Journey Strategic Wealth

Latest statistics and disclosures from Journey Strategic Wealth's latest quarterly 13F-HR filing:

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Positions held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Journey Strategic Wealth

Journey Strategic Wealth holds 231 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Johnson & Johnson (JNJ) 50.8 $1.1B -5% 6.9M 156.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.5 $287M 604k 475.31
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Ishares Tr Core S&p500 Etf (IVV) 8.8 $187M -9% 391k 477.63
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Apple (AAPL) 7.3 $155M 806k 192.53
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Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $44M -20% 159k 277.15
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Ishares Tr Core S&p Scp Etf (IJR) 2.0 $42M -20% 389k 108.25
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Pepsi (PEP) 1.7 $35M 207k 169.84
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Wisdomtree Tr Intl Qulty Div (IQDG) 1.3 $27M +3% 736k 36.27
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $20M +6% 200k 98.88
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $19M +5% 184k 104.92
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $13M +5% 78k 168.54
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Microsoft Corporation (MSFT) 0.5 $11M -9% 28k 376.04
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $9.7M +4% 66k 147.14
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $9.6M +2% 37k 262.26
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Walt Disney Company (DIS) 0.3 $6.9M +6% 77k 90.29
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $6.8M +2% 87k 78.03
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $6.3M -2% 36k 175.22
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.7M 11k 507.38
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $5.3M 126k 42.18
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $4.5M +14% 154k 29.02
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.5M 10k 436.80
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.2 $4.4M +5% 48k 91.88
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Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.2 $4.2M -5% 101k 41.94
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Ishares Tr Mbs Etf (MBB) 0.2 $3.9M 42k 94.08
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Amazon (AMZN) 0.2 $3.7M -12% 24k 151.94
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $3.5M +15% 67k 51.66
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.4M +6% 35k 96.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.2M +5% 66k 47.90
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Madrigal Pharmaceuticals (MDGL) 0.1 $3.1M 13k 231.38
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.0M 15k 200.70
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NVIDIA Corporation (NVDA) 0.1 $2.8M -13% 5.7k 495.20
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Meta Platforms Cl A (META) 0.1 $2.6M -8% 7.3k 353.96
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Ishares Tr Us Infrastruc (IFRA) 0.1 $2.4M +4% 60k 40.27
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $2.3M +802% 47k 50.23
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.3M +30% 17k 136.38
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.2M -20% 16k 139.69
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Ab Active Etfs Tax Aware Shrt (TAFI) 0.1 $2.1M +48% 82k 25.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.0M -4% 4.9k 409.51
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.9M -4% 35k 55.59
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M -6% 13k 140.93
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $1.8M +17% 25k 73.08
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Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $1.8M -13% 24k 74.62
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.8M 11k 156.89
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Chevron Corporation (CVX) 0.1 $1.8M -20% 12k 149.15
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.7M NEW 40k 42.22
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $1.7M NEW 67k 24.98
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.7M +9% 41k 41.10
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JPMorgan Chase & Co. (JPM) 0.1 $1.6M +5% 9.4k 170.11
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.1 $1.4M 57k 24.56
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UnitedHealth (UNH) 0.1 $1.4M 2.6k 526.49
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Home Depot (HD) 0.1 $1.3M +6% 3.8k 346.57
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American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $1.2M -6% 21k 56.19
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Mastercard Incorporated Cl A (MA) 0.1 $1.2M +20% 2.8k 426.52
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Adobe Systems Incorporated (ADBE) 0.1 $1.2M -7% 2.0k 596.60
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.2M 11k 105.44
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $1.1M +90% 19k 58.81
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $1.1M NEW 21k 51.63
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Procter & Gamble Company (PG) 0.1 $1.1M 7.2k 146.54
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $1.0M -13% 41k 25.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $1.0M -19% 2.9k 356.66
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Thermo Fisher Scientific (TMO) 0.0 $1.0M +16% 1.9k 530.79
