JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Last Quarter Change: USA Stocks, New

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC opened 23 positions, added to 57, reduced 48, sold out of 6 and left 1 unchanged. The largest increase in value was NVDA (+$1,085,235); the largest decrease was NFLX (-$781,758).

MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 619.
SUI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,073.
AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 809.
ATO: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,704.

Two Form 13F-HR filings compared (SEC CIK 2122180): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
MU MICRON TECHNOLOGY INC	United States	COM	619	+619	$0	$714,528	+$714,528
SUI SUN CMNTYS INC	United States	COM	4,073	+4,073	$0	$488,394	+$488,394
AMD ADVANCED MICRO DEVICES INC	United States	COM	809	+809	$0	$469,957	+$469,957
ATO ATMOS ENERGY CORP	United States	COM	2,704	+2,704	$0	$465,876	+$465,876
STX SEAGATE TECHNOLOGY HLDNGS PL		ORD SHS	462	+462	$0	$445,870	+$445,870
TRI THOMSON REUTERS CORP	Canada	COM	5,035	+5,035	$0	$411,208	+$411,208
LRCX LAM RESEARCH CORP	United States	COM NEW	937	+937	$0	$406,119	+$406,119
CNC CENTENE CORP DEL	United States	COM	4,477	+4,477	$0	$287,379	+$287,379
LUV SOUTHWEST AIRLS CO	United States	COM	5,236	+5,236	$0	$269,226	+$269,226
FTI TECHNIPFMC PLC	United Kingdom	COM	3,946	+3,946	$0	$261,620	+$261,620
APH AMPHENOL CORP	United States	CL A	1,459	+1,459	$0	$257,281	+$257,281
INTC INTEL CORP	United States	COM	1,821	+1,821	$0	$254,266	+$254,266
NVT NVENT ELEC PLC		SHS	1,495	+1,495	$0	$253,570	+$253,570
GE GE AEROSPACE	United States	COM NEW	664	+664	$0	$248,340	+$248,340
SNDK SANDISK CORP	United States	COM	109	+109	$0	$247,836	+$247,836
TER TERADYNE INC	United States	COM	491	+491	$0	$237,570	+$237,570
CSX CSX CORP	United States	COM	4,938	+4,938	$0	$234,698	+$234,698
B BARRICK MNG CORP		COM SHS	6,097	+6,097	$0	$223,941	+$223,941
ASML ASML HLDG NV		N Y REGISTRY SHS	111	+111	$0	$220,828	+$220,828
COST COSTCO WHOLESALE CORPORATION	United States	COM	232	+232	$0	$217,181	+$217,181
TPR TAPESTRY INC	United States	COM	1,467	+1,467	$0	$214,667	+$214,667
FIX COMFORT SYS USA INC	United States	COM	106	+106	$0	$210,147	+$210,147
AIG AMERICAN INTL GROUP INC	United States	COM NEW	2,731	+2,731	$0	$203,586	+$203,586

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