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, IJH, and represent 82.46% of Journey Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: JPST, SHYG, PWZ, TLT, HYD, ESGU, IQDG, EMB, QQQM, XSOE.
- Started 63 new stock positions in UPS, HTAB, WING, FUL, RGEN, AEL, VO, PWZ, USLM, RMBS.
- Reduced shares in these 10 stocks: JNJ (-$62M), IVV (-$20M), IJH (-$11M), IJR (-$11M), CMF, MSFT, PDI, IWV, GOOGL, AMZN.
- Sold out of its positions in AGNC, AA, ALSN, APA, Armour Residential Reit Inc Re, BTE, BRBS, BMY, CI, GTLS.
- Journey Strategic Wealth was a net seller of stock by $-86M.
- Journey Strategic Wealth has $2.1B in assets under management (AUM), dropping by 1.37%.
- Central Index Key (CIK): 0001909316
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Download as csv Download as ExcelPortfolio 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 |
|
First Bancorp P R Com New (FBP) | 0.0 | $176k | 11k | 16.45 |
|
|
Larimar Therapeutics (LRMR) | 0.0 | $160k | 35k | 4.55 |
|
|
Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $158k | -56% | 14k | 11.58 |
|
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $152k | 14k | 11.00 |
|
|
Lyft Cl A Com (LYFT) | 0.0 | $150k | 10k | 14.99 |
|
|
Blackrock Capital Allocation Trust (BCAT) | 0.0 | $150k | 10k | 14.95 |
|
|
Whitestone REIT (WSR) | 0.0 | $141k | 11k | 12.29 |
|
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $138k | NEW | 15k | 9.11 |
|
Patterson-UTI Energy (PTEN) | 0.0 | $137k | 13k | 10.80 |
|
|
Hudson Pacific Properties (HPP) | 0.0 | $130k | +4% | 14k | 9.31 |
|
Newell Rubbermaid (NWL) | 0.0 | $130k | NEW | 15k | 8.68 |
|
Green Dot Corp Cl A (GDOT) | 0.0 | $128k | NEW | 13k | 9.90 |
|
Blackrock Kelso Capital (BKCC) | 0.0 | $118k | 30k | 3.87 |
|
|
Global Net Lease Com New (GNL) | 0.0 | $106k | NEW | 11k | 9.95 |
|
Hyperfine Com Cl A (HYPR) | 0.0 | $84k | NEW | 75k | 1.12 |
|
Medical Properties Trust (MPW) | 0.0 | $68k | NEW | 14k | 4.91 |
|
Dish Network Corporation Cl A | 0.0 | $67k | +13% | 12k | 5.77 |
|
Lumen Technologies (LUMN) | 0.0 | $63k | NEW | 35k | 1.83 |
|
Athira Pharma (ATHA) | 0.0 | $50k | 21k | 2.43 |
|
|
Gannett (GCI) | 0.0 | $28k | 12k | 2.30 |
|
Past Filings by Journey Strategic Wealth
SEC 13F filings are viewable for Journey Strategic Wealth going back to 2021
- 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