Journey Strategic Wealth LLC Incresed Positions in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.51K
+ 33.12%
$56.04 - $62.99 $84.8K - $95.4K
6.09K $371K
DHR
Danaher Corp

Healthcare
160
+ 8.36%
$239.25 - $280.76 $38.3K - $44.9K
2.07K $576K
CSCO
Cisco Systems, Inc.

Technology
115
+ 0.7%
$44.74 - $53.22 $5.15K - $6.12K
16.5K $879K
CME
Cme Group Inc.

Financial Services
317
+ 28.92%
$193.43 - $220.62 $61.3K - $69.9K
1.41K $311K
IDA
Idacorp Inc

Utilities
594
+ 17.27%
$92.02 - $104.62 $54.7K - $62.1K
4.03K $415K
ADP
Automatic Data Processing Inc

Industrials
172
+ 14.11%
$233.44 - $279.45 $40.2K - $48.1K
1.39K $384K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
459
+ 22.25%
$144.27 - $157.55 $66.2K - $72.3K
2.52K $397K
BRO
Brown & Brown, Inc.

Financial Services
344
+ 8.51%
$89.11 - $105.82 $30.7K - $36.4K
4.39K $454K
DE
Deere & CO

Industrials
20
+ 1.09%
$344.84 - $418.0 $6.9K - $8.36K
1.86K $777K
JCI
Johnson Controls International PLC

Industrials
546
+ 13.31%
$65.52 - $77.61 $35.8K - $42.4K
4.65K $360K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 38.72%
$76.38 - $78.87 $78.5K - $81.1K
3.68K $289K
VB
Vanguard Small Cap ETF

ETFs
235
+ 15.43%
$214.77 - $237.72 $50.5K - $55.9K
1.76K $417K
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 8.4%
$416.14 - $494.01 $32.9K - $39K
1.02K $501K
UFPI
Ufp Industries Inc

Basic Materials
137
+ 4.01%
$107.65 - $135.34 $14.7K - $18.5K
3.56K $466K
EQIX
Equinix Inc

Real Estate
49
+ 16.72%
$749.0 - $890.01 $36.7K - $43.6K
342 $303K
VFC
V F Corp

Consumer Cyclical
128
+ 1.04%
$12.74 - $19.95 $1.63K - $2.55K
12.4K $248K
PANW
Palo Alto Networks Inc

Technology
228
+ 26.27%
$294.18 - $368.01 $67.1K - $83.9K
1.1K $374K
CLX
Clorox CO

Consumer Defensive
14
+ 0.48%
$131.73 - $166.97 $1.84K - $2.34K
2.94K $479K
ETN
Eaton Corp PLC

Industrials
157
+ 10.82%
$272.52 - $333.02 $42.8K - $52.3K
1.61K $532K
BKR
Baker Hughes CO

Energy
1.97K
+ 33.49%
$32.92 - $38.72 $64.7K - $76.1K
7.83K $283K
XLK
Technology Sector Spdr

ETFs
342
+ 9.71%
$197.34 - $237.68 $67.5K - $81.3K
3.86K $872K
ADI
Analog Devices Inc

Technology
322
+ 30.04%
$200.56 - $243.33 $64.6K - $78.4K
1.39K $320K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
48
+ 1.07%
$53.53 - $71.86 $2.57K - $3.45K
4.52K $317K
MS
Morgan Stanley

Financial Services
465
+ 15.96%
$92.07 - $106.96 $42.8K - $49.7K
3.38K $352K
VO
Vanguard Mid Cap ETF

ETFs
93
+ 4.59%
$237.84 - $263.83 $22.1K - $24.5K
2.12K $559K
SPG
Simon Property Group Inc

Real Estate
181
+ 8.39%
$146.09 - $170.11 $26.4K - $30.8K
2.34K $395K
EVR
Evercore Inc.

Financial Services
2
+ 0.13%
$211.0 - $258.67 $422 - $517
1.5K $379K
XLY
Select Sector Spdr Consumer Di

ETFs
187
+ 11.88%
$170.05 - $200.86 $31.8K - $37.6K
1.76K $352K
CB
Chubb LTD

Financial Services
126
+ 14.91%
$252.51 - $292.2 $31.8K - $36.8K
971 $279K
TGT
Target Corp

Consumer Defensive
341
+ 24.13%
$133.47 - $159.25 $45.5K - $54.3K
1.75K $273K
ICE
Intercontinental Exchange, Inc.

Financial Services
164
+ 10.55%
$136.93 - $162.81 $22.5K - $26.7K
1.72K $276K
SLV
I Shares Silver Trust

ETFs
1.6K
+ 17.78%
$24.33 - $29.38 $38.8K - $46.9K
10.6K $300K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 6.09%
$391.53 - $469.81 $20.4K - $24.4K
906 $425K
PWR
Quanta Services, Inc.

Industrials
36
+ 3.24%
$239.58 - $298.23 $8.62K - $10.7K
1.15K $342K
SLG
Sl Green Realty Corp

Real Estate
47
+ 1.08%
$54.99 - $72.21 $2.58K - $3.39K
4.4K $306K
MUB
Ishares National Muni Bond ETF

ETFs
381
+ 4.99%
$106.13 - $108.7 $40.4K - $41.4K
8.01K $870K
AVT
Avnet Inc

Technology
638
+ 7.56%
$49.63 - $55.43 $31.7K - $35.4K
9.08K $492K
DVY
Ishares Tr

ETFs
167
+ 6.9%
$119.99 - $135.74 $20K - $22.7K
2.59K $349K
PRU
Prudential Financial Inc

Financial Services
331
+ 9.34%
$105.53 - $127.32 $34.9K - $42.1K
3.87K $469K
ODFL
Old Dominion Freight Line, Inc.

Industrials
101
+ 6.65%
$178.41 - $210.18 $18K - $21.2K
1.62K $321K
LYFT
Lyft, Inc.

Technology
5.11K
+ 50.39%
$9.08 - $13.97 $46.4K - $71.3K
15.2K $194K
COP
Conocophillips

Energy
738
+ 24.83%
$102.3 - $116.61 $75.5K - $86.1K
3.71K $390K
AAON
Aaon, Inc.

Industrials
2
+ 0.08%
$83.58 - $107.82 $167 - $216
2.45K $264K
FAST
Fastenal CO

Industrials
301
+ 8.76%
$62.09 - $71.83 $18.7K - $21.6K
3.74K $266K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2K
+ 4.86%
$11.72 - $12.38 $23.4K - $24.8K
43.2K $534K
GD
General Dynamics Corp

Industrials
115
+ 8.94%
$279.51 - $308.09 $32.1K - $35.4K
1.4K $423K
UNIT
Uniti Group Inc.

Real Estate
1.34K
+ 8.47%
$2.74 - $5.84 $3.66K - $7.81K
17.1K $96K
AJG
Arthur J. Gallagher & Co.

Financial Services
66
+ 5.12%
$259.22 - $299.75 $17.1K - $19.8K
1.36K $381K
PWZ
Invesco California Amt Free Mu

ETFs
672
+ 0.95%
$24.63 - $25.25 $16.6K - $17K
71.5K $1.79M
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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