Journey Strategic Wealth LLC Sells in Q2 2024

Journey Strategic Wealth LLC

  • $2.34 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-4.9K
- 74.49%
$192.84 - $209.44 $945K - $1.03M
1.68K $340K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-20.8K
- 77.44%
$44.3 - $45.58 $922K - $949K
6.07K $274K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.66K
- 0.55%
$56.43 - $60.79 $93.9K - $101K
299K $17.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.61K
- 1.09%
$102.13 - $110.88 $164K - $179K
147K $15.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.33K
- 22.29%
$154.56 - $173.19 $360K - $403K
8.11K $1.39M
XLV
Select Sector Spdr Fund Health

ETFs
-1.74K
- 12.68%
$138.43 - $147.09 $240K - $255K
12K $1.74M
TER
Teradyne, Inc

Technology
-2.63K
- 65.77%
$95.97 - $151.75 $252K - $399K
1.37K $203K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.74K
- 22.46%
$25.12 - $25.81 $144K - $148K
19.8K $504K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.73K
- 29.78%
$42.0 - $47.28 $157K - $176K
8.8K $413K
VEA
Vanguard Ftse Developed Market

ETFs
-2.18K
- 9.96%
$47.83 - $51.21 $104K - $112K
19.7K $973K
CNI
Canadian National Railway CO

Industrials
-478
- 14.97%
$116.77 - $131.52 $55.8K - $62.9K
2.72K $320K
NYCB
New York Community Bancorp Inc

Financial Services
-26K
- 34.75%
$2.65 - $3.89 $68.9K - $101K
48.8K $157K
NVTS
Navitas Semiconductor Corp

Technology
-2.5K
- 3.85%
$3.61 - $4.86 $9.03K - $12.2K
62.5K $245K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.59K
- 9.38%
$40.83 - $44.89 $106K - $116K
25.1K $1.1M
LYFT
Lyft, Inc.

Technology
-86
- 0.84%
$13.33 - $19.52 $1.15K - $1.68K
10.1K $142K
TIP
Ishares Tr Tips Bd ETF

ETFs
-497
- 18.19%
$105.01 - $107.23 $52.2K - $53.3K
2.24K $238K
DLY
Double Line Yield Opportunities Fund

N/A
-2.5K
- 7.91%
$15.04 - $15.97 $37.6K - $39.9K
29.1K $459K
MU
Micron Technology Inc

Technology
-629
- 20.77%
$106.77 - $153.45 $67.2K - $96.5K
2.4K $315K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-3.5K
- 15.32%
$11.75 - $12.29 $41.1K - $43K
19.3K $237K
PTEN
Patterson Uti Energy Inc

Energy
-982
- 6.85%
$9.83 - $12.52 $9.65K - $12.3K
13.4K $138K
MPW
Medical Properties Trust Inc

Real Estate
-4.36K
- 11.67%
$3.99 - $5.85 $17.4K - $25.5K
33K $142K
X
United States Steel Corp

Basic Materials
-121
- 1.44%
$35.21 - $42.61 $4.26K - $5.16K
8.29K $313K
IYW
Ishares Dj Us Tech ETF

ETFs
-299
- 15.45%
$124.75 - $153.46 $37.3K - $45.9K
1.64K $246K
RRC
Range Resources Corp

Energy
-194
- 2.9%
$33.47 - $38.85 $6.49K - $7.54K
6.5K $217K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-466
- 4.1%
$455.1 - $504.28 $212K - $235K
10.9K $5.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-112
- 0.77%
$49.55 - $50.44 $5.55K - $5.65K
14.4K $720K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-607
- 5.96%
$36.59 - $38.51 $22.2K - $23.4K
9.57K $368K
JHML
John Hancock Multifactor Large

ETFs
-176
- 0.93%
$61.15 - $65.58 $10.8K - $11.5K
18.7K $1.22M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-53
- 0.57%
$98.98 - $99.4 $5.25K - $5.27K
9.17K $910K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-835
- 7.16%
$9.93 - $11.48 $8.29K - $9.59K
10.8K $116K
BCS
Barclays PLC

Financial Services
-1.47K
- 11.36%
$9.0 - $11.41 $13.2K - $16.8K
11.5K $122K
NSIT
Insight Enterprises Inc

Technology
-59
- 5.08%
$173.22 - $210.34 $10.2K - $12.4K
1.1K $218K
ISRG
Intuitive Surgical Inc

Healthcare
-89
- 8.64%
$366.34 - $445.11 $32.6K - $39.6K
941 $418K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-394
- 2.77%
$8.09 - $10.76 $3.19K - $4.24K
13.9K $134K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-382
- 3.33%
$173.58 - $198.8 $66.3K - $75.9K
11.1K $2.16M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-549
- 2.2%
$28.28 - $31.13 $15.5K - $17.1K
24.4K $747K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-9
- 0.15%
$47.87 - $53.62 $431 - $483
6.02K $319K
MO
Altria Group, Inc.

Consumer Defensive
-119
- 1.14%
$40.75 - $46.83 $4.85K - $5.57K
10.3K $469K
GLD
Spdr Gold Trust

ETFs
-81
- 2.04%
$207.82 - $224.56 $16.8K - $18.2K
3.89K $836K
OGN
Organon & Co.

Healthcare
-152
- 1.17%
$17.45 - $21.96 $2.65K - $3.34K
12.8K $265K
XYL
Xylem Inc.

Industrials
-20
- 0.45%
$126.22 - $145.95 $2.52K - $2.92K
4.44K $601K
PSLV
Sprott Physical Silver Trust

Financial Services
-50
- 0.23%
$8.35 - $10.76 $418 - $538
22.2K $220K
IXP
Ishares Global Comm Services E

ETFs
-284
- 1.11%
$81.41 - $89.55 $23.1K - $25.4K
25.3K $2.25M
ORCL
Oracle Corp

Technology
-36
- 0.39%
$113.75 - $144.64 $4.1K - $5.21K
9.18K $1.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-33
- 0.09%
$272.21 - $298.72 $8.98K - $9.86K
36.5K $10.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
-476
- 1.33%
$183.56 - $216.15 $87.4K - $103K
35.4K $7.6M
Activity Summary
Buys All Purchases 339 New Holdings 102 Increased Positions 237 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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