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
Ea Series Trust
1.32K
+ 2.18%
N/A
61.7K $0
Allspring Exchange Traded Fu
455K
New
N/A
455K $0
Ge Healthcare Technologies I
621
+ 6.33%
N/A
10.4K $0
Outfront Media Inc
11.1K
New
N/A
11.1K $0
Blackrock Inc
20
+ 2.94%
N/A
701 $0
BFB
Brown Forman Corp Cl B
61
+ 0.1%
N/A
58.7K $0
SNPS
Synopsys Inc

Technology
106
+ 12.82%
$428.58 - $551.54 $45.4K - $58.5K
933 $400K
CPRT
Copart Inc

Consumer Cyclical
80
+ 1.1%
$52.3 - $59.83 $4.18K - $4.79K
7.35K $416K
ASML
Asml Holding Nv

Technology
28
+ 4.43%
$662.63 - $776.99 $18.6K - $21.8K
660 $437K
FIX
Comfort Systems Usa Inc

Industrials
166
+ 30.86%
$313.26 - $550.27 $52K - $91.3K
704 $226K
BLD
Top Build Corp

Industrials
4
+ 0.51%
$295.17 - $354.82 $1.18K - $1.42K
796 $242K
TFC
Truist Financial Corp

Financial Services
157
+ 3.08%
$39.48 - $48.15 $6.2K - $7.56K
5.26K $216K
ENSG
Ensign Group, Inc

Healthcare
19
+ 0.95%
$125.4 - $148.86 $2.38K - $2.83K
2.02K $261K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1
+ 0.02%
$58.09 - $67.05 $58.1 - $67.1
4.52K $271K
SFBS
Servis First Bancshares, Inc.

Financial Services
2
+ 0.07%
$80.8 - $93.58 $162 - $187
2.7K $222K
CROX
Crocs, Inc.

Consumer Cyclical
2
+ 0.09%
$88.83 - $112.59 $178 - $225
2.25K $238K
GM
General Motors CO

Consumer Cyclical
441
+ 10.21%
$45.22 - $54.92 $19.9K - $24.2K
4.76K $223K
UNIT
Uniti Group Inc.

Real Estate
193
+ 1.13%
$4.75 - $5.98 $917 - $1.15K
17.3K $87K
LYFT
Lyft, Inc.

Technology
641
+ 4.15%
$11.27 - $15.12 $7.22K - $9.69K
16.1K $191K
SPG
Simon Property Group Inc

Real Estate
42
+ 1.79%
$159.48 - $187.78 $6.7K - $7.89K
2.39K $396K
RGA
Reinsurance Group Of America Inc

Financial Services
56
+ 4.88%
$186.01 - $231.1 $10.4K - $12.9K
1.2K $237K
FITB
Fifth Third Bancorp

Financial Services
216
+ 3.77%
$37.48 - $44.96 $8.1K - $9.71K
5.94K $232K
SABR
Sabre Corp

Consumer Cyclical
3
+ 0.02%
$2.81 - $4.52 $8.43 - $13.6
12.7K $35K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
134
+ 3.2%
$113.13 - $127.79 $15.2K - $17.1K
4.33K $489K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
75
+ 1.5%
$52.53 - $58.51 $3.94K - $4.39K
5.07K $271K
KEYS
Keysight Technologies, Inc.

Technology
21
+ 1.51%
$148.16 - $185.11 $3.11K - $3.89K
1.41K $211K
BMO
Bank Of Montreal

Financial Services
7
+ 0.08%
$94.92 - $104.14 $664 - $729
8.73K $833K
GS
Goldman Sachs Group Inc

Financial Services
63
+ 3.49%
$524.81 - $672.19 $33.1K - $42.3K
1.87K $1.02M
MGM
Mgm Resorts International

Consumer Cyclical
911
+ 11.18%
$29.64 - $40.37 $27K - $36.8K
9.06K $268K
PNFP
Pinnacle Financial Partners Inc

Financial Services
12
+ 0.63%
$99.42 - $126.15 $1.19K - $1.51K
1.93K $204K
ABCB
Ameris Bancorp

Financial Services
67
+ 1.75%
$55.56 - $68.47 $3.72K - $4.59K
3.9K $224K
DOCU
Docusign, Inc.

Technology
302
+ 6.29%
$74.7 - $97.7 $22.6K - $29.5K
5.11K $415K
PEB
Pebblebrook Hotel Trust

Real Estate
2.17K
+ 18.44%
$10.13 - $14.01 $22K - $30.4K
13.9K $141K
ADBE
Adobe Inc.

Technology
281
+ 13.63%
$377.84 - $464.11 $106K - $130K
2.34K $898K
WBS
Webster Financial Corp

Financial Services
86
+ 1.33%
$47.55 - $61.41 $4.09K - $5.28K
6.54K $336K
SF
Stifel Financial Corp

Financial Services
117
+ 4.19%
$91.62 - $117.6 $10.7K - $13.8K
2.91K $274K
GPI
Group 1 Automotive Inc

Consumer Cyclical
1
+ 0.17%
$375.96 - $484.08 $376 - $484
588 $224K
SOXX
Ishares Semiconductor ETF

ETFs
191
+ 8.7%
$188.17 - $235.81 $35.9K - $45K
2.39K $449K
EMR
Emerson Electric CO

Industrials
112
+ 4.38%
$108.64 - $131.17 $12.2K - $14.7K
2.67K $292K
MTDR
Matador Resources CO

Energy
5
+ 0.11%
$44.79 - $63.77 $224 - $319
4.74K $242K
XLY
Select Sector Spdr Consumer Di

ETFs
105
+ 6.26%
$192.6 - $233.2 $20.2K - $24.5K
1.78K $351K
VNO
Vornado Realty Trust

Real Estate
222
+ 3.26%
$35.4 - $43.26 $7.86K - $9.6K
7.04K $260K
BMI
Badger Meter Inc

Technology
2
+ 0.16%
$189.49 - $221.51 $379 - $443
1.24K $235K
FICO
Fair Isaac Corp

Technology
29
+ 5.27%
$1695.35 - $2030.47 $49.2K - $58.9K
579 $1.07M
SPXC
Spx Corp

Industrials
6
+ 0.34%
$128.78 - $154.37 $773 - $926
1.8K $231K
USB
Us Bancorp \De\

Financial Services
143
+ 2.29%
$40.92 - $50.9 $5.85K - $7.28K
6.38K $269K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.04K
+ 4.46%
$48.06 - $53.73 $194K - $217K
94.6K $4.61M
AMP
Ameriprise Financial Inc

Financial Services
27
+ 2.96%
$472.29 - $575.13 $12.8K - $15.5K
938 $454K
NVO
Novo Nordisk A S

Healthcare
1.44K
+ 18.14%
$69.3 - $90.95 $100K - $131K
9.41K $653K
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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email