Journey Strategic Wealth LLC New Holdings in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
25.8K
New
$55.1 - $61.74 $1.42M - $1.59M
25.8K $1.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.3K
New
$75.1 - $82.99 $1.23M - $1.35M
16.3K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.8K
New
$57.29 - $63.1 $734K - $808K
12.8K $735K
PFF
Ishares Trust Ishares Pfd And

ETFs
22.5K
New
$31.23 - $33.51 $702K - $753K
22.5K $706K
FSLR
First Solar, Inc.

Technology
2.94K
New
$175.88 - $240.66 $517K - $707K
2.94K $517K
PLTR
Palantir Technologies Inc.

Technology
6.76K
New
$36.46 - $82.38 $247K - $557K
6.76K $511K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.17K
New
$57.53 - $60.83 $470K - $497K
8.17K $470K
IWM
Ishares Russell 2000 ETF

ETFs
2.01K
New
$216.13 - $242.4 $435K - $488K
2.01K $444K
SNA
Snap On Inc

Industrials
1.18K
New
$285.44 - $371.35 $336K - $437K
1.18K $399K
LNG
Cheniere Energy, Inc.

Energy
1.64K
New
$181.07 - $225.92 $297K - $371K
1.64K $352K
FNDF
Schwab Fundamental Intl Large

ETFs
10.1K
New
$32.92 - $37.15 $332K - $374K
10.1K $334K
MRVL
Marvell Technology, Inc.

Technology
2.83K
New
$70.31 - $124.78 $199K - $354K
2.83K $313K
HRB
H&R Block Inc

Consumer Cyclical
5.55K
New
$52.14 - $63.36 $289K - $352K
5.55K $293K
IWS
Ishares Russell Midcap Value E

ETFs
2.25K
New
$128.08 - $140.32 $289K - $316K
2.25K $291K
ETR
Entergy Corp

Utilities
3.72K
New
$73.19 - $156.4 $272K - $582K
3.72K $282K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24.8K
New
$11.1 - $12.03 $276K - $299K
24.8K $280K
PCAR
Paccar Inc

Industrials
2.65K
New
$97.92 - $118.41 $260K - $314K
2.65K $275K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.43K
New
$54.6 - $68.9 $242K - $305K
4.43K $267K
GTLS
Chart Industries Inc

Industrials
1.3K
New
$119.65 - $202.35 $155K - $262K
1.3K $247K
PIO
Invesco Exchange Traded Fd Tr

ETFs
6.24K
New
$39.06 - $42.96 $244K - $268K
6.24K $243K
DFS
Discover Financial Services

Financial Services
1.38K
New
$136.3 - $182.67 $188K - $251K
1.38K $238K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
New
$129.13 - $198.21 $166K - $255K
1.29K $237K
EQT
Eqt Corp

Energy
5.1K
New
$35.62 - $46.89 $182K - $239K
5.1K $235K
GM
General Motors CO

Consumer Cyclical
4.32K
New
$44.82 - $60.2 $194K - $260K
4.32K $230K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4100.99 - $5300.34 $189K - $244K
46 $228K
TFC
Truist Financial Corp

Financial Services
5.11K
New
$41.51 - $48.1 $212K - $246K
5.11K $221K
GEO
Geo Group Inc

Real Estate
7.88K
New
$12.83 - $29.2 $101K - $230K
7.88K $220K
WST
West Pharmaceutical Services Inc

Healthcare
674
New
$285.69 - $344.0 $193K - $232K
674 $220K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.92K
New
$92.95 - $129.87 $178K - $249K
1.92K $219K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$62.32 - $80.47 $187K - $241K
3K $217K
CADE
Cadence Bank

Financial Services
6.24K
New
$30.54 - $39.29 $191K - $245K
6.24K $215K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.76K
New
$77.43 - $89.47 $213K - $247K
2.76K $214K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.46K
New
$47.26 - $48.18 $211K - $215K
4.46K $211K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.65K
New
$110.69 - $154.48 $183K - $255K
1.65K $210K
HWC
Hancock Whitney Corp

Financial Services
3.8K
New
$49.12 - $61.04 $187K - $232K
3.8K $207K
LAD
Lithia Motors Inc

Consumer Cyclical
580
New
$303.15 - $394.27 $176K - $229K
580 $207K
TRV
Travelers Companies, Inc.

Financial Services
842
New
$225.97 - $266.66 $190K - $225K
842 $202K
VRT
Vertiv Holdings CO

Industrials
2.16K
New
N/A
2.16K $187K
ASPN
Aspen Aerogels Inc

Industrials
15K
New
$11.88 - $26.48 $178K - $397K
15K $178K
ZI
Zoom Info Technologies Inc.

Technology
13.4K
New
$9.44 - $13.08 $126K - $175K
13.4K $140K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
13.8K
New
$9.94 - $11.39 $137K - $157K
13.8K $138K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
10.2K
New
$3.34 - $5.04 $33.9K - $51.2K
10.2K $44K
Blackrock ETF Trust Ii
6.36K
New
N/A
6.36K $0
Morgan Stanley ETF Trust
3.27K
New
N/A
3.27K $0
Blackrock Inc
681
New
N/A
681 $0
Corpay Inc
1.48K
New
N/A
1.48K $0
Arista Networks Inc
1.92K
New
N/A
1.92K $0
Lam Research Corp
5.97K
New
N/A
5.97K $0
Smurfit Westrock PLC
3.84K
New
N/A
3.84K $0
Activity Summary
Buys All Purchases 268 New Holdings 50 Increased Positions 218 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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