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 4 of 26
MARSH & MCLENNAN COMPANIES, INC.
Shares:3.2K
Value:$783.6K
92204A702
Shares:1.4K
Value:$779.0K
33740F763
Shares:15.9K
Value:$777.5K
Broadcom Inc.
Shares:4.6K
Value:$770.2K
464287689
Shares:2.4K
Value:$766.3K
46138E354
Shares:10.3K
Value:$766.0K
Western Asset Diversified Income Fund (WDI)
Shares:50.0K
Value:$722.1K
UNION PACIFIC CORP
Shares:3.0K
Value:$717.1K
78463X889
Shares:19.6K
Value:$713.8K
Sunoco LP
Shares:12.3K
Value:$713.5K
33740F771
Shares:16.2K
Value:$683.1K
025072299
Shares:11.2K
Value:$673.3K
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:3.9K
Value:$651.5K
FAIR ISAAC CORP
Shares:352
Value:$649.1K
464288885
Shares:6.3K
Value:$627.5K
LINDE PLC
Shares:1.3K
Value:$625.6K
45409F827
Shares:25.6K
Value:$614.7K
97717X669
Shares:7.6K
Value:$609.5K
BERKSHIRE HATHAWAY INC
Shares:1.1K
Value:$600.8K
46641Q332
Shares:10.5K
Value:$598.9K