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Costco Wholesale Corporation (COST) 0.0 $1.0M +28% 1.5k 660.08
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Merck & Co (MRK) 0.0 $1.0M +7% 9.4k 109.03
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NVR (NVR) 0.0 $1.0M 143.00 7000.45
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Ishares Tr Msci Usa Value (VLUE) 0.0 $987k +15% 9.8k 101.16
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $938k -39% 3.4k 273.77
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $937k -12% 13k 70.35
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $923k +72% 2.6k 350.93
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Eli Lilly & Co. (LLY) 0.0 $915k -2% 1.6k 582.92
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Tesla Motors (TSLA) 0.0 $859k -20% 3.5k 248.48
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Ishares Core Msci Emkt (IEMG) 0.0 $849k -9% 17k 50.58
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Broadcom (AVGO) 0.0 $845k +28% 757.00 1116.34
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $835k NEW 9.4k 89.06
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Netflix (NFLX) 0.0 $818k +131% 1.7k 486.88
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $808k -60% 14k 57.94
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Pimco Access Income Fund Shs Benfin Int (PAXS) 0.0 $804k -13% 56k 14.30
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $792k 15k 51.99
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Visa Com Cl A (V) 0.0 $782k +15% 3.0k 260.36
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American Express Company (AXP) 0.0 $763k +23% 4.1k 187.35
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $761k +216% 15k 51.05
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Spdr Gold Tr Gold Shs (GLD) 0.0 $760k -2% 4.0k 191.18
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $719k 14k 51.02
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $694k NEW 24k 28.88
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $669k -3% 3.8k 173.89
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Union Pacific Corporation (UNP) 0.0 $667k +17% 2.7k 245.63
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Ishares Tr National Mun Etf (MUB) 0.0 $662k NEW 6.1k 108.41
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Vaneck Etf Trust Inflation Alloca (RAAX) 0.0 $647k +122% 25k 25.54
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $646k +22% 7.2k 89.79
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Grab Holdings Class A Ord (GRAB) 0.0 $619k 184k 3.37
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Doubleline Yield (DLY) 0.0 $611k -8% 41k 14.87
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Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $608k +50% 53k 11.45
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Cisco Systems (CSCO) 0.0 $604k -29% 12k 50.52
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Bank of America Corporation (BAC) 0.0 $596k +66% 18k 33.67
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Oracle Corporation (ORCL) 0.0 $595k +18% 5.6k 105.43
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Guggenheim Active Alloc Common Stock (GUG) 0.0 $569k +14% 39k 14.66
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Advanced Micro Devices (AMD) 0.0 $554k +88% 3.8k 147.41
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Pimco Dynamic Income SHS (PDI) 0.0 $548k -53% 31k 17.95
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $545k +37% 29k 19.15
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McDonald's Corporation (MCD) 0.0 $545k +100% 1.8k 296.51
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Allegheny Technologies Incorporated (ATI) 0.0 $526k +117% 12k 45.47
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Fair Isaac Corporation (FICO) 0.0 $516k NEW 443.00 1164.01
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Xylem (XYL) 0.0 $510k 4.5k 114.36
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $431k 7.7k 55.90
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At&t (T) 0.0 $426k +3% 25k 16.78
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $422k -2% 9.1k 46.20
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Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.0 $413k NEW 21k 19.76
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Marsh & McLennan Companies (MMC) 0.0 $411k +39% 2.2k 189.43
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United States Steel Corporation (X) 0.0 $409k -3% 8.4k 48.65
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $408k NEW 1.8k 232.67
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Ufp Industries (UFPI) 0.0 $407k 3.2k 125.55
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International Business Machines (IBM) 0.0 $388k -3% 2.4k 163.57
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Indie Semiconductor Class A Com (INDI) 0.0 $385k +90% 48k 8.11
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Clorox Company (CLX) 0.0 $382k 2.7k 142.59
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $374k 1.6k 237.28
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Sony Group Corp Sponsored Adr (SONY) 0.0 $372k NEW 3.9k 94.70
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Novo-nordisk A S Adr (NVO) 0.0 $370k +54% 3.6k 103.45
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Wal-Mart Stores (WMT) 0.0 $368k -57% 2.3k 157.66
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $358k 5.8k 61.90
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Saia (SAIA) 0.0 $358k 816.00 438.22
