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
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
384
+ 1.26%
N/A
30.9K $2.31M
XLI
Industrial Sector Spdr

ETFs
232
+ 14.32%
$128.78 - $141.67 $29.9K - $32.9K
1.85K $242K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.07K
+ 18.93%
$51.45 - $58.51 $55K - $62.5K
6.72K $347K
MU
Micron Technology Inc

Technology
226
+ 8.17%
$86.89 - $109.38 $19.6K - $24.7K
2.99K $260K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
99
+ 20.75%
$634.14 - $744.83 $62.8K - $73.7K
576 $365K
FAST
Fastenal CO

Industrials
67
+ 1.8%
$71.11 - $79.98 $4.76K - $5.36K
3.8K $294K
CASY
Caseys General Stores Inc

Consumer Cyclical
10
+ 1.89%
$378.71 - $442.54 $3.79K - $4.43K
538 $233K
BND
Vanguard Bd Index Fd Inc Total

ETFs
101
+ 0.95%
$71.17 - $73.66 $7.19K - $7.44K
10.8K $791K
FISV
Fiserv Inc

Technology
190
+ 13.33%
N/A
1.62K $202K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
2K
+ 15.25%
$11.12 - $11.83 $22.2K - $23.7K
15.1K $169K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
2.27K
+ 2.99%
$17.95 - $19.17 $40.7K - $43.4K
78.1K $1.41M
OXY
Occidental Petroleum Corp

Energy
385
+ 8.11%
$45.45 - $52.7 $17.5K - $20.3K
5.13K $253K
BKH
Black Hills Corp

Utilities
172
+ 4.1%
$55.74 - $61.86 $9.59K - $10.6K
4.37K $264K
RS
Reliance Steel & Aluminum CO

Basic Materials
6
+ 0.74%
$266.61 - $302.66 $1.6K - $1.82K
819 $236K
XYL
Xylem Inc.

Industrials
25
+ 0.55%
$114.02 - $132.04 $2.85K - $3.3K
4.54K $542K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
2K
+ 9.52%
$10.14 - $10.65 $20.3K - $21.3K
23K $234K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
103
+ 1.26%
$32.74 - $36.2 $3.37K - $3.73K
8.27K $289K
SPGI
S&P Global Inc.

Financial Services
7
+ 0.54%
$478.26 - $543.77 $3.35K - $3.81K
1.3K $661K
MCO
Moodys Corp

Financial Services
41
+ 8.93%
$437.8 - $527.48 $17.9K - $21.6K
500 $232K
VB
Vanguard Small Cap ETF

ETFs
211
+ 12.13%
$217.89 - $252.64 $46K - $53.3K
1.95K $432K
JCI
Johnson Controls International PLC

Industrials
100
+ 2.15%
$76.12 - $90.6 $7.61K - $9.06K
4.76K $381K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
404
+ 2.71%
$49.25 - $50.66 $19.9K - $20.5K
15.3K $760K
MSCI
Msci Inc.

Financial Services
47
+ 11.49%
$541.46 - $628.34 $25.4K - $29.5K
456 $257K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
15K
New
$0.8 - $2.41 $12K - $36.2K
15K $12K
LESL
Leslie'S, Inc.

Consumer Cyclical
15.4K
New
$0.74 - $2.3 $11.4K - $35.5K
15.4K $11K
MS
Morgan Stanley

Financial Services
334
+ 10.03%
$111.68 - $141.08 $37.3K - $47.1K
3.66K $427K
FBP
First Bancorp

Financial Services
130
+ 1.2%
$17.43 - $21.08 $2.27K - $2.74K
11K $210K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
111
+ 1.19%
$50.39 - $50.66 $5.59K - $5.62K
9.41K $476K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
264
+ 2.6%
$97.76 - $107.35 $25.8K - $28.3K
10.4K $1.05M
BDX
Becton Dickinson & CO

Healthcare
22
+ 1.6%
$222.79 - $249.08 $4.9K - $5.48K
1.39K $319K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
593
+ 4.81%
$21.79 - $23.09 $12.9K - $13.7K
12.9K $283K
ADSK
Autodesk, Inc.

Technology
31
+ 3.71%
N/A
866 $212K
COF
Capital One Financial Corp

Financial Services
5
+ 0.28%
$163.87 - $209.82 $819 - $1.05K
1.77K $317K
CWCO
Consolidated Water Co. Ltd.

Utilities
638
+ 6.98%
$23.77 - $29.18 $15.2K - $18.6K
9.78K $239K
RACE
Ferrari N.V.

Consumer Cyclical
1
+ 0.16%
$413.73 - $508.15 $414 - $508
637 $272K
REG
Regency Centers Corp

Real Estate
30
+ 0.81%
$68.83 - $77.74 $2.06K - $2.33K
3.73K $275K
SYY
Sysco Corp

Consumer Defensive
80
+ 3.01%
$70.0 - $77.13 $5.6K - $6.17K
2.74K $205K
HFND
Tidal ETF Tr Unlimited Hedge I
30.5K
New
N/A
30.5K $0
TT
Trane Technologies PLC

Industrials
65
+ 9.31%
$332.0 - $400.86 $21.6K - $26.1K
763 $257K
Lam Research Corp
710
+ 11.89%
N/A
6.68K $0
Zymeworks Inc
44
+ 0.15%
N/A
28.9K $0
Ea Series Trust
2.27K
+ 12.14%
N/A
20.9K $0
Doubleline ETF Trust
2K
+ 40.9%
N/A
6.89K $0
Linde PLC
246
+ 12.15%
N/A
2.27K $0
Corpay Inc
2.22K
+ 150.37%
N/A
3.69K $0
Canadian Pacific Kansas City
1.47K
+ 24.21%
N/A
7.53K $0
BFA
Brown Forman Corp Cl A
65
+ 0.18%
N/A
36.6K $0
Healthcare Rlty Tr
1.92K
+ 8.07%
N/A
25.8K $0
Morgan Stanley ETF Trust
1.03K
+ 31.41%
N/A
4.3K $0
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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