Journey Strategic Wealth
Latest statistics and disclosures from Journey Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, SPY, IVV, AAPL, PEP, and represent 75.37% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$16M), GTO (+$13M), MSFT (+$7.2M), JPIE (+$7.1M), TLT (+$5.5M), AAPL, VTI, AVGO, SPYG, COWZ.
- Started 131 new stock positions in DUK, F, DFIV, CI, VXUS, KEYS, VBR, GPI, SPTI, ORLY.
- Reduced shares in these 10 stocks: VLUE (-$11M), GRID, EFA, SHYG, RSPE, NUBD, IWV, C, IWS, GUG.
- Sold out of its positions in APA, ASH, WIRE, GCI, HAIN, RSPE, EFA, IWS, IWM, JEPI. MTX, New York Community Ban, NDMO, NUBD, PBF, ESIX, MBNE, LNW, TER.
- Journey Strategic Wealth was a net buyer of stock by $192M.
- Journey Strategic Wealth has $2.7B in assets under management (AUM), dropping by 16.02%.
- Central Index Key (CIK): 0001909316
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Portfolio Holdings for Journey Strategic Wealth
Journey Strategic Wealth holds 511 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Journey Strategic Wealth has 511 total positions. Only the first 250 positions are shown.
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- Download the Journey Strategic Wealth September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 41.6 | $1.1B | 7.0M | 162.06 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.3 | $417M | 726k | 573.76 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $273M | 473k | 576.82 |
|
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| Apple (AAPL) | 7.2 | $196M | +2% | 840k | 233.00 |
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| Pepsi (PEP) | 1.3 | $36M | 212k | 170.05 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $29M | +10% | 226k | 126.18 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $26M | +26% | 265k | 98.10 |
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| Microsoft Corporation (MSFT) | 0.8 | $22M | +47% | 52k | 430.30 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.8 | $21M | +8% | 537k | 39.15 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $19M | 298k | 62.32 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $18M | +2% | 150k | 116.96 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $16M | NEW | 293k | 52.86 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $15M | +11% | 75k | 200.85 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $14M | +18% | 144k | 96.95 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.5 | $13M | NEW | 269k | 48.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $12M | +5% | 39k | 314.39 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.4 | $12M | +144% | 259k | 46.39 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $11M | +24% | 212k | 52.99 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $11M | +20% | 89k | 121.44 |
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| Amazon (AMZN) | 0.3 | $8.7M | +53% | 46k | 186.33 |
|
| Walt Disney Company (DIS) | 0.3 | $7.8M | +2% | 81k | 96.19 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $7.7M | 35k | 220.05 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.2M | +22% | 75k | 95.95 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $6.8M | +33% | 71k | 95.81 |
|
| Meta Platforms Cl A (META) | 0.2 | $6.7M | +29% | 12k | 572.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.6M | +15% | 13k | 527.69 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $6.5M | +30% | 74k | 87.80 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.2 | $6.2M | +22% | 144k | 43.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $6.2M | +228% | 22k | 283.15 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $5.6M | +3% | 194k | 29.07 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.2 | $5.4M | +9% | 104k | 51.96 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.3M | +5% | 49k | 107.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.2M | +146% | 11k | 460.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.7M | +75% | 9.7k | 488.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $4.5M | +20% | 49k | 91.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $4.4M | +22% | 26k | 165.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.3M | +222% | 55k | 78.05 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $4.3M | +347% | 74k | 57.83 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.2M | +139% | 74k | 57.41 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $4.2M | +18% | 39k | 108.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.9M | +276% | 74k | 52.81 |
|
| Broadcom (AVGO) | 0.1 | $3.8M | +1022% | 22k | 172.51 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $3.8M | +31% | 18k | 210.87 |
|
| Home Depot (HD) | 0.1 | $3.7M | +53% | 9.1k | 405.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.7M | +32% | 22k | 167.18 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $3.4M | NEW | 41k | 82.94 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $3.2M | +13% | 127k | 25.32 |
|
| UnitedHealth (UNH) | 0.1 | $3.1M | +27% | 5.2k | 584.74 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $3.0M | +271% | 45k | 67.51 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.9M | NEW | 59k | 49.20 |
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| Madrigal Pharmaceuticals (MDGL) | 0.1 | $2.8M | 13k | 212.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.8M | NEW | 33k | 84.53 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $2.7M | NEW | 95k | 29.06 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.7M | -80% | 25k | 109.04 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.7M | +36% | 3.1k | 886.90 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.7M | +5% | 43k | 62.70 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.6M | +20% | 2.9k | 886.15 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $2.4M | +8% | 30k | 80.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | -3% | 6.3k | 375.36 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.4M | +19% | 14k | 173.19 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $2.3M | -2% | 25k | 94.13 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.3M | +46% | 14k | 170.38 |
