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
WTFC
Wintrust Financial Corp

Financial Services
2
+ 0.08%
$107.76 - $136.92 $216 - $274
2.57K $289K
VST
Vistra Corp.

Utilities
165
+ 6.6%
$108.49 - $191.89 $17.9K - $31.7K
2.66K $312K
SKYW
Skywest Inc

Industrials
6
+ 0.24%
$81.46 - $120.92 $489 - $726
2.55K $222K
GRAB
Grab Holdings LTD

Technology
200
+ 0.11%
$4.12 - $5.34 $824 - $1.07K
184K $832K
MHO
M/I Homes, Inc.

Consumer Cyclical
125
+ 4.84%
$113.46 - $138.33 $14.2K - $17.3K
2.71K $308K
CLX
Clorox CO

Consumer Defensive
64
+ 2.17%
$141.76 - $162.89 $9.07K - $10.4K
3.01K $443K
IVW
Ishares S&P 500 Growth ETF

ETFs
322
+ 4.32%
$92.45 - $106.69 $29.8K - $34.4K
7.78K $722K
HBI
Hanesbrands Inc.

Consumer Cyclical
22
+ 0.14%
$5.76 - $8.6 $127 - $189
16K $92K
LII
Lennox International Inc

Industrials
23
+ 2.22%
$553.05 - $666.93 $12.7K - $15.3K
1.06K $594K
OC
Owens Corning

Industrials
14
+ 0.95%
$137.83 - $191.19 $1.93K - $2.68K
1.48K $211K
URI
United Rentals, Inc.

Industrials
24
+ 3.17%
$594.17 - $789.56 $14.3K - $18.9K
781 $489K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
123
+ 1.24%
$113.22 - $126.36 $13.9K - $15.5K
10K $1.15M
WING
Wingstop Inc.

Consumer Cyclical
33
+ 3.15%
$207.0 - $311.93 $6.83K - $10.3K
1.08K $244K
CG
Carlyle Group Inc.

Financial Services
676
+ 5.48%
$40.03 - $56.96 $27.1K - $38.5K
13K $566K
MAR
Marriott International Inc

Consumer Cyclical
9
+ 0.61%
$237.01 - $304.45 $2.13K - $2.74K
1.49K $355K
LRMR
Larimar Therapeutics, Inc.

Healthcare
46
+ 0.13%
$2.15 - $4.18 $98.9 - $192
35.3K $75K
BAC
Bank Of America Corp

Financial Services
129
+ 0.41%
$39.61 - $47.74 $5.11K - $6.16K
31.5K $1.32M
ASPN
Aspen Aerogels Inc

Industrials
2.6K
+ 17.31%
$6.39 - $13.9 $16.6K - $36.1K
17.6K $112K
ETN
Eaton Corp PLC

Industrials
79
+ 5.28%
$271.83 - $371.23 $21.5K - $29.3K
1.58K $428K
PWR
Quanta Services, Inc.

Industrials
6
+ 0.52%
$236.71 - $358.03 $1.42K - $2.15K
1.16K $294K
VFC
V F Corp

Consumer Cyclical
162
+ 1.29%
$15.52 - $26.93 $2.51K - $4.36K
12.7K $196K
XLK
Technology Sector Spdr

ETFs
125
+ 3.35%
$206.38 - $242.18 $25.8K - $30.3K
3.86K $796K
SAIA
Saia Inc

Industrials
61
+ 7.02%
$349.29 - $508.47 $21.3K - $31K
930 $324K
AAON
Aaon, Inc.

Industrials
274
+ 11.17%
$73.52 - $136.95 $20.1K - $37.5K
2.73K $212K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.16K
+ 5.42%
$31.77 - $36.65 $100K - $116K
61.5K $1.95M
SPSC
Sps Commerce Inc

Technology
79
+ 4.29%
$123.05 - $197.4 $9.72K - $15.6K
1.92K $254K
EVR
Evercore Inc.

Financial Services
49
+ 3.28%
$190.28 - $291.27 $9.32K - $14.3K
1.55K $308K
NOW
Service Now, Inc.

Technology
18
+ 3.59%
$783.83 - $1170.39 $14.1K - $21.1K
519 $413K
ACN
Accenture PLC

Technology
114
+ 2.36%
$300.91 - $398.25 $34.3K - $45.4K
4.94K $1.54M
DECK
Deckers Outdoor Corp

Consumer Cyclical
56
+ 2.8%
$111.56 - $223.11 $6.25K - $12.5K
2.06K $229K
MANH
Manhattan Associates Inc

Technology
39
+ 1.99%
$163.5 - $295.1 $6.38K - $11.5K
2K $346K
PEP
Pepsico Inc

Consumer Defensive
1.48K
+ 0.71%
$142.64 - $156.42 $211K - $232K
211K $31.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.24K
+ 12.73%
$190.26 - $242.06 $1.19M - $1.51M
55.2K $10.5M
AVUV
American Centy ETF Tr Avantis

ETFs
5.8K
+ 7.22%
$84.95 - $100.62 $492K - $583K
86.1K $7.5M
GOOG
Alphabet Inc.

Communication Services
2.87K
+ 10.98%
$156.06 - $207.71 $447K - $596K
29K $4.53M
NVDA
Nvidia Corp

Technology
16.1K
+ 17.25%
$106.98 - $149.43 $1.72M - $2.4M
109K $11.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.99K
+ 21.46%
$222.15 - $428.22 $441K - $850K
11.2K $2.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.43K
+ 0.75%
$551.42 - $612.93 $3M - $3.33M
733K $410M
AAPL
Apple Inc.

Technology
12.9K
+ 1.53%
$209.68 - $247.1 $2.7M - $3.18M
854K $190M
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
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