Journey Strategic Wealth LLC New Holdings in Q1 2025

Journey Strategic Wealth LLC

  • $2.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
226K
New
$60.63 - $68.55 $13.7M - $15.5M
226K $15M
GLDM
World Gold Trust

ETFs
137K
New
$52.19 - $61.89 $7.16M - $8.49M
137K $8.49M
JHMB
John Hancock Exchange Traded

ETFs
334K
New
$21.17 - $22.05 $7.07M - $7.36M
334K $7.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.47K
New
$308.86 - $455.36 $455K - $670K
1.47K $518K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.58K
New
$65.27 - $71.18 $429K - $468K
6.58K $436K
OMC
Omnicom Group Inc.

Communication Services
4.64K
New
$79.43 - $88.34 $368K - $410K
4.64K $384K
PCOR
Procore Technologies, Inc.

Technology
5.11K
New
$65.21 - $88.33 $333K - $452K
5.11K $337K
AR
Antero Resources Corp

Energy
8.24K
New
$33.64 - $41.42 $277K - $341K
8.24K $333K
SLB
Schlumberger Limited

Energy
7.84K
New
$38.4 - $43.74 $301K - $343K
7.84K $327K
AMSC
American Superconductor Corp

Industrials
17.5K
New
$17.54 - $34.82 $308K - $611K
17.5K $318K
UBS
Ubs Group Ag

Financial Services
9.12K
New
$30.28 - $35.78 $276K - $326K
9.12K $279K
AL
Air Lease Corp

Industrials
5.73K
New
$43.38 - $51.13 $248K - $293K
5.73K $276K
INTC
Intel Corp

Technology
12.1K
New
$19.1 - $27.39 $231K - $331K
12.1K $274K
OTIS
Otis Worldwide Corp

Industrials
2.57K
New
$90.77 - $104.01 $233K - $267K
2.57K $264K
UBER
Uber Technologies, Inc

Technology
3.52K
New
$63.17 - $81.49 $223K - $287K
3.52K $256K
PH
Parker Hannifin Corp

Industrials
415
New
$591.65 - $707.05 $246K - $293K
415 $252K
AON
Aon PLC

Financial Services
625
New
$348.44 - $409.32 $218K - $256K
625 $249K
NFG
National Fuel Gas CO

Energy
3.12K
New
$60.71 - $79.19 $190K - $247K
3.12K $247K
CI
Cigna Corp

Healthcare
738
New
$274.49 - $329.0 $203K - $243K
738 $242K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.24K
New
$67.08 - $76.14 $217K - $246K
3.24K $238K
SYK
Stryker Corp

Healthcare
619
New
$355.18 - $399.9 $220K - $248K
619 $230K
WES
Western Midstream Partners, LP

Energy
5.5K
New
$37.87 - $42.89 $208K - $236K
5.5K $225K
CNI
Canadian National Railway CO

Industrials
2.31K
New
$95.46 - $106.79 $220K - $246K
2.31K $224K
FOX
Fox Corp Cl B (De)

Communication Services
4.22K
New
$45.64 - $54.23 $193K - $229K
4.22K $222K
CORT
Corcept Therapeutics Inc

Healthcare
1.93K
New
$49.85 - $114.22 $96.4K - $221K
1.93K $220K
IFN
India Fund Inc

Financial Services
13.8K
New
$14.32 - $16.19 $198K - $223K
13.8K $217K
CTAS
Cintas Corp

Industrials
1.06K
New
$182.09 - $208.14 $192K - $220K
1.06K $217K
STE
Steris PLC

Healthcare
953
New
$202.46 - $232.74 $193K - $222K
953 $215K
SPOT
Spotify Technology S.A.

Communication Services
389
New
$457.79 - $648.32 $178K - $252K
389 $213K
EAT
Brinker International, Inc

Consumer Cyclical
1.43K
New
$133.46 - $189.14 $191K - $271K
1.43K $213K
MOH
Molina Healthcare, Inc.

Healthcare
641
New
$266.57 - $333.27 $171K - $214K
641 $211K
D
Dominion Energy, Inc

Utilities
3.74K
New
$52.85 - $57.43 $198K - $215K
3.74K $209K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.06K
New
$35.35 - $42.74 $179K - $216K
5.06K $209K
MPWR
Monolithic Power Systems Inc

Technology
358
New
$565.7 - $720.25 $203K - $258K
358 $207K
MDT
Medtronic PLC

Healthcare
2.31K
New
$79.84 - $94.5 $184K - $218K
2.31K $207K
EWJ
Ishares Msci Japan ETF

ETFs
3.01K
New
$65.24 - $71.7 $196K - $216K
3.01K $206K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.91K
New
$29.34 - $31.31 $203K - $216K
6.91K $205K
PSX
Phillips 66

Energy
1.64K
New
$113.93 - $131.55 $187K - $216K
1.64K $202K
INSM
Insmed Inc

Healthcare
2.65K
New
$65.25 - $83.83 $173K - $222K
2.65K $201K
ET
Energy Transfer LP

Energy
10.3K
New
$17.26 - $21.08 $178K - $218K
10.3K $191K
ABC
Amerisourcebergen Corp

Healthcare
875
New
N/A
875 $162K
VALE
Vale S.A.

Basic Materials
13.5K
New
$8.5 - $10.19 $115K - $138K
13.5K $134K
WU
Western Union CO

Financial Services
12.5K
New
$10.24 - $11.62 $128K - $145K
12.5K $132K
ASX
Ase Technology Holding Co., Ltd.

Technology
11.5K
New
$8.76 - $11.36 $100K - $130K
11.5K $100K
CLF
Cleveland Cliffs Inc.

Basic Materials
12.1K
New
$8.22 - $12.02 $99.2K - $145K
12.1K $99K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
19K
New
$4.79 - $5.2 $91K - $98.8K
19K $96K
JBLU
Jetblue Airways Corp

Industrials
17.4K
New
$4.82 - $8.09 $84K - $141K
17.4K $84K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
15K
New
$0.8 - $2.41 $12K - $36.2K
15K $12K
LESL
Leslie'S, Inc.

Consumer Cyclical
15.4K
New
$0.74 - $2.3 $11.4K - $35.5K
15.4K $11K
Activity Summary
Buys All Purchases 340 New Holdings 53 Increased Positions 287 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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