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| Chevron Corporation (CVX) | 0.1 | $2.3M | +24% | 16k | 147.27 |
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| Visa Com Cl A (V) | 0.1 | $2.3M | +44% | 8.3k | 275.01 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $2.2M | NEW | 47k | 48.24 |
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| Tesla Motors (TSLA) | 0.1 | $2.2M | +42% | 8.5k | 261.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.2M | +17% | 14k | 154.02 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.1M | -4% | 11k | 202.76 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | +11% | 4.3k | 493.39 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $2.0M | +3% | 83k | 24.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.0M | +43% | 25k | 80.75 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.0M | +12% | 43k | 46.97 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.0M | +590% | 42k | 47.12 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.9M | NEW | 23k | 83.21 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $1.9M | NEW | 51k | 38.08 |
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| Merck & Co (MRK) | 0.1 | $1.9M | +24% | 17k | 113.55 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | +47% | 16k | 117.21 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $1.8M | 72k | 25.08 |
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| American Express Company (AXP) | 0.1 | $1.8M | +16% | 6.6k | 271.11 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.8M | +15% | 31k | 57.53 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $1.8M | NEW | 25k | 70.06 |
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| Brown Forman Corp Cl A (BF.A) | 0.1 | $1.8M | NEW | 37k | 48.08 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.7M | NEW | 28k | 60.42 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.7M | -32% | 39k | 43.42 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | +7% | 4.8k | 353.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.7M | +183% | 33k | 50.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.7M | +13% | 9.2k | 179.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.6M | +14% | 9.1k | 179.16 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.6M | +12% | 15k | 106.19 |
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| Netflix (NFLX) | 0.1 | $1.6M | +23% | 2.2k | 708.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.5M | NEW | 12k | 125.62 |
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| International Business Machines (IBM) | 0.1 | $1.5M | +27% | 6.9k | 221.06 |
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| Caterpillar (CAT) | 0.1 | $1.5M | +24% | 3.8k | 391.12 |
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| Ea Series Trust Honeytree Us Equ (BEEZ) | 0.1 | $1.5M | +53% | 45k | 32.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | +5% | 7.3k | 197.17 |
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| Nextera Energy (NEE) | 0.1 | $1.4M | +160% | 17k | 84.53 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.4M | -2% | 15k | 91.81 |
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| McDonald's Corporation (MCD) | 0.1 | $1.4M | +44% | 4.6k | 304.58 |
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| Abbvie (ABBV) | 0.1 | $1.4M | +12% | 7.1k | 197.52 |
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| NVR (NVR) | 0.1 | $1.4M | 142.00 | 9812.00 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $1.4M | +6% | 20k | 69.44 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | +20% | 35k | 39.68 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.0 | $1.3M | +110% | 39k | 33.45 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.0 | $1.3M | +196% | 26k | 49.47 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.3M | +279% | 16k | 80.78 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $1.3M | NEW | 42k | 30.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.3M | NEW | 20k | 64.74 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.2M | +17% | 2.0k | 618.61 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | 25k | 47.85 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.2M | NEW | 10k | 120.37 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2M | -11% | 2.3k | 517.78 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.2M | +24% | 7.3k | 164.10 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.2M | +11% | 9.8k | 119.08 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $1.2M | +43% | 35k | 33.03 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $1.1M | NEW | 44k | 26.10 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.1M | +12% | 4.6k | 246.60 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $1.1M | +4% | 17k | 65.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | +17% | 4.6k | 243.06 |
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| Lowe's Companies (LOW) | 0.0 | $1.1M | +171% | 4.1k | 270.83 |
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| Fair Isaac Corporation (FICO) | 0.0 | $1.1M | +7% | 551.00 | 1943.53 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.1M | 18k | 58.11 |
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| Pfizer (PFE) | 0.0 | $1.1M | +47% | 36k | 28.94 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.0M | 11k | 93.58 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | +20% | 8.3k | 121.17 |
