Journey Strategic Wealth LLC Reduced Holdings in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-115
- 3.04%
$360.37 - $416.88 $41.4K - $47.9K
3.67K $1.33M
CEG
Constellation Energy Corp

Utilities
-397
- 23.77%
$224.28 - $285.52 $89K - $113K
1.27K $286K
MHO
M/I Homes, Inc.

Consumer Cyclical
-253
- 8.93%
$132.44 - $174.81 $33.5K - $44.2K
2.58K $343K
KO
Coca Cola CO

Consumer Defensive
-543
- 4.86%
$61.74 - $71.71 $33.5K - $38.9K
10.6K $661K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.58K
- 29.24%
$64.18 - $70.42 $101K - $111K
3.82K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-118
- 0.24%
$88.59 - $94.57 $10.5K - $11.2K
49K $4.35M
BX
Blackstone Inc.

Financial Services
-1.22K
- 29.1%
$148.45 - $199.05 $181K - $243K
2.97K $512K
PLD
Prologis, Inc.

Real Estate
-642
- 22.94%
$101.4 - $126.96 $65.1K - $81.5K
2.16K $227K
QCOM
Qualcomm Inc

Technology
-346
- 8.09%
$150.4 - $178.04 $52K - $61.6K
3.93K $604K
PGR
Progressive Corp

Financial Services
-359
- 14.61%
$239.6 - $268.88 $86K - $96.5K
2.1K $502K
MPW
Medical Properties Trust Inc

Real Estate
-14.2K
- 50.49%
$3.72 - $5.77 $53K - $82.1K
14K $55K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.08K
- 8.88%
$33.77 - $44.09 $36.4K - $47.5K
11.1K $374K
FSK
Fs Kkr Capital Corp

Financial Services
-7.05K
- 27.39%
$19.71 - $22.22 $139K - $157K
18.7K $406K
DHI
Horton D R Inc

Consumer Cyclical
-145
- 9.05%
$137.24 - $194.56 $19.9K - $28.2K
1.46K $203K
FIS
Fidelity National Information Services, Inc.

Technology
-811
- 7.07%
$80.14 - $90.95 $65K - $73.8K
10.7K $860K
LRMR
Larimar Therapeutics, Inc.

Healthcare
-7
- 0.02%
$3.8 - $9.29 $26.6 - $65
35.3K $134K
MGM
Mgm Resorts International

Consumer Cyclical
-1.45K
- 15.11%
$33.44 - $41.99 $48.5K - $60.9K
8.15K $282K
NKE
Nike, Inc.

Consumer Cyclical
-367
- 7.08%
$73.36 - $89.13 $26.9K - $32.7K
4.81K $364K
XYL
Xylem Inc.

Industrials
-5
- 0.11%
$116.02 - $137.45 $580 - $687
4.52K $524K
FNF
Fidelity National Financial, Inc.

Financial Services
-10
- 0.07%
$55.19 - $63.83 $552 - $638
14.3K $803K
URI
United Rentals, Inc.

Industrials
-5
- 0.66%
$704.44 - $880.32 $3.52K - $4.4K
757 $533K
ZTS
Zoetis Inc.

Healthcare
-115
- 5.69%
$162.24 - $194.42 $18.7K - $22.4K
1.91K $310K
EMB
Ishares Tr

ETFs
-339
- 3.02%
$88.94 - $93.46 $30.2K - $31.7K
10.9K $968K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.58K
- 26.03%
$46.75 - $47.8 $74K - $75.7K
4.5K $210K
CROX
Crocs, Inc.

Consumer Cyclical
-1
- 0.04%
$96.51 - $141.93 $96.5 - $142
2.25K $245K
SHEL
Shell PLC

Energy
-1.01K
- 21.29%
$60.63 - $70.23 $60.9K - $70.6K
3.72K $232K
GD
General Dynamics Corp

Industrials
-88
- 6.28%
$260.28 - $314.03 $22.9K - $27.6K
1.31K $345K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-61
- 7.79%
$396.64 - $516.74 $24.2K - $31.5K
722 $290K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.25K
- 20.08%
$62.07 - $66.61 $77.7K - $83.4K
4.98K $319K
OXY
Occidental Petroleum Corp

Energy
-1.18K
- 19.9%
$45.36 - $55.91 $53.5K - $65.9K
4.75K $234K
ORCL
Oracle Corp

Technology
-129
- 0.96%
$165.41 - $192.43 $21.3K - $24.8K
13.3K $2.22M
ED
Consolidated Edison Inc

Utilities
-68
- 1.57%
$88.87 - $107.38 $6.04K - $7.3K
4.25K $379K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-4K
- 27.88%
$11.44 - $13.22 $45.8K - $52.9K
10.3K $119K
MU
Micron Technology Inc

Technology
-134
- 4.62%
$84.16 - $113.41 $11.3K - $15.2K
2.77K $232K
UFPI
Ufp Industries Inc

Basic Materials
-2
- 0.06%
$112.19 - $139.02 $224 - $278
3.56K $400K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-4K
- 16.0%
$10.19 - $11.38 $40.8K - $45.5K
21K $216K
OGN
Organon & Co.

Healthcare
-768
- 6.01%
$14.44 - $18.83 $11.1K - $14.5K
12K $179K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.71K
- 18.76%
$39.4 - $40.57 $67.2K - $69.2K
7.39K $296K
IYE
Ishares Tr

ETFs
-1.12K
- 7.64%
$43.93 - $51.37 $49.2K - $57.5K
13.5K $617K
VLO
Valero Energy Corp

Energy
-63
- 1.55%
$118.59 - $144.02 $7.47K - $9.07K
3.99K $489K
TGT
Target Corp

Consumer Defensive
-143
- 8.15%
$121.59 - $160.69 $17.4K - $23K
1.61K $217K
BKH
Black Hills Corp

Utilities
-730
- 14.82%
$57.6 - $64.66 $42K - $47.2K
4.2K $245K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-164
- 4.04%
$99.04 - $109.59 $16.2K - $18K
3.89K $387K
DVN
Devon Energy Corp

Energy
-358
- 5.3%
$30.52 - $42.96 $10.9K - $15.4K
6.4K $209K
DGRO
Ishares Core Dividend Growth E

ETFs
-760
- 14.08%
$60.73 - $64.94 $46.2K - $49.4K
4.64K $284K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.09K
- 4.15%
$5.31 - $10.12 $5.79K - $11K
25.2K $133K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-356
- 2.83%
$521.84 - $558.82 $186K - $199K
12.2K $6.58M
AVSU
American Centy ETF Tr Avantis

ETFs
-1K
- 5.87%
$64.29 - $69.59 $64.5K - $69.8K
16.1K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
-66
- 0.96%
$87.44 - $102.5 $5.77K - $6.77K
6.81K $620K
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