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 18 of 26
ASE Technology Holding Co., Ltd.
Shares:11.0K
Value:$96.0K
Discover Financial Services
Shares:554
Value:$94.6K
OCCIDENTAL PETROLEUM CORP /DE/
Shares:1.9K
Value:$94.4K
WEC ENERGY GROUP, INC.
Shares:862
Value:$94.0K
WILLIAMS COMPANIES, INC.
Shares:1.5K
Value:$92.5K
EQUINIX INC
Shares:112
Value:$91.3K
CrowdStrike Holdings, Inc.
Shares:253
Value:$89.2K
Lumen Technologies, Inc.
Shares:22.7K
Value:$89.0K
464288356
Shares:1.5K
Value:$87.2K
BlackRock TCP Capital Corp.
Shares:10.8K
Value:$86.7K
Uniti Group Inc.
Shares:17.1K
Value:$86.0K
LOCKHEED MARTIN CORP
Shares:189
Value:$84.5K
DARDEN RESTAURANTS INC
Shares:391
Value:$81.2K
GENERAL ELECTRIC CO
Shares:404
Value:$80.9K
FACTSET RESEARCH SYSTEMS INC
Shares:176
Value:$80.0K
TRAVELERS COMPANIES, INC.
Shares:302
Value:$79.9K
BLACK HILLS CORP /SD/
Shares:1.3K
Value:$78.6K
Hanesbrands Inc.
Shares:13.5K
Value:$77.9K
464287614
Shares:214
Value:$77.3K
92189F130
Shares:2.5K
Value:$77.2K