Journey Strategic Wealth LLC Reduced Holdings in Q1 2025

Journey Strategic Wealth LLC

  • $2.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-92.3K
- 37.43%
$120.24 - $134.3 $11.1M - $12.4M
154K $18.8M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-382K
- 66.77%
$34.14 - $37.91 $13.1M - $14.5M
190K $6.79M
DIS
Walt Disney CO

Communication Services
-66.2K
- 80.42%
$96.87 - $114.0 $6.41M - $7.55M
16.1K $1.59M
JPIE
J P Morgan Exchange Traded Fd
-120K
- 40.68%
$45.46 - $46.18 $5.45M - $5.53M
175K $8.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 14.98%
$192.82 - $222.1 $2.32M - $2.67M
68.3K $13.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-40K
- 14.12%
$85.29 - $92.57 $3.41M - $3.7M
243K $22.1M
IWV
Ishares Russell 3000 ETF

ETFs
-6.26K
- 70.42%
$313.1 - $349.83 $1.96M - $2.19M
2.63K $835K
IFRA
Ishares Tr

ETFs
-39.8K
- 84.14%
$44.8 - $49.25 $1.78M - $1.96M
7.5K $338K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.56K
- 4.51%
$210.19 - $243.33 $328K - $380K
33.1K $6.98M
VLUE
Ishares Msci Usa Value Factor

ETFs
-8.9K
- 36.89%
$104.89 - $113.56 $934K - $1.01M
15.2K $1.62M
SPYG
Spdr Portfolio

ETFs
-6.95K
- 23.58%
$80.05 - $92.39 $556K - $642K
22.5K $1.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-698
- 7.24%
$468.34 - $539.52 $327K - $377K
8.95K $4.19M
VTI
Vanguard Total Stock Market Et

ETFs
-1.31K
- 7.25%
$271.18 - $303.12 $355K - $397K
16.8K $4.6M
GTO
Invesco Actively Managed ETF T

ETFs
-16.1K
- 5.06%
$45.9 - $47.37 $740K - $764K
303K $14.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.7K
- 41.55%
$53.99 - $58.43 $579K - $626K
15.1K $868K
ORCL
Oracle Corp

Technology
-1.27K
- 9.51%
$139.81 - $186.47 $177K - $236K
12.1K $1.69M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-11.7K
- 37.29%
$45.56 - $47.23 $533K - $553K
19.7K $925K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.9K
- 46.18%
$44.72 - $46.25 $490K - $506K
12.8K $587K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-443
- 7.01%
$360.07 - $417.26 $160K - $185K
5.88K $2.12M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.54K
- 2.75%
N/A
160K $13.8M
IXP
Ishares Global Comm Services E

ETFs
-3.91K
- 16.05%
$95.48 - $106.93 $374K - $418K
20.5K $1.99M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.2K
- 32.97%
$67.03 - $74.61 $282K - $314K
8.55K $581K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.24K
- 11.28%
$64.88 - $72.1 $210K - $234K
25.5K $1.68M
BA
Boeing CO

Industrials
-1.41K
- 23.67%
$148.15 - $186.25 $209K - $263K
4.55K $775K
FDX
Fedex Corp

Industrials
-707
- 24.96%
$230.33 - $281.53 $163K - $199K
2.13K $518K
DFIV
Dimensional ETF Tr

ETFs
-8.84K
- 44.95%
$35.33 - $40.77 $312K - $360K
10.8K $426K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.16K
- 29.29%
$78.0 - $84.37 $247K - $267K
7.63K $609K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.45K
- 3.3%
$53.6 - $58.97 $131K - $144K
71.8K $3.93M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.5K
- 52.99%
$99.16 - $99.52 $248K - $249K
2.22K $220K
IWM
Ishares Russell 2000 ETF

ETFs
-814
- 40.44%
$198.1 - $229.79 $161K - $187K
1.2K $239K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.35K
- 27.75%
$114.9 - $139.6 $156K - $189K
3.53K $414K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-312
- 6.85%
$165.25 - $224.62 $51.6K - $70.1K
4.25K $704K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.42K
- 35.38%
$58.01 - $64.46 $198K - $220K
6.24K $387K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-6.24K
- 12.69%
$29.72 - $31.94 $185K - $199K
42.9K $1.33M
MRK
Merck & Co., Inc.

Healthcare
-235
- 1.52%
$83.01 - $101.02 $19.5K - $23.7K
15.2K $1.37M
SHW
Sherwin Williams CO

Basic Materials
-465
- 28.79%
$330.16 - $365.55 $154K - $170K
1.15K $401K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-11.8K
- 47.52%
$11.13 - $11.61 $131K - $137K
13K $145K
IEMG
Ishares Inc

ETFs
-2.52K
- 3.66%
N/A
66.2K $3.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-567
- 5.81%
$120.29 - $134.6 $68.2K - $76.3K
9.19K $1.12M
CAT
Caterpillar Inc

Industrials
-28
- 0.76%
$326.75 - $407.63 $9.15K - $11.4K
3.64K $1.2M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.18K
- 34.13%
$34.5 - $43.01 $110K - $137K
6.14K $232K
VUG
Vanguard Growth ETF

ETFs
-199
- 17.75%
$369.1 - $427.61 $73.5K - $85.1K
922 $341K
CDNS
Cadence Design Systems Inc

Technology
-118
- 6.19%
$233.96 - $324.52 $27.6K - $38.3K
1.79K $454K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.07K
- 17.98%
$47.79 - $59.89 $51.3K - $64.3K
4.89K $245K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.26K
- 21.04%
$11.4 - $11.96 $106K - $111K
34.8K $400K
SONY
Sony Group Corp

Technology
-9.22K
- 31.22%
$19.88 - $25.64 $183K - $237K
20.3K $516K
BX
Blackstone Inc.

Financial Services
-85
- 2.86%
$136.53 - $186.74 $11.6K - $15.9K
2.89K $403K
VBR
Vanguard Small Cap Value ETF

ETFs
-435
- 20.06%
$183.02 - $207.75 $79.6K - $90.4K
1.73K $322K
GUG
Guggenheim Active Allocation Fund

ETFs
-7.6K
- 20.47%
$14.92 - $15.9 $113K - $121K
29.5K $445K
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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