Journey Strategic Wealth LLC Purchases in Q3 2025

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
624
+ 0.09%
$617.65 - $666.84 $385K - $416K
734K $489M
IVV
Ishares Core S&P 500 ETF

ETFs
1.45K
+ 0.28%
$620.67 - $670.08 $901K - $973K
515K $345M
AVDE
American Centy ETF Tr Avantis

ETFs
131K
+ 29.57%
$73.24 - $79.04 $9.62M - $10.4M
576K $45.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.9K
+ 39.82%
$567.77 - $614.76 $6.2M - $6.71M
38.3K $23.5M
NVDA
Nvidia Corp

Technology
668
+ 0.34%
$153.3 - $186.58 $102K - $125K
197K $36.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
46K
+ 11.55%
$52.12 - $55.33 $2.4M - $2.55M
445K $24.6M
GOOG
Alphabet Inc.

Communication Services
933
+ 2.18%
$175.16 - $255.24 $163K - $238K
43.8K $10.7M
MSFT
Microsoft Corp

Technology
179
+ 0.16%
$491.09 - $535.64 $87.9K - $95.9K
110K $57.1M
PEP
Pepsico Inc

Consumer Defensive
3.47K
+ 1.6%
$133.81 - $152.16 $464K - $527K
220K $30.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.91K
+ 4.25%
$225.11 - $247.9 $656K - $722K
71.4K $17.7M
GLDM
World Gold Trust

ETFs
5.44K
+ 4.4%
$64.73 - $76.45 $352K - $416K
129K $9.87M
GTO
Invesco Actively Managed ETF T

ETFs
28.7K
+ 9.03%
$46.43 - $47.91 $1.33M - $1.37M
346K $16.5M
AVUV
American Centy ETF Tr Avantis

ETFs
6.83K
+ 7.24%
$90.37 - $102.12 $617K - $698K
101K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.49K
+ 2.47%
$236.25 - $257.69 $351K - $383K
61.6K $15.8M
ORCL
Oracle Corp

Technology
214
+ 1.21%
$218.96 - $328.33 $46.9K - $70.3K
18K $5.05M
ABBV
Abb Vie Inc.

Healthcare
265
+ 1.15%
$184.85 - $231.54 $49K - $61.4K
23.3K $5.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
209
+ 0.53%
$339.37 - $366.46 $70.9K - $76.6K
39.7K $14.5M
IWV
Ishares Russell 3000 ETF

ETFs
2.34K
+ 105.75%
$351.04 - $379.81 $820K - $888K
4.55K $1.72M
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 0.27%
$282.78 - $316.06 $27.4K - $30.7K
35.7K $11.3M
JHMB
John Hancock Exchange Traded

ETFs
33.6K
+ 7.32%
$21.57 - $22.37 $724K - $751K
492K $10.9M
RUN
Sunrun Inc.

Technology
48.3K
New
$8.99 - $18.18 $435K - $879K
48.3K $835K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
19.2K
New
$42.75 - $43.37 $822K - $834K
19.2K $832K
PLTR
Palantir Technologies Inc.

Technology
417
+ 2.58%
$130.68 - $186.97 $54.5K - $78K
16.6K $3.03M
CVX
Chevron Corp

Energy
3.1K
+ 11.08%
$145.57 - $161.83 $452K - $502K
31.1K $4.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
703
+ 8.67%
$546.99 - $602.2 $385K - $423K
8.81K $5.29M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.6K
New
$66.38 - $71.68 $705K - $761K
10.6K $757K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.65K
+ 54.26%
$64.22 - $99.03 $299K - $460K
13.2K $1.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.58K
+ 30.5%
$224.68 - $282.71 $355K - $447K
6.76K $1.89M
PFF
Ishares Trust Ishares Pfd And

ETFs
21.1K
+ 74.24%
$30.67 - $32.13 $646K - $677K
49.5K $1.56M
JPIE
J P Morgan Exchange Traded Fd
14.2K
+ 6.59%
$46.01 - $46.55 $653K - $660K
229K $10.6M
MU
Micron Technology Inc

Technology
1.01K
+ 10.04%
$104.88 - $168.89 $106K - $170K
11K $1.84M
MRK
Merck & Co., Inc.

Healthcare
5.97K
+ 26.97%
$77.6 - $87.37 $463K - $522K
28.1K $2.36M
PG
Procter & Gamble CO

Consumer Defensive
4.93K
+ 17.01%
$150.47 - $161.22 $742K - $795K
33.9K $5.21M
MO
Altria Group, Inc.

Consumer Defensive
7.04K
+ 47.78%
$57.75 - $67.68 $407K - $477K
21.8K $1.44M
GIS
General Mills Inc

Consumer Defensive
9.45K
New
$48.44 - $53.83 $458K - $509K
9.45K $476K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
16.8K
New
$26.88 - $27.78 $453K - $468K
16.8K $467K
NEM
Newmont Corp

Basic Materials
5.45K
New
$57.35 - $85.25 $313K - $465K
5.45K $459K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.5K
New
$100.16 - $100.7 $451K - $453K
4.5K $453K
AMAT
Applied Materials Inc

Technology
957
+ 8.08%
$156.25 - $204.95 $150K - $196K
12.8K $2.62M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.55K
+ 5.05%
$49.32 - $50.93 $323K - $333K
136K $6.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.42K
New
$103.83 - $179.9 $251K - $435K
2.42K $431K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.96K
+ 3.06%
N/A
167K $14.3M
BR
Broadridge Financial Solutions, Inc.

Technology
1.64K
New
$233.75 - $266.89 $382K - $436K
1.64K $389K
ROL
Rollins Inc

Consumer Cyclical
6.43K
New
$55.05 - $58.74 $354K - $378K
6.43K $377K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.71K
+ 5.93%
$37.38 - $41.35 $139K - $154K
66.4K $2.74M
VICI
Vici Properties Inc.

Real Estate
11.4K
New
$31.43 - $33.93 $358K - $387K
11.4K $371K
LDOS
Leidos Holdings, Inc.

Technology
1.96K
New
$159.2 - $188.96 $313K - $371K
1.96K $370K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.96K
New
$44.82 - $46.28 $357K - $369K
7.96K $366K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.94K
New
$43.07 - $91.37 $170K - $360K
3.94K $359K
Activity Summary
Buys All Purchases 423 New Holdings 120 Increased Positions 303 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 1 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