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
CSL
Carlisle Companies Inc

Industrials
460
New
$376.5 - $449.34 $173K - $207K
460 $206K
SUB
Ishares Short Term National Mu

ETFs
1.73K
+ 12.78%
$104.3 - $106.3 $181K - $184K
15.3K $1.62M
INDA
Ishares Msci India Index Fund

ETFs
3.51K
New
$54.86 - $59.22 $192K - $208K
3.51K $205K
AON
Aon PLC

Financial Services
595
New
$293.16 - $351.06 $174K - $209K
595 $205K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.2K
New
$12.67 - $14.36 $193K - $219K
15.2K $204K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.22K
New
$84.81 - $93.54 $188K - $207K
2.22K $203K
GIS
General Mills Inc

Consumer Defensive
2.75K
New
$62.5 - $75.15 $172K - $207K
2.75K $203K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.43K
New
$39.95 - $45.86 $177K - $203K
4.43K $202K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.5K
New
$31.07 - $39.36 $171K - $216K
5.5K $201K
THO
Thor Industries Inc

Consumer Cyclical
1.83K
New
$91.4 - $109.97 $167K - $201K
1.83K $200K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.85K
+ 29.09%
$84.77 - $97.13 $157K - $180K
8.22K $786K
BA
Boeing CO

Industrials
1.79K
+ 70.04%
$152.04 - $190.6 $273K - $342K
4.35K $661K
ADSK
Autodesk, Inc.

Technology
798
New
$245.83 - $245.83 $196K - $196K
798 $196K
URI
United Rentals, Inc.

Industrials
109
+ 16.69%
$627.41 - $814.1 $68.4K - $88.7K
762 $617K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.11K
+ 14.37%
$94.32 - $105.04 $104K - $116K
8.81K $925K
OUT
Outfront Media Inc.

Real Estate
10.3K
New
$13.91 - $18.77 $143K - $193K
10.3K $189K
FNF
Fidelity National Financial, Inc.

Financial Services
130
+ 0.92%
$48.08 - $62.04 $6.25K - $8.07K
14.3K $888K
LMT
Lockheed Martin Corp

Industrials
113
+ 11.08%
$460.3 - $584.56 $52K - $66.1K
1.13K $662K
LUMN
Lumen Technologies, Inc.

Communication Services
26.3K
New
$1.03 - $7.28 $27.1K - $191K
26.3K $186K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.4K
+ 24.14%
$41.22 - $51.19 $98.7K - $123K
12.3K $601K
FSK
Fs Kkr Capital Corp

Financial Services
9.32K
+ 56.69%
$18.74 - $20.43 $175K - $190K
25.8K $508K
WM
Waste Management Inc

Industrials
945
+ 39.18%
$196.96 - $223.45 $186K - $211K
3.36K $696K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.38K
+ 8.77%
$74.82 - $74.82 $178K - $178K
29.5K $2.21M
IVE
Ishares S&P 500 Value ETF

ETFs
379
+ 5.49%
$181.06 - $197.17 $68.6K - $74.7K
7.28K $1.44M
BLK
Black Rock Inc.

Financial Services
81
+ 13.32%
$782.27 - $949.51 $63.4K - $76.9K
689 $654K
NKE
Nike, Inc.

Consumer Cyclical
1.43K
+ 38.09%
$71.09 - $89.44 $102K - $128K
5.18K $457K
NOW
Service Now, Inc.

Technology
151
+ 41.94%
$730.87 - $937.36 $110K - $142K
511 $457K
FCX
Freeport Mcmoran Inc

Basic Materials
3.22K
+ 40.0%
$39.52 - $51.92 $127K - $167K
11.3K $563K
FISV
Fiserv Inc

Technology
1.37K
New
N/A
1.37K $171K
PGR
Progressive Corp

Financial Services
274
+ 12.55%
$209.46 - $259.24 $57.4K - $71K
2.46K $623K
ABT
Abbott Laboratories

Healthcare
1.14K
+ 30.37%
$100.07 - $118.13 $114K - $134K
4.87K $555K
JHML
John Hancock Multifactor Large

ETFs
1.2K
+ 6.43%
$62.62 - $69.44 $75.3K - $83.5K
19.9K $1.38M
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 11.55%
$62.69 - $73.01 $72.5K - $84.4K
11.2K $802K
PM
Philip Morris International Inc.

Consumer Defensive
589
+ 13.08%
$101.25 - $127.45 $59.6K - $75.1K
5.09K $617K
HON
Honeywell International Inc

Industrials
862
+ 28.47%
$196.73 - $220.21 $170K - $190K
3.89K $804K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
479
+ 12.35%
$210.25 - $231.86 $101K - $111K
4.36K $971K
GILD
Gilead Sciences, Inc.

Healthcare
995
+ 21.49%
$66.59 - $83.99 $66.3K - $83.6K
5.63K $471K
AZN
Astrazeneca PLC

Healthcare
1.96K
+ 33.21%
$76.67 - $87.62 $151K - $172K
7.87K $613K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
878
+ 29.44%
$147.95 - $191.05 $130K - $168K
3.86K $670K
ERIE
Erie Indemnity CO

Financial Services
88
+ 15.55%
$356.56 - $544.84 $31.4K - $47.9K
654 $352K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.01K
+ 30.17%
$103.87 - $117.59 $105K - $119K
4.37K $512K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
11.5K
New
$11.86 - $12.27 $136K - $141K
11.5K $137K
SPGI
S&P Global Inc.

Financial Services
92
+ 7.53%
$446.32 - $527.38 $41.1K - $48.5K
1.31K $678K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.27K
+ 60.59%
$13.31 - $15.65 $123K - $145K
24.6K $354K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.81K
+ 39.23%
$24.38 - $25.2 $117K - $121K
17.1K $429K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.14K
+ 20.46%
$64.35 - $75.71 $73.2K - $86.1K
6.69K $493K
F
Ford Motor CO

Consumer Cyclical
12.3K
New
$9.71 - $14.55 $119K - $179K
12.3K $129K
ADC
Agree Realty Corp

Real Estate
606
+ 10.63%
$61.47 - $76.71 $37.3K - $46.5K
6.31K $474K
AXON
Axon Enterprise, Inc.

Industrials
19
+ 1.78%
$286.16 - $399.6 $5.44K - $7.59K
1.09K $435K
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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