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
MANH
Manhattan Associates Inc

Technology
383
+ 19.12%
$143.9 - $197.47 $55.1K - $75.6K
2.39K $471K
AVSU
American Centy ETF Tr Avantis

ETFs
389
+ 2.51%
$55.22 - $68.6 $21.5K - $26.7K
15.9K $1.09M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.6K
New
$10.59 - $11.48 $113K - $122K
10.6K $122K
EMR
Emerson Electric CO

Industrials
432
+ 16.19%
$94.15 - $133.33 $40.7K - $57.6K
3.1K $413K
FIS
Fidelity National Information Services, Inc.

Technology
578
+ 5.48%
$68.14 - $82.13 $39.4K - $47.5K
11.1K $905K
LYFT
Lyft, Inc.

Technology
3.2K
+ 19.87%
$9.97 - $17.21 $31.9K - $55.1K
19.3K $304K
XYL
Xylem Inc.

Industrials
487
+ 10.72%
$102.86 - $129.5 $50.1K - $63.1K
5.03K $650K
CTAS
Cintas Corp

Industrials
396
+ 37.5%
$190.11 - $227.66 $75.3K - $90.2K
1.45K $323K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.71K
+ 16.71%
$68.13 - $74.77 $117K - $128K
12K $871K
TWI
Titan International Inc

Industrials
10.2K
New
$6.27 - $10.43 $64K - $107K
10.2K $104K
RS
Reliance Steel & Aluminum CO

Basic Materials
240
+ 29.3%
$262.08 - $316.81 $62.9K - $76K
1.06K $332K
BMY
Bristol Myers Squibb CO

Healthcare
4.4K
+ 60.26%
$44.12 - $59.6 $194K - $262K
11.7K $541K
D
Dominion Energy, Inc

Utilities
1.64K
+ 43.95%
$49.66 - $58.0 $81.6K - $95.4K
5.39K $304K
GLD
Spdr Gold Trust

ETFs
50
+ 1.09%
$273.71 - $316.29 $13.7K - $15.8K
4.64K $1.41M
ADI
Analog Devices Inc

Technology
170
+ 12.16%
$164.6 - $238.02 $28K - $40.5K
1.57K $373K
SPXC
Spx Corp

Industrials
131
+ 7.29%
$120.66 - $167.68 $15.8K - $22K
1.93K $323K
WEC
Wec Energy Group, Inc.

Utilities
1.06K
+ 25.44%
$102.24 - $109.76 $109K - $117K
5.24K $545K
TXN
Texas Instruments Inc

Technology
468
+ 15.91%
N/A
3.41K $663K
XLC
Select Sector Spdr Tr Communic

ETFs
401
+ 10.81%
$86.13 - $108.53 $34.5K - $43.5K
4.11K $446K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 1.03%
$503.3 - $775.9 $2.01K - $3.1K
393 $301K
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.39K
+ 11.31%
$27.19 - $31.82 $64.8K - $75.9K
23.5K $728K
BMI
Badger Meter Inc

Technology
57
+ 4.6%
$170.72 - $254.17 $9.73K - $14.5K
1.3K $317K
ENSG
Ensign Group, Inc

Healthcare
183
+ 9.05%
$119.93 - $156.36 $21.9K - $28.6K
2.21K $340K
FTNT
Fortinet, Inc.

Technology
343
+ 7.77%
$84.71 - $108.69 $29.1K - $37.3K
4.76K $503K
NEOG
Neogen Corp

Healthcare
16.6K
New
$4.39 - $8.59 $72.7K - $142K
16.6K $79K
MAR
Marriott International Inc

Consumer Cyclical
95
+ 6.37%
$211.12 - $274.14 $20.1K - $26K
1.59K $433K
HRB
H&R Block Inc

Consumer Cyclical
1.41K
+ 12.03%
$54.32 - $63.04 $76.8K - $89.1K
13.2K $722K
AVT
Avnet Inc

Technology
546
+ 5.91%
$41.51 - $53.08 $22.7K - $29K
9.78K $519K
RGA
Reinsurance Group Of America Inc

Financial Services
373
+ 30.98%
$168.32 - $209.71 $62.8K - $78.2K
1.58K $312K
MCO
Moodys Corp

Financial Services
112
+ 22.4%
$396.7 - $501.59 $44.4K - $56.2K
612 $306K
DRI
Darden Restaurants Inc

Consumer Cyclical
271
+ 18.27%
$186.58 - $225.78 $50.6K - $61.2K
1.75K $382K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
661
+ 20.43%
$65.84 - $80.81 $43.5K - $53.4K
3.9K $312K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
766
+ 15.65%
$45.98 - $56.15 $35.2K - $43K
5.66K $317K
PAYO
Payoneer Global Inc.

Technology
10.4K
New
$5.9 - $7.55 $61.5K - $78.7K
10.4K $71K
IDEV
Ishares Core Msci Intl Develop

ETFs
571
+ 16.17%
$61.79 - $76.67 $35.3K - $43.8K
4.1K $311K
TFC
Truist Financial Corp

Financial Services
1.36K
+ 25.88%
$34.79 - $42.99 $47.4K - $58.6K
6.62K $284K
AMP
Ameriprise Financial Inc

Financial Services
41
+ 4.37%
$422.19 - $533.73 $17.3K - $21.9K
979 $522K
EAT
Brinker International, Inc

Consumer Cyclical
125
+ 8.74%
$128.68 - $181.78 $16.1K - $22.7K
1.56K $280K
CFFN
Capitol Federal Financial, Inc.

Financial Services
10.8K
New
$5.03 - $6.1 $54.5K - $66K
10.8K $66K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
328
+ 3.15%
$89.28 - $103.8 $29.3K - $34K
10.7K $1.11M
XLY
Select Sector Spdr Consumer Di

ETFs
129
+ 7.24%
$176.34 - $218.59 $22.7K - $28.2K
1.91K $415K
XLF
Financial Sector Spdr

ETFs
808
+ 10.49%
$43.92 - $52.37 $35.5K - $42.3K
8.51K $445K
OC
Owens Corning

Industrials
497
+ 33.49%
$126.32 - $147.75 $62.8K - $73.4K
1.98K $272K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
498
+ 1.92%
$36.02 - $41.92 $17.9K - $20.9K
26.4K $1.11M
MPWR
Monolithic Power Systems Inc

Technology
4
+ 1.12%
$455.19 - $737.73 $1.82K - $2.95K
362 $264K
SPG
Simon Property Group Inc

Real Estate
428
+ 17.92%
$140.37 - $171.44 $60.1K - $73.4K
2.82K $452K
PCOR
Procore Technologies, Inc.

Technology
635
+ 12.42%
$56.26 - $72.4 $35.7K - $46K
5.75K $393K
SKYW
Skywest Inc

Industrials
156
+ 6.12%
$79.41 - $103.84 $12.4K - $16.2K
2.71K $278K
STE
Steris PLC

Healthcare
174
+ 18.26%
$208.55 - $252.55 $36.3K - $43.9K
1.13K $270K
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
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