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| TJX Companies (TJX) | 0.0 | $994k | +51% | 8.5k | 117.54 |
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| salesforce (CRM) | 0.0 | $992k | +78% | 3.6k | 273.71 |
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| Verizon Communications (VZ) | 0.0 | $983k | +89% | 22k | 44.91 |
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| Wells Fargo & Company (WFC) | 0.0 | $980k | +8% | 17k | 56.50 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.0 | $979k | NEW | 52k | 18.87 |
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| Amgen (AMGN) | 0.0 | $972k | +42% | 3.0k | 322.36 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $972k | +12% | 4.4k | 223.03 |
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| Fidelity National Information Services (FIS) | 0.0 | $960k | +2% | 12k | 83.75 |
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| At&t (T) | 0.0 | $952k | +11% | 43k | 22.00 |
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| Linde SHS (LIN) | 0.0 | $940k | +15% | 2.0k | 476.20 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $926k | 9.3k | 99.58 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.0 | $926k | +14% | 8.8k | 105.04 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $922k | NEW | 25k | 37.56 |
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| Ge Aerospace Com New (GE) | 0.0 | $915k | +82% | 4.9k | 188.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $906k | -27% | 4.8k | 189.80 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.0 | $901k | NEW | 19k | 48.11 |
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| Goldman Sachs (GS) | 0.0 | $901k | +66% | 1.8k | 495.11 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $889k | 14k | 62.06 |
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| Cisco Systems (CSCO) | 0.0 | $880k | 17k | 53.22 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $878k | -13% | 17k | 53.07 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $872k | +9% | 3.9k | 225.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $870k | +4% | 8.0k | 108.63 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $862k | -2% | 18k | 48.56 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $861k | -36% | 2.6k | 327.92 |
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| Applied Materials (AMAT) | 0.0 | $847k | +34% | 4.2k | 201.98 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.0 | $846k | 20k | 42.17 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $843k | +43% | 9.0k | 93.85 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $808k | 11k | 75.11 |
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| Honeywell International (HON) | 0.0 | $804k | +28% | 3.9k | 206.77 |
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| Coca-Cola Company (KO) | 0.0 | $802k | +11% | 11k | 71.87 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $787k | +29% | 8.2k | 95.74 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $786k | +53% | 19k | 41.77 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $782k | 8.7k | 90.20 |
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| Deere & Company (DE) | 0.0 | $777k | 1.9k | 417.30 |
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| Guggenheim Active Alloc Common Stock (GUG) | 0.0 | $761k | -32% | 46k | 16.55 |
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| FedEx Corporation (FDX) | 0.0 | $761k | +92% | 2.8k | 273.63 |
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| Intuit (INTU) | 0.0 | $751k | +10% | 1.2k | 621.46 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.0 | $744k | 38k | 19.81 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $742k | NEW | 3.7k | 200.79 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $740k | 15k | 51.12 |
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| Qualcomm (QCOM) | 0.0 | $727k | +17% | 4.3k | 170.00 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $726k | +6% | 8.5k | 85.61 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $714k | +16% | 679.00 | 1051.24 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $713k | +5% | 861.00 | 828.53 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $697k | 184k | 3.80 |
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| Waste Management (WM) | 0.0 | $697k | +39% | 3.4k | 207.63 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $687k | NEW | 13k | 53.68 |
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| S&p Global (SPGI) | 0.0 | $685k | +7% | 1.3k | 521.44 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $680k | +9% | 15k | 46.34 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $679k | +59% | 16k | 41.72 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.0 | $678k | 16k | 41.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $670k | +29% | 3.9k | 173.65 |
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| Starbucks Corporation (SBUX) | 0.0 | $670k | +26% | 6.9k | 97.49 |
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| Vistra Energy (VST) | 0.0 | $667k | +3% | 5.6k | 118.54 |
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| Boeing Company (BA) | 0.0 | $662k | +70% | 4.4k | 152.04 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $661k | +11% | 1.1k | 583.48 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $655k | +60% | 9.1k | 71.73 |
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| BlackRock (BLK) | 0.0 | $654k | +13% | 689.00 | 948.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $642k | +64% | 4.2k | 153.13 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $640k | +3% | 17k | 37.71 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $633k | NEW | 7.1k | 89.37 |
