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 8 of 26
PRUDENTIAL FINANCIAL INC
Shares:3.1K
Value:$350.5K
922042858
Shares:7.7K
Value:$349.0K
46654Q203
Shares:6.7K
Value:$347.7K
85207H104
Shares:14.3K
Value:$344.0K
46432F842
Shares:4.5K
Value:$339.7K
UNITED STATES STEEL CORP
Shares:8.0K
Value:$339.3K
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
Shares:17.4K
Value:$338.3K
THERMO FISHER SCIENTIFIC INC.
Shares:669
Value:$332.7K
78463X434
Shares:4.2K
Value:$332.2K
922908751
Shares:1.5K
Value:$330.0K
AT&T INC.
Shares:11.6K
Value:$326.7K
NOVARTIS AG
Shares:2.9K
Value:$326.1K
922908611
Shares:1.7K
Value:$322.9K
LAM RESEARCH CORP
Shares:4.4K
Value:$322.2K
PROCORE TECHNOLOGIES, INC.
Shares:4.9K
Value:$322.0K
922907746
Shares:6.5K
Value:$321.4K
CITIGROUP INC
Shares:4.5K
Value:$318.6K
33740U752
Shares:10.6K
Value:$315.4K
01989A100
Shares:12.5K
Value:$312.6K
33740F631
Shares:8.1K
Value:$308.9K