Journey Strategic Wealth LLC New Holdings in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
14.6K
New
$49.48 - $61.22 $721K - $892K
14.6K $887K
VV
Vanguard Large Cap ETF

ETFs
3.02K
New
$228.25 - $285.3 $690K - $862K
3.02K $861K
AMT
American Tower Corp

Real Estate
3.66K
New
$203.96 - $228.19 $747K - $835K
3.66K $809K
KKR
Kkr & Co. Inc.

Financial Services
5.36K
New
$92.79 - $134.29 $498K - $720K
5.36K $713K
CL
Colgate Palmolive CO

Consumer Defensive
7.73K
New
$87.57 - $96.0 $677K - $742K
7.73K $702K
MARA
Marathon Digital Holdings, Inc.

Financial Services
29.3K
New
N/A
29.3K $660K
MKSI
Mks Instruments Inc

Technology
6.28K
New
$58.78 - $100.27 $369K - $629K
6.28K $623K
COIN
Coinbase Global, Inc.

Technology
1.76K
New
$151.47 - $375.07 $266K - $659K
1.76K $616K
GTLS
Chart Industries Inc

Industrials
3.41K
New
$115.08 - $175.5 $393K - $599K
3.41K $561K
APO
Apollo Global Management, Inc.

Financial Services
3.95K
New
$108.68 - $145.07 $430K - $573K
3.95K $560K
LHX
L3 Harris Technologies, Inc.

Industrials
2.09K
New
$200.21 - $256.99 $419K - $537K
2.09K $524K
KMB
Kimberly Clark Corp

Consumer Defensive
4.04K
New
$126.84 - $145.22 $512K - $586K
4.04K $520K
BNDX
Vanguard Total International B

ETFs
10.5K
New
$48.77 - $49.55 $510K - $519K
10.5K $518K
ECL
Ecolab Inc.

Basic Materials
1.73K
New
$225.65 - $270.95 $389K - $467K
1.73K $464K
EXC
Exelon Corp

Utilities
10.6K
New
$42.2 - $47.37 $447K - $502K
10.6K $459K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.93K
New
$25.35 - $64.65 $226K - $577K
8.93K $445K
LITE
Lumentum Holdings Inc.

Technology
4.68K
New
$49.56 - $95.06 $232K - $445K
4.68K $444K
DELL
Dell Technologies Inc.

Technology
3.61K
New
$71.63 - $125.98 $259K - $455K
3.61K $442K
SITM
Sitime Corp

Technology
2.07K
New
$116.79 - $241.6 $242K - $501K
2.07K $441K
YUM
Yum Brands Inc

Consumer Cyclical
2.93K
New
$138.36 - $161.45 $406K - $474K
2.93K $434K
KMI
Kinder Morgan, Inc.

Energy
14.5K
New
$25.21 - $29.4 $365K - $426K
14.5K $425K
SNY
Sanofi

Healthcare
8.49K
New
$47.62 - $55.44 $404K - $470K
8.49K $409K
EA
Electronic Arts Inc.

Communication Services
2.5K
New
$132.53 - $159.7 $332K - $400K
2.5K $399K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.18K
New
$50.53 - $212.53 $363K - $1.53M
7.18K $398K
CLSK
Cleanspark, Inc.

Technology
36K
New
$6.74 - $11.03 $243K - $397K
36K $397K
AWK
American Water Works Company, Inc.

Utilities
2.83K
New
$133.82 - $151.96 $379K - $431K
2.83K $394K
ROP
Roper Technologies Inc

Industrials
687
New
$519.19 - $590.78 $357K - $406K
687 $389K
GWW
W.W. Grainger, Inc.

Industrials
365
New
$919.93 - $1101.66 $336K - $402K
365 $379K
AFL
Aflac Inc

Financial Services
3.56K
New
$99.77 - $112.45 $356K - $401K
3.56K $375K
MKL
Markel Corp

Financial Services
188
New
$1678.5 - $1997.36 $316K - $376K
188 $375K
TDG
Trans Digm Group Inc

Industrials
247
New
$1231.75 - $1520.64 $304K - $376K
247 $375K
WELL
Welltower Inc.

Real Estate
2.41K
New
$136.49 - $155.22 $329K - $374K
2.41K $370K
EOG
Eog Resources Inc

Energy
3.08K
New
$104.61 - $129.97 $322K - $400K
3.08K $367K
ITW
Illinois Tool Works Inc

Industrials
1.47K
New
$218.41 - $252.43 $321K - $371K
1.47K $363K
VRSN
Verisign Inc

Technology
1.24K
New
$234.49 - $288.8 $291K - $359K
1.24K $358K
CCL
Carnival Corp

Consumer Cyclical
12.5K
New
$16.43 - $28.12 $205K - $350K
12.5K $350K
NGG
National Grid PLC

Utilities
4.6K
New
$62.74 - $74.79 $289K - $344K
4.6K $342K
AZO
Autozone Inc

Consumer Cyclical
90
New
$3478.38 - $3880.15 $313K - $349K
90 $334K
NVT
N Vent Electric PLC

Industrials
4.53K
New
$45.2 - $73.35 $205K - $332K
4.53K $331K
CCI
Crown Castle International Corp

Real Estate
3.22K
New
$94.83 - $107.06 $306K - $345K
3.22K $330K
KR
Kroger CO

Consumer Defensive
4.57K
New
$64.62 - $74.0 $295K - $338K
4.57K $327K
JEF
Jefferies Financial Group Inc.

Financial Services
5.88K
New
$41.06 - $56.09 $241K - $330K
5.88K $321K
MSI
Motorola Solutions, Inc.

Technology
762
New
$394.72 - $440.39 $301K - $336K
762 $320K
NRG
Nrg Energy, Inc.

Utilities
1.97K
New
$83.61 - $162.67 $164K - $320K
1.97K $315K
EW
Edwards Lifesciences Corp

Healthcare
4K
New
$67.07 - $78.22 $268K - $313K
4K $312K
O
Realty Income Corp

Real Estate
5.36K
New
$52.27 - $58.52 $280K - $313K
5.36K $308K
IONQ
Ion Q, Inc.

Technology
7.17K
New
$20.68 - $48.04 $148K - $344K
7.17K $307K
FLR
Fluor Corp

Industrials
5.89K
New
$30.86 - $51.42 $182K - $303K
5.89K $301K
FN
Fabrinet

Technology
1.02K
New
$171.03 - $298.93 $174K - $304K
1.02K $299K
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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