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| Progressive Corporation (PGR) | 0.0 | $624k | +12% | 2.5k | 253.76 |
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| Lennox International (LII) | 0.0 | $619k | -10% | 1.0k | 604.30 |
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| Philip Morris International (PM) | 0.0 | $618k | +13% | 5.1k | 121.40 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $614k | -4% | 12k | 50.94 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $613k | +33% | 7.9k | 77.90 |
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| Xylem (XYL) | 0.0 | $611k | 4.5k | 135.00 |
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| United Rentals (URI) | 0.0 | $607k | +16% | 762.00 | 796.85 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $603k | +8% | 2.9k | 207.05 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $601k | +24% | 12k | 48.81 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $590k | NEW | 11k | 55.32 |
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.0 | $589k | +15% | 35k | 16.63 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $584k | +135% | 3.9k | 151.62 |
|
| Danaher Corporation (DHR) | 0.0 | $575k | +8% | 2.1k | 277.57 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $563k | +39% | 11k | 49.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $559k | +4% | 2.1k | 263.83 |
|
| Manhattan Associates (MANH) | 0.0 | $557k | +7% | 2.0k | 281.38 |
|
| Abbott Laboratories (ABT) | 0.0 | $556k | +30% | 4.9k | 114.01 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $554k | +12% | 5.7k | 96.57 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $551k | +66% | 1.4k | 381.65 |
|
| Valero Energy Corporation (VLO) | 0.0 | $548k | NEW | 4.1k | 135.03 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $534k | +4% | 43k | 12.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $533k | +10% | 1.6k | 331.22 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $522k | NEW | 2.3k | 230.59 |
|
| Enterprise Products Partners (EPD) | 0.0 | $522k | +126% | 18k | 29.11 |
|
| Cadence Design Systems (CDNS) | 0.0 | $520k | +21% | 1.9k | 270.05 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $513k | +30% | 4.4k | 117.30 |
|
| Carlyle Group (CG) | 0.0 | $510k | NEW | 12k | 43.06 |
|
| Citigroup Com New (C) | 0.0 | $510k | -44% | 8.1k | 62.60 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $508k | +56% | 26k | 19.73 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $501k | +8% | 1.0k | 491.27 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $493k | +20% | 6.7k | 73.67 |
|
| Avnet (AVT) | 0.0 | $493k | +7% | 9.1k | 54.31 |
|
| Vaneck Etf Trust Inflation Alloca (RAAX) | 0.0 | $492k | 17k | 28.94 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $488k | -3% | 1.0k | 468.56 |
|
| M/I Homes (MHO) | 0.0 | $486k | NEW | 2.8k | 171.36 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $483k | NEW | 12k | 39.82 |
|
| Clorox Company (CLX) | 0.0 | $479k | 2.9k | 162.91 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $476k | +5% | 613.00 | 776.30 |
|
| Agree Realty Corporation (ADC) | 0.0 | $475k | +10% | 6.3k | 75.33 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $474k | 10k | 47.18 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $472k | -9% | 7.8k | 60.58 |
|
| Gilead Sciences (GILD) | 0.0 | $471k | +21% | 5.6k | 83.76 |
|
| Prudential Financial (PRU) | 0.0 | $469k | +9% | 3.9k | 121.11 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $469k | NEW | 8.3k | 56.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $469k | NEW | 8.4k | 55.63 |
|
| Ufp Industries (UFPI) | 0.0 | $467k | +4% | 3.6k | 131.21 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $463k | -3% | 4.3k | 108.80 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $461k | NEW | 2.5k | 181.99 |
|
| Nike CL B (NKE) | 0.0 | $458k | +38% | 5.2k | 88.38 |
|
| Servicenow (NOW) | 0.0 | $457k | +41% | 511.00 | 894.39 |
|
| 3M Company (MMM) | 0.0 | $455k | -11% | 3.3k | 136.69 |
|
| Brown & Brown (BRO) | 0.0 | $455k | +8% | 4.4k | 103.63 |
|
| Consolidated Edison (ED) | 0.0 | $450k | +61% | 4.3k | 104.12 |
|
| Southern Company (SO) | 0.0 | $445k | NEW | 4.9k | 90.18 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $444k | NEW | 4.1k | 109.33 |
|
| Doubleline Yield (DLY) | 0.0 | $442k | -8% | 27k | 16.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $440k | NEW | 750.00 | 586.67 |
|
| Axon Enterprise (AXON) | 0.0 | $436k | 1.1k | 400.00 |
|
|
| Wingstop (WING) | 0.0 | $435k | 1.0k | 416.00 |
|
|
| Constellation Energy (CEG) | 0.0 | $434k | NEW | 1.7k | 259.93 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $434k | NEW | 33k | 12.98 |
|
| Intel Corporation (INTC) | 0.0 | $433k | +80% | 19k | 23.46 |
|
| Lam Research Corporation (LRCX) | 0.0 | $432k | -29% | 525.00 | 822.00 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $429k | +39% | 17k | 25.16 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $427k | NEW | 24k | 18.15 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- Journey Strategic Wealth 2024 Q3 filed Nov. 12, 2024
- Journey Strategic Wealth 2024 Q2 filed Aug. 14, 2024
- Journey Strategic Wealth 2024 Q1 filed May 13, 2024
- Journey Strategic Wealth 2023 Q4 filed Feb. 9, 2024
- Journey Strategic Wealth 2023 Q3 filed Nov. 8, 2023
- Journey Strategic Wealth 2023 Q2 filed Aug. 14, 2023
- Journey Strategic Wealth 2023 Q1 filed May 12, 2023
- Journey Strategic Wealth 2022 Q4 filed Feb. 14, 2023
- Journey Strategic Wealth 2022 Q3 filed Nov. 14, 2022
- Journey Strategic Wealth 2022 Q2 filed Aug. 15, 2022
- Journey Strategic Wealth 2022 Q1 filed May 16, 2022
- Journey Strategic Wealth 2021 Q4 filed Feb. 14, 2022