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $357k 5.7k 62.66
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Wells Fargo & Company (WFC) 0.0 $354k NEW 7.2k 49.22
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Enterprise Products Partners (EPD) 0.0 $352k +23% 13k 26.35
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Altria (MO) 0.0 $346k NEW 8.6k 40.34
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $338k -35% 1.6k 213.37
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Becton, Dickinson and (BDX) 0.0 $338k 1.4k 243.83
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $334k 3.9k 85.50
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Abbvie (ABBV) 0.0 $330k 2.1k 155.00
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $330k NEW 7.5k 44.12
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Comcast Corp Cl A (CMCSA) 0.0 $326k +42% 7.4k 43.85
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SPS Commerce (SPSC) 0.0 $322k 1.7k 193.84
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $321k NEW 4.2k 77.32
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Exxon Mobil Corporation (XOM) 0.0 $315k 3.1k 99.97
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Raytheon Technologies Corp (RTX) 0.0 $313k NEW 3.7k 84.14
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Linde SHS (LIN) 0.0 $311k NEW 756.00 410.95
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General Electric Com New (GE) 0.0 $304k 2.4k 127.63
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Boeing Company (BA) 0.0 $300k -9% 1.2k 260.66
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Zymeworks Del (ZYME) 0.0 $300k 29k 10.39
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Waste Management (WM) 0.0 $296k 1.7k 179.10
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Lockheed Martin Corporation (LMT) 0.0 $295k -4% 651.00 453.27
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Canadian Natl Ry (CNI) 0.0 $293k NEW 2.3k 125.65
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Ishares Tr Select Divid Etf (DVY) 0.0 $291k 2.5k 117.20
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Topbuild (BLD) 0.0 $288k NEW 770.00 374.26
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Deere & Company (DE) 0.0 $286k NEW 716.00 399.80
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Honeywell International (HON) 0.0 $278k NEW 1.3k 209.74
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Lennox International (LII) 0.0 $278k NEW 620.00 447.87
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U.S. Lime & Minerals (USLM) 0.0 $277k NEW 1.2k 230.40
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Freeport-mcmoran CL B (FCX) 0.0 $277k +4% 6.5k 42.57
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Agree Realty Corporation (ADC) 0.0 $276k NEW 4.4k 62.95
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Webster Financial Corporation (WBS) 0.0 $274k 5.4k 50.76
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Texas Instruments Incorporated (TXN) 0.0 $274k -12% 1.6k 170.47
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Manhattan Associates (MANH) 0.0 $273k 1.3k 215.32
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Caterpillar (CAT) 0.0 $273k NEW 922.00 295.73
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Kla Corp Com New (KLAC) 0.0 $272k -5% 468.00 581.31
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Axon Enterprise (AXON) 0.0 $272k 1.1k 258.33
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Invesco Van Kampen Penn Vl MI Trust (VPV) 0.0 $270k -15% 27k 10.00
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Regeneron Pharmaceuticals (REGN) 0.0 $270k NEW 307.00 878.29
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $269k 1.7k 157.78
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Coca-Cola Company (KO) 0.0 $266k -9% 4.5k 58.93
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $261k NEW 345.00 756.65
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Ishares Tr Tips Bd Etf (TIP) 0.0 $259k NEW 2.4k 107.51
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Prudential Financial (PRU) 0.0 $256k NEW 2.5k 103.71
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Copart (CPRT) 0.0 $255k 5.2k 49.00
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Select Sector Spdr Tr Energy (XLE) 0.0 $255k 3.0k 83.84
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Wingstop (WING) 0.0 $255k NEW 993.00 256.58
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $254k -24% 11k 24.04
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Intel Corporation (INTC) 0.0 $253k NEW 5.0k 50.25
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Old Dominion Freight Line (ODFL) 0.0 $252k -3% 621.00 405.33
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Ida (IDA) 0.0 $251k NEW 2.6k 98.30
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Matador Resources (MTDR) 0.0 $244k 4.3k 56.86
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Cytokinetics Com New (CYTK) 0.0 $243k NEW 2.9k 83.49
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Regency Centers Corporation (REG) 0.0 $243k -21% 3.6k 67.00
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S&p Global (SPGI) 0.0 $243k -16% 551.00 440.53
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Schlumberger Com Stk (SLB) 0.0 $242k NEW 4.7k 52.04
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Navitas Semiconductor Corp-a (NVTS) 0.0 $242k -45% 30k 8.07
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Evercore Class A (EVR) 0.0 $240k NEW 1.4k 171.05
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Consolidated Water Ord (CWCO) 0.0 $239k NEW 6.7k 35.60
