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
SONY
Sony Group Corp

Technology
616
+ 12.03%
$81.61 - $98.65 $50.3K - $60.8K
5.74K $553K
PLD
Prologis, Inc.

Real Estate
709
+ 33.92%
$111.95 - $132.43 $79.4K - $93.9K
2.8K $353K
FIS
Fidelity National Information Services, Inc.

Technology
278
+ 2.49%
$72.8 - $85.04 $20.2K - $23.6K
11.5K $960K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
255
+ 48.3%
$460.0 - $505.78 $117K - $129K
783 $364K
INTC
Intel Corp

Technology
8.24K
+ 80.76%
$18.9 - $34.87 $156K - $287K
18.5K $432K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
259
+ 1.03%
$41.9 - $48.26 $10.9K - $12.5K
25.3K $1.21M
AMAT
Applied Materials Inc

Technology
1.08K
+ 34.51%
$174.88 - $254.97 $188K - $274K
4.19K $847K
AVSU
American Centy ETF Tr Avantis

ETFs
792
+ 4.86%
$59.01 - $65.3 $46.7K - $51.7K
17.1K $1.12M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.05K
+ 3.8%
$24.07 - $24.62 $73.3K - $75K
83.2K $2.05M
XLP
Consumer Staples Sector Spdr

ETFs
1.42K
+ 45.35%
$76.04 - $76.04 $108K - $108K
4.55K $345K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.15K
+ 51.73%
$49.83 - $62.75 $107K - $135K
6.3K $362K
PAXS
Pimco Access Income Fund

Financial Services
4.7K
+ 15.32%
$14.97 - $16.63 $70.4K - $78.2K
35.4K $588K
PECO
Phillips Edison & Company, Inc.

Real Estate
537
+ 3.27%
$32.1 - $38.93 $17.2K - $20.9K
17K $639K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
97
+ 16.67%
$1024.09 - $1201.76 $99.3K - $117K
679 $713K
MANH
Manhattan Associates Inc

Technology
137
+ 7.44%
$218.59 - $286.0 $29.9K - $39.2K
1.98K $556K
ZTS
Zoetis Inc.

Healthcare
331
+ 19.59%
$172.58 - $196.48 $57.1K - $65K
2.02K $394K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.51K
+ 33.12%
$56.04 - $62.99 $84.8K - $95.4K
6.09K $371K
ASX
Ase Technology Holding Co., Ltd.

Technology
10.2K
New
$8.6 - $12.5 $87.6K - $127K
10.2K $99K
DHR
Danaher Corp

Healthcare
160
+ 8.36%
$239.25 - $280.76 $38.3K - $44.9K
2.07K $576K
CSCO
Cisco Systems, Inc.

Technology
115
+ 0.7%
$44.74 - $53.22 $5.15K - $6.12K
16.5K $879K
CME
Cme Group Inc.

Financial Services
317
+ 28.92%
$193.43 - $220.62 $61.3K - $69.9K
1.41K $311K
IDA
Idacorp Inc

Utilities
594
+ 17.27%
$92.02 - $104.62 $54.7K - $62.1K
4.03K $415K
ADP
Automatic Data Processing Inc

Industrials
172
+ 14.11%
$233.44 - $279.45 $40.2K - $48.1K
1.39K $384K
BRO
Brown & Brown, Inc.

Financial Services
344
+ 8.51%
$89.11 - $105.82 $30.7K - $36.4K
4.39K $454K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
459
+ 22.25%
$144.27 - $157.55 $66.2K - $72.3K
2.52K $397K
DE
Deere & CO

Industrials
20
+ 1.09%
$344.84 - $418.0 $6.9K - $8.36K
1.86K $777K
JCI
Johnson Controls International PLC

Industrials
546
+ 13.31%
$65.52 - $77.61 $35.8K - $42.4K
4.65K $360K
FTNT
Fortinet, Inc.

Technology
290
+ 7.84%
$55.39 - $77.55 $16.1K - $22.5K
3.99K $309K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 38.72%
$76.38 - $78.87 $78.5K - $81.1K
3.68K $289K
VB
Vanguard Small Cap ETF

ETFs
235
+ 15.43%
$214.77 - $237.72 $50.5K - $55.9K
1.76K $417K
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 8.4%
$416.14 - $494.01 $32.9K - $39K
1.02K $501K
UFPI
Ufp Industries Inc

Basic Materials
137
+ 4.01%
$107.65 - $135.34 $14.7K - $18.5K
3.56K $466K
VFC
V F Corp

Consumer Cyclical
128
+ 1.04%
$12.74 - $19.95 $1.63K - $2.55K
12.4K $248K
EQIX
Equinix Inc

Real Estate
49
+ 16.72%
$749.0 - $890.01 $36.7K - $43.6K
342 $303K
CLX
Clorox CO

Consumer Defensive
14
+ 0.48%
$131.73 - $166.97 $1.84K - $2.34K
2.94K $479K
PANW
Palo Alto Networks Inc

Technology
228
+ 26.27%
$294.18 - $368.01 $67.1K - $83.9K
1.1K $374K
ETN
Eaton Corp PLC

Industrials
157
+ 10.82%
$272.52 - $333.02 $42.8K - $52.3K
1.61K $532K
BKR
Baker Hughes CO

Energy
1.97K
+ 33.49%
$32.92 - $38.72 $64.7K - $76.1K
7.83K $283K
ADI
Analog Devices Inc

Technology
322
+ 30.04%
$200.56 - $243.33 $64.6K - $78.4K
1.39K $320K
XLK
Technology Sector Spdr

ETFs
342
+ 9.71%
$197.34 - $237.68 $67.5K - $81.3K
3.86K $872K
RES
Rpc Inc

Energy
11.8K
New
$5.72 - $7.47 $67.4K - $88K
11.8K $74K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
48
+ 1.07%
$53.53 - $71.86 $2.57K - $3.45K
4.52K $317K
VO
Vanguard Mid Cap ETF

ETFs
93
+ 4.59%
$237.84 - $263.83 $22.1K - $24.5K
2.12K $559K
MS
Morgan Stanley

Financial Services
465
+ 15.96%
$92.07 - $106.96 $42.8K - $49.7K
3.38K $352K
SPG
Simon Property Group Inc

Real Estate
181
+ 8.39%
$146.09 - $170.11 $26.4K - $30.8K
2.34K $395K
EVR
Evercore Inc.

Financial Services
2
+ 0.13%
$211.0 - $258.67 $422 - $517
1.5K $379K
XLY
Select Sector Spdr Consumer Di

ETFs
187
+ 11.88%
$170.05 - $200.86 $31.8K - $37.6K
1.76K $352K
TGT
Target Corp

Consumer Defensive
341
+ 24.13%
$133.47 - $159.25 $45.5K - $54.3K
1.75K $273K
CB
Chubb LTD

Financial Services
126
+ 14.91%
$252.51 - $292.2 $31.8K - $36.8K
971 $279K
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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