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
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 1.42%
$1685.92 - $2128.51 $3.37K - $4.26K
143 $262K
LAMR
Lamar Advertising CO

Real Estate
3
+ 0.18%
$110.9 - $135.58 $333 - $407
1.72K $229K
BLD
Top Build Corp

Industrials
15
+ 1.93%
$360.4 - $479.09 $5.41K - $7.19K
791 $321K
FNGR
Finger Motion, Inc.

Communication Services
10K
New
$1.68 - $2.55 $16.8K - $25.5K
10K $21K
IFN
India Fund Inc

Financial Services
100
+ 0.67%
$17.61 - $19.23 $1.76K - $1.92K
15.1K $287K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91
+ 0.63%
$49.93 - $51.15 $4.54K - $4.65K
14.5K $739K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
47
+ 0.34%
$9.34 - $11.46 $439 - $539
13.9K $153K
ET
Energy Transfer LP

Energy
1.26K
+ 12.16%
$15.43 - $16.44 $19.4K - $20.6K
11.6K $185K
CNI
Canadian National Railway CO

Industrials
169
+ 6.22%
$110.1 - $123.65 $18.6K - $20.9K
2.88K $337K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
129
+ 1.41%
$98.97 - $99.59 $12.8K - $12.8K
9.3K $925K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
96
+ 4.64%
$98.99 - $101.51 $9.5K - $9.74K
2.17K $219K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.71K
+ 533.44%
$150.73 - $974.56 $257K - $1.66M
2.03K $323K
TIP
Ishares Tr Tips Bd ETF

ETFs
48
+ 2.15%
$105.92 - $110.83 $5.08K - $5.32K
2.28K $252K
SPSC
Sps Commerce Inc

Technology
13
+ 0.7%
$185.76 - $215.42 $2.41K - $2.8K
1.87K $363K
SHEL
Shell PLC

Energy
590
+ 14.29%
$65.65 - $73.28 $38.7K - $43.2K
4.72K $311K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
500
+ 3.96%
$12.19 - $12.73 $6.1K - $6.37K
13.1K $165K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
370
+ 2.27%
$19.74 - $20.07 $7.3K - $7.43K
16.7K $333K
ONTO
Onto Innovation Inc.

Technology
104
+ 10.94%
$158.45 - $238.04 $16.5K - $24.8K
1.06K $219K
XYL
Xylem Inc.

Industrials
85
+ 1.92%
$126.14 - $141.53 $10.7K - $12K
4.52K $610K
RELX
Relx PLC

Communication Services
8
+ 0.14%
$44.1 - $48.86 $353 - $391
5.7K $270K
SKYW
Skywest Inc

Industrials
14
+ 0.55%
$68.08 - $87.62 $953 - $1.23K
2.54K $216K
FUL
Fuller H B CO

Basic Materials
14
+ 0.51%
$75.6 - $86.2 $1.06K - $1.21K
2.75K $218K
DVN
Devon Energy Corp

Energy
1.24K
+ 22.37%
$37.87 - $48.65 $46.8K - $60.1K
6.76K $264K
WSR
Whitestone Reit

Real Estate
65
+ 0.57%
$12.84 - $14.31 $835 - $930
11.5K $155K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
1.28K
+ 11.62%
$2.21 - $2.63 $2.82K - $3.36K
12.3K $29K
LYB
Lyondell Basell Industries N.V.

Basic Materials
12
+ 0.57%
$92.56 - $99.46 $1.11K - $1.19K
2.1K $201K
QCOM
Qualcomm Inc

Technology
630
+ 17.27%
$156.12 - $209.64 $98.4K - $132K
4.28K $727K
American Healthcare Reit Inc
43.8K
New
N/A
43.8K $0
Ea Series Trust
6.04K
+ 18.47%
N/A
38.7K $0
Healthcare Rlty Tr
23.5K
New
N/A
23.5K $0
TAFI
Ab Active Etfs Inc Tax Aware S
14.7K
+ 13.09%
N/A
127K $0
Morgan Stanley ETF Trust
4.19K
New
N/A
4.19K $0
Amplify ETF Tr
3.72K
New
N/A
3.72K $0
Linde PLC
258
+ 15.03%
N/A
1.97K $0
Coherent Corp
243
+ 6.02%
N/A
4.28K $0
Ge Healthcare Technologies I
2.74K
+ 43.88%
N/A
8.99K $0
Ea Series Trust
15.8K
+ 53.69%
N/A
45.3K $0
Arcadium Lithium PLC
10.5K
New
N/A
10.5K $0
Doubleline ETF Trust
100
+ 1.59%
N/A
6.39K $0
Ge Vernova Inc
1.3K
New
N/A
1.3K $0
Proshares Tr Ii
14.5K
New
N/A
14.5K $0
BFA
Brown Forman Corp Cl A
36.5K
New
N/A
36.5K $0
Peakstone Realty Trust
11.7K
New
N/A
11.7K $0
New York Cmnty Bancorp Inc
12.7K
New
N/A
12.7K $0
BFB
Brown Forman Corp Cl B
59.3K
New
N/A
59.3K $0
Canadian Pacific Kansas City
536
+ 6.75%
N/A
8.48K $0
WING
Wingstop Inc.

Consumer Cyclical
13
+ 1.26%
$352.46 - $427.92 $4.58K - $5.56K
1.05K $435K
CRUS
Cirrus Logic, Inc.

Technology
42
+ 2.34%
$112.86 - $145.69 $4.74K - $6.12K
1.84K $228K
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 0.56%
$354.52 - $391.16 $1.06K - $1.17K
537 $201K
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
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