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 7 of 26
464287481
Shares:3.5K
Value:$414.3K
464288570
Shares:4.0K
Value:$413.5K
46641Q761
Shares:7.3K
Value:$413.4K
Healthcare Realty Trust Inc
Shares:24.4K
Value:$413.1K
GILEAD SCIENCES, INC.
Shares:3.6K
Value:$407.7K
46641Q654
Shares:7.9K
Value:$403.3K
464287804
Shares:3.8K
Value:$402.2K
ASML HOLDING NV
Shares:605
Value:$400.8K
Western Asset Mortgage Opportunity Fund Inc.
Shares:33.9K
Value:$400.1K
LENNOX INTERNATIONAL INC
Shares:705
Value:$395.6K
78468R812
Shares:2.5K
Value:$395.0K
921909768
Shares:6.2K
Value:$387.5K
AVNET INC
Shares:8.0K
Value:$384.8K
921943858
Shares:7.2K
Value:$368.1K
25861R303
Shares:6.9K
Value:$357.4K
PROGRESSIVE CORP/OH/
Shares:1.3K
Value:$356.6K
46137V837
Shares:3.6K
Value:$355.4K
UNITED RENTALS, INC.
Shares:563
Value:$352.9K
COCA COLA CO
Shares:4.9K
Value:$352.8K
464287507
Shares:6.0K
Value:$352.5K