Journey Strategic Wealth LLC Sells in Q2 2025

Journey Strategic Wealth LLC

  • $3.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-212
- 2.88%
$47.72 - $63.84 $10.1K - $13.5K
7.14K $350K
SNA
Snap On Inc

Industrials
-34
- 1.6%
$292.36 - $342.2 $9.94K - $11.6K
2.09K $650K
XLU
Utilities Sector Spdr

ETFs
-1.71K
- 6.41%
$73.09 - $82.77 $125K - $142K
25K $2.04M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.34K
- 6.8%
$45.9 - $47.2 $61.4K - $63.2K
18.3K $862K
AL
Air Lease Corp

Industrials
-2.05K
- 35.87%
$40.46 - $58.71 $83.1K - $121K
3.67K $214K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.1K
- 19.95%
$19.58 - $19.93 $60.7K - $61.8K
12.4K $247K
IWV
Ishares Russell 3000 ETF

ETFs
-421
- 16.0%
$281.67 - $351.0 $119K - $148K
2.21K $775K
VB
Vanguard Small Cap ETF

ETFs
-354
- 18.14%
$193.73 - $237.37 $68.6K - $84K
1.6K $378K
PECO
Phillips Edison & Company, Inc.

Real Estate
-938
- 7.46%
$33.53 - $37.33 $31.5K - $35K
11.6K $407K
PRU
Prudential Financial Inc

Financial Services
-37
- 0.35%
$95.12 - $112.71 $3.52K - $4.17K
10.5K $1.12M
BKH
Black Hills Corp

Utilities
-419
- 9.59%
$55.66 - $61.75 $23.3K - $25.9K
3.95K $221K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.02K
- 15.42%
$32.66 - $40.75 $98.7K - $123K
16.6K $671K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-2.3K
- 22.87%
$22.61 - $26.12 $51.9K - $60K
7.75K $202K
RACE
Ferrari N.V.

Consumer Cyclical
-165
- 25.9%
$397.86 - $499.02 $65.6K - $82.3K
472 $231K
WSR
Whitestone Reit

Real Estate
-1.13K
- 9.79%
$12.06 - $14.62 $13.6K - $16.5K
10.4K $129K
PTEN
Patterson Uti Energy Inc

Energy
-1.01K
- 7.18%
$5.46 - $8.56 $5.53K - $8.67K
13.1K $77K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.59K
- 23.54%
$32.25 - $40.02 $51.4K - $63.8K
5.18K $207K
LNG
Cheniere Energy, Inc.

Energy
-240
- 12.85%
$197.25 - $244.33 $47.3K - $58.6K
1.63K $396K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-3K
- 13.04%
$9.65 - $10.3 $29K - $30.9K
20K $201K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-896
- 15.85%
$37.32 - $42.19 $33.4K - $37.8K
4.76K $200K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.09K
- 16.04%
$10.29 - $11.24 $21.5K - $23.5K
10.9K $119K
SUB
Ishares Short Term National Mu

ETFs
-358
- 2.16%
$104.77 - $106.34 $37.5K - $38.1K
16.2K $1.73M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-69
- 1.02%
$28.81 - $34.65 $1.99K - $2.39K
6.72K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
-196
- 11.31%
$162.76 - $195.77 $31.9K - $38.4K
1.54K $299K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
-2K
- 13.23%
$10.92 - $11.45 $21.8K - $22.9K
13.1K $147K
PEB
Pebblebrook Hotel Trust

Real Estate
-1.85K
- 13.24%
$7.71 - $10.59 $14.2K - $19.6K
12.1K $120K
DGRO
Ishares Core Dividend Growth E

ETFs
-475
- 11.21%
$55.22 - $63.94 $26.2K - $30.4K
3.76K $240K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-456
- 3.57%
$45.12 - $46.23 $20.6K - $21.1K
12.3K $568K
VMC
Vulcan Materials CO

Basic Materials
-175
- 18.5%
$226.49 - $276.01 $39.6K - $48.3K
771 $201K
TIP
Ishares Tr Tips Bd ETF

ETFs
-126
- 5.52%
$107.93 - $110.97 $13.6K - $14K
2.16K $237K
GUG
Guggenheim Active Allocation Fund

ETFs
-2K
- 6.77%
$13.98 - $15.75 $28K - $31.5K
27.5K $430K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-514
- 6.73%
$71.28 - $83.74 $36.6K - $43K
7.12K $596K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.93K
- 14.53%
$17.76 - $22.1 $34.3K - $42.7K
11.4K $251K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-963
- 10.48%
$108.12 - $135.04 $104K - $130K
8.23K $1.11M
PFF
Ishares Trust Ishares Pfd And

ETFs
-242
- 0.85%
$29.0 - $30.68 $7.02K - $7.42K
28.4K $870K
VTV
Vanguard Value ETF

ETFs
-76
- 5.7%
$153.67 - $176.74 $11.7K - $13.4K
1.26K $222K
CDNS
Cadence Design Systems Inc

Technology
-335
- 18.75%
$231.64 - $323.08 $77.6K - $108K
1.45K $447K
BCAT
Black Rock Capital Allocation Trust

ETFs
-1K
- 9.09%
$13.2 - $15.27 $13.2K - $15.3K
10K $151K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-101
- 0.94%
$72.02 - $73.82 $7.27K - $7.46K
10.7K $785K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2
- 0.13%
$146.74 - $176.07 $293 - $352
1.53K $247K
VO
Vanguard Mid Cap ETF

ETFs
-173
- 8.32%
$228.54 - $279.83 $39.5K - $48.4K
1.91K $533K
DFIV
Dimensional ETF Tr

ETFs
-942
- 8.7%
$34.67 - $43.21 $32.7K - $40.7K
9.88K $423K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-20
- 0.9%
$99.1 - $99.49 $1.98K - $1.99K
2.2K $218K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-488
- 12.09%
$91.62 - $116.16 $44.7K - $56.7K
3.55K $412K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-10
- 0.03%
N/A
30.9K $2.31M
Allspring Exchange Traded Fu
-36.6K
- 8.04%
N/A
418K $0
Corpay Inc
-198
- 5.36%
N/A
3.5K $0
Doubleline ETF Trust
-820
- 11.9%
N/A
6.07K $0
Ea Series Trust
-3.49K
- 16.67%
N/A
17.4K $0
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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