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
American Healthcare Reit Inc
-2.28K
- 5.76%
N/A
37.3K $0
Canadian Pacific Kansas City
-4.58K
- 60.83%
N/A
2.95K $0
FJAN
First Exc Trd Viii Cboe Vest U
-6
- 0.11%
N/A
5.32K $0
Morgan Stanley ETF Trust
-126
- 2.4%
N/A
5.13K $0
Outfront Media Inc
-82
- 0.74%
N/A
11K $0
Proshares Tr
-927
- 9.02%
N/A
9.35K $0
IFRA
Ishares Tr

ETFs
-611
- 8.14%
$40.97 - $49.19 $25K - $30.1K
6.89K $339K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-415
- 6.31%
$59.24 - $71.39 $24.6K - $29.6K
6.17K $439K
IWP
Ishares Russell Mid Cap Growth

ETFs
-438
- 12.42%
$104.34 - $138.68 $45.7K - $60.7K
3.09K $428K
UBS
Ubs Group Ag

Financial Services
-328
- 3.6%
$26.12 - $33.82 $8.57K - $11.1K
8.79K $297K
WTFC
Wintrust Financial Corp

Financial Services
-54
- 2.1%
$95.17 - $124.21 $5.14K - $6.71K
2.52K $312K
SF
Stifel Financial Corp

Financial Services
-17
- 0.58%
$76.49 - $103.78 $1.3K - $1.76K
2.89K $299K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-119
- 1.73%
$35.79 - $44.67 $4.26K - $5.32K
6.74K $301K
AVSD
American Centy ETF Tr Avantis

ETFs
-859
- 7.65%
$53.85 - $67.74 $46.3K - $58.2K
10.4K $700K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-27
- 0.57%
$53.69 - $67.27 $1.45K - $1.82K
4.68K $314K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-10
- 0.1%
$42.85 - $50.11 $429 - $501
9.52K $477K
CWCO
Consolidated Water Co. Ltd.

Utilities
-550
- 5.63%
$22.81 - $30.14 $12.5K - $16.6K
9.23K $276K
CASY
Caseys General Stores Inc

Consumer Cyclical
-5
- 0.93%
$415.82 - $510.91 $2.08K - $2.55K
533 $271K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.84K
- 16.7%
$122.57 - $173.27 $226K - $320K
9.2K $1.59M
VUG
Vanguard Growth ETF

ETFs
-40
- 4.34%
$329.49 - $438.4 $13.2K - $17.5K
882 $386K
IVW
Ishares S&P 500 Growth ETF

ETFs
-808
- 10.39%
$82.96 - $110.1 $67K - $89K
6.97K $767K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.37K
- 5.3%
$54.12 - $62.8 $128K - $149K
42.3K $2.66M
AVSE
American Centy ETF Tr Avantis

ETFs
-888
- 5.75%
$45.56 - $58.63 $40.5K - $52.1K
14.6K $853K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.6K
- 6.28%
$58.41 - $72.69 $93.5K - $116K
23.9K $1.74M
VTI
Vanguard Total Stock Market Et

ETFs
-1.36K
- 8.13%
$243.75 - $303.93 $332K - $414K
15.4K $4.68M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-362
- 3.62%
$101.97 - $126.75 $36.9K - $45.9K
9.64K $1.22M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-175
- 4.05%
$101.69 - $139.02 $17.8K - $24.3K
4.15K $577K
IGV
Ishares Expanded Tech Software

ETFs
-453
- 6.01%
$80.15 - $109.5 $36.3K - $49.6K
7.08K $775K
SPYG
Spdr Portfolio

ETFs
-2.11K
- 9.38%
$71.83 - $95.32 $152K - $201K
20.4K $1.94M
PWR
Quanta Services, Inc.

Industrials
-16
- 1.38%
$239.47 - $381.26 $3.83K - $6.1K
1.14K $431K
VST
Vistra Corp.

Utilities
-240
- 9.01%
$98.07 - $195.04 $23.5K - $46.8K
2.42K $469K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-834
- 9.32%
$416.06 - $551.64 $347K - $460K
8.11K $4.47M
AMAT
Applied Materials Inc

Technology
-422
- 3.44%
$126.95 - $183.52 $53.6K - $77.4K
11.8K $2.17M
AMD
Advanced Micro Devices Inc

Technology
-204
- 1.52%
$78.21 - $143.81 $16K - $29.3K
13.3K $1.88M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.85K
- 4.46%
$272.36 - $339.57 $503K - $627K
39.5K $13.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-342
- 0.21%
$90.56 - $109.49 $31K - $37.4K
166K $18.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
-468
- 1.42%
$187.5 - $246.51 $87.8K - $115K
32.6K $8.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.48K
- 0.64%
$51.16 - $62.02 $127K - $154K
387K $24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-875
- 1.43%
$180.84 - $240.32 $158K - $210K
60.1K $14.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.8K
- 2.06%
$498.8 - $620.9 $5.4M - $6.72M
514K $319M
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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