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
IBM
International Business Machines Corp

Technology
1.51K
+ 27.97%
$175.1 - $223.38 $265K - $338K
6.92K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
1.41K
+ 44.2%
$245.82 - $304.51 $346K - $428K
4.59K $1.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.87K
+ 9.29%
$51.0 - $52.05 $453K - $462K
104K $5.42M
EFG
Msci Eafe Growth ETF

ETFs
2.62K
+ 5.64%
$96.84 - $108.77 $254K - $285K
49.1K $5.29M
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.85K
+ 3.11%
$26.69 - $29.87 $156K - $175K
194K $5.63M
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 89.38%
$38.89 - $45.0 $402K - $465K
21.9K $982K
GE
General Electric CO

Industrials
2.19K
+ 82.31%
$156.66 - $189.66 $343K - $416K
4.86K $915K
AXP
American Express CO

Financial Services
942
+ 16.62%
$225.92 - $271.17 $213K - $255K
6.61K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
2.17K
+ 19.03%
$160.76 - $177.82 $349K - $387K
13.6K $2.35M
CRM
Salesforce, Inc.

Technology
1.59K
+ 78.43%
$238.42 - $276.53 $380K - $441K
3.62K $991K
GOOGL
Alphabet Inc.

Communication Services
4.85K
+ 22.67%
$148.65 - $191.18 $721K - $928K
26.3K $4.36M
MA
Mastercard Inc

Financial Services
460
+ 11.97%
$429.6 - $500.99 $198K - $230K
4.3K $2.12M
XLV
Select Sector Spdr Fund Health

ETFs
2.11K
+ 17.67%
$143.3 - $157.24 $303K - $332K
14.1K $2.17M
IFRA
Ishares Tr

ETFs
4.76K
+ 12.45%
$41.55 - $46.97 $198K - $223K
43K $2.02M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
10.6K
+ 43.28%
$29.23 - $33.51 $309K - $354K
35K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
724
+ 66.12%
$459.02 - $510.25 $332K - $369K
1.82K $900K
LLY
Eli Lilly & CO

Healthcare
490
+ 20.18%
$772.14 - $960.02 $378K - $470K
2.92K $2.59M
TJX
Tjx Companies Inc

Consumer Cyclical
2.86K
+ 51.16%
$107.93 - $120.23 $309K - $344K
8.46K $994K
NFLX
Netflix Inc

Communication Services
427
+ 23.81%
$598.55 - $722.26 $256K - $308K
2.22K $1.57M
PFE
Pfizer Inc

Healthcare
11.7K
+ 47.8%
$27.7 - $31.39 $325K - $368K
36.3K $1.05M
EFV
Msci Eafe Value ETF

ETFs
4.16K
+ 15.57%
$51.72 - $57.96 $215K - $241K
30.9K $1.78M
EEMV
Ishares Msci Emerging Markets

ETFs
2.12K
+ 5.18%
$56.77 - $63.31 $120K - $134K
43K $2.7M
ACN
Accenture PLC

Technology
335
+ 7.53%
$295.44 - $355.81 $99K - $119K
4.78K $1.69M
IYW
Ishares Dj Us Tech ETF

ETFs
2.22K
+ 135.39%
$133.16 - $158.73 $295K - $352K
3.85K $583K
CVX
Chevron Corp

Energy
3.01K
+ 24.02%
$137.88 - $161.97 $415K - $488K
15.5K $2.29M
FDX
Fedex Corp

Industrials
1.34K
+ 92.39%
$254.64 - $313.52 $340K - $419K
2.78K $760K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
+ 14.66%
$162.83 - $179.16 $189K - $208K
9.09K $1.63M
BX
Blackstone Inc.

Financial Services
1.64K
+ 64.52%
$120.77 - $159.66 $199K - $262K
4.19K $641K
ABBV
Abb Vie Inc.

Healthcare
808
+ 12.93%
$163.84 - $199.33 $132K - $161K
7.06K $1.39M
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 20.08%
$99.55 - $123.34 $139K - $172K
8.35K $1.01M
FICO
Fair Isaac Corp

Technology
40
+ 7.83%
$1496.51 - $1947.38 $59.9K - $77.9K
551 $1.07M
AMGN
Amgen Inc

Healthcare
897
+ 42.37%
$309.38 - $337.38 $278K - $303K
3.01K $971K
CMCSA
Comcast Corp

Communication Services
6.58K
+ 53.78%
$37.33 - $41.78 $246K - $275K
18.8K $786K
EPD
Enterprise Products Partners L.P.

Energy
10K
+ 126.26%
$27.88 - $30.0 $279K - $300K
17.9K $522K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.06K
+ 59.34%
$37.61 - $41.72 $228K - $253K
16.3K $679K
SHW
Sherwin Williams CO

Basic Materials
579
+ 66.94%
$294.65 - $384.0 $171K - $222K
1.44K $550K
TMO
Thermo Fisher Scientific Inc.

Healthcare
292
+ 17.25%
$531.86 - $624.21 $155K - $182K
1.99K $1.23M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.42K
+ 60.05%
$64.57 - $71.76 $221K - $246K
9.13K $654K
GLD
Spdr Gold Trust

ETFs
694
+ 17.83%
$215.56 - $246.98 $150K - $171K
4.59K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 13.5%
$162.64 - $179.3 $178K - $196K
9.21K $1.65M
AMD
Advanced Micro Devices Inc

Technology
1.44K
+ 24.43%
$128.67 - $183.96 $185K - $264K
7.32K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 26.24%
$72.51 - $98.6 $104K - $141K
6.87K $670K
MRK
Merck & Co., Inc.

Healthcare
3.34K
+ 24.8%
$111.15 - $128.97 $372K - $431K
16.8K $1.91M
BAC
Bank Of America Corp

Financial Services
5.98K
+ 20.81%
$36.65 - $44.13 $219K - $264K
34.7K $1.38M
T
At&T Inc.

Communication Services
4.59K
+ 11.86%
$18.21 - $22.28 $83.6K - $102K
43.3K $952K
UNP
Union Pacific Corp

Industrials
524
+ 12.74%
$221.78 - $256.09 $116K - $134K
4.64K $1.14M
ED
Consolidated Edison Inc

Utilities
1.64K
+ 61.11%
$88.42 - $104.97 $145K - $172K
4.32K $449K
SUB
Ishares Short Term National Mu

ETFs
1.73K
+ 12.78%
$104.3 - $106.3 $181K - $184K
15.3K $1.62M
VST
Vistra Corp.

Utilities
178
+ 3.27%
$69.0 - $119.06 $12.3K - $21.2K
5.63K $667K
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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