Journey Strategic Wealth LLC New Holdings in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
293K
New
$48.51 - $52.86 $14.2M - $15.5M
293K $15.5M
GTO
Invesco Actively Managed ETF T

ETFs
269K
New
$46.22 - $48.77 $12.4M - $13.1M
269K $13M
SPYG
Spdr Portfolio

ETFs
40.8K
New
$73.38 - $84.1 $2.99M - $3.43M
40.8K $3.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.3K
New
$77.02 - $85.06 $2.56M - $2.83M
33.3K $2.81M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
94.5K
New
$27.8 - $29.26 $2.63M - $2.77M
94.5K $2.75M
JCPB
J P Morgan Exchange Traded Fd

ETFs
46.6K
New
$45.87 - $48.53 $2.14M - $2.26M
46.6K $2.25M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
23.4K
New
$75.88 - $83.21 $1.78M - $1.95M
23.4K $1.95M
DFIV
Dimensional ETF Tr

ETFs
50.5K
New
$34.66 - $38.38 $1.75M - $1.94M
50.5K $1.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.3K
New
$63.28 - $70.06 $1.6M - $1.77M
25.3K $1.77M
VGIT
Vanguard Intermediate Term Tre

ETFs
28.4K
New
$57.8 - $60.8 $1.64M - $1.72M
28.4K $1.71M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42K
New
$29.58 - $30.31 $1.24M - $1.27M
42K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.6K
New
$58.03 - $65.37 $1.13M - $1.28M
19.6K $1.27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
10K
New
$108.44 - $120.37 $1.09M - $1.21M
10K $1.21M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
51.9K
New
$17.16 - $19.0 $890K - $986K
51.9K $979K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
New
$33.74 - $37.96 $828K - $932K
24.5K $921K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
18.7K
New
$44.46 - $48.11 $833K - $901K
18.7K $901K
VBR
Vanguard Small Cap Value ETF

ETFs
3.7K
New
$179.99 - $201.6 $665K - $745K
3.7K $741K
SUN
Sunoco LP

Energy
12.8K
New
$50.23 - $58.53 $642K - $748K
12.8K $686K
IGV
Ishares Expanded Tech Software

ETFs
7.09K
New
$77.94 - $89.37 $552K - $633K
7.09K $633K
AVSE
American Centy ETF Tr Avantis

ETFs
10.7K
New
$48.92 - $56.14 $521K - $598K
10.7K $589K
VLO
Valero Energy Corp

Energy
4.06K
New
$132.81 - $163.48 $539K - $663K
4.06K $547K
SOXX
Ishares Semiconductor ETF

ETFs
2.27K
New
$199.29 - $265.49 $451K - $601K
2.27K $522K
CG
Carlyle Group Inc.

Financial Services
11.8K
New
$37.24 - $49.74 $441K - $589K
11.8K $510K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.83K
New
$116.02 - $172.21 $329K - $488K
2.83K $485K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.1K
New
$33.89 - $41.64 $411K - $505K
12.1K $483K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.29K
New
$51.29 - $56.57 $425K - $469K
8.29K $469K
DFAT
Dimensional ETF Tr U S Target

ETFs
8.42K
New
$51.0 - $57.07 $429K - $481K
8.42K $468K
VXF
Vanguard Extended Market ETF

ETFs
2.53K
New
$163.98 - $182.92 $416K - $464K
2.53K $461K
SO
Southern CO

Utilities
4.93K
New
$77.0 - $90.52 $380K - $447K
4.93K $444K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.06K
New
$100.75 - $111.62 $409K - $453K
4.06K $443K
VGT
Vanguard Information Technolog

ETFs
750
New
$514.43 - $606.85 $386K - $455K
750 $439K
CEG
Constellation Energy Corp

Utilities
1.67K
New
$167.08 - $262.86 $279K - $439K
1.67K $434K
DSL
Double Line Income Solutions Fund

Financial Services
33.4K
New
$12.42 - $13.06 $415K - $436K
33.4K $433K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.73K
New
$41.34 - $43.55 $402K - $424K
9.73K $420K
DUK
Duke Energy Corp

Utilities
3.49K
New
$99.35 - $117.71 $347K - $411K
3.49K $402K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.4K
New
$63.46 - $71.43 $343K - $386K
5.4K $382K
IBB
Ishares Biotechnology ETF

ETFs
2.53K
New
$135.09 - $149.47 $342K - $378K
2.53K $368K
MAR
Marriott International Inc

Consumer Cyclical
1.48K
New
$211.35 - $255.11 $312K - $377K
1.48K $366K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.56K
New
$49.7 - $56.11 $326K - $368K
6.56K $360K
UPS
United Parcel Service Inc

Industrials
2.56K
New
$123.32 - $147.38 $315K - $377K
2.56K $348K
WEC
Wec Energy Group, Inc.

Utilities
3.52K
New
$77.68 - $96.19 $274K - $339K
3.52K $338K
DGRO
Ishares Core Dividend Growth E

ETFs
5.4K
New
$57.47 - $62.76 $310K - $339K
5.4K $338K
AVDV
American Centy ETF Tr Avantis

ETFs
4.78K
New
$62.52 - $71.12 $299K - $340K
4.78K $337K
BMY
Bristol Myers Squibb CO

Healthcare
6.51K
New
$39.66 - $51.75 $258K - $337K
6.51K $336K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.9K
New
$28.09 - $30.4 $306K - $331K
10.9K $330K
BNDX
Vanguard Total International B

ETFs
6.29K
New
$48.42 - $50.35 $304K - $317K
6.29K $316K
BKH
Black Hills Corp

Utilities
4.93K
New
$53.42 - $61.53 $263K - $303K
4.93K $301K
ADMA
Adma Biologics, Inc.

Healthcare
15K
New
$11.21 - $20.03 $169K - $301K
15K $300K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.69K
New
$49.77 - $51.95 $283K - $295K
5.69K $294K
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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