Journey Strategic Wealth LLC Purchases in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
5.14K
+ 0.07%
$145.48 - $167.38 $748K - $860K
7.02M $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.64K
+ 0.64%
$517.38 - $573.86 $2.4M - $2.66M
726K $417M
AAPL
Apple Inc.

Technology
21.4K
+ 2.62%
$207.23 - $234.82 $4.44M - $5.03M
840K $196M
IVV
Ishares Core S&P 500 ETF

ETFs
4.88K
+ 1.04%
$520.18 - $576.82 $2.54M - $2.82M
473K $273M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
293K
New
$48.51 - $52.86 $14.2M - $15.5M
293K $15.5M
GTO
Invesco Actively Managed ETF T

ETFs
269K
New
$46.22 - $48.77 $12.4M - $13.1M
269K $13M
JPIE
J P Morgan Exchange Traded Fd
153K
+ 144.02%
$45.17 - $46.39 $6.9M - $7.09M
259K $12M
TLT
Ishares Barclays 20+ Year Trea

ETFs
55.6K
+ 26.51%
$89.91 - $101.33 $5M - $5.63M
265K $26M
MSFT
Microsoft Corp

Technology
16.7K
+ 47.57%
$395.15 - $467.56 $6.59M - $7.79M
51.7K $22.2M
VTI
Vanguard Total Stock Market Et

ETFs
15.2K
+ 228.69%
$255.18 - $283.2 $3.87M - $4.29M
21.8K $6.17M
SPYG
Spdr Portfolio

ETFs
40.8K
New
$73.38 - $84.1 $2.99M - $3.43M
40.8K $3.38M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.3K
+ 347.67%
$53.41 - $57.9 $3.06M - $3.32M
73.8K $4.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.74K
+ 146.34%
$405.19 - $478.57 $2.73M - $3.23M
11.3K $5.22M
IEFA
Ishares Tr

ETFs
37.7K
+ 222.85%
$70.09 - $78.74 $2.65M - $2.97M
54.7K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
54.4K
+ 276.24%
$47.6 - $53.31 $2.59M - $2.9M
74.1K $3.91M
AMZN
Amazon Com Inc

Consumer Cyclical
16.2K
+ 53.67%
$161.02 - $200.0 $2.61M - $3.24M
46.4K $8.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.3K
New
$77.02 - $85.06 $2.56M - $2.83M
33.3K $2.81M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
94.5K
New
$27.8 - $29.26 $2.63M - $2.77M
94.5K $2.75M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
42.3K
+ 8.53%
$35.73 - $39.48 $1.51M - $1.67M
537K $21M
IEMG
Ishares Inc

ETFs
43K
+ 139.52%
$53.64 - $53.64 $2.31M - $2.31M
73.8K $3.96M
OMFL
Invesco Exchange Traded Self I

ETFs
41.7K
+ 24.47%
$47.65 - $52.99 $1.99M - $2.21M
212K $11.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
46.6K
New
$45.87 - $48.53 $2.14M - $2.26M
46.6K $2.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.6K
+ 271.68%
$60.84 - $67.51 $1.98M - $2.2M
44.6K $3.01M
META
Meta Platforms, Inc.

Communication Services
2.69K
+ 29.67%
$453.41 - $572.44 $1.22M - $1.54M
11.8K $6.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.17K
+ 75.86%
$434.77 - $502.96 $1.81M - $2.1M
9.66K $4.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.85K
+ 2.63%
$105.53 - $118.34 $407K - $456K
150K $17.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
23.4K
New
$75.88 - $83.21 $1.78M - $1.95M
23.4K $1.95M
DFIV
Dimensional ETF Tr

ETFs
50.5K
New
$34.66 - $38.38 $1.75M - $1.94M
50.5K $1.92M
MBB
Ishares Tr

ETFs
17.9K
+ 33.72%
$90.85 - $96.66 $1.62M - $1.73M
70.8K $6.78M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.88K
+ 11.79%
$178.94 - $207.0 $1.41M - $1.63M
74.7K $15M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.3K
+ 18.42%
$85.84 - $85.84 $1.92M - $1.92M
144K $12.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.3K
New
$63.28 - $70.06 $1.6M - $1.77M
25.3K $1.77M
NVDA
Nvidia Corp

Technology
15.4K
+ 20.89%
$98.91 - $134.91 $1.53M - $2.08M
89.3K $10.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
28.4K
New
$57.8 - $60.8 $1.64M - $1.72M
28.4K $1.71M
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 22.62%
$88.24 - $99.7 $1.22M - $1.38M
75K $7.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
35.8K
+ 590.68%
$44.83 - $47.42 $1.61M - $1.7M
41.9K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
3.17K
+ 53.53%
$333.64 - $405.2 $1.06M - $1.29M
9.1K $3.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.3K
New
$113.41 - $125.62 $1.4M - $1.55M
12.3K $1.55M
PEP
Pepsico Inc

Consumer Defensive
1.78K
+ 0.85%
$161.9 - $179.3 $288K - $319K
212K $36M
XLE
Energy Sector Spdr

ETFs
17.3K
+ 30.32%
$84.35 - $93.39 $1.46M - $1.61M
74.2K $6.51M
EMTL
Spdr Doubleline Emerging Marke

ETFs
26.7K
+ 22.78%
$41.96 - $43.49 $1.12M - $1.16M
144K $6.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.11K
+ 5.77%
$283.28 - $314.39 $597K - $663K
38.7K $12.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42K
New
$29.58 - $30.31 $1.24M - $1.27M
42K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.6K
New
$58.03 - $65.37 $1.13M - $1.28M
19.6K $1.27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
10K
New
$108.44 - $120.37 $1.09M - $1.21M
10K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.68K
+ 15.38%
$475.2 - $527.7 $796K - $884K
12.6K $6.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.2K
+ 183.82%
$50.25 - $50.74 $1.06M - $1.07M
32.7K $1.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.38K
+ 20.58%
$83.76 - $91.82 $702K - $769K
49.1K $4.48M
TSLA
Tesla, Inc.

Consumer Cyclical
2.53K
+ 42.01%
$191.76 - $263.26 $484K - $665K
8.54K $2.23M
Activity Summary
Buys All Purchases 419 New Holdings 131 Increased Positions 288 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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