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
ELV
Elevance Health, Inc.

Healthcare
395
+ 60.03%
$365.96 - $514.62 $145K - $203K
1.05K $389K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.47%
$246.06 - $292.59 $1.72K - $2.05K
1.48K $413K
ILMN
Illumina, Inc.

Healthcare
295
+ 15.83%
$128.99 - $155.15 $38.1K - $45.8K
2.16K $288K
SCHW
Schwab Charles Corp

Financial Services
66
+ 1.54%
$63.31 - $82.85 $4.18K - $5.47K
4.35K $322K
MCK
Mckesson Corp

Healthcare
16
+ 3.55%
$482.27 - $628.5 $7.72K - $10.1K
467 $266K
IDA
Idacorp Inc

Utilities
169
+ 4.19%
$100.11 - $118.96 $16.9K - $20.1K
4.2K $459K
WEC
Wec Energy Group, Inc.

Utilities
542
+ 15.39%
$92.94 - $101.82 $50.4K - $55.2K
4.06K $382K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
10.2K
New
$3.34 - $5.04 $33.9K - $51.2K
10.2K $44K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.7%
$1818.92 - $2353.08 $1.82K - $2.35K
144 $304K
ISRG
Intuitive Surgical Inc

Healthcare
19
+ 1.86%
$471.27 - $550.62 $8.95K - $10.5K
1.04K $542K
EFG
Msci Eafe Growth ETF

ETFs
5.9K
+ 12.01%
$96.83 - $106.88 $571K - $630K
55K $5.33M
SKYW
Skywest Inc

Industrials
2
+ 0.08%
$83.51 - $115.11 $167 - $230
2.55K $254K
DUK
Duke Energy Corp

Utilities
599
+ 17.14%
$105.76 - $120.76 $63.4K - $72.3K
4.09K $440K
HTAB
Hartford Fds Exchange Traded

ETFs
2.84K
+ 7.57%
$19.26 - $19.88 $54.8K - $56.5K
40.4K $782K
CPRT
Copart Inc

Consumer Cyclical
6
+ 0.08%
$51.36 - $63.8 $308 - $383
7.27K $417K
MTDR
Matador Resources CO

Energy
73
+ 1.57%
$50.33 - $60.91 $3.67K - $4.45K
4.73K $266K
FDX
Fedex Corp

Industrials
52
+ 1.87%
$260.5 - $305.15 $13.5K - $15.9K
2.83K $796K
DRI
Darden Restaurants Inc

Consumer Cyclical
8
+ 0.54%
$155.96 - $188.66 $1.25K - $1.51K
1.49K $278K
OC
Owens Corning

Industrials
246
+ 20.1%
$169.41 - $210.81 $41.7K - $51.9K
1.47K $250K
SF
Stifel Financial Corp

Financial Services
7
+ 0.25%
$93.4 - $117.72 $654 - $824
2.79K $295K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.48K
+ 22.12%
$33.39 - $37.66 $49.4K - $55.7K
8.17K $272K
VMC
Vulcan Materials CO

Basic Materials
72
+ 8.17%
$237.95 - $292.31 $17.1K - $21K
953 $245K
VIG
Vanguard Dividend Appreciation

ETFs
138
+ 9.24%
N/A
1.63K $297K
AAON
Aaon, Inc.

Industrials
1
+ 0.04%
$106.25 - $140.75 $106 - $141
2.45K $288K
GPI
Group 1 Automotive Inc

Consumer Cyclical
2
+ 0.34%
$344.56 - $435.0 $689 - $870
587 $247K
EQIX
Equinix Inc

Real Estate
3
+ 0.88%
$865.69 - $985.0 $2.6K - $2.96K
345 $325K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.26%
$296.05 - $346.6 $888 - $1.04K
1.15K $363K
VFC
V F Corp

Consumer Cyclical
80
+ 0.64%
$16.7 - $22.59 $1.34K - $1.81K
12.5K $268K
BSX
Boston Scientific Corp

Healthcare
39
+ 1.34%
$83.62 - $91.5 $3.26K - $3.57K
2.95K $263K
USB
Us Bancorp \De\

Financial Services
103
+ 1.68%
$43.98 - $53.66 $4.53K - $5.53K
6.24K $298K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1
+ 0.06%
$131.26 - $163.78 $131 - $164
1.65K $247K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
133
+ 1.22%
$30.04 - $32.01 $4K - $4.26K
11K $346K
COP
Conocophillips

Energy
391
+ 10.54%
$95.12 - $114.72 $37.2K - $44.9K
4.1K $406K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
4.17K
+ 16.98%
$12.61 - $15.33 $52.6K - $64K
28.8K $369K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
1.35K
+ 11.74%
$11.8 - $12.29 $15.9K - $16.6K
12.9K $151K
FDS
Factset Research Systems Inc

Financial Services
9
+ 1.8%
$449.69 - $495.72 $4.05K - $4.46K
510 $244K
WM
Waste Management Inc

Industrials
161
+ 4.8%
$201.79 - $228.46 $32.5K - $36.8K
3.52K $709K
LII
Lennox International Inc

Industrials
13
+ 1.27%
$589.36 - $678.43 $7.66K - $8.82K
1.04K $631K
OUT
Outfront Media Inc.

Real Estate
1.09K
+ 10.58%
$17.48 - $19.36 $19.1K - $21.1K
11.4K $202K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.34%
$167.23 - $183.84 $1.34K - $1.47K
2.35K $404K
ACN
Accenture PLC

Technology
48
+ 1.0%
$343.9 - $376.86 $16.5K - $18.1K
4.83K $1.7M
ADSK
Autodesk, Inc.

Technology
37
+ 4.64%
N/A
835 $205K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 1.42%
$261.5 - $284.63 $7.85K - $8.54K
2.15K $567K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
445
+ 3.08%
$49.79 - $51.14 $22.2K - $22.8K
14.9K $747K
PEB
Pebblebrook Hotel Trust

Real Estate
312
+ 2.72%
$11.85 - $14.94 $3.7K - $4.66K
11.8K $159K
MEDP
Medpace Holdings, Inc.

Healthcare
28
+ 4.44%
$308.93 - $363.58 $8.65K - $10.2K
659 $218K
JCI
Johnson Controls International PLC

Industrials
13
+ 0.28%
$74.23 - $86.6 $965 - $1.13K
4.66K $367K
FISV
Fiserv Inc

Technology
58
+ 4.24%
N/A
1.43K $178K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.4K
+ 11.91%
$19.11 - $21.17 $26.8K - $29.6K
13.2K $252K
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
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