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
EXEL
Exelixis, Inc.

Healthcare
6.37K
New
$34.13 - $46.26 $217K - $295K
6.37K $280K
ACM
Aecom

Industrials
2.44K
New
$87.19 - $113.06 $213K - $276K
2.44K $275K
CSX
Csx Corp

Industrials
8.37K
New
$26.69 - $32.91 $223K - $276K
8.37K $273K
WDC
Western Digital Corp

Technology
4.23K
New
$30.54 - $63.99 $129K - $271K
4.23K $270K
LNC
Lincoln National Corp

Financial Services
7.78K
New
$28.95 - $37.27 $225K - $290K
7.78K $269K
SNPS
Synopsys Inc

Technology
370
+ 39.66%
$380.9 - $517.66 $141K - $192K
1.3K $668K
RNR
Renaissancere Holdings LTD

Financial Services
1.11K
New
$220.37 - $253.95 $244K - $281K
1.11K $268K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.61K
New
$57.41 - $74.81 $207K - $270K
3.61K $267K
DHI
Horton D R Inc

Consumer Cyclical
2.07K
New
$115.1 - $129.63 $238K - $269K
2.07K $267K
EWW
Ishares Inc Msci Mexico ETF

ETFs
4.7K
New
N/A
4.7K $267K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
20.9K
New
$10.49 - $12.99 $219K - $271K
20.9K $265K
EBAY
Ebay Inc

Consumer Cyclical
3.2K
+ 81.69%
$59.52 - $79.36 $191K - $254K
7.12K $530K
PSA
Public Storage

Real Estate
904
New
$266.31 - $309.77 $241K - $280K
904 $265K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.13K
New
$205.81 - $234.23 $233K - $265K
1.13K $264K
CVS
Cvs Health Corp

Healthcare
3.84K
New
$60.04 - $70.18 $230K - $269K
3.84K $264K
TYL
Tyler Technologies Inc

Technology
445
New
$521.68 - $592.84 $232K - $264K
445 $263K
JXN
Jackson Financial Inc.

Financial Services
2.97K
New
$70.35 - $89.5 $209K - $266K
2.97K $263K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.41K
New
$149.76 - $186.42 $211K - $262K
1.41K $262K
ABC
Amerisourcebergen Corp

Healthcare
1.41K
+ 161.49%
N/A
2.29K $423K
SAP
Sap Se

Technology
716
+ 60.42%
$237.53 - $309.8 $170K - $222K
1.9K $578K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
10.3K
New
$22.9 - $26.78 $236K - $276K
10.3K $258K
CARR
Carrier Global Corp

Industrials
3.52K
New
$55.55 - $75.83 $195K - $267K
3.52K $257K
CSL
Carlisle Companies Inc

Industrials
683
New
$317.1 - $408.5 $217K - $279K
683 $255K
IDXX
Idexx Laboratories Inc

Healthcare
475
New
$361.04 - $536.34 $171K - $255K
475 $254K
GD
General Dynamics Corp

Industrials
775
+ 54.62%
$247.68 - $291.66 $192K - $226K
2.19K $639K
NYT
New York Times CO

Communication Services
4.51K
New
$45.37 - $57.12 $205K - $258K
4.51K $252K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.47K
+ 108.19%
$27.3 - $31.8 $204K - $238K
14.4K $457K
WM
Waste Management Inc

Industrials
1.13K
+ 32.03%
$216.47 - $242.1 $244K - $273K
4.65K $1.06M
KD
Kyndryl Holdings, Inc.

Technology
5.94K
New
$27.77 - $41.96 $165K - $249K
5.94K $249K
IYE
Ishares Tr

ETFs
6.94K
+ 43.7%
$40.36 - $49.67 $280K - $345K
22.8K $1.03M
HCA
Hca Healthcare, Inc.

Healthcare
652
New
$317.61 - $387.52 $207K - $253K
652 $249K
AVAV
Aero Vironment Inc

Industrials
875
New
$111.65 - $284.95 $97.7K - $249K
875 $249K
MCHP
Microchip Technology Inc

Technology
3.55K
New
$35.34 - $71.6 $125K - $254K
3.55K $249K
GL
Globe Life Inc.

Financial Services
2K
New
$113.29 - $133.09 $227K - $266K
2K $248K
IWS
Ishares Russell Midcap Value E

ETFs
1.88K
New
$110.58 - $132.14 $208K - $249K
1.88K $248K
AMCR
Amcor PLC

Consumer Cyclical
26.9K
New
$8.57 - $9.81 $231K - $264K
26.9K $247K
UTHR
United Therapeutics Corp

Healthcare
858
New
$276.47 - $328.4 $237K - $282K
858 $246K
CVX
Chevron Corp

Energy
5.5K
+ 24.42%
$133.73 - $168.51 $735K - $927K
28K $4.01M
OTIS
Otis Worldwide Corp

Industrials
2.57K
+ 100.0%
$90.88 - $104.3 $233K - $268K
5.13K $508K
AOSL
Alpha & Omega Semiconductor LTD

Technology
9.53K
New
$16.25 - $25.8 $155K - $246K
9.53K $244K
MNST
Monster Beverage Corp

Consumer Defensive
3.9K
New
$55.01 - $64.24 $214K - $250K
3.9K $244K
MMSI
Merit Medical Systems Inc

Healthcare
2.6K
New
$88.48 - $107.04 $230K - $278K
2.6K $243K
APH
Amphenol Corp

Technology
2.46K
New
$59.09 - $98.75 $145K - $243K
2.46K $242K
DG
Dollar General Corp

Consumer Defensive
2.1K
New
$86.02 - $114.95 $181K - $242K
2.1K $240K
THC
Tenet Healthcare Corp

Healthcare
1.37K
New
$110.41 - $176.0 $151K - $241K
1.37K $240K
TECK
Teck Resources LTD

Basic Materials
5.93K
New
$29.05 - $41.48 $172K - $246K
5.93K $239K
MET
Metlife Inc

Financial Services
2.96K
New
$68.42 - $82.49 $203K - $244K
2.96K $238K
XLK
Technology Sector Spdr

ETFs
228
+ 5.91%
$179.73 - $253.23 $41K - $57.7K
4.09K $1.03M
USFD
Us Foods Holding Corp.

Consumer Defensive
3.09K
New
$60.47 - $79.12 $187K - $244K
3.09K $237K
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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