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 6 of 14
AMGEN INC
Shares:
Value:$2.7M
DoubleLine Opportunistic Credit Fund
Shares:
Value:$2.6M
Merck & Co., Inc.
Shares:
Value:$2.6M
UNION PACIFIC CORP
Shares:
Value:$2.6M
ABBOTT LABORATORIES
Shares:
Value:$2.5M
Alphabet Inc.
Shares:
Value:$2.4M
New Gold Inc. /FI
Shares:
Value:$2.3M
abrdn Silver ETF Trust
Shares:
Value:$2.2M
922042775
Shares:
Value:$2.2M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
Value:$2.0M
APPLIED MATERIALS INC /DE
Shares:
Value:$1.9M
CITIGROUP INC
Shares:
Value:$1.9M
Chubb Ltd
Shares:
Value:$1.8M
STRYKER CORP
Shares:
Value:$1.6M
Mastercard Inc
Shares:
Value:$1.6M
RTX Corp
Shares:
Value:$1.6M
CATERPILLAR INC
Shares:
Value:$1.6M
Heritage Global Inc.
Shares:
Value:$1.6M
DEERE & CO
Shares:
Value:$1.6M
Cognyte Software Ltd.
Shares:
Value:$1.6M