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
IVW
Ishares S&P 500 Growth ETF

ETFs
1.85K
+ 29.09%
$84.77 - $97.13 $157K - $180K
8.22K $786K
BA
Boeing CO

Industrials
1.79K
+ 70.04%
$152.04 - $190.6 $273K - $342K
4.35K $661K
URI
United Rentals, Inc.

Industrials
109
+ 16.69%
$627.41 - $814.1 $68.4K - $88.7K
762 $617K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.11K
+ 14.37%
$94.32 - $105.04 $104K - $116K
8.81K $925K
FNF
Fidelity National Financial, Inc.

Financial Services
130
+ 0.92%
$48.08 - $62.04 $6.25K - $8.07K
14.3K $888K
LMT
Lockheed Martin Corp

Industrials
113
+ 11.08%
$460.3 - $584.56 $52K - $66.1K
1.13K $662K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.4K
+ 24.14%
$41.22 - $51.19 $98.7K - $123K
12.3K $601K
FSK
Fs Kkr Capital Corp

Financial Services
9.32K
+ 56.69%
$18.74 - $20.43 $175K - $190K
25.8K $508K
WM
Waste Management Inc

Industrials
945
+ 39.18%
$196.96 - $223.45 $186K - $211K
3.36K $696K
IVE
Ishares S&P 500 Value ETF

ETFs
379
+ 5.49%
$181.06 - $197.17 $68.6K - $74.7K
7.28K $1.44M
BLK
Black Rock Inc.

Financial Services
81
+ 13.32%
$782.27 - $949.51 $63.4K - $76.9K
689 $654K
NKE
Nike, Inc.

Consumer Cyclical
1.43K
+ 38.09%
$71.09 - $89.44 $102K - $128K
5.18K $457K
NOW
Service Now, Inc.

Technology
151
+ 41.94%
$730.87 - $937.36 $110K - $142K
511 $457K
FCX
Freeport Mcmoran Inc

Basic Materials
3.22K
+ 40.0%
$39.52 - $51.92 $127K - $167K
11.3K $563K
PGR
Progressive Corp

Financial Services
274
+ 12.55%
$209.46 - $259.24 $57.4K - $71K
2.46K $623K
ABT
Abbott Laboratories

Healthcare
1.14K
+ 30.37%
$100.07 - $118.13 $114K - $134K
4.87K $555K
JHML
John Hancock Multifactor Large

ETFs
1.2K
+ 6.43%
$62.62 - $69.44 $75.3K - $83.5K
19.9K $1.38M
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 11.55%
$62.69 - $73.01 $72.5K - $84.4K
11.2K $802K
PM
Philip Morris International Inc.

Consumer Defensive
589
+ 13.08%
$101.25 - $127.45 $59.6K - $75.1K
5.09K $617K
HON
Honeywell International Inc

Industrials
862
+ 28.47%
$196.73 - $220.21 $170K - $190K
3.89K $804K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
479
+ 12.35%
$210.25 - $231.86 $101K - $111K
4.36K $971K
GILD
Gilead Sciences, Inc.

Healthcare
995
+ 21.49%
$66.59 - $83.99 $66.3K - $83.6K
5.63K $471K
AZN
Astrazeneca PLC

Healthcare
1.96K
+ 33.21%
$76.67 - $87.62 $151K - $172K
7.87K $613K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
878
+ 29.44%
$147.95 - $191.05 $130K - $168K
3.86K $670K
ERIE
Erie Indemnity CO

Financial Services
88
+ 15.55%
$356.56 - $544.84 $31.4K - $47.9K
654 $352K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.01K
+ 30.17%
$103.87 - $117.59 $105K - $119K
4.37K $512K
SPGI
S&P Global Inc.

Financial Services
92
+ 7.53%
$446.32 - $527.38 $41.1K - $48.5K
1.31K $678K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.27K
+ 60.59%
$13.31 - $15.65 $123K - $145K
24.6K $354K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.81K
+ 39.23%
$24.38 - $25.2 $117K - $121K
17.1K $429K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.14K
+ 20.46%
$64.35 - $75.71 $73.2K - $86.1K
6.69K $493K
ADC
Agree Realty Corp

Real Estate
606
+ 10.63%
$61.47 - $76.71 $37.3K - $46.5K
6.31K $474K
AXON
Axon Enterprise, Inc.

Industrials
19
+ 1.78%
$286.16 - $399.6 $5.44K - $7.59K
1.09K $435K
PLD
Prologis, Inc.

Real Estate
709
+ 33.92%
$111.95 - $132.43 $79.4K - $93.9K
2.8K $353K
SONY
Sony Group Corp

Technology
616
+ 12.03%
$81.61 - $98.65 $50.3K - $60.8K
5.74K $553K
FIS
Fidelity National Information Services, Inc.

Technology
278
+ 2.49%
$72.8 - $85.04 $20.2K - $23.6K
11.5K $960K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
255
+ 48.3%
$460.0 - $505.78 $117K - $129K
783 $364K
INTC
Intel Corp

Technology
8.24K
+ 80.76%
$18.9 - $34.87 $156K - $287K
18.5K $432K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
259
+ 1.03%
$41.9 - $48.26 $10.9K - $12.5K
25.3K $1.21M
AMAT
Applied Materials Inc

Technology
1.08K
+ 34.51%
$174.88 - $254.97 $188K - $274K
4.19K $847K
AVSU
American Centy ETF Tr Avantis

ETFs
792
+ 4.86%
$59.01 - $65.3 $46.7K - $51.7K
17.1K $1.12M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.05K
+ 3.8%
$24.07 - $24.62 $73.3K - $75K
83.2K $2.05M
XLP
Consumer Staples Sector Spdr

ETFs
1.42K
+ 45.35%
$76.04 - $76.04 $108K - $108K
4.55K $345K
MGM
Mgm Resorts International

Consumer Cyclical
3.48K
+ 56.83%
$34.07 - $46.78 $118K - $163K
9.6K $375K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.15K
+ 51.73%
$49.83 - $62.75 $107K - $135K
6.3K $362K
PAXS
Pimco Access Income Fund

Financial Services
4.7K
+ 15.32%
$14.97 - $16.63 $70.4K - $78.2K
35.4K $588K
PECO
Phillips Edison & Company, Inc.

Real Estate
537
+ 3.27%
$32.1 - $38.93 $17.2K - $20.9K
17K $639K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
97
+ 16.67%
$1024.09 - $1201.76 $99.3K - $117K
679 $713K
ZTS
Zoetis Inc.

Healthcare
331
+ 19.59%
$172.58 - $196.48 $57.1K - $65K
2.02K $394K
MANH
Manhattan Associates Inc

Technology
137
+ 7.44%
$218.59 - $286.0 $29.9K - $39.2K
1.98K $556K
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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