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
IBN
Icici Bank LTD

Financial Services
8.88K
New
$30.16 - $34.39 $268K - $305K
8.88K $298K
WCN
Waste Connections, Inc.

Industrials
1.59K
New
$183.26 - $199.95 $291K - $317K
1.59K $296K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.05K
New
$248.61 - $294.96 $260K - $309K
1.05K $295K
SCI
Service Corp International

Consumer Cyclical
3.63K
New
$73.58 - $81.65 $267K - $296K
3.63K $295K
DY
Dycom Industries Inc

Industrials
1.21K
New
$138.96 - $245.71 $168K - $297K
1.21K $295K
UAL
United Airlines Holdings, Inc.

Industrials
3.71K
New
$56.15 - $84.23 $208K - $313K
3.71K $295K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.77K
New
$61.46 - $68.02 $293K - $324K
4.77K $293K
FE
Firstenergy Corp

Utilities
7.27K
New
$38.31 - $43.17 $279K - $314K
7.27K $292K
AIG
American International Group, Inc.

Financial Services
3.39K
New
$77.56 - $87.72 $263K - $298K
3.39K $290K
NTRA
Natera, Inc.

Healthcare
1.72K
New
$132.23 - $171.87 $227K - $295K
1.72K $290K
EME
Emcor Group, Inc.

Industrials
539
New
$342.02 - $534.89 $184K - $288K
539 $288K
FSLR
First Solar, Inc.

Technology
1.74K
New
$120.38 - $192.98 $210K - $337K
1.74K $288K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.15K
New
$114.78 - $133.31 $247K - $287K
2.15K $286K
GVA
Granite Construction Inc

Industrials
3.05K
New
$71.89 - $93.51 $220K - $286K
3.05K $285K
TD
Toronto Dominion Bank

Financial Services
3.89K
New
$55.71 - $73.45 $216K - $285K
3.89K $285K
ATO
Atmos Energy Corp

Utilities
1.85K
New
$145.06 - $162.66 $268K - $300K
1.85K $284K
AME
Ametek Inc

Industrials
1.56K
New
$151.41 - $182.75 $237K - $285K
1.56K $282K
EXEL
Exelixis, Inc.

Healthcare
6.37K
New
$34.13 - $46.26 $217K - $295K
6.37K $280K
ACM
Aecom

Industrials
2.44K
New
$87.19 - $113.06 $213K - $276K
2.44K $275K
CSX
Csx Corp

Industrials
8.37K
New
$26.69 - $32.91 $223K - $276K
8.37K $273K
WDC
Western Digital Corp

Technology
4.23K
New
$30.54 - $63.99 $129K - $271K
4.23K $270K
LNC
Lincoln National Corp

Financial Services
7.78K
New
$28.95 - $37.27 $225K - $290K
7.78K $269K
RNR
Renaissancere Holdings LTD

Financial Services
1.11K
New
$220.37 - $253.95 $244K - $281K
1.11K $268K
LAMR
Lamar Advertising CO

Real Estate
2.21K
New
$102.35 - $121.67 $226K - $269K
2.21K $267K
DHI
Horton D R Inc

Consumer Cyclical
2.07K
New
$115.1 - $129.63 $238K - $269K
2.07K $267K
EWW
Ishares Inc Msci Mexico ETF

ETFs
4.7K
New
N/A
4.7K $267K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.61K
New
$57.41 - $74.81 $207K - $270K
3.61K $267K
PSA
Public Storage

Real Estate
904
New
$266.31 - $309.77 $241K - $280K
904 $265K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
20.9K
New
$10.49 - $12.99 $219K - $271K
20.9K $265K
CVS
Cvs Health Corp

Healthcare
3.84K
New
$60.04 - $70.18 $230K - $269K
3.84K $264K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.13K
New
$205.81 - $234.23 $233K - $265K
1.13K $264K
JXN
Jackson Financial Inc.

Financial Services
2.97K
New
$70.35 - $89.5 $209K - $266K
2.97K $263K
TYL
Tyler Technologies Inc

Technology
445
New
$521.68 - $592.84 $232K - $264K
445 $263K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.41K
New
$149.76 - $186.42 $211K - $262K
1.41K $262K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
10.3K
New
$22.9 - $26.78 $236K - $276K
10.3K $258K
CARR
Carrier Global Corp

Industrials
3.52K
New
$55.55 - $75.83 $195K - $267K
3.52K $257K
CSL
Carlisle Companies Inc

Industrials
683
New
$317.1 - $408.5 $217K - $279K
683 $255K
IDXX
Idexx Laboratories Inc

Healthcare
475
New
$361.04 - $536.34 $171K - $255K
475 $254K
NYT
New York Times CO

Communication Services
4.51K
New
$45.37 - $57.12 $205K - $258K
4.51K $252K
KD
Kyndryl Holdings, Inc.

Technology
5.94K
New
$27.77 - $41.96 $165K - $249K
5.94K $249K
AVAV
Aero Vironment Inc

Industrials
875
New
$111.65 - $284.95 $97.7K - $249K
875 $249K
HCA
Hca Healthcare, Inc.

Healthcare
652
New
$317.61 - $387.52 $207K - $253K
652 $249K
MCHP
Microchip Technology Inc

Technology
3.55K
New
$35.34 - $71.6 $125K - $254K
3.55K $249K
IWS
Ishares Russell Midcap Value E

ETFs
1.88K
New
$110.58 - $132.14 $208K - $249K
1.88K $248K
GL
Globe Life Inc.

Financial Services
2K
New
$113.29 - $133.09 $227K - $266K
2K $248K
AMCR
Amcor PLC

Consumer Cyclical
26.9K
New
$8.57 - $9.81 $231K - $264K
26.9K $247K
UTHR
United Therapeutics Corp

Healthcare
858
New
$276.47 - $328.4 $237K - $282K
858 $246K
AOSL
Alpha & Omega Semiconductor LTD

Technology
9.53K
New
$16.25 - $25.8 $155K - $246K
9.53K $244K
MNST
Monster Beverage Corp

Consumer Defensive
3.9K
New
$55.01 - $64.24 $214K - $250K
3.9K $244K
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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