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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.83K
+ 40.68%
$91.43 - $91.74 $350K - $351K
13.2K $1.21M
CCL
Carnival Corp

Consumer Cyclical
12.5K
New
$16.43 - $28.12 $205K - $350K
12.5K $350K
NGG
National Grid PLC

Utilities
4.6K
New
$62.74 - $74.79 $289K - $344K
4.6K $342K
SHEL
Shell PLC

Energy
4.99K
+ 150.42%
$59.75 - $73.05 $298K - $364K
8.3K $584K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.11K
+ 46.44%
$48.13 - $49.85 $342K - $355K
22.4K $1.1M
DHR
Danaher Corp

Healthcare
1.86K
+ 44.3%
$174.64 - $205.16 $325K - $382K
6.06K $1.2M
SPGI
S&P Global Inc.

Financial Services
590
+ 45.35%
$438.31 - $527.29 $259K - $311K
1.89K $997K
TJX
Tjx Companies Inc

Consumer Cyclical
2.59K
+ 27.41%
$119.13 - $135.03 $308K - $349K
12K $1.48M
AZO
Autozone Inc

Consumer Cyclical
90
New
$3478.38 - $3880.15 $313K - $349K
90 $334K
NEE
Nextera Energy Inc

Utilities
5.09K
+ 33.44%
$64.11 - $75.0 $326K - $381K
20.3K $1.41M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
32.4K
+ 78.94%
$11.11 - $14.46 $360K - $469K
73.5K $919K
CCI
Crown Castle International Corp

Real Estate
3.22K
New
$94.83 - $107.06 $306K - $345K
3.22K $330K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
809
+ 101.89%
$421.16 - $509.5 $341K - $412K
1.6K $713K
KR
Kroger CO

Consumer Defensive
4.57K
New
$64.62 - $74.0 $295K - $338K
4.57K $327K
JEF
Jefferies Financial Group Inc.

Financial Services
5.88K
New
$41.06 - $56.09 $241K - $330K
5.88K $321K
MSI
Motorola Solutions, Inc.

Technology
762
New
$394.72 - $440.39 $301K - $336K
762 $320K
NRG
Nrg Energy, Inc.

Utilities
1.97K
New
$83.61 - $162.67 $164K - $320K
1.97K $315K
EW
Edwards Lifesciences Corp

Healthcare
4K
New
$67.07 - $78.22 $268K - $313K
4K $312K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.73K
+ 3043.89%
$87.84 - $1441.89 $591K - $9.7M
6.95K $626K
O
Realty Income Corp

Real Estate
5.36K
New
$52.27 - $58.52 $280K - $313K
5.36K $308K
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.6K
+ 7.46%
$25.48 - $27.78 $449K - $490K
254K $6.75M
IONQ
Ion Q, Inc.

Technology
7.17K
New
$20.68 - $48.04 $148K - $344K
7.17K $307K
COP
Conocophillips

Energy
4.17K
+ 93.63%
$82.66 - $106.1 $345K - $443K
8.63K $774K
MCK
Mckesson Corp

Healthcare
346
+ 41.99%
$652.83 - $732.78 $226K - $254K
1.17K $857K
FLR
Fluor Corp

Industrials
5.89K
New
$30.86 - $51.42 $182K - $303K
5.89K $301K
PHYS
Sprott Physical Gold Trust

Financial Services
11.1K
+ 77.75%
$22.82 - $26.29 $254K - $292K
25.4K $644K
FN
Fabrinet

Technology
1.02K
New
$171.03 - $298.93 $174K - $304K
1.02K $299K
FIX
Comfort Systems Usa Inc

Industrials
274
+ 38.92%
$296.51 - $536.21 $81.2K - $147K
978 $524K
IBN
Icici Bank LTD

Financial Services
8.88K
New
$30.16 - $34.39 $268K - $305K
8.88K $298K
WCN
Waste Connections, Inc.

Industrials
1.59K
New
$183.26 - $199.95 $291K - $317K
1.59K $296K
DY
Dycom Industries Inc

Industrials
1.21K
New
$138.96 - $245.71 $168K - $297K
1.21K $295K
UAL
United Airlines Holdings, Inc.

Industrials
3.71K
New
$56.15 - $84.23 $208K - $313K
3.71K $295K
AON
Aon PLC

Financial Services
902
+ 144.32%
$335.85 - $398.81 $303K - $360K
1.53K $544K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.05K
New
$248.61 - $294.96 $260K - $309K
1.05K $295K
SCI
Service Corp International

Consumer Cyclical
3.63K
New
$73.58 - $81.65 $267K - $296K
3.63K $295K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.77K
New
$61.46 - $68.02 $293K - $324K
4.77K $293K
EVR
Evercore Inc.

Financial Services
682
+ 44.14%
$163.77 - $271.5 $112K - $185K
2.23K $601K
FE
Firstenergy Corp

Utilities
7.27K
New
$38.31 - $43.17 $279K - $314K
7.27K $292K
NTRA
Natera, Inc.

Healthcare
1.72K
New
$132.23 - $171.87 $227K - $295K
1.72K $290K
AIG
American International Group, Inc.

Financial Services
3.39K
New
$77.56 - $87.72 $263K - $298K
3.39K $290K
K
Kellogg CO

Consumer Defensive
3.64K
New
$77.85 - $82.88 $283K - $301K
3.64K $289K
EME
Emcor Group, Inc.

Industrials
539
New
$342.02 - $534.89 $184K - $288K
539 $288K
FSLR
First Solar, Inc.

Technology
1.74K
New
$120.38 - $192.98 $210K - $337K
1.74K $288K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.15K
New
$114.78 - $133.31 $247K - $287K
2.15K $286K
TD
Toronto Dominion Bank

Financial Services
3.89K
New
$55.71 - $73.45 $216K - $285K
3.89K $285K
GVA
Granite Construction Inc

Industrials
3.05K
New
$71.89 - $93.51 $220K - $286K
3.05K $285K
ATO
Atmos Energy Corp

Utilities
1.85K
New
$145.06 - $162.66 $268K - $300K
1.85K $284K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
336
+ 20.33%
$177.93 - $313.14 $59.8K - $105K
1.99K $622K
AME
Ametek Inc

Industrials
1.56K
New
$151.41 - $182.75 $237K - $285K
1.56K $282K
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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