Journey Strategic Wealth LLC Sells in Q3 2025

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-41.9K
- 66.21%
$81.7 - $87.53 $3.42M - $3.67M
21.4K $1.87M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-39.1K
- 37.87%
$54.35 - $59.32 $2.13M - $2.32M
64.2K $3.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-67K
- 60.64%
$26.38 - $27.95 $1.77M - $1.87M
43.5K $1.19M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-13.4K
- 35.37%
$134.94 - $145.86 $1.81M - $1.95M
24.5K $3.56M
VEA
Vanguard Ftse Developed Market

ETFs
-25.9K
- 41.07%
$56.02 - $60.3 $1.45M - $1.56M
37.1K $2.22M
ACN
Accenture PLC

Technology
-3.41K
- 49.33%
$232.56 - $304.78 $794K - $1.04M
3.51K $864K
PM
Philip Morris International Inc.

Consumer Defensive
-3.36K
- 13.92%
$157.77 - $183.27 $530K - $616K
20.8K $3.37M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7.71K
- 79.98%
$126.64 - $135.65 $977K - $1.05M
1.93K $261K
IWM
Ishares Russell 2000 ETF

ETFs
-4.22K
- 81.39%
$214.92 - $244.84 $907K - $1.03M
965 $233K
ISRG
Intuitive Surgical Inc

Healthcare
-1.34K
- 47.57%
$433.66 - $544.47 $582K - $731K
1.48K $661K
SPYG
Spdr Portfolio

ETFs
-9.61K
- 47.13%
$94.33 - $105.31 $907K - $1.01M
10.8K $1.13M
NFLX
Netflix Inc

Communication Services
-186
- 4.83%
$1147.87 - $1297.18 $214K - $241K
3.67K $4.39M
KO
Coca Cola CO

Consumer Defensive
-8.67K
- 30.57%
$65.67 - $71.67 $569K - $621K
19.7K $1.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.38K
- 65.51%
$60.9 - $70.75 $571K - $664K
4.94K $308K
CMCSA
Comcast Corp

Communication Services
-17.2K
- 64.69%
$31.41 - $36.33 $541K - $626K
9.4K $295K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.84K
- 51.71%
$91.44 - $91.77 $626K - $628K
6.39K $586K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-9.95K
- 68.31%
$60.01 - $65.01 $597K - $647K
4.62K $300K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-11.6K
- 58.56%
$51.7 - $54.73 $601K - $636K
8.23K $450K
PGR
Progressive Corp

Financial Services
-1.73K
- 44.37%
$238.61 - $264.3 $413K - $458K
2.17K $535K
CB
Chubb LTD

Financial Services
-1.67K
- 52.7%
$265.99 - $289.59 $444K - $484K
1.5K $423K
LLY
Eli Lilly & CO

Healthcare
-467
- 7.83%
$625.65 - $812.69 $292K - $380K
5.5K $4.19M
VTI
Vanguard Total Stock Market Et

ETFs
-2.49K
- 16.17%
$303.93 - $329.86 $756K - $821K
12.9K $4.23M
HTAB
Hartford Fds Exchange Traded

ETFs
-24.1K
- 47.91%
$18.37 - $19.19 $442K - $462K
26.2K $500K
UNH
Unitedhealth Group Inc

Healthcare
-2.01K
- 26.24%
$237.77 - $353.61 $477K - $709K
5.64K $1.95M
DE
Deere & CO

Industrials
-637
- 24.56%
$457.26 - $524.37 $291K - $334K
1.96K $894K
WM
Waste Management Inc

Industrials
-1.72K
- 36.97%
$213.88 - $237.1 $368K - $408K
2.93K $647K
ADP
Automatic Data Processing Inc

Industrials
-1.21K
- 36.11%
$288.69 - $310.94 $349K - $376K
2.14K $627K
V
Visa Inc.

Financial Services
-474
- 2.7%
$332.09 - $358.86 $157K - $170K
17.1K $5.83M
FCX
Freeport Mcmoran Inc

Basic Materials
-7.75K
- 36.73%
$35.34 - $47.21 $274K - $366K
13.4K $523K
NOW
Service Now, Inc.

Technology
-285
- 25.65%
$850.86 - $1044.69 $242K - $298K
826 $760K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-649
- 40.49%
$366.54 - $479.53 $238K - $311K
954 $373K
IGV
Ishares Expanded Tech Software

ETFs
-3.26K
- 46.03%
$105.96 - $117.79 $345K - $384K
3.82K $439K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.56K
- 51.65%
$39.8 - $42.86 $341K - $367K
8.02K $343K
CEG
Constellation Energy Corp

Utilities
-985
- 43.55%
$298.82 - $354.89 $294K - $350K
1.28K $420K
PAYX
Paychex Inc

Industrials
-653
- 5.46%
$126.69 - $147.99 $82.7K - $96.6K
11.3K $1.43M
SLV
I Shares Silver Trust

ETFs
-19.1K
- 35.01%
$32.73 - $42.5 $624K - $810K
35.4K $1.5M
HON
Honeywell International Inc

Industrials
-674
- 11.15%
$207.7 - $240.4 $140K - $162K
5.37K $1.13M
IBM
International Business Machines Corp

Technology
-127
- 0.68%
$234.77 - $292.47 $29.8K - $37.1K
18.5K $5.22M
CME
Cme Group Inc.

Financial Services
-924
- 23.88%
$258.83 - $287.1 $239K - $265K
2.95K $795K
FICO
Fair Isaac Corp

Technology
-39
- 6.43%
$1311.26 - $1869.83 $51.1K - $72.9K
568 $850K
NVO
Novo Nordisk A S

Healthcare
-2.91K
- 41.87%
$45.38 - $71.7 $132K - $209K
4.04K $224K
RSG
Republic Services, Inc.

Industrials
-908
- 41.37%
$225.33 - $246.01 $205K - $223K
1.29K $295K
OTIS
Otis Worldwide Corp

Industrials
-2.26K
- 44.02%
$84.93 - $101.07 $192K - $228K
2.87K $262K
AXON
Axon Enterprise, Inc.

Industrials
-170
- 15.73%
$698.02 - $870.97 $119K - $148K
911 $653K
ABT
Abbott Laboratories

Healthcare
-1.55K
- 10.65%
$120.51 - $136.62 $186K - $211K
13K $1.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
-386
- 17.89%
$412.46 - $514.1 $159K - $198K
1.77K $868K
PANW
Palo Alto Networks Inc

Technology
-1.04K
- 12.49%
$167.06 - $208.19 $174K - $217K
7.29K $1.48M
DIS
Walt Disney CO

Communication Services
-193
- 0.96%
$112.25 - $124.0 $21.7K - $23.9K
20K $2.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.49K
- 21.17%
$55.15 - $58.11 $248K - $261K
16.7K $960K
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
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