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
AXON
Axon Enterprise, Inc.

Industrials
-58
- 5.32%
$496.65 - $710.01 $28.8K - $41.2K
1.03K $542K
AVSU
American Centy ETF Tr Avantis

ETFs
-595
- 3.7%
$61.4 - $69.08 $36.5K - $41.1K
15.5K $966K
XLV
Select Sector Spdr Fund Health

ETFs
-1.23K
- 11.52%
$137.61 - $149.68 $170K - $185K
9.47K $1.38M
FNDF
Schwab Fundamental Intl Large

ETFs
-3.31K
- 32.8%
$32.9 - $37.45 $109K - $124K
6.77K $244K
IGV
Ishares Expanded Tech Software

ETFs
-65
- 0.86%
$88.3 - $107.83 $5.74K - $7.01K
7.54K $670K
PWZ
Invesco California Amt Free Mu

ETFs
-1.03K
- 1.34%
$23.68 - $24.72 $24.3K - $25.3K
75.2K $1.79M
HON
Honeywell International Inc

Industrials
-113
- 2.81%
$202.75 - $226.52 $22.9K - $25.6K
3.91K $826K
EFG
Msci Eafe Growth ETF

ETFs
-2.49K
- 4.52%
$96.1 - $106.37 $239K - $264K
52.5K $5.25M
FIS
Fidelity National Information Services, Inc.

Technology
-105
- 0.99%
$68.12 - $83.42 $7.15K - $8.76K
10.5K $787K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.36K
- 39.46%
$34.58 - $45.97 $151K - $201K
6.7K $307K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-769
- 22.46%
$76.94 - $78.28 $59.2K - $60.2K
2.66K $207K
BCS
Barclays PLC

Financial Services
-7.05K
- 27.6%
$12.69 - $16.25 $89.5K - $115K
18.5K $284K
HTAB
Hartford Fds Exchange Traded

ETFs
-2.35K
- 5.81%
$18.95 - $19.6 $44.5K - $46K
38.1K $729K
NEE
Nextera Energy Inc

Utilities
-550
- 3.49%
$66.96 - $76.16 $36.8K - $41.9K
15.2K $1.08M
EQIX
Equinix Inc

Real Estate
-6
- 1.74%
$803.0 - $959.97 $4.82K - $5.76K
339 $276K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-31
- 1.84%
$203.38 - $274.79 $6.3K - $8.52K
1.65K $339K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-745
- 9.24%
$55.41 - $60.74 $41.3K - $45.3K
7.32K $413K
SUB
Ishares Short Term National Mu

ETFs
-458
- 2.68%
$105.3 - $106.24 $48.2K - $48.7K
16.6K $1.75M
SLG
Sl Green Realty Corp

Real Estate
-27
- 0.61%
$55.58 - $68.38 $1.5K - $1.85K
4.4K $253K
CMF
Ishares California Muni Bond E

ETFs
-479
- 2.66%
$55.93 - $57.47 $26.8K - $27.5K
17.5K $985K
LUMN
Lumen Technologies, Inc.

Communication Services
-2.3K
- 9.14%
$3.92 - $5.92 $9.03K - $13.6K
22.9K $89K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-306
- 1.43%
$47.09 - $50.46 $14.4K - $15.4K
21.2K $1.01M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.19%
$423.19 - $506.29 $846 - $1.01K
1.05K $470K
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 1.39%
$1728.36 - $2231.14 $3.46K - $4.46K
142 $263K
VTV
Vanguard Value ETF

ETFs
-257
- 16.15%
$167.73 - $179.21 $43.1K - $46.1K
1.33K $230K
AVT
Avnet Inc

Technology
-2
- 0.02%
$46.61 - $54.65 $93.2 - $109
9.24K $444K
DFS
Discover Financial Services

Financial Services
-190
- 13.81%
$152.99 - $203.25 $29.1K - $38.6K
1.19K $202K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-274
- 5.5%
$59.79 - $67.15 $16.4K - $18.4K
4.71K $285K
FDS
Factset Research Systems Inc

Financial Services
-46
- 9.02%
$427.5 - $476.51 $19.7K - $21.9K
464 $210K
VIG
Vanguard Dividend Appreciation

ETFs
-173
- 10.6%
N/A
1.46K $265K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4
- 0.1%
$101.98 - $115.66 $408 - $463
4.04K $413K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-472
- 4.28%
$29.68 - $32.59 $14K - $15.4K
10.6K $315K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-278
- 1.4%
$41.55 - $43.98 $11.6K - $12.2K
19.6K $820K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-509
- 8.38%
$54.25 - $57.64 $27.6K - $29.3K
5.57K $306K
VO
Vanguard Mid Cap ETF

ETFs
-69
- 3.21%
$251.87 - $277.95 $17.4K - $19.2K
2.08K $537K
OGN
Organon & Co.

Healthcare
-1.84K
- 15.3%
$14.29 - $16.41 $26.3K - $30.2K
10.2K $151K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-351
- 3.55%
$46.06 - $49.24 $16.2K - $17.3K
9.53K $444K
UFPI
Ufp Industries Inc

Basic Materials
-63
- 1.77%
$103.91 - $118.67 $6.55K - $7.48K
3.49K $373K
PECO
Phillips Edison & Company, Inc.

Real Estate
-400
- 3.08%
$34.43 - $37.49 $13.8K - $15K
12.6K $458K
VMC
Vulcan Materials CO

Basic Materials
-7
- 0.73%
$220.9 - $277.54 $1.55K - $1.94K
946 $220K
DGRO
Ishares Core Dividend Growth E

ETFs
-399
- 8.61%
$60.46 - $64.42 $24.1K - $25.7K
4.24K $261K
ATI
Allegheny Technologies Inc

Industrials
-64
- 1.17%
$50.0 - $65.86 $3.2K - $4.22K
5.41K $281K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1K
- 6.04%
$19.8 - $19.97 $19.8K - $20K
15.5K $308K
ADI
Analog Devices Inc

Technology
-16
- 1.13%
$201.56 - $243.82 $3.22K - $3.9K
1.4K $281K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10
- 0.65%
$161.13 - $209.29 $1.61K - $2.09K
1.53K $252K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.97K
- 12.9%
$18.36 - $20.51 $36.2K - $40.4K
13.3K $263K
INTU
Intuit Inc

Technology
-1
- 0.08%
$555.63 - $630.23 $556 - $630
1.2K $736K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.1K
- 4.09%
$42.5 - $46.71 $46.8K - $51.5K
25.9K $1.17M
FANG
Diamondback Energy, Inc.

Energy
-46
- 3.35%
$139.9 - $180.18 $6.44K - $8.29K
1.33K $212K
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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