Journey Strategic Wealth LLC Incresed Positions in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
224
+ 0.03%
$496.48 - $617.85 $111K - $138K
733K $453M
MSFT
Microsoft Corp

Technology
23.7K
+ 27.35%
$354.56 - $497.45 $8.39M - $11.8M
110K $54.8M
NVDA
Nvidia Corp

Technology
87.1K
+ 79.68%
$94.31 - $157.99 $8.22M - $13.8M
196K $31M
AVDE
American Centy ETF Tr Avantis

ETFs
219K
+ 96.99%
$59.32 - $74.36 $13M - $16.3M
444K $32.9M
AMZN
Amazon Com Inc

Consumer Cyclical
32.1K
+ 58.2%
$167.32 - $223.3 $5.38M - $7.18M
87.4K $19.2M
AVGO
Broadcom Inc.

Technology
625
+ 0.8%
$146.29 - $275.65 $91.4K - $172K
78.9K $21.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.7K
+ 100.12%
$456.74 - $568.03 $6.26M - $7.79M
27.4K $15.6M
META
Meta Platforms, Inc.

Communication Services
4.32K
+ 22.01%
$484.66 - $738.09 $2.09M - $3.19M
23.9K $17.7M
TSLA
Tesla, Inc.

Consumer Cyclical
11.1K
+ 99.18%
$221.86 - $362.89 $2.47M - $4.04M
22.4K $7.11M
GOOGL
Alphabet Inc.

Communication Services
17.1K
+ 39.36%
$144.7 - $178.6 $2.47M - $3.05M
60.5K $10.7M
GOOG
Alphabet Inc.

Communication Services
13.9K
+ 47.92%
$146.58 - $180.01 $2.04M - $2.5M
42.9K $7.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
49.2K
+ 14.07%
$45.11 - $52.34 $2.22M - $2.57M
399K $20.9M
NFLX
Netflix Inc

Communication Services
1.51K
+ 64.78%
$855.86 - $1339.13 $1.3M - $2.03M
3.85K $5.16M
JHMB
John Hancock Exchange Traded

ETFs
125K
+ 37.35%
$21.45 - $22.26 $2.68M - $2.78M
459K $10M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
230
+ 0.34%
$171.4 - $227.1 $39.4K - $52.2K
68.5K $15.6M
ORCL
Oracle Corp

Technology
5.68K
+ 47.05%
$122.82 - $218.63 $697K - $1.24M
17.7K $3.88M
JPIE
J P Morgan Exchange Traded Fd
40.5K
+ 23.19%
$45.12 - $46.32 $1.83M - $1.88M
215K $9.97M
V
Visa Inc.

Financial Services
5.12K
+ 41.19%
$308.27 - $373.31 $1.58M - $1.91M
17.6K $6.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.05K
+ 38.44%
$483.48 - $539.8 $2.44M - $2.72M
18.2K $8.83M
LLY
Eli Lilly & CO

Healthcare
2.48K
+ 71.42%
$713.71 - $898.95 $1.77M - $2.23M
5.96K $4.65M
XOM
Exxon Mobil Corp

Energy
18.1K
+ 82.32%
$99.93 - $119.04 $1.8M - $2.15M
40K $4.31M
PLTR
Palantir Technologies Inc.

Technology
9.95K
+ 159.63%
$74.01 - $144.25 $736K - $1.43M
16.2K $2.21M
MA
Mastercard Inc

Financial Services
2.87K
+ 62.98%
$479.92 - $590.74 $1.38M - $1.7M
7.43K $4.17M
IBM
International Business Machines Corp

Technology
2.97K
+ 18.95%
$221.03 - $294.78 $656K - $875K
18.6K $5.49M
WMT
Walmart Inc.

Consumer Defensive
12.4K
+ 46.27%
$81.79 - $99.98 $1.01M - $1.24M
39.1K $3.82M
OMFL
Invesco Exchange Traded Self I

ETFs
4.26K
+ 1.55%
$48.43 - $57.78 $206K - $246K
280K $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
5.23K
+ 27.67%
$149.23 - $184.95 $781K - $968K
24.2K $4.4M
ABT
Abbott Laboratories

Healthcare
9.09K
+ 167.86%
$123.95 - $138.08 $1.13M - $1.26M
14.5K $1.97M
IEFA
Ishares Tr

ETFs
9.92K
+ 18.58%
$67.83 - $84.09 $673K - $834K
63.3K $5.28M
AXP
American Express CO

Financial Services
1.18K
+ 6.78%
$231.39 - $318.98 $273K - $376K
18.6K $5.93M
KO
Coca Cola CO

Consumer Defensive
16.8K
+ 145.67%
$68.37 - $73.9 $1.15M - $1.24M
28.3K $2.01M
CMF
Ishares California Muni Bond E

ETFs
20.3K
+ 115.87%
$54.52 - $56.7 $1.11M - $1.15M
37.8K $2.11M
AVUV
American Centy ETF Tr Avantis

ETFs
8.26K
+ 9.6%
$75.17 - $91.21 $621K - $754K
94.3K $8.59M
COST
Costco Wholesale Corp

Consumer Defensive
768
+ 11.2%
$908.13 - $1056.85 $697K - $812K
7.62K $7.55M
BAC
Bank Of America Corp

Financial Services
18.4K
+ 58.39%
$34.39 - $47.46 $633K - $874K
49.9K $2.36M
HD
Home Depot, Inc.

Consumer Cyclical
2.8K
+ 16.41%
$335.24 - $380.78 $938K - $1.07M
19.8K $7.28M
GE
General Electric CO

Industrials
2.82K
+ 55.61%
$166.81 - $257.39 $471K - $727K
7.9K $2.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.77K
+ 9.27%
$43.53 - $54.46 $382K - $478K
103K $5.63M
GS
Goldman Sachs Group Inc

Financial Services
997
+ 53.34%
$462.22 - $707.75 $461K - $706K
2.87K $2.03M
UBER
Uber Technologies, Inc

Technology
9.97K
+ 282.78%
$64.62 - $93.3 $644K - $930K
13.5K $1.26M
MU
Micron Technology Inc

Technology
7.03K
+ 234.78%
$64.72 - $127.91 $455K - $899K
10K $1.23M
T
At&T Inc.

Communication Services
30.7K
+ 69.04%
$26.33 - $28.94 $808K - $888K
75.1K $2.17M
DIS
Walt Disney CO

Communication Services
4.08K
+ 25.3%
$81.72 - $124.01 $333K - $505K
20.2K $2.5M
ABBV
Abb Vie Inc.

Healthcare
6.86K
+ 42.33%
$170.16 - $206.27 $1.17M - $1.41M
23.1K $4.28M
IWM
Ishares Russell 2000 ETF

ETFs
3.99K
+ 332.36%
$174.82 - $215.79 $697K - $860K
5.18K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
3.6K
+ 40.54%
$285.55 - $321.23 $1.03M - $1.16M
12.5K $3.65M
INTU
Intuit Inc

Technology
810
+ 67.56%
$544.07 - $787.63 $441K - $638K
2.01K $1.58M
RTX
Raytheon Technologies Corp

Industrials
4.88K
+ 51.46%
$113.75 - $148.48 $555K - $725K
14.4K $2.1M
CSCO
Cisco Systems, Inc.

Technology
8.89K
+ 30.7%
$53.19 - $69.38 $473K - $617K
37.8K $2.63M
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