Journey Strategic Wealth LLC Purchases in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HWC
Hancock Whitney Corp

Financial Services
3.8K
New
$49.12 - $61.04 $187K - $232K
3.8K $207K
TRV
Travelers Companies, Inc.

Financial Services
842
New
$225.97 - $266.66 $190K - $225K
842 $202K
BCS
Barclays PLC

Financial Services
14.1K
+ 123.38%
$11.65 - $13.67 $164K - $193K
25.6K $339K
XLP
Consumer Staples Sector Spdr

ETFs
2.5K
+ 54.96%
N/A
7.04K $535K
DOCU
Docusign, Inc.

Technology
889
+ 22.71%
$61.42 - $106.99 $54.6K - $95.1K
4.8K $431K
VRT
Vertiv Holdings CO

Industrials
2.16K
New
N/A
2.16K $187K
VUG
Vanguard Growth ETF

ETFs
406
+ 56.78%
$378.79 - $428.11 $154K - $174K
1.12K $460K
ASPN
Aspen Aerogels Inc

Industrials
15K
New
$11.88 - $26.48 $178K - $397K
15K $178K
SUB
Ishares Short Term National Mu

ETFs
1.78K
+ 11.64%
$104.94 - $106.2 $187K - $189K
17.1K $1.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 0.41%
$370.24 - $418.94 $9.63K - $10.9K
6.32K $2.54M
MBB
Ishares Tr

ETFs
5.01K
+ 7.07%
$91.26 - $95.82 $457K - $480K
75.8K $6.95M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.73K
+ 14.58%
$47.71 - $49.76 $130K - $136K
21.5K $1.05M
AVSE
American Centy ETF Tr Avantis

ETFs
3.88K
+ 36.35%
$50.47 - $56.52 $196K - $219K
14.5K $733K
ZI
Zoom Info Technologies Inc.

Technology
13.4K
New
$9.44 - $13.08 $126K - $175K
13.4K $140K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
13.8K
New
$9.94 - $11.39 $137K - $157K
13.8K $138K
RELX
Relx PLC

Communication Services
3.12K
+ 54.71%
$44.45 - $48.63 $139K - $152K
8.81K $400K
UPS
United Parcel Service Inc

Industrials
1.24K
+ 48.36%
$122.65 - $138.35 $152K - $171K
3.79K $478K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
463
+ 4.08%
$442.29 - $483.08 $205K - $224K
11.8K $5.35M
CME
Cme Group Inc.

Financial Services
489
+ 34.61%
$221.17 - $246.02 $108K - $120K
1.9K $441K
IGV
Ishares Expanded Tech Software

ETFs
514
+ 7.25%
$87.5 - $110.17 $45K - $56.6K
7.6K $760K
QUAL
Ishares Msci Usa Quality Facto

ETFs
703
+ 7.63%
$176.42 - $186.91 $124K - $131K
9.91K $1.76M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.33K
+ 15.04%
$102.08 - $110.92 $135K - $147K
10.1K $1.04M
CG
Carlyle Group Inc.

Financial Services
481
+ 4.06%
$43.2 - $54.81 $20.8K - $26.4K
12.3K $622K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.13K
+ 36.95%
$119.34 - $127.78 $135K - $145K
4.19K $500K
IWP
Ishares Russell Mid Cap Growth

ETFs
509
+ 11.64%
$116.4 - $138.52 $59.2K - $70.5K
4.88K $618K
DHR
Danaher Corp

Healthcare
890
+ 42.93%
$226.16 - $274.52 $201K - $244K
2.96K $680K
HON
Honeywell International Inc

Industrials
128
+ 3.29%
$202.84 - $236.0 $26K - $30.2K
4.02K $907K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73.3K
+ 220.4%
$26.93 - $84.95 $1.97M - $6.23M
107K $2.91M
AVSD
American Centy ETF Tr Avantis

ETFs
2.45K
+ 31.49%
$55.57 - $59.89 $136K - $147K
10.2K $570K
PWZ
Invesco California Amt Free Mu

ETFs
4.79K
+ 6.7%
$24.49 - $25.25 $117K - $121K
76.3K $1.88M
RAAX
Vaneck ETF Trust Inflation All

ETFs
3.63K
+ 21.36%
$27.92 - $30.39 $101K - $110K
20.6K $581K
DVY
Ishares Tr

ETFs
754
+ 29.12%
$129.55 - $143.41 $97.7K - $108K
3.34K $438K
F
Ford Motor CO

Consumer Cyclical
9.76K
+ 79.53%
$9.69 - $11.4 $94.5K - $111K
22K $218K
TJX
Tjx Companies Inc

Consumer Cyclical
501
+ 5.92%
$112.15 - $127.2 $56.2K - $63.7K
8.96K $1.08M
SAP
Sap Se

Technology
252
+ 25.71%
$218.13 - $255.54 $55K - $64.4K
1.23K $303K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.05K
+ 3.54%
N/A
30.5K $2.28M
GILD
Gilead Sciences, Inc.

Healthcare
288
+ 5.12%
$83.95 - $97.9 $24.2K - $28.2K
5.91K $546K
SONY
Sony Group Corp

Technology
23.8K
+ 415.12%
$17.53 - $96.8 $417K - $2.3M
29.5K $625K
DLY
Double Line Yield Opportunities Fund

N/A
5.68K
+ 21.35%
$15.64 - $16.56 $88.9K - $94.1K
32.3K $511K
FTNT
Fortinet, Inc.

Technology
20
+ 0.5%
$76.49 - $99.21 $1.53K - $1.98K
4.01K $378K
BMY
Bristol Myers Squibb CO

Healthcare
650
+ 9.99%
$51.92 - $59.94 $33.7K - $39K
7.16K $404K
XAR
Spdr S&P Aerospace & Defense E

ETFs
322
+ 23.57%
$153.8 - $176.52 $49.5K - $56.8K
1.69K $279K
BMO
Bank Of Montreal

Financial Services
53
+ 0.61%
$89.75 - $103.39 $4.76K - $5.48K
8.72K $846K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.96K
+ 17.37%
$24.61 - $25.12 $72.9K - $74.4K
20K $494K
SLV
I Shares Silver Trust

ETFs
3.21K
+ 30.34%
$26.33 - $31.74 $84.4K - $102K
13.8K $362K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.55%
$473.15 - $574.01 $2.37K - $2.87K
911 $485K
EPD
Enterprise Products Partners L.P.

Energy
334
+ 1.86%
$28.66 - $34.43 $9.57K - $11.5K
18.3K $573K
WTFC
Wintrust Financial Corp

Financial Services
89
+ 3.59%
$104.15 - $138.5 $9.27K - $12.3K
2.57K $320K
COF
Capital One Financial Corp

Financial Services
9
+ 0.51%
$145.19 - $192.01 $1.31K - $1.73K
1.77K $314K
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