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Quanta Services (PWR) 0.0 $238k 1.1k 215.80
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Taylor Morrison Hom (TMHC) 0.0 $235k NEW 4.4k 53.35
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Danaher Corporation (DHR) 0.0 $233k -17% 1.0k 231.34
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Intuit (INTU) 0.0 $231k NEW 370.00 625.03
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Molina Healthcare (MOH) 0.0 $226k 626.00 361.31
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United Rentals (URI) 0.0 $225k NEW 393.00 573.48
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $224k -30% 5.9k 37.91
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Pfizer (PFE) 0.0 $221k -53% 7.7k 28.79
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Rambus (RMBS) 0.0 $221k NEW 3.2k 68.25
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TJX Companies (TJX) 0.0 $219k -5% 2.3k 93.82
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H.B. Fuller Company (FUL) 0.0 $216k NEW 2.7k 81.41
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $216k NEW 2.1k 104.47
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FedEx Corporation (FDX) 0.0 $214k NEW 847.00 252.89
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Repligen Corporation (RGEN) 0.0 $213k NEW 1.2k 179.80
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Brown & Brown (BRO) 0.0 $211k 3.0k 71.11
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United Parcel Service CL B (UPS) 0.0 $211k NEW 1.3k 157.20
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Crocs (CROX) 0.0 $210k NEW 2.2k 93.41
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Reliance Steel & Aluminum (RS) 0.0 $208k NEW 743.00 279.68
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American Equity Investment Life Holding (AEL) 0.0 $207k NEW 3.7k 55.80
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Consol Energy (CEIX) 0.0 $207k 2.1k 100.53
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Insight Enterprises (NSIT) 0.0 $206k NEW 1.2k 177.19
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Nike CL B (NKE) 0.0 $206k NEW 1.9k 108.59
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Blackrock Muniyield Quality Fund (MQY) 0.0 $205k -61% 17k 12.19
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Synopsys (SNPS) 0.0 $204k NEW 396.00 514.91
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Wintrust Financial Corporation (WTFC) 0.0 $204k NEW 2.2k 92.75
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Range Resources (RRC) 0.0 $204k 6.7k 30.44
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Ameris Ban (ABCB) 0.0 $203k NEW 3.8k 53.05
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Encore Wire Corporation (WIRE) 0.0 $202k NEW 947.00 213.60
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Gilead Sciences (GILD) 0.0 $202k NEW 2.5k 81.00
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Fastenal Company (FAST) 0.0 $200k NEW 3.1k 64.77
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $196k -55% 16k 12.24
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Organon & Co Common Stock (OGN) 0.0 $191k NEW 13k 14.42
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $180k 22k 8.08
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Tpi Composites (TPIC) 0.0 $178k 43k 4.14
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Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $177k -8% 11k 16.58
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First Bancorp P R Com New (FBP) 0.0 $176k 11k 16.45
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Larimar Therapeutics (LRMR) 0.0 $160k 35k 4.55
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Nuveen PA Investnt Quality Municipal (NQP) 0.0 $158k -56% 14k 11.58
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $152k 14k 11.00
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Lyft Cl A Com (LYFT) 0.0 $150k 10k 14.99
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Blackrock Capital Allocation Trust (BCAT) 0.0 $150k 10k 14.95
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Whitestone REIT (WSR) 0.0 $141k 11k 12.29
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $138k NEW 15k 9.11
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Patterson-UTI Energy (PTEN) 0.0 $137k 13k 10.80
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Hudson Pacific Properties (HPP) 0.0 $130k +4% 14k 9.31
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Newell Rubbermaid (NWL) 0.0 $130k NEW 15k 8.68
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Green Dot Corp Cl A (GDOT) 0.0 $128k NEW 13k 9.90
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Blackrock Kelso Capital (BKCC) 0.0 $118k 30k 3.87
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Global Net Lease Com New (GNL) 0.0 $106k NEW 11k 9.95
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Hyperfine Com Cl A (HYPR) 0.0 $84k NEW 75k 1.12
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Medical Properties Trust (MPW) 0.0 $68k NEW 14k 4.91
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Dish Network Corporation Cl A 0.0 $67k +13% 12k 5.77
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Lumen Technologies (LUMN) 0.0 $63k NEW 35k 1.83
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Athira Pharma (ATHA) 0.0 $50k 21k 2.43
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Gannett (GCI) 0.0 $28k 12k 2.30
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Past Filings by Journey Strategic Wealth

SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021