Journey Strategic Wealth LLC Reduced Holdings in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-116K
- 75.47%
$108.06 - $135.3 $12.6M - $15.8M
37.8K $5.12M
XLE
Energy Sector Spdr

ETFs
-70.1K
- 69.16%
$76.44 - $94.13 $5.36M - $6.6M
31.3K $2.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-50.6K
- 70.49%
$47.46 - $55.3 $2.4M - $2.8M
21.2K $1.17M
PWZ
Invesco California Amt Free Mu

ETFs
-51K
- 67.73%
$22.71 - $24.18 $1.16M - $1.23M
24.3K $566K
JHML
John Hancock Multifactor Large

ETFs
-20.1K
- 44.43%
$59.74 - $73.35 $1.2M - $1.48M
25.2K $1.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.65K
- 44.78%
$166.82 - $194.23 $775K - $903K
5.73K $1.11M
EFV
Msci Eafe Value ETF

ETFs
-14.1K
- 44.94%
$52.4 - $64.65 $741K - $914K
17.3K $1.1M
EFG
Msci Eafe Growth ETF

ETFs
-11.8K
- 22.46%
$89.8 - $112.0 $1.06M - $1.32M
40.7K $4.56M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-11.3K
- 7.99%
$49.12 - $50.93 $553K - $573K
130K $6.46M
IEMG
Ishares Inc

ETFs
-11.5K
- 17.42%
N/A
54.7K $2.93M
PAXS
Pimco Access Income Fund

Financial Services
-27.9K
- 33.83%
$14.15 - $16.12 $395K - $450K
54.7K $825K
VLUE
Ishares Msci Usa Value Factor

ETFs
-5.02K
- 32.99%
$93.5 - $113.21 $470K - $569K
10.2K $1.16M
DSL
Double Line Income Solutions Fund

Financial Services
-30K
- 35.07%
$11.15 - $12.57 $335K - $377K
55.6K $679K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-29K
- 15.24%
$32.02 - $39.74 $929K - $1.15M
161K $6.39M
WDI
Western Asset Diversified Income Fund

ETFs
-28K
- 55.97%
$12.85 - $14.92 $359K - $417K
22K $326K
GLDM
World Gold Trust

ETFs
-13.6K
- 9.89%
$58.96 - $67.97 $800K - $922K
124K $8.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.36K
- 42.14%
$53.66 - $58.71 $341K - $373K
8.73K $489K
PG
Procter & Gamble CO

Consumer Defensive
-109
- 0.37%
$157.66 - $172.39 $17.2K - $18.8K
29K $4.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.6K
- 7.38%
$85.42 - $94.39 $308K - $340K
45.2K $4.25M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.78K
- 21.85%
$168.34 - $195.42 $299K - $347K
6.35K $1.24M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.28K
- 39.72%
$97.29 - $105.63 $222K - $241K
3.46K $351K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-20.5K
- 60.56%
$10.85 - $11.98 $222K - $246K
13.4K $159K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.22K
- 26.91%
$53.23 - $70.65 $118K - $157K
6.04K $349K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-9.06K
- 7.13%
$23.36 - $24.11 $212K - $218K
118K $2.81M
EPD
Enterprise Products Partners L.P.

Energy
-5.44K
- 31.61%
$28.95 - $34.22 $157K - $186K
11.8K $364K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.8K
- 1.6%
$24.32 - $27.87 $43.8K - $50.2K
111K $2.93M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.5K
- 40.9%
$60.34 - $74.89 $211K - $262K
5.05K $378K
VGT
Vanguard Information Technolog

ETFs
-546
- 38.02%
$470.37 - $663.28 $257K - $362K
890 $590K
NVO
Novo Nordisk A S

Healthcare
-2.45K
- 26.06%
$58.08 - $81.05 $142K - $199K
6.96K $480K
ASML
Asml Holding Nv

Technology
-311
- 47.12%
$595.37 - $815.24 $185K - $254K
349 $279K
SUN
Sunoco LP

Energy
-1.83K
- 14.9%
$50.38 - $59.13 $92.2K - $108K
10.5K $560K
SONY
Sony Group Corp

Technology
-6.27K
- 30.85%
$21.24 - $26.88 $133K - $169K
14.1K $365K
ADMA
Adma Biologics, Inc.

Healthcare
-5.74K
- 32.21%
$17.6 - $24.51 $101K - $141K
12.1K $219K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.16K
- 48.9%
$144.94 - $210.94 $168K - $244K
1.21K $255K
XLP
Consumer Staples Sector Spdr

ETFs
-1.59K
- 19.61%
N/A
6.52K $495K
SOXX
Ishares Semiconductor ETF

ETFs
-1K
- 42.02%
$154.86 - $239.07 $155K - $240K
1.38K $330K
RELX
Relx PLC

Communication Services
-2.88K
- 29.24%
$45.31 - $55.66 $131K - $160K
6.97K $378K
EMB
Ishares Tr

ETFs
-1.48K
- 13.21%
$86.54 - $92.62 $128K - $137K
9.72K $900K
XLV
Select Sector Spdr Fund Health

ETFs
-46
- 0.49%
$128.77 - $144.3 $5.92K - $6.64K
9.43K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.07K
- 33.13%
$55.54 - $69.09 $115K - $143K
4.17K $288K
AZN
Astrazeneca PLC

Healthcare
-940
- 10.37%
$64.87 - $75.0 $61K - $70.5K
8.12K $567K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-3.08K
- 19.01%
$39.94 - $44.64 $123K - $137K
13.1K $585K
BCS
Barclays PLC

Financial Services
-7.96K
- 43.0%
$12.69 - $18.61 $101K - $148K
10.5K $196K
OMC
Omnicom Group Inc.

Communication Services
-441
- 9.51%
$69.22 - $79.77 $30.5K - $35.2K
4.2K $301K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.95K
- 35.71%
$30.87 - $39.17 $91.2K - $116K
5.32K $208K
VLO
Valero Energy Corp

Energy
-662
- 16.9%
$104.69 - $141.77 $69.3K - $93.9K
3.26K $437K
ETR
Entergy Corp

Utilities
-864
- 23.46%
$79.01 - $86.61 $68.3K - $74.8K
2.82K $234K
DOCU
Docusign, Inc.

Technology
-775
- 15.18%
$70.35 - $93.84 $54.5K - $72.7K
4.33K $337K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.11K
- 17.58%
$10.78 - $11.57 $65.9K - $70.7K
28.7K $323K
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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