Journey Strategic Wealth LLC Incresed Positions 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
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
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
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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.96K
+ 3.06%
N/A
167K $14.3M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.71K
+ 5.93%
$37.38 - $41.35 $139K - $154K
66.4K $2.74M
EMTL
Spdr Doubleline Emerging Marke

ETFs
4.34K
+ 1.92%
$42.91 - $44.04 $186K - $191K
230K $10.1M
RTX
Raytheon Technologies Corp

Industrials
175
+ 1.22%
$144.19 - $167.33 $25.2K - $29.3K
14.5K $2.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
151
+ 4.64%
$404.94 - $499.99 $61.1K - $75.5K
3.41K $1.65M
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 3.11%
$94.4 - $104.27 $115K - $127K
40.3K $4.16M
BAC
Bank Of America Corp

Financial Services
2.22K
+ 4.44%
$44.92 - $52.42 $99.5K - $116K
52.2K $2.69M
TJX
Tjx Companies Inc

Consumer Cyclical
516
+ 4.29%
$121.35 - $144.54 $62.6K - $74.6K
12.5K $1.81M
LITE
Lumentum Holdings Inc.

Technology
26
+ 0.56%
$90.44 - $171.5 $2.35K - $4.46K
4.7K $765K
MCD
Mcdonalds Corp

Consumer Cyclical
529
+ 4.23%
$291.67 - $316.99 $154K - $168K
13K $3.96M
LYFT
Lyft, Inc.

Technology
8.5K
+ 44.05%
$13.41 - $22.93 $114K - $195K
27.8K $611K
DLY
Double Line Yield Opportunities Fund

N/A
21.5K
+ 57.24%
$15.08 - $15.65 $324K - $336K
59.1K $890K
AMD
Advanced Micro Devices Inc

Technology
237
+ 1.79%
$134.8 - $184.42 $31.9K - $43.7K
13.5K $2.18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 1.45%
$211.65 - $238.24 $268K - $302K
88.6K $19.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
474
+ 63.8%
$534.91 - $598.71 $254K - $284K
1.22K $684K
WDC
Western Digital Corp

Technology
457
+ 10.8%
$63.84 - $120.06 $29.2K - $54.9K
4.69K $563K
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
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