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
HTAB
Hartford Fds Exchange Traded

ETFs
12.2K
+ 31.95%
$18.44 - $19.31 $224K - $235K
50.2K $939K
RSG
Republic Services, Inc.

Industrials
822
+ 59.87%
$227.2 - $258.07 $187K - $212K
2.2K $541K
JCI
Johnson Controls International PLC

Industrials
770
+ 16.17%
$71.14 - $105.62 $54.8K - $81.3K
5.53K $584K
PLD
Prologis, Inc.

Real Estate
2.1K
+ 73.56%
$89.76 - $112.34 $189K - $236K
4.96K $521K
ATI
Allegheny Technologies Inc

Industrials
188
+ 3.48%
$41.97 - $86.8 $7.89K - $16.3K
5.59K $482K
F
Ford Motor CO

Consumer Cyclical
13.2K
+ 32.3%
$8.69 - $10.85 $114K - $143K
53.9K $584K
URI
United Rentals, Inc.

Industrials
100
+ 12.8%
$551.94 - $753.4 $55.2K - $75.3K
881 $663K
PH
Parker Hannifin Corp

Industrials
185
+ 44.58%
$517.23 - $700.54 $95.7K - $130K
600 $419K
ZTS
Zoetis Inc.

Healthcare
1.18K
+ 53.01%
$144.41 - $170.3 $171K - $201K
3.41K $531K
TRV
Travelers Companies, Inc.

Financial Services
600
+ 65.15%
$233.83 - $276.34 $140K - $166K
1.52K $406K
ED
Consolidated Edison Inc

Utilities
1.99K
+ 49.26%
$98.05 - $113.3 $195K - $226K
6.04K $606K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
1.24K
+ 1.58%
$16.16 - $19.79 $20K - $24.4K
79.3K $1.57M
FAST
Fastenal CO

Industrials
6.94K
+ 182.75%
$40.65 - $83.16 $282K - $577K
10.7K $451K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.15K
+ 15.5%
$50.5 - $71.23 $58.1K - $81.9K
8.57K $579K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.75K
+ 1.09%
N/A
162K $13.9M
SYY
Sysco Corp

Consumer Defensive
1.92K
+ 70.13%
$68.0 - $75.91 $130K - $146K
4.65K $352K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.98K
+ 27.06%
$50.39 - $60.05 $99.8K - $119K
9.3K $558K
SBUX
Starbucks Corp

Consumer Cyclical
2.06K
+ 29.42%
$79.69 - $99.41 $164K - $204K
9.04K $828K
WING
Wingstop Inc.

Consumer Cyclical
67
+ 6.19%
$210.24 - $381.46 $14.1K - $25.6K
1.15K $386K
MGM
Mgm Resorts International

Consumer Cyclical
2.86K
+ 31.59%
$25.79 - $34.95 $73.8K - $100K
11.9K $409K
SLB
Schlumberger Limited

Energy
5.86K
+ 74.72%
$31.95 - $42.2 $187K - $247K
13.7K $463K
BMO
Bank Of Montreal

Financial Services
11
+ 0.13%
$87.54 - $110.63 $963 - $1.22K
8.74K $966K
WMB
Williams Companies, Inc.

Energy
1.73K
+ 27.24%
$54.33 - $62.87 $94.1K - $109K
8.09K $508K
MMM
3 M CO

Industrials
702
+ 19.47%
$126.09 - $154.15 $88.5K - $108K
4.31K $655K
MANH
Manhattan Associates Inc

Technology
383
+ 19.12%
$143.9 - $197.47 $55.1K - $75.6K
2.39K $471K
AVSU
American Centy ETF Tr Avantis

ETFs
389
+ 2.51%
$55.22 - $68.6 $21.5K - $26.7K
15.9K $1.09M
EMR
Emerson Electric CO

Industrials
432
+ 16.19%
$94.15 - $133.33 $40.7K - $57.6K
3.1K $413K
FIS
Fidelity National Information Services, Inc.

Technology
578
+ 5.48%
$68.14 - $82.13 $39.4K - $47.5K
11.1K $905K
LYFT
Lyft, Inc.

Technology
3.2K
+ 19.87%
$9.97 - $17.21 $31.9K - $55.1K
19.3K $304K
XYL
Xylem Inc.

Industrials
487
+ 10.72%
$102.86 - $129.5 $50.1K - $63.1K
5.03K $650K
CTAS
Cintas Corp

Industrials
396
+ 37.5%
$190.11 - $227.66 $75.3K - $90.2K
1.45K $323K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.71K
+ 16.71%
$68.13 - $74.77 $117K - $128K
12K $871K
BDX
Becton Dickinson & CO

Healthcare
1.03K
+ 73.82%
$165.15 - $226.42 $170K - $233K
2.42K $417K
RS
Reliance Steel & Aluminum CO

Basic Materials
240
+ 29.3%
$262.08 - $316.81 $62.9K - $76K
1.06K $332K
BMY
Bristol Myers Squibb CO

Healthcare
4.4K
+ 60.26%
$44.12 - $59.6 $194K - $262K
11.7K $541K
D
Dominion Energy, Inc

Utilities
1.64K
+ 43.95%
$49.66 - $58.0 $81.6K - $95.4K
5.39K $304K
ADI
Analog Devices Inc

Technology
170
+ 12.16%
$164.6 - $238.02 $28K - $40.5K
1.57K $373K
GLD
Spdr Gold Trust

ETFs
50
+ 1.09%
$273.71 - $316.29 $13.7K - $15.8K
4.64K $1.41M
SPXC
Spx Corp

Industrials
131
+ 7.29%
$120.66 - $167.68 $15.8K - $22K
1.93K $323K
TXN
Texas Instruments Inc

Technology
468
+ 15.91%
N/A
3.41K $663K
WEC
Wec Energy Group, Inc.

Utilities
1.06K
+ 25.44%
$102.24 - $109.76 $109K - $117K
5.24K $545K
XLC
Select Sector Spdr Tr Communic

ETFs
401
+ 10.81%
$86.13 - $108.53 $34.5K - $43.5K
4.11K $446K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 1.03%
$503.3 - $775.9 $2.01K - $3.1K
393 $301K
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.39K
+ 11.31%
$27.19 - $31.82 $64.8K - $75.9K
23.5K $728K
BMI
Badger Meter Inc

Technology
57
+ 4.6%
$170.72 - $254.17 $9.73K - $14.5K
1.3K $317K
FTNT
Fortinet, Inc.

Technology
343
+ 7.77%
$84.71 - $108.69 $29.1K - $37.3K
4.76K $503K
ENSG
Ensign Group, Inc

Healthcare
183
+ 9.05%
$119.93 - $156.36 $21.9K - $28.6K
2.21K $340K
MAR
Marriott International Inc

Consumer Cyclical
95
+ 6.37%
$211.12 - $274.14 $20.1K - $26K
1.59K $433K
HRB
H&R Block Inc

Consumer Cyclical
1.41K
+ 12.03%
$54.32 - $63.04 $76.8K - $89.1K
13.2K $722K
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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