 4.0%
$66.78 - $81.42 $46.5K - $56.7K
18.1K $1.3M
X
United States Steel Corp

Basic Materials
9
+ 0.11%
$30.47 - $43.0 $274 - $387
8.15K $344K
TJX
Tjx Companies Inc

Consumer Cyclical
477
+ 5.32%
$112.81 - $126.16 $53.8K - $60.2K
9.44K $1.15M
BSX
Boston Scientific Corp

Healthcare
326
+ 11.05%
$89.38 - $106.18 $29.1K - $34.6K
3.28K $330K
ADMA
Adma Biologics, Inc.

Healthcare
1.1K
+ 6.59%
$15.44 - $20.61 $17K - $22.7K
17.8K $353K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
161
+ 9.74%
$132.75 - $177.12 $21.4K - $28.5K
1.81K $276K
MPW
Medical Properties Trust Inc

Real Estate
6.18K
+ 44.3%
$3.83 - $6.21 $23.7K - $38.4K
20.1K $121K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 4.25%
$1187.71 - $1432.58 $10.7K - $12.9K
221 $316K
SBUX
Starbucks Corp

Consumer Cyclical
180
+ 2.64%
$91.75 - $115.81 $16.5K - $20.8K
6.99K $685K
COP
Conocophillips

Energy
357
+ 8.71%
$88.6 - $105.85 $31.6K - $37.8K
4.46K $468K
QUAL
Ishares Msci Usa Quality Facto

ETFs
765
+ 7.72%
$168.16 - $186.21 $129K - $142K
10.7K $1.82M
RAAX
Vaneck ETF Trust Inflation All

ETFs
461
+ 2.23%
$28.3 - $30.43 $13K - $14K
21.1K $641K
ADC
Agree Realty Corp

Real Estate
229
+ 3.6%
$68.36 - $77.19 $15.7K - $17.7K
6.59K $508K
AVSE
American Centy ETF Tr Avantis

ETFs
914
+ 6.29%
$48.73 - $53.38 $44.5K - $48.8K
15.4K $793K
MO
Altria Group, Inc.

Consumer Defensive
15
+ 0.2%
$50.81 - $60.02 $762 - $900
7.4K $443K
DVN
Devon Energy Corp

Energy
691
+ 10.8%
$33.15 - $38.55 $22.9K - $26.6K
7.09K $265K
TMUS
T Mobile Us, Inc.

Communication Services
41
+ 4.18%
$211.3 - $272.83 $8.66K - $11.2K
1.02K $272K
ZTS
Zoetis Inc.

Healthcare
322
+ 16.89%
$156.48 - $175.67 $50.4K - $56.6K
2.23K $366K
DLY
Double Line Yield Opportunities Fund

N/A
2.9K
+ 8.98%
$15.8 - $16.38 $45.8K - $47.5K
35.2K $566K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.85K
+ 9.22%
$24.6 - $24.99 $45.4K - $46.1K
21.9K $546K
PFE
Pfizer Inc

Healthcare
3.21K
+ 12.67%
$25.01 - $27.13 $80.3K - $87.1K
28.6K $723K
AEP
American Electric Power CO Inc

Utilities
47
+ 1.86%
$90.32 - $109.27 $4.25K - $5.14K
2.57K $280K
FTNT
Fortinet, Inc.

Technology
406
+ 10.13%
$92.49 - $114.57 $37.6K - $46.5K
4.42K $424K
EMB
Ishares Tr

ETFs
318
+ 2.92%
$88.64 - $92.03 $28.2K - $29.3K
11.2K $1.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
466
+ 5.21%
$91.45 - $91.75 $42.6K - $42.8K
9.41K $862K
NOC
Northrop Grumman Corp

Industrials
46
+ 10.2%
$433.45 - $513.82 $19.9K - $23.6K
497 $254K
BMY
Bristol Myers Squibb CO

Healthcare
140
+ 1.96%
$53.9 - $63.11 $7.55K - $8.84K
7.3K $445K
GD
General Dynamics Corp

Industrials
106
+ 8.07%
$241.94 - $272.58 $25.6K - $28.9K
1.42K $386K
TRV
Travelers Companies, Inc.

Financial Services
79
+ 9.38%
$232.43 - $265.13 $18.4K - $20.9K
921 $243K
CMCSA
Comcast Corp

Communication Services
1.31K
+ 10.6%
$33.19 - $38.23 $43.6K - $50.2K
13.7K $505K
BKR
Baker Hughes CO

Energy
429
+ 6.83%
$41.16 - $48.85 $17.7K - $21K
6.71K $294K
ADP
Automatic Data Processing Inc

Industrials
61
+ 4.39%
$286.85 - $318.64 $17.5K - $19.4K
1.45K $442K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 23.91%
$4295.4 - $5141.88 $47.2K - $56.6K
57 $262K
XLF
Financial Sector Spdr

ETFs
458
+ 6.33%
$47.32 - $52.19 $21.7K - $23.9K
7.7K $383K
EBAY
Ebay Inc

Consumer Cyclical
166
+ 4.42%
$61.61 - $70.93 $10.2K - $11.8K
3.92K $265K
CB
Chubb LTD

Financial Services
26
+ 2.68%
$257.71 - $301.99 $6.7K - $7.85K
997 $301K
C
Citigroup Inc

Financial Services
397
+ 5.64%
$67.23 - $84.63 $26.7K - $33.6K
7.44K $527K
PIO
Invesco Exchange Traded Fd Tr

ETFs
623
+ 9.99%
$38.78 - $41.4 $24.2K - $25.8K
6.86K $275K
SCHW
Schwab Charles Corp

Financial Services
135
+ 3.1%
$71.24 - $83.64 $9.62K - $11.3K
4.49K $351K
RRC
Range Resources Corp

Energy
85
+ 1.29%
$35.22 - $41.29 $2.99K - $3.51K
6.66K $265K
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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