Journey-Strategic-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
505
Total Value
241442829
Accession Number
0001909316-25-000003
Form Type
13F-HR
Manager Name
Journey-Strategic-Wealth
Data Enrichment
78% identified
394 identified111 unidentified

Holdings

505 positions
Manager:
Search and click to pin securities to the top
Page 11 of 26
Arthur J. Gallagher & Co.
Shares:722
Value:$249.3K
ALTRIA GROUP, INC.
Shares:4.2K
Value:$249.2K
BARCLAYS PLC
Shares:16.2K
Value:$248.9K
EMERSON ELECTRIC CO
Shares:2.3K
Value:$247.5K
CME GROUP INC.
Shares:930
Value:$246.7K
46435U713
Shares:5.4K
Value:$244.8K
808524755
Shares:6.8K
Value:$244.7K
46435G326
Shares:3.5K
Value:$243.3K
HOME DEPOT, INC.
Shares:655
Value:$240.1K
46641Q837
Shares:4.7K
Value:$240.0K
032108664
Shares:3.3K
Value:$239.2K
921946794
Shares:3.2K
Value:$238.5K
Crocs, Inc.
Shares:2.2K
Value:$238.2K
33740F623
Shares:5.3K
Value:$236.0K
Invesco Pennsylvania Value Municipal Income Trust
Shares:23.0K
Value:$234.4K
33740U885
Shares:5.7K
Value:$231.2K
Consolidated Water Co. Ltd.
Shares:9.4K
Value:$230.7K
STARBUCKS CORP
Shares:2.3K
Value:$230.4K
SPX Technologies, Inc.
Shares:1.8K
Value:$230.3K
46432F396
Shares:1.1K
Value:$230.2K