Journey Strategic Wealth LLC Incresed Positions in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
5.14K
+ 0.07%
$145.48 - $167.38 $748K - $860K
7.02M $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.64K
+ 0.64%
$517.38 - $573.86 $2.4M - $2.66M
726K $417M
AAPL
Apple Inc.

Technology
21.4K
+ 2.62%
$207.23 - $234.82 $4.44M - $5.03M
840K $196M
IVV
Ishares Core S&P 500 ETF

ETFs
4.88K
+ 1.04%
$520.18 - $576.82 $2.54M - $2.82M
473K $273M
JPIE
J P Morgan Exchange Traded Fd
153K
+ 144.02%
$45.17 - $46.39 $6.9M - $7.09M
259K $12M
TLT
Ishares Barclays 20+ Year Trea

ETFs
55.6K
+ 26.51%
$89.91 - $101.33 $5M - $5.63M
265K $26M
MSFT
Microsoft Corp

Technology
16.7K
+ 47.57%
$395.15 - $467.56 $6.59M - $7.79M
51.7K $22.2M
VTI
Vanguard Total Stock Market Et

ETFs
15.2K
+ 228.69%
$255.18 - $283.2 $3.87M - $4.29M
21.8K $6.17M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
21K
+ 10.28%
$113.45 - $126.18 $2.38M - $2.65M
225K $28.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.3K
+ 347.67%
$53.41 - $57.9 $3.06M - $3.32M
73.8K $4.27M
IEFA
Ishares Tr

ETFs
37.7K
+ 222.85%
$70.09 - $78.74 $2.65M - $2.97M
54.7K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
54.4K
+ 276.24%
$47.6 - $53.31 $2.59M - $2.9M
74.1K $3.91M
AMZN
Amazon Com Inc

Consumer Cyclical
16.2K
+ 53.67%
$161.02 - $200.0 $2.61M - $3.24M
46.4K $8.65M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
42.3K
+ 8.53%
$35.73 - $39.48 $1.51M - $1.67M
537K $21M
IEMG
Ishares Inc

ETFs
43K
+ 139.52%
$53.64 - $53.64 $2.31M - $2.31M
73.8K $3.96M
OMFL
Invesco Exchange Traded Self I

ETFs
41.7K
+ 24.47%
$47.65 - $52.99 $1.99M - $2.21M
212K $11.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.6K
+ 271.68%
$60.84 - $67.51 $1.98M - $2.2M
44.6K $3.01M
META
Meta Platforms, Inc.

Communication Services
2.69K
+ 29.67%
$453.41 - $572.44 $1.22M - $1.54M
11.8K $6.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.17K
+ 75.86%
$434.77 - $502.96 $1.81M - $2.1M
9.66K $4.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.85K
+ 2.63%
$105.53 - $118.34 $407K - $456K
150K $17.6M
MBB
Ishares Tr

ETFs
17.9K
+ 33.72%
$90.85 - $96.66 $1.62M - $1.73M
70.8K $6.78M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.88K
+ 11.79%
$178.94 - $207.0 $1.41M - $1.63M
74.7K $15M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.3K
+ 18.42%
$85.84 - $85.84 $1.92M - $1.92M
144K $12.3M
NVDA
Nvidia Corp

Technology
15.4K
+ 20.89%
$98.91 - $134.91 $1.53M - $2.08M
89.3K $10.8M
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 22.62%
$88.24 - $99.7 $1.22M - $1.38M
75K $7.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
35.8K
+ 590.68%
$44.83 - $47.42 $1.61M - $1.7M
41.9K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
3.17K
+ 53.53%
$333.64 - $405.2 $1.06M - $1.29M
9.1K $3.69M
PEP
Pepsico Inc

Consumer Defensive
1.78K
+ 0.85%
$161.9 - $179.3 $288K - $319K
212K $36M
XLE
Energy Sector Spdr

ETFs
17.3K
+ 30.32%
$84.35 - $93.39 $1.46M - $1.61M
74.2K $6.51M
EMTL
Spdr Doubleline Emerging Marke

ETFs
26.7K
+ 22.78%
$41.96 - $43.49 $1.12M - $1.16M
144K $6.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.11K
+ 5.77%
$283.28 - $314.39 $597K - $663K
38.7K $12.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.68K
+ 15.38%
$475.2 - $527.7 $796K - $884K
12.6K $6.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.2K
+ 183.82%
$50.25 - $50.74 $1.06M - $1.07M
32.7K $1.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.38K
+ 20.58%
$83.76 - $91.82 $702K - $769K
49.1K $4.48M
TSLA
Tesla, Inc.

Consumer Cyclical
2.53K
+ 42.01%
$191.76 - $263.26 $484K - $665K
8.54K $2.23M
JPM
Jpmorgan Chase & CO

Financial Services
4.28K
+ 31.12%
$194.9 - $224.8 $834K - $962K
18K $3.8M
ORCL
Oracle Corp

Technology
4.29K
+ 46.74%
$125.9 - $170.35 $540K - $731K
13.5K $2.29M
XLU
Utilities Sector Spdr

ETFs
11.7K
+ 279.31%
$67.67 - $80.78 $791K - $944K
15.9K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
+ 27.95%
$488.01 - $604.18 $557K - $690K
5.23K $3.06M
NEE
Nextera Energy Inc

Utilities
10.4K
+ 160.34%
$69.9 - $84.97 $728K - $885K
16.9K $1.43M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.3K
+ 196.18%
$44.24 - $49.47 $764K - $854K
26.1K $1.29M
WMT
Walmart Inc.

Consumer Defensive
7.71K
+ 43.73%
$66.91 - $81.4 $516K - $628K
25.3K $2.05M
COST
Costco Wholesale Corp

Consumer Defensive
817
+ 36.55%
$801.83 - $917.05 $655K - $749K
3.05K $2.71M
V
Visa Inc.

Financial Services
2.58K
+ 45.0%
$253.74 - $291.56 $655K - $753K
8.32K $2.29M
LOW
Lowes Companies Inc

Consumer Cyclical
2.58K
+ 171.96%
$213.3 - $270.78 $549K - $698K
4.07K $1.1M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 110.11%
$29.89 - $34.82 $609K - $709K
38.9K $1.3M
AVGO
Broadcom Inc.

Technology
20.1K
+ 1022.24%
$136.27 - $1745.86 $2.74M - $35.1M
22.1K $3.81M
GOOG
Alphabet Inc.

Communication Services
5.41K
+ 32.78%
$149.54 - $192.66 $809K - $1.04M
21.9K $3.66M
XOM
Exxon Mobil Corp

Energy
5.03K
+ 47.52%
$109.72 - $119.0 $552K - $598K
15.6K $1.83M
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
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