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:
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Page 14 of 26
TEXAS INSTRUMENTS INC
Shares:998
Value:$179.3K
NIKE, Inc.
Shares:2.8K
Value:$179.2K
AAON, INC.
Shares:2.3K
Value:$178.2K
Baker Hughes Co
Shares:4.0K
Value:$174.7K
AMERIPRISE FINANCIAL INC
Shares:360
Value:$174.3K
SYNOPSYS INC
Shares:400
Value:$171.5K
VERTEX PHARMACEUTICALS INC / MA
Shares:351
Value:$170.2K
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND
Shares:15.1K
Value:$169.6K
025072281
Shares:2.7K
Value:$169.1K
SHERWIN WILLIAMS CO
Shares:483
Value:$168.7K
Mondelez International, Inc.
Shares:2.5K
Value:$167.9K
Whitestone REIT
Shares:11.4K
Value:$166.6K
EBAY INC
Shares:2.5K
Value:$166.3K
Shell plc
Shares:2.3K
Value:$166.2K
464288281
Shares:1.8K
Value:$166.1K
BROWN & BROWN, INC.
Shares:1.3K
Value:$165.3K
RTX Corp
Shares:1.2K
Value:$164.9K
SIMON PROPERTY GROUP INC /DE/
Shares:979
Value:$162.5K
MCDONALDS CORP
Shares:516
Value:$161.2K
CHEVRON CORP
Shares:960
Value:$160.6K