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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33737A108
Shares:4.3K
Value:$489.4K
Sony Group Corp
Shares:19.2K
Value:$487.2K
Merck & Co., Inc.
Shares:5.4K
Value:$487.1K
EXXON MOBIL CORP
Shares:4.1K
Value:$482.0K
464287432
Shares:5.3K
Value:$481.3K
AGREE REALTY CORP
Shares:6.2K
Value:$477.2K
JOHNSON & JOHNSON
Shares:2.9K
Value:$475.3K
RELX PLC
Shares:9.4K
Value:$471.6K
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:6.7K
Value:$466.9K
Phillips Edison & Company, Inc.
Shares:12.6K
Value:$458.5K
PEPSICO INC
Shares:3.0K
Value:$456.1K
ADOBE INC.
Shares:1.2K
Value:$455.5K
464287523
Shares:2.4K
Value:$449.2K
Guggenheim Active Allocation Fund
Shares:29.5K
Value:$445.2K
33740F847
Shares:9.5K
Value:$444.8K
922908629
Shares:1.7K
Value:$441.5K
46137V241
Shares:6.6K
Value:$436.5K
74347G242
Shares:10.3K
Value:$432.4K
92189F791
Shares:7.4K
Value:$424.4K
IDACORP INC
Shares:3.6K
Value:$419.6K