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
TXN
Texas Instruments Inc

Technology
231
+ 8.61%
$194.6 - $194.6 $45K - $45K
2.91K $567K
CPRT
Copart Inc

Consumer Cyclical
1.08K
+ 17.53%
$49.19 - $55.54 $53.3K - $60.2K
7.27K $380K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
96
+ 5.96%
$138.85 - $182.81 $13.3K - $17.5K
1.71K $302K
WMB
Williams Companies, Inc.

Energy
528
+ 8.52%
$41.24 - $46.22 $21.8K - $24.4K
6.73K $307K
ATO
Atmos Energy Corp

Utilities
36
+ 2.06%
$114.08 - $138.75 $4.11K - $5K
1.78K $247K
PAYX
Paychex Inc

Industrials
42
+ 1.78%
$116.17 - $135.19 $4.88K - $5.68K
2.4K $322K
WBS
Webster Financial Corp

Financial Services
540
+ 9.14%
$42.49 - $49.62 $22.9K - $26.8K
6.45K $300K
NVTS
Navitas Semiconductor Corp

Technology
55K
+ 88.0%
$2.18 - $4.92 $120K - $271K
118K $287K
RSG
Republic Services, Inc.

Industrials
163
+ 13.21%
$189.34 - $208.21 $30.9K - $33.9K
1.4K $280K
BND
Vanguard Bd Index Fd Inc Total

ETFs
93
+ 0.87%
$71.45 - $75.64 $6.64K - $7.03K
10.8K $808K
BMI
Badger Meter Inc

Technology
1
+ 0.08%
$184.77 - $219.63 $185 - $220
1.24K $270K
XLF
Financial Sector Spdr

ETFs
160
+ 2.09%
$40.84 - $45.74 $6.53K - $7.32K
7.82K $354K
BDX
Becton Dickinson & CO

Healthcare
122
+ 9.79%
$221.47 - $242.41 $27K - $29.6K
1.37K $329K
REG
Regency Centers Corp

Real Estate
2
+ 0.05%
$61.64 - $75.18 $123 - $150
3.7K $267K
HUBB
Hubbell Inc

Industrials
5
+ 0.91%
$355.55 - $428.48 $1.78K - $2.14K
554 $237K
WTFC
Wintrust Financial Corp

Financial Services
89
+ 3.72%
$96.43 - $111.89 $8.58K - $9.96K
2.48K $269K
CDNS
Cadence Design Systems Inc

Technology
339
+ 21.36%
$246.84 - $321.11 $83.7K - $109K
1.93K $522K
IYE
Ishares Tr

ETFs
1.22K
+ 9.1%
$44.44 - $49.18 $54.4K - $60.1K
14.7K $679K
MPC
Marathon Petroleum Corp

Energy
273
+ 23.58%
$158.61 - $180.75 $43.3K - $49.3K
1.43K $233K
EMR
Emerson Electric CO

Industrials
305
+ 12.9%
$98.19 - $118.87 $29.9K - $36.3K
2.67K $292K
COF
Capital One Financial Corp

Financial Services
84
+ 5.02%
$131.42 - $153.05 $11K - $12.9K
1.76K $263K
UTHR
United Therapeutics Corp

Healthcare
16
+ 2.54%
$311.04 - $363.55 $4.98K - $5.82K
645 $231K
SPXC
Spx Corp

Industrials
2
+ 0.11%
$139.19 - $164.35 $278 - $329
1.79K $285K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
360
+ 5.69%
$32.04 - $37.11 $11.5K - $13.4K
6.69K $243K
INTU
Intuit Inc

Technology
111
+ 10.12%
$602.97 - $670.49 $66.9K - $74.4K
1.21K $750K
ELV
Elevance Health, Inc.

Healthcare
79
+ 13.64%
$500.12 - $562.29 $39.5K - $44.4K
658 $342K
SF
Stifel Financial Corp

Financial Services
3
+ 0.11%
$78.91 - $93.87 $237 - $282
2.78K $261K
WFC
Wells Fargo & Company

Financial Services
1.33K
+ 8.27%
$51.58 - $60.97 $68.3K - $80.8K
17.4K $979K
CWCO
Consolidated Water Co. Ltd.

Utilities
1.56K
+ 19.84%
$24.44 - $29.49 $38K - $45.9K
9.4K $236K
NVS
Novartis Ag

Healthcare
27
+ 0.98%
$106.13 - $120.89 $2.87K - $3.26K
2.78K $319K
LAMR
Lamar Advertising CO

Real Estate
3
+ 0.18%
$110.9 - $135.58 $333 - $407
1.72K $229K
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 1.42%
$1685.92 - $2128.51 $3.37K - $4.26K
143 $262K
BLD
Top Build Corp

Industrials
15
+ 1.93%
$360.4 - $479.09 $5.41K - $7.19K
791 $321K
IFN
India Fund Inc

Financial Services
100
+ 0.67%
$17.61 - $19.23 $1.76K - $1.92K
15.1K $287K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
47
+ 0.34%
$9.34 - $11.46 $439 - $539
13.9K $153K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91
+ 0.63%
$49.93 - $51.15 $4.54K - $4.65K
14.5K $739K
ET
Energy Transfer LP

Energy
1.26K
+ 12.16%
$15.43 - $16.44 $19.4K - $20.6K
11.6K $185K
CNI
Canadian National Railway CO

Industrials
169
+ 6.22%
$110.1 - $123.65 $18.6K - $20.9K
2.88K $337K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
129
+ 1.41%
$98.97 - $99.59 $12.8K - $12.8K
9.3K $925K
SPSC
Sps Commerce Inc

Technology
13
+ 0.7%
$185.76 - $215.42 $2.41K - $2.8K
1.87K $363K
TIP
Ishares Tr Tips Bd ETF

ETFs
48
+ 2.15%
$105.92 - $110.83 $5.08K - $5.32K
2.28K $252K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.71K
+ 533.44%
$150.73 - $974.56 $257K - $1.66M
2.03K $323K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
657
+ 6.2%
$17.85 - $19.36 $11.7K - $12.7K
11.2K $214K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
96
+ 4.64%
$98.99 - $101.51 $9.5K - $9.74K
2.17K $219K
SHEL
Shell PLC

Energy
590
+ 14.29%
$65.65 - $73.28 $38.7K - $43.2K
4.72K $311K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
500
+ 3.96%
$12.19 - $12.73 $6.1K - $6.37K
13.1K $165K
ONTO
Onto Innovation Inc.

Technology
104
+ 10.94%
$158.45 - $238.04 $16.5K - $24.8K
1.06K $219K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
370
+ 2.27%
$19.74 - $20.07 $7.3K - $7.43K
16.7K $333K
RELX
Relx PLC

Communication Services
8
+ 0.14%
$44.1 - $48.86 $353 - $391
5.7K $270K
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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