Journey-Advisory-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
271
Total Value
1053322551
Accession Number
0001765380-25-000221
Form Type
13F-HR
Manager Name
Journey-Advisory-Group
Data Enrichment
84% identified
227 identified44 unidentified

Holdings

271 positions
Manager:
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Page 5 of 14
NOMURA HOLDINGS INC
Shares:
Value:$3.7M
AMERICAN EXPRESS CO
Shares:
Value:$3.7M
CNO Financial Group, Inc.
Shares:
Value:$3.6M
Snap-on Inc
Shares:
Value:$3.6M
78468R804
Shares:
Value:$3.6M
HEALTHPEAK PROPERTIES, INC.
Shares:
Value:$3.4M
AGNICO EAGLE MINES LTD
Shares:
Value:$3.3M
WEC ENERGY GROUP, INC.
Shares:
Value:$3.3M
INVESCO QQQ TRUST, SERIES 1
Shares:
Value:$3.2M
WARRIOR MET COAL, INC.
Shares:
Value:$3.2M
DoubleLine Yield Opportunities Fund
Shares:
Value:$3.2M
ORACLE CORP
Shares:
Value:$3.2M
Aon plc
Shares:
Value:$3.1M
abrdn Platinum ETF Trust
Shares:
Value:$3.0M
GOLDMAN SACHS GROUP INC
Shares:
Value:$3.0M
Mondelez International, Inc.
Shares:
Value:$3.0M
92189F700
Shares:
Value:$2.9M
CME GROUP INC.
Shares:
Value:$2.9M
DoubleLine Income Solutions Fund
Shares:
Value:$2.9M
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:
Value:$2.7M