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
ADBE
Adobe Inc.

Technology
1.03K
+ 44.05%
$340.0 - $420.68 $351K - $434K
3.38K $1.31M
CI
Cigna Corp

Healthcare
1.21K
+ 164.09%
$301.89 - $340.04 $366K - $412K
1.95K $644K
ETN
Eaton Corp PLC

Industrials
738
+ 46.83%
$246.52 - $356.99 $182K - $263K
2.31K $826K
IWF
Ishares Russell 1000 Gr ETF

ETFs
57
+ 0.97%
$320.42 - $424.58 $18.3K - $24.2K
5.94K $2.52M
MRK
Merck & Co., Inc.

Healthcare
6.93K
+ 45.54%
$73.47 - $87.12 $509K - $604K
22.1K $1.75M
CG
Carlyle Group Inc.

Financial Services
5.24K
+ 40.26%
$34.78 - $51.4 $182K - $269K
18.2K $937K
AEP
American Electric Power CO Inc

Utilities
3.71K
+ 144.26%
$98.59 - $109.11 $365K - $404K
6.28K $651K
TMUS
T Mobile Us, Inc.

Communication Services
1.68K
+ 163.89%
$220.99 - $268.54 $370K - $450K
2.7K $642K
BSX
Boston Scientific Corp

Healthcare
3.19K
+ 97.41%
$89.7 - $107.41 $286K - $343K
6.47K $694K
GM
General Motors CO

Consumer Cyclical
7.02K
+ 147.48%
$42.48 - $50.46 $298K - $354K
11.8K $579K
SCHW
Schwab Charles Corp

Financial Services
3.24K
+ 72.29%
$69.06 - $91.24 $224K - $296K
7.73K $705K
AXON
Axon Enterprise, Inc.

Industrials
49
+ 4.75%
$497.13 - $827.94 $24.4K - $40.6K
1.08K $895K
CRM
Salesforce, Inc.

Technology
1.21K
+ 24.45%
$236.26 - $291.15 $286K - $352K
6.16K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.83K
+ 40.68%
$91.43 - $91.74 $350K - $351K
13.2K $1.21M
SHEL
Shell PLC

Energy
4.99K
+ 150.42%
$59.75 - $73.05 $298K - $364K
8.3K $584K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.11K
+ 46.44%
$48.13 - $49.85 $342K - $355K
22.4K $1.1M
SPGI
S&P Global Inc.

Financial Services
590
+ 45.35%
$438.31 - $527.29 $259K - $311K
1.89K $997K
DHR
Danaher Corp

Healthcare
1.86K
+ 44.3%
$174.64 - $205.16 $325K - $382K
6.06K $1.2M
TJX
Tjx Companies Inc

Consumer Cyclical
2.59K
+ 27.41%
$119.13 - $135.03 $308K - $349K
12K $1.48M
NEE
Nextera Energy Inc

Utilities
5.09K
+ 33.44%
$64.11 - $75.0 $326K - $381K
20.3K $1.41M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
32.4K
+ 78.94%
$11.11 - $14.46 $360K - $469K
73.5K $919K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
809
+ 101.89%
$421.16 - $509.5 $341K - $412K
1.6K $713K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.73K
+ 3043.89%
$87.84 - $1441.89 $591K - $9.7M
6.95K $626K
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.6K
+ 7.46%
$25.48 - $27.78 $449K - $490K
254K $6.75M
COP
Conocophillips

Energy
4.17K
+ 93.63%
$82.66 - $106.1 $345K - $443K
8.63K $774K
MCK
Mckesson Corp

Healthcare
346
+ 41.99%
$652.83 - $732.78 $226K - $254K
1.17K $857K
PHYS
Sprott Physical Gold Trust

Financial Services
11.1K
+ 77.75%
$22.82 - $26.29 $254K - $292K
25.4K $644K
FIX
Comfort Systems Usa Inc

Industrials
274
+ 38.92%
$296.51 - $536.21 $81.2K - $147K
978 $524K
AON
Aon PLC

Financial Services
902
+ 144.32%
$335.85 - $398.81 $303K - $360K
1.53K $544K
EVR
Evercore Inc.

Financial Services
682
+ 44.14%
$163.77 - $271.5 $112K - $185K
2.23K $601K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
336
+ 20.33%
$177.93 - $313.14 $59.8K - $105K
1.99K $622K
SNPS
Synopsys Inc

Technology
370
+ 39.66%
$380.9 - $517.66 $141K - $192K
1.3K $668K
EBAY
Ebay Inc

Consumer Cyclical
3.2K
+ 81.69%
$59.52 - $79.36 $191K - $254K
7.12K $530K
ABC
Amerisourcebergen Corp

Healthcare
1.41K
+ 161.49%
N/A
2.29K $423K
SAP
Sap Se

Technology
716
+ 60.42%
$237.53 - $309.8 $170K - $222K
1.9K $578K
GD
General Dynamics Corp

Industrials
775
+ 54.62%
$247.68 - $291.66 $192K - $226K
2.19K $639K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.47K
+ 108.19%
$27.3 - $31.8 $204K - $238K
14.4K $457K
WM
Waste Management Inc

Industrials
1.13K
+ 32.03%
$216.47 - $242.1 $244K - $273K
4.65K $1.06M
IYE
Ishares Tr

ETFs
6.94K
+ 43.7%
$40.36 - $49.67 $280K - $345K
22.8K $1.03M
CVX
Chevron Corp

Energy
5.5K
+ 24.42%
$133.73 - $168.51 $735K - $927K
28K $4.01M
OTIS
Otis Worldwide Corp

Industrials
2.57K
+ 100.0%
$90.88 - $104.3 $233K - $268K
5.13K $508K
XLK
Technology Sector Spdr

ETFs
228
+ 5.91%
$179.73 - $253.23 $41K - $57.7K
4.09K $1.03M
NVR
Nvr Inc

Consumer Cyclical
29
+ 20.42%
$6700.0 - $7410.93 $194K - $215K
171 $1.26M
MPC
Marathon Petroleum Corp

Energy
328
+ 3.82%
$118.55 - $170.08 $38.9K - $55.8K
8.91K $1.48M
LOW
Lowes Companies Inc

Consumer Cyclical
1.25K
+ 30.45%
$210.83 - $235.28 $262K - $293K
5.33K $1.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.06K
+ 48.45%
$390.26 - $489.06 $414K - $519K
3.25K $1.32M
TT
Trane Technologies PLC

Industrials
345
+ 45.22%
$315.21 - $437.41 $109K - $151K
1.11K $484K
QCOM
Qualcomm Inc

Technology
1.23K
+ 23.51%
$124.66 - $159.48 $153K - $195K
6.44K $1.02M
SHW
Sherwin Williams CO

Basic Materials
636
+ 55.3%
$313.51 - $363.51 $199K - $231K
1.79K $613K
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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