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
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-246
- 4.17%
$40.29 - $42.24 $9.91K - $10.4K
5.65K $231K
PTEN
Patterson Uti Energy Inc

Energy
-284
- 1.97%
$7.15 - $9.45 $2.03K - $2.68K
14.1K $115K
IDEV
Ishares Core Msci Intl Develop

ETFs
-290
- 7.59%
$63.77 - $71.36 $18.5K - $20.7K
3.53K $243K
DVY
Ishares Tr

ETFs
-90
- 2.69%
$128.58 - $138.1 $11.6K - $12.4K
3.25K $436K
TXN
Texas Instruments Inc

Technology
-2
- 0.07%
N/A
2.94K $572K
TAFI
Ab Active Etfs Inc Tax Aware S
-68.6K
- 42.88%
N/A
91.4K $0
Proshares Tr
-198
- 1.89%
N/A
10.3K $0
Peakstone Realty Trust
-1.13K
- 9.68%
N/A
10.6K $0
Blackrock ETF Trust Ii
-1.81K
- 28.49%
N/A
4.55K $0
Amplify ETF Tr
-248
- 6.93%
N/A
3.33K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.72K
- 9.72%
N/A
15.9K $0
American Healthcare Reit Inc
-3.3K
- 7.7%
N/A
39.6K $0
Morgan Stanley ETF Trust
-191
- 3.51%
N/A
5.25K $0
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-242
- 2.13%
$18.9 - $20.05 $4.57K - $4.85K
11.1K $217K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1
- 0.04%
$152.57 - $163.66 $153 - $164
2.52K $395K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-14
- 0.14%
$23.18 - $24.68 $325 - $346
10K $243K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1
- 0.04%
$106.22 - $111.09 $106 - $111
2.28K $253K
SHEL
Shell PLC

Energy
-399
- 10.74%
$62.84 - $73.29 $25.1K - $29.2K
3.32K $242K
EXLS
Exl Service Holdings, Inc.

Technology
-51
- 0.94%
$44.13 - $51.8 $2.25K - $2.64K
5.38K $253K
EPD
Enterprise Products Partners L.P.

Energy
-1.07K
- 5.83%
$31.75 - $34.14 $33.8K - $36.4K
17.2K $587K
PLTR
Palantir Technologies Inc.

Technology
-532
- 7.87%
$64.98 - $124.62 $34.6K - $66.3K
6.23K $525K
SAP
Sap Se

Technology
-47
- 3.81%
$241.4 - $293.69 $11.3K - $13.8K
1.19K $318K
WMB
Williams Companies, Inc.

Energy
-313
- 4.69%
$54.02 - $61.09 $16.9K - $19.1K
6.36K $380K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-560
- 2.78%
$33.84 - $37.77 $19K - $21.2K
19.6K $713K
VLO
Valero Energy Corp

Energy
-77
- 1.93%
$121.76 - $142.99 $9.38K - $11K
3.92K $517K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.8K
- 19.52%
$43.79 - $57.46 $78.8K - $103K
7.42K $424K
DRI
Darden Restaurants Inc

Consumer Cyclical
-9
- 0.6%
$180.02 - $208.56 $1.62K - $1.88K
1.48K $308K
ETR
Entergy Corp

Utilities
-37
- 0.99%
$75.26 - $87.89 $2.78K - $3.25K
3.68K $314K
ICE
Intercontinental Exchange, Inc.

Financial Services
-22
- 1.29%
$142.8 - $176.36 $3.14K - $3.88K
1.69K $290K
CME
Cme Group Inc.

Financial Services
-67
- 3.52%
$225.82 - $266.54 $15.1K - $17.9K
1.84K $486K
VEA
Vanguard Ftse Developed Market

ETFs
-2.8K
- 4.47%
$47.4 - $52.99 $133K - $148K
59.8K $3.04M
DUK
Duke Energy Corp

Utilities
-23
- 0.56%
$105.87 - $121.97 $2.44K - $2.81K
4.07K $496K
ED
Consolidated Edison Inc

Utilities
-207
- 4.87%
$88.0 - $110.59 $18.2K - $22.9K
4.05K $447K
SUN
Sunoco LP

Energy
-222
- 1.77%
$51.29 - $59.25 $11.4K - $13.2K
12.3K $713K
AMGN
Amgen Inc

Healthcare
-211
- 7.01%
$258.59 - $327.36 $54.6K - $69.1K
2.8K $872K
EFV
Msci Eafe Value ETF

ETFs
-291
- 0.92%
$51.88 - $60.73 $15.1K - $17.7K
31.5K $1.85M
IEFA
Ishares Tr

ETFs
-1.26K
- 2.3%
$69.57 - $78.65 $87.3K - $98.7K
53.4K $4.04M
GLD
Spdr Gold Trust

ETFs
-37
- 0.8%
$243.19 - $288.14 $9K - $10.7K
4.59K $1.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-153
- 0.31%
$87.68 - $94.52 $13.4K - $14.5K
48.8K $4.57M
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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