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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.28K
New
$36.02 - $41.68 $226K - $262K
6.28K $259K
VHT
Vanguard Health Care ETF

ETFs
916
New
$261.88 - $288.1 $240K - $264K
916 $258K
AEP
American Electric Power CO Inc

Utilities
2.51K
New
$87.11 - $104.95 $219K - $264K
2.51K $257K
UBER
Uber Technologies, Inc

Technology
3.36K
New
$58.48 - $77.47 $197K - $261K
3.36K $252K
CI
Cigna Corp

Healthcare
729
New
$319.12 - $367.1 $233K - $268K
729 $252K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
188
New
$1066.32 - $1355.99 $200K - $255K
188 $247K
AMD
Advanced Micro Devices Inc

Technology
1.44K
+ 24.43%
$128.67 - $183.96 $185K - $264K
7.32K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 26.24%
$72.51 - $98.6 $104K - $141K
6.87K $670K
OKE
Oneok Inc

Energy
2.69K
New
$78.62 - $95.27 $211K - $256K
2.69K $245K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
212
New
$1015.62 - $1159.62 $215K - $246K
212 $244K
DOCU
Docusign, Inc.

Technology
3.91K
New
$49.73 - $62.53 $195K - $245K
3.91K $243K
MRK
Merck & Co., Inc.

Healthcare
3.34K
+ 24.8%
$111.15 - $128.97 $372K - $431K
16.8K $1.91M
ILMN
Illumina, Inc.

Healthcare
1.86K
New
$105.28 - $135.9 $196K - $253K
1.86K $242K
NRG
Nrg Energy, Inc.

Utilities
2.64K
New
$68.89 - $91.22 $182K - $241K
2.64K $240K
MSCI
Msci Inc.

Financial Services
413
New
$479.31 - $584.91 $198K - $242K
413 $240K
ABCB
Ameris Bancorp

Financial Services
3.83K
New
$48.61 - $65.14 $186K - $250K
3.83K $239K
NOC
Northrop Grumman Corp

Industrials
453
New
$423.73 - $533.14 $192K - $242K
453 $239K
CL
Colgate Palmolive CO

Consumer Defensive
2.28K
New
$95.54 - $108.77 $218K - $248K
2.28K $236K
BAC
Bank Of America Corp

Financial Services
5.98K
+ 20.81%
$36.65 - $44.13 $219K - $264K
34.7K $1.38M
DEO
Diageo PLC

Consumer Defensive
1.66K
New
$120.02 - $140.77 $199K - $234K
1.66K $233K
MOH
Molina Healthcare, Inc.

Healthcare
676
New
$283.98 - $360.73 $192K - $244K
676 $232K
EBAY
Ebay Inc

Consumer Cyclical
3.57K
New
$52.61 - $65.44 $188K - $233K
3.57K $232K
FDS
Factset Research Systems Inc

Financial Services
501
New
$397.04 - $469.48 $199K - $235K
501 $230K
VTV
Vanguard Value ETF

ETFs
1.31K
New
$159.75 - $174.57 $209K - $228K
1.31K $228K
KEYS
Keysight Technologies, Inc.

Technology
1.43K
New
$119.86 - $158.87 $171K - $227K
1.43K $227K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
6.79K
New
$26.09 - $33.19 $177K - $225K
6.79K $225K
GPI
Group 1 Automotive Inc

Consumer Cyclical
585
New
$280.92 - $391.73 $164K - $229K
585 $224K
FIX
Comfort Systems Usa Inc

Industrials
571
New
$292.14 - $396.82 $167K - $227K
571 $222K
PIPR
Piper Sandler Companies

Financial Services
783
New
$230.9 - $287.51 $181K - $225K
783 $221K
CARR
Carrier Global Corp

Industrials
2.74K
New
$61.9 - $80.88 $169K - $221K
2.74K $220K
VMC
Vulcan Materials CO

Basic Materials
881
New
$231.83 - $274.51 $204K - $242K
881 $220K
CCI
Crown Castle International Corp

Real Estate
1.84K
New
$95.29 - $120.24 $176K - $222K
1.84K $218K
SFBS
Servis First Bancshares, Inc.

Financial Services
2.7K
New
$60.39 - $86.36 $163K - $233K
2.7K $217K
WTS
Watts Water Technologies Inc

Industrials
1.05K
New
$175.53 - $207.88 $184K - $218K
1.05K $217K
TTEK
Tetra Tech Inc

Industrials
4.6K
New
$45.59 - $237.74 $210K - $1.09M
4.6K $216K
MCO
Moodys Corp

Financial Services
457
New
$421.49 - $494.67 $193K - $226K
457 $216K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.38K
New
$48.06 - $49.39 $210K - $216K
4.38K $215K
OC
Owens Corning

Industrials
1.22K
New
$154.02 - $186.38 $189K - $228K
1.22K $215K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
5K
New
$38.1 - $44.5 $191K - $223K
5K $215K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.37K
New
$139.03 - $157.34 $190K - $215K
1.37K $214K
T
At&T Inc.

Communication Services
4.59K
+ 11.86%
$18.21 - $22.28 $83.6K - $102K
43.3K $952K
D
Dominion Energy, Inc

Utilities
3.68K
New
$48.01 - $58.53 $176K - $215K
3.68K $212K
UNP
Union Pacific Corp

Industrials
524
+ 12.74%
$221.78 - $256.09 $116K - $134K
4.64K $1.14M
ED
Consolidated Edison Inc

Utilities
1.64K
+ 61.11%
$88.42 - $104.97 $145K - $172K
4.32K $449K
SYY
Sysco Corp

Consumer Defensive
2.67K
New
$69.16 - $78.98 $185K - $211K
2.67K $208K
EXR
Extra Space Storage Inc.

Real Estate
1.16K
New
$151.92 - $183.06 $176K - $212K
1.16K $208K
TMUS
T Mobile Us, Inc.

Communication Services
1.01K
New
$175.14 - $206.36 $176K - $207K
1.01K $207K
EXLS
Exl Service Holdings, Inc.

Technology
5.44K
New
$31.2 - $38.15 $170K - $208K
5.44K $207K
CTAS
Cintas Corp

Industrials
1.01K
New
$201.38 - $819.83 $203K - $826K
1.01K $207K
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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