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
PAYX
Paychex Inc

Industrials
848
+ 7.63%
$137.01 - $159.78 $116K - $135K
12K $1.74M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
299
+ 6.62%
$53.93 - $61.5 $16.1K - $18.4K
4.82K $295K
NFG
National Fuel Gas CO

Energy
69
+ 2.21%
$73.0 - $86.01 $5.04K - $5.93K
3.19K $270K
FBP
First Bancorp

Financial Services
200
+ 1.82%
$16.84 - $21.1 $3.37K - $4.22K
11.2K $233K
USB
Us Bancorp \De\

Financial Services
69
+ 1.08%
$36.4 - $45.76 $2.51K - $3.16K
6.45K $291K
DLY
Double Line Yield Opportunities Fund

N/A
2.37K
+ 6.72%
$14.45 - $16.11 $34.2K - $38.1K
37.6K $585K
BLD
Top Build Corp

Industrials
11
+ 1.38%
$275.93 - $326.59 $3.04K - $3.59K
807 $261K
AJG
Arthur J. Gallagher & Co.

Financial Services
166
+ 12.37%
$310.86 - $348.77 $51.6K - $57.9K
1.51K $482K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
14
+ 0.56%
$140.84 - $163.09 $1.97K - $2.28K
2.54K $413K
CLX
Clorox CO

Consumer Defensive
805
+ 26.74%
$118.01 - $148.69 $95K - $120K
3.82K $458K
FISV
Fiserv Inc

Technology
103
+ 6.38%
N/A
1.72K $215K
RRC
Range Resources Corp

Energy
160
+ 2.4%
$32.1 - $43.23 $5.14K - $6.92K
6.82K $277K
PNFP
Pinnacle Financial Partners Inc

Financial Services
17
+ 0.88%
$87.19 - $111.51 $1.48K - $1.9K
1.95K $215K
SPSC
Sps Commerce Inc

Technology
21
+ 1.09%
$121.61 - $152.67 $2.55K - $3.21K
1.94K $264K
PCAR
Paccar Inc

Industrials
230
+ 4.11%
$86.4 - $99.09 $19.9K - $22.8K
5.83K $553K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82
+ 3.09%
$77.74 - $78.78 $6.37K - $6.46K
2.74K $215K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
116
+ 0.53%
$24.66 - $25.17 $2.86K - $2.92K
22K $553K
MOH
Molina Healthcare, Inc.

Healthcare
89
+ 13.88%
$290.25 - $353.24 $25.8K - $31.4K
730 $217K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
116
+ 1.04%
$17.8 - $20.34 $2.06K - $2.36K
11.2K $223K
DVY
Ishares Tr

ETFs
78
+ 2.4%
$118.37 - $134.86 $9.23K - $10.5K
3.33K $442K
WES
Western Midstream Partners, LP

Energy
400
+ 7.27%
$34.99 - $41.61 $14K - $16.6K
5.9K $228K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.48%
N/A
1.47K $267K
Ge Healthcare Technologies I
350
+ 3.35%
N/A
10.8K $0
Healthcare Rlty Tr
1.63K
+ 6.33%
N/A
27.4K $0
HFND
Tidal ETF Tr Unlimited Hedge I
2.28K
+ 7.46%
N/A
32.8K $0
Blackrock Inc
206
+ 29.39%
N/A
907 $0
Blackrock ETF Trust Ii
1.53K
+ 33.64%
N/A
6.07K $0
Zymeworks Inc
99
+ 0.34%
N/A
29K $0
Ge Vernova Inc
472
+ 27.63%
N/A
2.18K $0
BFB
Brown Forman Corp Cl B
1.92K
+ 3.27%
N/A
60.6K $0
Morgan Stanley ETF Trust
328
+ 7.63%
N/A
4.63K $0
TAFI
Ab Active Etfs Inc Tax Aware S
52.2K
+ 57.09%
N/A
144K $0
Linde PLC
2.51K
+ 110.61%
N/A
4.78K $0
Peakstone Realty Trust
25
+ 0.24%
N/A
10.6K $0
Ea Series Trust
722
+ 1.17%
N/A
62.4K $0
BFA
Brown Forman Corp Cl A
156
+ 0.43%
N/A
36.7K $0
Lam Research Corp
278
+ 4.16%
N/A
6.96K $0
SAIA
Saia Inc

Industrials
242
+ 26.02%
$236.65 - $374.8 $57.3K - $90.7K
1.17K $321K
FOX
Fox Corp Cl B (De)

Communication Services
26
+ 0.62%
$43.81 - $53.0 $1.14K - $1.38K
4.25K $219K
CROX
Crocs, Inc.

Consumer Cyclical
72
+ 3.2%
$88.67 - $120.26 $6.38K - $8.66K
2.32K $234K
UNIT
Uniti Group Inc.

Real Estate
1.92K
+ 11.11%
$4.06 - $5.24 $7.81K - $10.1K
19.2K $83K
FANG
Diamondback Energy, Inc.

Energy
173
+ 13.03%
$119.25 - $161.49 $20.6K - $27.9K
1.5K $206K
MTDR
Matador Resources CO

Energy
192
+ 4.05%
$36.67 - $52.23 $7.04K - $10K
4.93K $235K
REG
Regency Centers Corp

Real Estate
36
+ 0.96%
$65.48 - $74.74 $2.36K - $2.69K
3.77K $268K
SFBS
Servis First Bancshares, Inc.

Financial Services
28
+ 1.04%
$68.48 - $82.21 $1.92K - $2.3K
2.73K $211K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.5K
+ 9.38%
$4.32 - $5.95 $6.48K - $8.93K
17.5K $80K
DECK
Deckers Outdoor Corp

Consumer Cyclical
47
+ 2.28%
$100.44 - $129.37 $4.72K - $6.08K
2.1K $216K
EXLS
Exl Service Holdings, Inc.

Technology
72
+ 1.34%
$41.85 - $48.48 $3.01K - $3.49K
5.45K $238K
CORT
Corcept Therapeutics Inc

Healthcare
856
+ 44.26%
$62.24 - $91.93 $53.3K - $78.7K
2.79K $204K
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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