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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COCA COLA FEMSA SAB DE CV
Shares:1.4K
Value:$130.7K
Shares:874
Value:$128.4K
DANAHER CORP /DE/
Shares:622
Value:$127.5K
46138E297
Shares:5.2K
Value:$127.2K
Parker-Hannifin Corp
Shares:209
Value:$127.1K
MORGAN STANLEY
Shares:1.1K
Value:$126.4K
Western Union CO
Shares:11.8K
Value:$124.5K
CAPITAL ONE FINANCIAL CORP
Shares:672
Value:$120.5K
Palantir Technologies Inc.
Shares:1.4K
Value:$120.1K
Kennedy-Wilson Holdings, Inc.
Shares:13.7K
Value:$119.0K
FISERV INC
Shares:538
Value:$118.8K
81369Y308
Shares:1.4K
Value:$115.4K
46137V357
Shares:666
Value:$115.4K
81369Y886
Shares:1.5K
Value:$115.2K
VERIZON COMMUNICATIONS INC
Shares:2.5K
Value:$115.0K
MEDICAL PROPERTIES TRUST INC
Shares:18.9K
Value:$113.8K
03073E105
Shares:409
Value:$113.7K
81369Y605
Shares:2.3K
Value:$113.6K
MGM Resorts International
Shares:3.8K
Value:$113.2K
INVESCO QQQ TRUST, SERIES 1
Shares:241
Value:$113.0K