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
CWCO
Consolidated Water Co. Ltd.

Utilities
-262
- 2.79%
$23.65 - $27.44 $6.2K - $7.19K
9.14K $236K
VB
Vanguard Small Cap ETF

ETFs
-18
- 1.02%
$233.76 - $261.58 $4.21K - $4.71K
1.74K $418K
FAST
Fastenal CO

Industrials
-5
- 0.13%
$69.99 - $84.35 $350 - $422
3.73K $268K
MO
Altria Group, Inc.

Consumer Defensive
-160
- 2.12%
$49.06 - $57.74 $7.85K - $9.24K
7.38K $386K
BAC
Bank Of America Corp

Financial Services
-3.33K
- 9.58%
$39.22 - $47.77 $131K - $159K
31.4K $1.38M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-116
- 1.41%
$38.01 - $39.08 $4.41K - $4.53K
8.14K $317K
INTU
Intuit Inc

Technology
-8
- 0.66%
$602.01 - $706.25 $4.82K - $5.65K
1.2K $754K
T
At&T Inc.

Communication Services
-1.26K
- 2.9%
$21.22 - $23.88 $26.7K - $30K
42K $957K
MSCI
Msci Inc.

Financial Services
-4
- 0.97%
$569.09 - $635.99 $2.28K - $2.54K
409 $245K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-225
- 1.12%
$42.25 - $43.54 $9.51K - $9.8K
19.8K $851K
REG
Regency Centers Corp

Real Estate
-2
- 0.05%
$69.77 - $75.91 $140 - $152
3.7K $273K
CASY
Caseys General Stores Inc

Consumer Cyclical
-9
- 1.68%
$366.65 - $427.88 $3.3K - $3.85K
528 $209K
PTEN
Patterson Uti Energy Inc

Energy
-57
- 0.39%
$7.26 - $8.7 $414 - $496
14.4K $118K
TMUS
T Mobile Us, Inc.

Communication Services
-24
- 2.39%
$206.1 - $246.94 $4.95K - $5.93K
981 $216K
SFBS
Servis First Bancshares, Inc.

Financial Services
-4
- 0.15%
$77.34 - $99.0 $309 - $396
2.7K $228K
PIPR
Piper Sandler Companies

Financial Services
-1
- 0.13%
$280.53 - $348.81 $281 - $349
782 $234K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-30
- 0.18%
$41.53 - $42.95 $1.25K - $1.29K
16.2K $691K
XLC
Select Sector Spdr Tr Communic

ETFs
-57
- 1.62%
$89.66 - $102.16 $5.11K - $5.82K
3.47K $335K
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.22%
$280.08 - $307.97 $840 - $924
1.39K $406K
IXP
Ishares Global Comm Services E

ETFs
-415
- 1.67%
$92.71 - $102.47 $38.5K - $42.5K
24.4K $2.36M
FICO
Fair Isaac Corp

Technology
-1
- 0.18%
$1911.01 - $2382.4 $1.91K - $2.38K
550 $1.1M
VGT
Vanguard Information Technolog

ETFs
-4
- 0.53%
$571.78 - $647.97 $2.29K - $2.59K
746 $463K
EMR
Emerson Electric CO

Industrials
-114
- 4.27%
$108.13 - $134.33 $12.3K - $15.3K
2.56K $316K
XLY
Select Sector Spdr Consumer Di

ETFs
-84
- 4.77%
$194.8 - $239.43 $16.4K - $20.1K
1.68K $376K
EXLS
Exl Service Holdings, Inc.

Technology
-13
- 0.24%
$38.1 - $47.02 $495 - $611
5.43K $240K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-51
- 0.48%
$201.32 - $217.44 $10.3K - $11.1K
10.5K $2.18M
CDNS
Cadence Design Systems Inc

Technology
-21
- 1.09%
$249.1 - $324.54 $5.23K - $6.82K
1.91K $572K
WMB
Williams Companies, Inc.

Energy
-53
- 0.79%
$46.37 - $59.74 $2.46K - $3.17K
6.67K $361K
NVTS
Navitas Semiconductor Corp

Technology
-20K
- 17.02%
$1.78 - $4.35 $35.6K - $87K
97.5K $348K
MS
Morgan Stanley

Financial Services
-50
- 1.48%
$104.42 - $134.99 $5.22K - $6.75K
3.33K $418K
NOW
Service Now, Inc.

Technology
-10
- 1.96%
$867.18 - $1148.42 $8.67K - $11.5K
501 $531K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-26
- 1.28%
$152.04 - $211.12 $3.95K - $5.49K
2K $406K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-22
- 1.29%
$173.13 - $258.09 $3.81K - $5.68K
1.68K $388K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 0.71%
$486.1 - $608.57 $6.32K - $7.91K
1.81K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-459
- 1.81%
$79.1 - $95.7 $36.3K - $43.9K
24.9K $2.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.18%
$481.22 - $538.17 $8.18K - $9.15K
9.64K $4.93M
IWY
Ishares Tr Russell 200 Growth

ETFs
-253
- 0.73%
$216.72 - $244.71 $54.8K - $61.9K
34.6K $8.15M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-250
- 1.88%
$202.45 - $354.85 $50.6K - $88.7K
13.1K $4.04M
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
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