Journey Strategic Wealth LLC Sells in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
-81
- 5.0%
$176.4 - $231.84 $14.3K - $18.8K
1.54K $271K
SOXX
Ishares Semiconductor ETF

ETFs
-69
- 3.05%
$211.27 - $239.8 $14.6K - $16.5K
2.2K $473K
SUN
Sunoco LP

Energy
-277
- 2.17%
$50.8 - $56.82 $14.1K - $15.7K
12.5K $643K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-912
- 13.91%
$53.94 - $58.15 $49.2K - $53K
5.65K $318K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-93
- 0.86%
$71.75 - $75.11 $6.67K - $6.99K
10.7K $767K
OKE
Oneok Inc

Energy
-612
- 22.76%
$92.28 - $117.05 $56.5K - $71.6K
2.08K $208K
ETN
Eaton Corp PLC

Industrials
-111
- 6.9%
$326.96 - $377.52 $36.3K - $41.9K
1.5K $496K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9
- 0.15%
$55.45 - $61.08 $499 - $550
6.08K $336K
SPGI
S&P Global Inc.

Financial Services
-19
- 1.45%
$480.36 - $529.17 $9.13K - $10.1K
1.29K $644K
JHML
John Hancock Multifactor Large

ETFs
-504
- 2.53%
$68.78 - $73.44 $34.7K - $37K
19.4K $1.35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-759
- 9.24%
$94.43 - $105.47 $71.7K - $80.1K
7.46K $757K
XLI
Industrial Sector Spdr

ETFs
-166
- 9.29%
$131.76 - $143.99 $21.9K - $23.9K
1.62K $213K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.44%
$466.52 - $543.88 $933 - $1.09K
451 $211K
BKR
Baker Hughes CO

Energy
-1.55K
- 19.8%
$35.98 - $44.88 $55.8K - $69.6K
6.28K $257K
FITB
Fifth Third Bancorp

Financial Services
-534
- 8.53%
$41.76 - $48.44 $22.3K - $25.9K
5.73K $242K
CMF
Ishares California Muni Bond E

ETFs
-201
- 1.11%
$56.66 - $58.1 $11.4K - $11.7K
18K $1.03M
MANH
Manhattan Associates Inc

Technology
-14
- 0.71%
$263.36 - $309.78 $3.69K - $4.34K
1.96K $530K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-1.25K
- 9.17%
$22.04 - $23.08 $27.4K - $28.7K
12.3K $276K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-259
- 7.03%
$77.02 - $78.58 $19.9K - $20.4K
3.42K $264K
SPSC
Sps Commerce Inc

Technology
-31
- 1.66%
$165.0 - $198.81 $5.12K - $6.16K
1.84K $338K
SNPS
Synopsys Inc

Technology
-13
- 1.55%
$485.36 - $588.0 $6.31K - $7.64K
827 $401K
ICE
Intercontinental Exchange, Inc.

Financial Services
-12
- 0.7%
$148.29 - $166.93 $1.78K - $2K
1.71K $254K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-351
- 8.99%
$102.88 - $117.55 $36.1K - $41.3K
3.55K $382K
FANG
Diamondback Energy, Inc.

Energy
-41
- 2.9%
$153.06 - $199.5 $6.28K - $8.18K
1.37K $225K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-213
- 5.01%
$107.41 - $115.71 $22.9K - $24.6K
4.04K $445K
C
Citigroup Inc

Financial Services
-1.11K
- 13.6%
$61.31 - $72.5 $67.9K - $80.3K
7.04K $495K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1
- 0.04%
$106.33 - $110.69 $106 - $111
2.28K $243K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-226
- 2.73%
$55.86 - $60.21 $12.6K - $13.6K
8.07K $461K
HUBB
Hubbell Inc

Industrials
-2
- 0.36%
$418.89 - $472.12 $838 - $944
552 $231K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-148
- 1.48%
$118.0 - $127.04 $17.5K - $18.8K
9.88K $1.2M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-114
- 0.68%
$19.8 - $20.06 $2.26K - $2.29K
16.5K $328K
SYY
Sysco Corp

Consumer Defensive
-17
- 0.64%
$73.63 - $81.77 $1.25K - $1.39K
2.66K $203K
XLF
Financial Sector Spdr

ETFs
-583
- 7.45%
$44.89 - $51.34 $26.2K - $29.9K
7.24K $349K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-27
- 1.25%
$100.24 - $101.35 $2.71K - $2.74K
2.14K $215K
RSG
Republic Services, Inc.

Industrials
-24
- 1.72%
$198.0 - $218.75 $4.75K - $5.25K
1.37K $276K
XLK
Technology Sector Spdr

ETFs
-129
- 3.34%
$220.26 - $241.44 $28.4K - $31.1K
3.73K $868K
KEYS
Keysight Technologies, Inc.

Technology
-40
- 2.8%
$149.01 - $172.53 $5.96K - $6.9K
1.39K $223K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-330
- 5.24%
$55.73 - $66.16 $18.4K - $21.8K
5.97K $359K
DE
Deere & CO

Industrials
-32
- 1.72%
$389.45 - $466.0 $12.5K - $14.9K
1.83K $775K
AJG
Arthur J. Gallagher & Co.

Financial Services
-17
- 1.25%
$278.49 - $315.16 $4.73K - $5.36K
1.34K $380K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-165
- 1.64%
$47.07 - $48.75 $7.77K - $8.04K
9.88K $472K
Doubleline ETF Trust
-1.5K
- 23.47%
N/A
4.89K $0
Ea Series Trust
-20.1K
- 51.83%
N/A
18.7K $0
American Healthcare Reit Inc
-953
- 2.17%
N/A
42.9K $0
Amplify ETF Tr
-143
- 3.84%
N/A
3.58K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-102
- 0.57%
N/A
17.7K $0
Flagstar Financial Inc
-2.2K
- 17.38%
N/A
10.5K $0
BFB
Brown Forman Corp Cl B
-630
- 1.06%
N/A
58.6K $0
Canadian Pacific Kansas City
-2.41K
- 28.46%
N/A
6.06K $0
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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email