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
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.9K
+ 6.93%
$83.97 - $92.85 $1.42M - $1.57M
260K $22.9M
CAT
Caterpillar Inc

Industrials
1.51K
+ 41.47%
$273.94 - $388.21 $413K - $586K
5.15K $2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
17.1K
+ 39.76%
$27.26 - $34.48 $465K - $588K
60K $2.07M
NOW
Service Now, Inc.

Technology
592
+ 114.07%
$721.65 - $1040.18 $427K - $616K
1.11K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
7.06K
+ 44.91%
$102.31 - $105.8 $722K - $747K
22.8K $2.38M
MS
Morgan Stanley

Financial Services
4.4K
+ 120.09%
$99.83 - $140.86 $439K - $620K
8.06K $1.14M
ISRG
Intuitive Surgical Inc

Healthcare
1.13K
+ 67.12%
$451.58 - $565.94 $512K - $641K
2.82K $1.53M
IXP
Ishares Global Comm Services E

ETFs
3.34K
+ 16.34%
$88.17 - $112.32 $295K - $376K
23.8K $2.67M
GTO
Invesco Actively Managed ETF T

ETFs
14.9K
+ 4.93%
$45.73 - $47.2 $683K - $705K
318K $14.9M
FCX
Freeport Mcmoran Inc

Basic Materials
15K
+ 243.73%
$29.15 - $44.46 $436K - $665K
21.1K $914K
SLV
I Shares Silver Trust

ETFs
18.5K
+ 51.29%
$27.08 - $33.74 $500K - $623K
54.4K $1.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
101
+ 177.19%
$4164.15 - $5789.24 $421K - $585K
158 $914K
COF
Capital One Financial Corp

Financial Services
2.78K
+ 157.2%
$150.57 - $212.76 $419K - $592K
4.56K $969K
AMGN
Amgen Inc

Healthcare
2.6K
+ 92.89%
$262.28 - $309.85 $682K - $806K
5.4K $1.51M
CB
Chubb LTD

Financial Services
2.17K
+ 217.85%
$274.32 - $302.46 $596K - $657K
3.17K $918K
ADP
Automatic Data Processing Inc

Industrials
1.9K
+ 131.06%
$276.76 - $326.81 $526K - $621K
3.35K $1.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.52K
+ 23.56%
$152.42 - $182.82 $383K - $460K
13.2K $2.41M
HON
Honeywell International Inc

Industrials
2.14K
+ 54.85%
$182.86 - $232.88 $392K - $499K
6.05K $1.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
686
+ 46.6%
$321.63 - $509.31 $221K - $349K
2.16K $1.1M
CME
Cme Group Inc.

Financial Services
2.03K
+ 110.84%
$252.37 - $290.71 $513K - $591K
3.87K $1.07M
LMT
Lockheed Martin Corp

Industrials
1.21K
+ 115.29%
$430.82 - $486.45 $523K - $591K
2.27K $1.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.34K
+ 36.11%
$39.89 - $49.46 $373K - $462K
35.2K $1.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.43K
+ 143.02%
$63.54 - $68.5 $535K - $577K
14.3K $965K
INTC
Intel Corp

Technology
25.1K
+ 207.9%
$18.13 - $22.69 $455K - $570K
37.2K $833K
VEA
Vanguard Ftse Developed Market

ETFs
3.2K
+ 5.36%
$45.65 - $57.01 $146K - $182K
63K $3.59M
MDT
Medtronic PLC

Healthcare
6.33K
+ 274.46%
$80.68 - $88.86 $511K - $562K
8.64K $752K
EMTL
Spdr Doubleline Emerging Marke

ETFs
12.3K
+ 5.75%
$41.99 - $43.17 $515K - $530K
226K $9.74M
ACN
Accenture PLC

Technology
1.98K
+ 39.98%
$279.23 - $323.21 $552K - $639K
6.92K $2.07M
UNP
Union Pacific Corp

Industrials
2.43K
+ 46.51%
$208.27 - $238.46 $505K - $578K
7.64K $1.76M
SYK
Stryker Corp

Healthcare
1.28K
+ 205.98%
$337.37 - $395.63 $430K - $504K
1.89K $749K
KLAC
Kla Corp

Technology
83
+ 4.04%
$576.53 - $902.94 $47.9K - $74.9K
2.14K $1.92M
PANW
Palo Alto Networks Inc

Technology
1.33K
+ 19.02%
$152.44 - $204.64 $203K - $272K
8.33K $1.7M
BA
Boeing CO

Industrials
1.51K
+ 33.19%
$136.59 - $217.51 $206K - $328K
6.06K $1.27M
DUK
Duke Energy Corp

Utilities
4.22K
+ 103.73%
$112.46 - $124.05 $475K - $524K
8.29K $978K
C
Citigroup Inc

Financial Services
4.36K
+ 58.68%
$58.13 - $85.12 $254K - $371K
11.8K $1M
PFE
Pfizer Inc

Healthcare
20.6K
+ 72.25%
$21.59 - $24.84 $445K - $512K
49.2K $1.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
936
+ 22.05%
$141.37 - $228.57 $132K - $214K
5.18K $1.17M
NOC
Northrop Grumman Corp

Industrials
921
+ 185.31%
$456.3 - $540.39 $420K - $498K
1.42K $708K
SO
Southern CO

Utilities
4.9K
+ 86.52%
$84.91 - $92.56 $416K - $454K
10.6K $970K
CEG
Constellation Energy Corp

Utilities
858
+ 61.11%
$170.96 - $322.76 $147K - $277K
2.26K $730K
CMCSA
Comcast Corp

Communication Services
12.9K
+ 94.46%
$32.84 - $36.72 $425K - $475K
26.6K $950K
VZ
Verizon Communications Inc

Communication Services
11.3K
+ 48.96%
$41.67 - $45.62 $472K - $516K
34.4K $1.49M
GILD
Gilead Sciences, Inc.

Healthcare
4.05K
+ 63.85%
$96.91 - $113.0 $393K - $458K
10.4K $1.15M
PGR
Progressive Corp

Financial Services
1.78K
+ 83.58%
$255.27 - $288.74 $453K - $513K
3.9K $1.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.52K
+ 55.86%
$212.1 - $244.27 $535K - $616K
7.03K $1.54M
MO
Altria Group, Inc.

Consumer Defensive
7.34K
+ 99.28%
$55.56 - $60.91 $408K - $447K
14.7K $864K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.17K
+ 128.96%
$151.62 - $183.47 $329K - $399K
3.86K $707K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 1.94%
$28.26 - $37.83 $33.7K - $45.2K
62.7K $2.37M
DE
Deere & CO

Industrials
669
+ 34.75%
$412.99 - $531.48 $276K - $356K
2.59K $1.32M
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
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