Journey Strategic Wealth LLC New Holdings in Q3 2025

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RUN
Sunrun Inc.

Technology
48.3K
New
$8.99 - $18.18 $435K - $879K
48.3K $835K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
19.2K
New
$42.75 - $43.37 $822K - $834K
19.2K $832K
VEU
Vanguard Ftse All World Ex Us

ETFs
10.6K
New
$66.38 - $71.68 $705K - $761K
10.6K $757K
GIS
General Mills Inc

Consumer Defensive
9.45K
New
$48.44 - $53.83 $458K - $509K
9.45K $476K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
16.8K
New
$26.88 - $27.78 $453K - $468K
16.8K $467K
NEM
Newmont Corp

Basic Materials
5.45K
New
$57.35 - $85.25 $313K - $465K
5.45K $459K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.5K
New
$100.16 - $100.7 $451K - $453K
4.5K $453K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.42K
New
$103.83 - $179.9 $251K - $435K
2.42K $431K
BR
Broadridge Financial Solutions, Inc.

Technology
1.64K
New
$233.75 - $266.89 $382K - $436K
1.64K $389K
ROL
Rollins Inc

Consumer Cyclical
6.43K
New
$55.05 - $58.74 $354K - $378K
6.43K $377K
LDOS
Leidos Holdings, Inc.

Technology
1.96K
New
$159.2 - $188.96 $313K - $371K
1.96K $370K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.96K
New
$44.82 - $46.28 $357K - $369K
7.96K $366K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.94K
New
$43.07 - $91.37 $170K - $360K
3.94K $359K
CNC
Centene Corp

Healthcare
9.78K
New
$25.21 - $56.65 $247K - $554K
9.78K $348K
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.28K
New
$47.03 - $47.97 $342K - $349K
7.28K $348K
RE
Everest Re Group LTD

Financial Services
931
New
N/A
931 $345K
TFX
Teleflex Inc

Healthcare
2.79K
New
$109.79 - $132.5 $306K - $370K
2.79K $341K
MP
Mp Materials Corp.

Basic Materials
4.95K
New
$30.03 - $77.13 $149K - $382K
4.95K $332K
VTR
Ventas, Inc.

Real Estate
4.67K
New
$62.76 - $69.99 $293K - $327K
4.67K $326K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.06K
New
$246.31 - $287.91 $262K - $306K
1.06K $306K
STRL
Sterling Construction CO Inc

Industrials
894
New
$222.54 - $371.84 $199K - $332K
894 $303K
MMS
Maximus, Inc.

Industrials
3.27K
New
$69.89 - $91.37 $228K - $299K
3.27K $298K
ALL
Allstate Corp

Financial Services
1.39K
New
$192.0 - $214.65 $267K - $299K
1.39K $298K
OHI
Omega Healthcare Investors Inc

Real Estate
6.8K
New
$36.29 - $43.34 $247K - $295K
6.8K $287K
DASH
Door Dash, Inc.

Communication Services
1.06K
New
$234.5 - $272.5 $248K - $288K
1.06K $287K
IT
Gartner Inc

Technology
1.08K
New
$225.98 - $406.7 $243K - $438K
1.08K $283K
IDCC
Inter Digital, Inc.

Communication Services
814
New
$221.35 - $349.23 $180K - $284K
814 $281K
ACGL
Arch Capital Group Ltd.

Financial Services
3.1K
New
$85.61 - $93.54 $265K - $290K
3.1K $281K
CIEN
Ciena Corp

Technology
1.91K
New
$77.75 - $145.67 $148K - $278K
1.91K $277K
RBLX
Roblox Corp

Communication Services
2K
New
$100.65 - $141.56 $201K - $283K
2K $276K
SNOW
Snowflake Inc.

Technology
1.23K
New
$191.73 - $241.0 $235K - $296K
1.23K $276K
IEF
Ishares Barclays

ETFs
2.82K
New
$93.91 - $97.26 $265K - $275K
2.82K $272K
BK
Bank Of New York Mellon Corp

Financial Services
2.5K
New
$90.65 - $109.75 $226K - $274K
2.5K $271K
BKR
Baker Hughes CO

Energy
5.57K
New
$38.68 - $50.55 $215K - $281K
5.57K $271K
INCY
Incyte Corp

Healthcare
3.18K
New
$67.27 - $86.96 $214K - $276K
3.18K $269K
FCN
Fti Consulting, Inc

Industrials
1.67K
New
$157.99 - $174.18 $263K - $290K
1.67K $269K
WDAY
Workday, Inc.

Technology
1.12K
New
$213.69 - $247.69 $239K - $277K
1.12K $268K
AOS
Smith A O Corp

Industrials
3.59K
New
$67.24 - $74.3 $242K - $267K
3.59K $263K
MTZ
Mastec Inc

Industrials
1.23K
New
$168.23 - $212.81 $207K - $262K
1.23K $262K
SATS
Echo Star Corp

Technology
3.44K
New
$26.33 - $83.57 $90.5K - $287K
3.44K $262K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.81K
New
$123.98 - $146.67 $225K - $266K
1.81K $254K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.65K
New
$87.29 - $93.61 $231K - $248K
2.65K $247K
APP
App Lovin Corp

Technology
342
New
$335.1 - $718.54 $115K - $246K
342 $245K
WTRG
Essential Utilities, Inc.

Utilities
6.13K
New
$36.73 - $39.9 $225K - $244K
6.13K $244K
GLW
Corning Inc

Technology
2.96K
New
$51.6 - $82.03 $153K - $243K
2.96K $243K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.86K
New
$20.98 - $26.94 $207K - $266K
9.86K $242K
AVY
Avery Dennison Corp

Industrials
1.5K
New
$158.71 - $184.63 $238K - $277K
1.5K $242K
AAON
Aaon, Inc.

Industrials
2.54K
New
$72.08 - $94.26 $183K - $239K
2.54K $237K
EVRG
Evergy, Inc.

Utilities
3.11K
New
$67.73 - $76.02 $211K - $236K
3.11K $236K
Activity Summary
Buys All Purchases 423 New Holdings 120 Increased Positions 303 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 1 Puts 0
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