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 24 of 26
Matador Resources Co
Shares:214
Value:$10.9K
Cheniere Energy, Inc.
Shares:45
Value:$10.4K
Evercore Inc.
Shares:48
Value:$9.6K
American Healthcare REIT, Inc.
Shares:292
Value:$8.8K
NATIONAL FUEL GAS CO
Shares:108
Value:$8.6K
922908744
Shares:45
Value:$7.7K
ServisFirst Bancshares, Inc.
Shares:92
Value:$7.6K
886364876
Shares:381
Value:$6.9K
CONSOLIDATED EDISON INC
Shares:61
Value:$6.7K
025072315
Shares:125
Value:$6.4K
46434V621
Shares:103
Value:$6.4K
PACCAR INC
Shares:61
Value:$5.9K
Athira Pharma, Inc.
Shares:20.5K
Value:$5.9K
FIRST CITIZENS BANCSHARES INC /DE/
Shares:3
Value:$5.6K
46434G103
Shares:102
Value:$5.5K
Marathon Petroleum Corp
Shares:37
Value:$5.4K
CORPAY, INC.
Shares:15
Value:$5.2K
GROUP 1 AUTOMOTIVE INC
Shares:13
Value:$5.0K
46434G822
Shares:61
Value:$4.2K
BROWN FORMAN CORP
Shares:108
Value:$3.7K