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
HTAB
Hartford Fds Exchange Traded

ETFs
12.2K
+ 31.95%
$18.44 - $19.31 $224K - $235K
50.2K $939K
RSG
Republic Services, Inc.

Industrials
822
+ 59.87%
$227.2 - $258.07 $187K - $212K
2.2K $541K
CMS
Cms Energy Corp

Utilities
3.02K
New
$68.57 - $75.51 $207K - $228K
3.02K $209K
CNK
Cinemark Holdings, Inc.

Communication Services
6.94K
New
$24.54 - $33.77 $170K - $234K
6.94K $209K
RJF
Raymond James Financial Inc

Financial Services
1.36K
New
$123.65 - $153.88 $168K - $209K
1.36K $208K
CPT
Camden Property Trust

Real Estate
1.84K
New
$106.53 - $122.8 $196K - $225K
1.84K $206K
ENB
Enbridge Inc

Energy
4.56K
New
$41.09 - $47.16 $187K - $215K
4.56K $206K
INVA
Innoviva, Inc.

Healthcare
10.3K
New
$17.1 - $21.8 $176K - $224K
10.3K $206K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.62K
New
$97.32 - $136.25 $158K - $221K
1.62K $206K
CADE
Cadence Bank

Financial Services
6.45K
New
$26.42 - $32.41 $171K - $209K
6.45K $206K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$51.29 - $68.29 $154K - $205K
3K $204K
JCI
Johnson Controls International PLC

Industrials
770
+ 16.17%
$71.14 - $105.62 $54.8K - $81.3K
5.53K $584K
CCK
Crown Holdings Inc

Consumer Cyclical
1.97K
New
$78.47 - $104.45 $155K - $206K
1.97K $202K
PLD
Prologis, Inc.

Real Estate
2.1K
+ 73.56%
$89.76 - $112.34 $189K - $236K
4.96K $521K
CW
Curtiss Wright Corp

Industrials
415
New
$283.18 - $488.55 $118K - $203K
415 $202K
TTEK
Tetra Tech Inc

Industrials
5.64K
New
$28.01 - $36.25 $158K - $205K
5.64K $202K
FSS
Federal Signal Corp

Industrials
1.9K
New
$69.23 - $106.42 $131K - $202K
1.9K $201K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$137.62 - $174.44 $170K - $215K
1.23K $201K
CRUS
Cirrus Logic, Inc.

Technology
1.93K
New
$77.43 - $107.58 $149K - $208K
1.93K $201K
ATI
Allegheny Technologies Inc

Industrials
188
+ 3.48%
$41.97 - $86.8 $7.89K - $16.3K
5.59K $482K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.22K
New
$73.7 - $90.98 $163K - $202K
2.22K $201K
CMI
Cummins Inc

Industrials
612
New
$267.12 - $336.65 $163K - $206K
612 $200K
CBRE
Cbre Group, Inc.

Real Estate
1.43K
New
$113.94 - $140.12 $163K - $200K
1.43K $200K
OEF
Ishares S&P 100 ETF

ETFs
751
New
N/A
751 $199K
HBAN
Huntington Bancshares Inc

Financial Services
11K
New
$12.49 - $16.76 $137K - $184K
11K $184K
F
Ford Motor CO

Consumer Cyclical
13.2K
+ 32.3%
$8.69 - $10.85 $114K - $143K
53.9K $584K
URI
United Rentals, Inc.

Industrials
100
+ 12.8%
$551.94 - $753.4 $55.2K - $75.3K
881 $663K
HLN
Haleon PLC

Healthcare
16.2K
New
$9.27 - $11.41 $150K - $185K
16.2K $168K
PH
Parker Hannifin Corp

Industrials
185
+ 44.58%
$517.23 - $700.54 $95.7K - $130K
600 $419K
ZTS
Zoetis Inc.

Healthcare
1.18K
+ 53.01%
$144.41 - $170.3 $171K - $201K
3.41K $531K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.7K
New
$11.9 - $15.57 $127K - $166K
10.7K $164K
TRV
Travelers Companies, Inc.

Financial Services
600
+ 65.15%
$233.83 - $276.34 $140K - $166K
1.52K $406K
PNM
Pnm Resources Inc

Utilities
3.91K
New
N/A
3.91K $162K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.74K
+ 54.08%
$39.43 - $49.34 $108K - $135K
7.8K $369K
ED
Consolidated Edison Inc

Utilities
1.99K
+ 49.26%
$98.05 - $113.3 $195K - $226K
6.04K $606K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
1.24K
+ 1.58%
$16.16 - $19.79 $20K - $24.4K
79.3K $1.57M
FAST
Fastenal CO

Industrials
6.94K
+ 182.75%
$40.65 - $83.16 $282K - $577K
10.7K $451K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.15K
+ 15.5%
$50.5 - $71.23 $58.1K - $81.9K
8.57K $579K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.75K
+ 1.09%
N/A
162K $13.9M
SYY
Sysco Corp

Consumer Defensive
1.92K
+ 70.13%
$68.0 - $75.91 $130K - $146K
4.65K $352K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.98K
+ 27.06%
$50.39 - $60.05 $99.8K - $119K
9.3K $558K
SBUX
Starbucks Corp

Consumer Cyclical
2.06K
+ 29.42%
$79.69 - $99.41 $164K - $204K
9.04K $828K
WING
Wingstop Inc.

Consumer Cyclical
67
+ 6.19%
$210.24 - $381.46 $14.1K - $25.6K
1.15K $386K
MGM
Mgm Resorts International

Consumer Cyclical
2.86K
+ 31.59%
$25.79 - $34.95 $73.8K - $100K
11.9K $409K
CRSR
Corsair Gaming, Inc.

Technology
15K
New
$5.79 - $9.7 $86.6K - $145K
15K $140K
SLB
Schlumberger Limited

Energy
5.86K
+ 74.72%
$31.95 - $42.2 $187K - $247K
13.7K $463K
BMO
Bank Of Montreal

Financial Services
11
+ 0.13%
$87.54 - $110.63 $963 - $1.22K
8.74K $966K
WMB
Williams Companies, Inc.

Energy
1.73K
+ 27.24%
$54.33 - $62.87 $94.1K - $109K
8.09K $508K
MMM
3 M CO

Industrials
702
+ 19.47%
$126.09 - $154.15 $88.5K - $108K
4.31K $655K
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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