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
RGA
Reinsurance Group Of America Inc

Financial Services
373
+ 30.98%
$168.32 - $209.71 $62.8K - $78.2K
1.58K $312K
AVT
Avnet Inc

Technology
546
+ 5.91%
$41.51 - $53.08 $22.7K - $29K
9.78K $519K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
661
+ 20.43%
$65.84 - $80.81 $43.5K - $53.4K
3.9K $312K
MCO
Moodys Corp

Financial Services
112
+ 22.4%
$396.7 - $501.59 $44.4K - $56.2K
612 $306K
DRI
Darden Restaurants Inc

Consumer Cyclical
271
+ 18.27%
$186.58 - $225.78 $50.6K - $61.2K
1.75K $382K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
766
+ 15.65%
$45.98 - $56.15 $35.2K - $43K
5.66K $317K
AMP
Ameriprise Financial Inc

Financial Services
41
+ 4.37%
$422.19 - $533.73 $17.3K - $21.9K
979 $522K
TFC
Truist Financial Corp

Financial Services
1.36K
+ 25.88%
$34.79 - $42.99 $47.4K - $58.6K
6.62K $284K
IDEV
Ishares Core Msci Intl Develop

ETFs
571
+ 16.17%
$61.79 - $76.67 $35.3K - $43.8K
4.1K $311K
EAT
Brinker International, Inc

Consumer Cyclical
125
+ 8.74%
$128.68 - $181.78 $16.1K - $22.7K
1.56K $280K
XLY
Select Sector Spdr Consumer Di

ETFs
129
+ 7.24%
$176.34 - $218.59 $22.7K - $28.2K
1.91K $415K
XLF
Financial Sector Spdr

ETFs
808
+ 10.49%
$43.92 - $52.37 $35.5K - $42.3K
8.51K $445K
OC
Owens Corning

Industrials
497
+ 33.49%
$126.32 - $147.75 $62.8K - $73.4K
1.98K $272K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
498
+ 1.92%
$36.02 - $41.92 $17.9K - $20.9K
26.4K $1.11M
MPWR
Monolithic Power Systems Inc

Technology
4
+ 1.12%
$455.19 - $737.73 $1.82K - $2.95K
362 $264K
SKYW
Skywest Inc

Industrials
156
+ 6.12%
$79.41 - $103.84 $12.4K - $16.2K
2.71K $278K
PCOR
Procore Technologies, Inc.

Technology
635
+ 12.42%
$56.26 - $72.4 $35.7K - $46K
5.75K $393K
SPG
Simon Property Group Inc

Real Estate
428
+ 17.92%
$140.37 - $171.44 $60.1K - $73.4K
2.82K $452K
IDA
Idacorp Inc

Utilities
512
+ 11.01%
$111.01 - $119.72 $56.8K - $61.3K
5.16K $595K
STE
Steris PLC

Healthcare
174
+ 18.26%
$208.55 - $252.55 $36.3K - $43.9K
1.13K $270K
NKE
Nike, Inc.

Consumer Cyclical
267
+ 5.57%
$53.27 - $72.04 $14.2K - $19.2K
5.06K $359K
ADC
Agree Realty Corp

Real Estate
1.09K
+ 16.46%
$70.68 - $79.12 $76.7K - $85.8K
7.68K $560K
EQT
Eqt Corp

Energy
353
+ 5.97%
$46.11 - $60.44 $16.3K - $21.3K
6.27K $365K
ELV
Elevance Health, Inc.

Healthcare
351
+ 18.11%
$372.27 - $452.69 $131K - $159K
2.29K $890K
AR
Antero Resources Corp

Energy
1.2K
+ 14.53%
$31.92 - $43.78 $38.2K - $52.4K
9.44K $380K
PSX
Phillips 66

Energy
444
+ 27.09%
$92.87 - $125.73 $41.2K - $55.8K
2.08K $248K
KEYS
Keysight Technologies, Inc.

Technology
160
+ 11.34%
$127.02 - $165.4 $20.3K - $26.5K
1.57K $257K
JEPI
J P Morgan Exchange Traded Fd

ETFs
822
+ 7.84%
$51.14 - $57.0 $42K - $46.9K
11.3K $642K
UPS
United Parcel Service Inc

Industrials
967
+ 16.4%
$91.92 - $110.2 $88.9K - $107K
6.86K $692K
MSCI
Msci Inc.

Financial Services
65
+ 14.25%
$506.56 - $576.74 $32.9K - $37.5K
521 $300K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
93
+ 1.49%
$89.4 - $99.04 $8.31K - $9.21K
6.33K $612K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.46K
+ 21.51%
$7.42 - $10.65 $18.3K - $26.2K
13.9K $143K
FICO
Fair Isaac Corp

Technology
28
+ 4.84%
$1503.62 - $2206.01 $42.1K - $61.8K
607 $1.11M
GPI
Group 1 Automotive Inc

Consumer Cyclical
19
+ 3.23%
$372.3 - $448.86 $7.07K - $8.53K
607 $265K
ABCB
Ameris Bancorp

Financial Services
194
+ 4.97%
$50.69 - $64.92 $9.83K - $12.6K
4.1K $264K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
137
+ 1.3%
$27.46 - $33.2 $3.76K - $4.55K
10.7K $355K
LII
Lennox International Inc

Industrials
46
+ 4.34%
$508.76 - $605.77 $23.4K - $27.9K
1.11K $634K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.25K
+ 7.53%
$16.37 - $18.59 $20.5K - $23.3K
17.9K $329K
EQIX
Equinix Inc

Real Estate
58
+ 17.11%
$740.07 - $914.43 $42.9K - $53K
397 $315K
FDX
Fedex Corp

Industrials
324
+ 15.25%
$198.07 - $245.17 $64.2K - $79.4K
2.45K $556K
FCNCA
First Citizens Bancshares Inc

Financial Services
11
+ 7.75%
$1561.69 - $1966.55 $17.2K - $21.6K
153 $299K
NVS
Novartis Ag

Healthcare
13
+ 0.39%
$101.96 - $121.01 $1.33K - $1.57K
3.32K $401K
WBS
Webster Financial Corp

Financial Services
210
+ 3.21%
$41.76 - $54.91 $8.77K - $11.5K
6.75K $368K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
6K
+ 31.58%
$4.27 - $5.08 $25.6K - $30.5K
25K $126K
LRMR
Larimar Therapeutics, Inc.

Healthcare
379
+ 1.07%
$1.71 - $3.25 $648 - $1.23K
35.7K $103K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
31
+ 1.71%
$144.63 - $179.53 $4.48K - $5.57K
1.85K $303K
ADSK
Autodesk, Inc.

Technology
103
+ 11.89%
N/A
969 $238K
VALE
Vale S.A.

Basic Materials
3K
+ 22.22%
$8.26 - $10.1 $24.8K - $30.3K
16.5K $160K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
167
+ 28.99%
$483.07 - $625.6 $80.7K - $104K
743 $390K
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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