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
ICE
Intercontinental Exchange, Inc.

Financial Services
164
+ 10.55%
$136.93 - $162.81 $22.5K - $26.7K
1.72K $276K
SLV
I Shares Silver Trust

ETFs
1.6K
+ 17.78%
$24.33 - $29.38 $38.8K - $46.9K
10.6K $300K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 6.09%
$391.53 - $469.81 $20.4K - $24.4K
906 $425K
SLG
Sl Green Realty Corp

Real Estate
47
+ 1.08%
$54.99 - $72.21 $2.58K - $3.39K
4.4K $306K
PWR
Quanta Services, Inc.

Industrials
36
+ 3.24%
$239.58 - $298.23 $8.62K - $10.7K
1.15K $342K
AVT
Avnet Inc

Technology
638
+ 7.56%
$49.63 - $55.43 $31.7K - $35.4K
9.08K $492K
MUB
Ishares National Muni Bond ETF

ETFs
381
+ 4.99%
$106.13 - $108.7 $40.4K - $41.4K
8.01K $870K
DVY
Ishares Tr

ETFs
167
+ 6.9%
$119.99 - $135.74 $20K - $22.7K
2.59K $349K
PRU
Prudential Financial Inc

Financial Services
331
+ 9.34%
$105.53 - $127.32 $34.9K - $42.1K
3.87K $469K
ODFL
Old Dominion Freight Line, Inc.

Industrials
101
+ 6.65%
$178.41 - $210.18 $18K - $21.2K
1.62K $321K
AAON
Aaon, Inc.

Industrials
2
+ 0.08%
$83.58 - $107.82 $167 - $216
2.45K $264K
FAST
Fastenal CO

Industrials
301
+ 8.76%
$62.09 - $71.83 $18.7K - $21.6K
3.74K $266K
COP
Conocophillips

Energy
738
+ 24.83%
$102.3 - $116.61 $75.5K - $86.1K
3.71K $390K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2K
+ 4.86%
$11.72 - $12.38 $23.4K - $24.8K
43.2K $534K
GD
General Dynamics Corp

Industrials
115
+ 8.94%
$279.51 - $308.09 $32.1K - $35.4K
1.4K $423K
UNIT
Uniti Group Inc.

Real Estate
1.34K
+ 8.47%
$2.74 - $5.84 $3.66K - $7.81K
17.1K $96K
AJG
Arthur J. Gallagher & Co.

Financial Services
66
+ 5.12%
$259.22 - $299.75 $17.1K - $19.8K
1.36K $381K
PWZ
Invesco California Amt Free Mu

ETFs
672
+ 0.95%
$24.63 - $25.25 $16.6K - $17K
71.5K $1.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
96
+ 5.96%
$138.85 - $182.81 $13.3K - $17.5K
1.71K $302K
TXN
Texas Instruments Inc

Technology
231
+ 8.61%
$194.6 - $194.6 $45K - $45K
2.91K $567K
CPRT
Copart Inc

Consumer Cyclical
1.08K
+ 17.53%
$49.19 - $55.54 $53.3K - $60.2K
7.27K $380K
WMB
Williams Companies, Inc.

Energy
528
+ 8.52%
$41.24 - $46.22 $21.8K - $24.4K
6.73K $307K
ATO
Atmos Energy Corp

Utilities
36
+ 2.06%
$114.08 - $138.75 $4.11K - $5K
1.78K $247K
WBS
Webster Financial Corp

Financial Services
540
+ 9.14%
$42.49 - $49.62 $22.9K - $26.8K
6.45K $300K
PAYX
Paychex Inc

Industrials
42
+ 1.78%
$116.17 - $135.19 $4.88K - $5.68K
2.4K $322K
NVTS
Navitas Semiconductor Corp

Technology
55K
+ 88.0%
$2.18 - $4.92 $120K - $271K
118K $287K
RSG
Republic Services, Inc.

Industrials
163
+ 13.21%
$189.34 - $208.21 $30.9K - $33.9K
1.4K $280K
BMI
Badger Meter Inc

Technology
1
+ 0.08%
$184.77 - $219.63 $185 - $220
1.24K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
93
+ 0.87%
$71.45 - $75.64 $6.64K - $7.03K
10.8K $808K
HBI
Hanesbrands Inc.

Consumer Cyclical
180
+ 1.14%
$4.66 - $7.36 $839 - $1.32K
16K $117K
XLF
Financial Sector Spdr

ETFs
160
+ 2.09%
$40.84 - $45.74 $6.53K - $7.32K
7.82K $354K
BDX
Becton Dickinson & CO

Healthcare
122
+ 9.79%
$221.47 - $242.41 $27K - $29.6K
1.37K $329K
REG
Regency Centers Corp

Real Estate
2
+ 0.05%
$61.64 - $75.18 $123 - $150
3.7K $267K
HUBB
Hubbell Inc

Industrials
5
+ 0.91%
$355.55 - $428.48 $1.78K - $2.14K
554 $237K
WTFC
Wintrust Financial Corp

Financial Services
89
+ 3.72%
$96.43 - $111.89 $8.58K - $9.96K
2.48K $269K
IYE
Ishares Tr

ETFs
1.22K
+ 9.1%
$44.44 - $49.18 $54.4K - $60.1K
14.7K $679K
CDNS
Cadence Design Systems Inc

Technology
339
+ 21.36%
$246.84 - $321.11 $83.7K - $109K
1.93K $522K
MPC
Marathon Petroleum Corp

Energy
273
+ 23.58%
$158.61 - $180.75 $43.3K - $49.3K
1.43K $233K
COF
Capital One Financial Corp

Financial Services
84
+ 5.02%
$131.42 - $153.05 $11K - $12.9K
1.76K $263K
EMR
Emerson Electric CO

Industrials
305
+ 12.9%
$98.19 - $118.87 $29.9K - $36.3K
2.67K $292K
UTHR
United Therapeutics Corp

Healthcare
16
+ 2.54%
$311.04 - $363.55 $4.98K - $5.82K
645 $231K
SPXC
Spx Corp

Industrials
2
+ 0.11%
$139.19 - $164.35 $278 - $329
1.79K $285K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
360
+ 5.69%
$32.04 - $37.11 $11.5K - $13.4K
6.69K $243K
INTU
Intuit Inc

Technology
111
+ 10.12%
$602.97 - $670.49 $66.9K - $74.4K
1.21K $750K
ELV
Elevance Health, Inc.

Healthcare
79
+ 13.64%
$500.12 - $562.29 $39.5K - $44.4K
658 $342K
SF
Stifel Financial Corp

Financial Services
3
+ 0.11%
$78.91 - $93.87 $237 - $282
2.78K $261K
WFC
Wells Fargo & Company

Financial Services
1.33K
+ 8.27%
$51.58 - $60.97 $68.3K - $80.8K
17.4K $979K
CWCO
Consolidated Water Co. Ltd.

Utilities
1.56K
+ 19.84%
$24.44 - $29.49 $38K - $45.9K
9.4K $236K
NVS
Novartis Ag

Healthcare
27
+ 0.98%
$106.13 - $120.89 $2.87K - $3.26K
2.78K $319K
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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