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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78468R739
Shares:1.1K
Value:$53.0K
464287408
Shares:276
Value:$52.6K
MOODYS CORP /DE/
Shares:107
Value:$49.8K
COMCAST CORP
Shares:1.2K
Value:$46.1K
AIR LEASE CORP
Shares:944
Value:$45.6K
TRUIST FINANCIAL CORP
Shares:1.1K
Value:$44.9K
SOUTHERN CO
Shares:482
Value:$44.3K
T-Mobile US, Inc.
Shares:166
Value:$44.3K
VORNADO REALTY TRUST
Shares:1.2K
Value:$43.5K
BOSTON SCIENTIFIC CORP
Shares:427
Value:$43.1K
Fortinet, Inc.
Shares:438
Value:$42.2K
WEBSTER FINANCIAL CORP
Shares:817
Value:$42.1K
PINNACLE FINANCIAL PARTNERS INC
Shares:392
Value:$41.6K
SCHWAB CHARLES CORP
Shares:526
Value:$41.2K
JETBLUE AIRWAYS CORP
Shares:8.4K
Value:$40.5K
464287739
Shares:419
Value:$40.1K
Diamondback Energy, Inc.
Shares:243
Value:$38.8K
Medtronic plc
Shares:427
Value:$38.4K
SYSCO CORP
Shares:501
Value:$37.6K
Elevance Health, Inc.
Shares:85
Value:$36.9K