Journey Strategic Wealth LLC Reduced Holdings in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-2.17K
- 1.03%
$151.29 - $176.1 $329K - $382K
210K $31.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-54.5K
- 57.65%
$27.8 - $29.05 $1.51M - $1.58M
40K $1.12M
DFIV
Dimensional ETF Tr

ETFs
-30.9K
- 61.08%
$34.86 - $37.97 $1.08M - $1.17M
19.7K $697K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.4K
- 71.58%
$50.37 - $50.6 $1.18M - $1.18M
9.3K $468K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-12.6K
- 53.9%
$80.93 - $85.66 $1.02M - $1.08M
10.8K $873K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.8K
- 35.52%
$66.77 - $71.52 $1.06M - $1.13M
28.8K $1.98M
VTI
Vanguard Total Stock Market Et

ETFs
-3.71K
- 17.06%
$280.04 - $302.45 $1.04M - $1.12M
18.1K $5.23M
VEA
Vanguard Ftse Developed Market

ETFs
-11.5K
- 15.57%
$47.57 - $52.44 $549K - $605K
62.6K $2.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.2K
- 43.41%
$45.07 - $47.1 $820K - $856K
23.7K $1.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-12.5K
- 49.57%
$69.3 - $74.3 $869K - $931K
12.8K $910K
SPYG
Spdr Portfolio

ETFs
-11.3K
- 27.79%
$81.74 - $91.38 $927K - $1.04M
29.5K $2.59M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.89K
- 50.61%
$58.88 - $64.8 $583K - $641K
9.66K $569K
XLV
Select Sector Spdr Fund Health

ETFs
-3.37K
- 23.94%
$136.28 - $154.74 $459K - $521K
10.7K $1.47M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.12K
- 2.64%
$26.05 - $29.17 $133K - $149K
189K $4.94M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-22.1K
- 52.51%
$29.77 - $30.19 $657K - $666K
20K $596K
VGIT
Vanguard Intermediate Term Tre

ETFs
-9.92K
- 34.99%
$57.78 - $60.4 $573K - $599K
18.4K $1.07M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.51K
- 42.13%
$91.29 - $91.8 $594K - $598K
8.94K $817K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.69K
- 1.79%
$113.92 - $127.38 $307K - $343K
148K $17M
NVO
Novo Nordisk A S

Healthcare
-1.86K
- 18.95%
$85.0 - $120.04 $158K - $224K
7.96K $684K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.57K
- 49.2%
$99.0 - $99.5 $453K - $455K
4.72K $468K
UNH
Unitedhealth Group Inc

Healthcare
-69
- 1.32%
$485.52 - $625.25 $33.5K - $43.1K
5.16K $2.61M
IEFA
Ishares Tr

ETFs
-69
- 0.13%
$70.06 - $77.43 $4.83K - $5.34K
54.6K $3.84M
PFE
Pfizer Inc

Healthcare
-10.9K
- 30.16%
$24.8 - $30.19 $271K - $330K
25.3K $672K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-202
- 29.75%
$701.85 - $1046.91 $142K - $211K
477 $339K
MRK
Merck & Co., Inc.

Healthcare
-1.37K
- 8.16%
$96.31 - $114.76 $132K - $158K
15.5K $1.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-299
- 15.06%
$501.29 - $612.85 $150K - $183K
1.69K $877K
VST
Vistra Corp.

Utilities
-3.13K
- 55.6%
$115.74 - $166.61 $362K - $521K
2.5K $344K
CMCSA
Comcast Corp

Communication Services
-6.43K
- 34.19%
$37.39 - $45.14 $240K - $290K
12.4K $464K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.53K
- 41.33%
$197.36 - $217.3 $301K - $332K
2.17K $429K
NEE
Nextera Energy Inc

Utilities
-1.15K
- 6.82%
$69.77 - $85.43 $80.4K - $98.5K
15.8K $1.13M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.55K
- 20.7%
$124.26 - $134.12 $316K - $342K
9.76K $1.25M
ADBE
Adobe Inc.

Technology
-258
- 11.12%
$437.39 - $552.96 $113K - $143K
2.06K $916K
ASML
Asml Holding Nv

Technology
-229
- 26.6%
$658.43 - $872.27 $151K - $200K
632 $438K
IEMG
Ishares Inc

ETFs
-5.09K
- 6.89%
N/A
68.7K $3.69M
TPIC
Tpi Composites, Inc

Industrials
-1.03K
- 1.12%
$1.2 - $4.92 $1.23K - $5.06K
91K $171K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.38K
- 17.85%
$34.13 - $37.35 $150K - $164K
20.2K $688K
RACE
Ferrari N.V.

Consumer Cyclical
-406
- 38.96%
$422.83 - $490.34 $172K - $199K
636 $270K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.02K
- 30.23%
$59.25 - $72.99 $120K - $148K
4.67K $278K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.96K
- 17.39%
$38.08 - $50.82 $74.8K - $99.8K
9.32K $354K
GUG
Guggenheim Active Allocation Fund

ETFs
-8.85K
- 19.24%
$14.87 - $16.49 $132K - $146K
37.1K $552K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-3.1K
- 25.13%
$42.32 - $55.35 $131K - $171K
9.22K $394K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.54K
- 46.65%
$41.17 - $43.34 $187K - $197K
5.19K $214K
AMGN
Amgen Inc

Healthcare
-3
- 0.1%
$258.78 - $328.31 $776 - $985
3.01K $784K
VLUE
Ishares Msci Usa Value Factor

ETFs
-929
- 3.71%
$104.01 - $115.38 $96.6K - $107K
24.1K $2.55M
BCAT
Black Rock Capital Allocation Trust

ETFs
-10K
- 47.62%
$15.1 - $16.65 $151K - $167K
11K $166K
PECO
Phillips Edison & Company, Inc.

Real Estate
-4K
- 23.58%
$35.96 - $39.8 $144K - $159K
13K $485K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.97K
- 24.65%
$50.67 - $50.9 $150K - $151K
9.08K $460K
AZN
Astrazeneca PLC

Healthcare
-820
- 10.42%
$63.2 - $79.58 $51.8K - $65.3K
7.05K $462K
LMT
Lockheed Martin Corp

Industrials
-78
- 6.88%
$479.66 - $614.62 $37.4K - $47.9K
1.06K $512K
Activity Summary
Buys All Purchases 268 New Holdings 50 Increased Positions 218 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email