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 9 of 26
DOCUSIGN, INC.
Shares:3.8K
Value:$307.8K
92189F106
Shares:6.7K
Value:$307.8K
46434G764
Shares:5.6K
Value:$306.7K
78468R663
Shares:3.3K
Value:$302.5K
33739P830
Shares:15.0K
Value:$298.1K
61774R403
Shares:5.3K
Value:$297.9K
61774R205
Shares:4.3K
Value:$296.5K
47804J107
Shares:4.4K
Value:$293.5K
46435G425
Shares:2.4K
Value:$289.5K
33740U406
Shares:7.4K
Value:$289.1K
92206C706
Shares:4.8K
Value:$287.6K
09290C509
Shares:4.7K
Value:$285.4K
921908844
Shares:1.5K
Value:$283.1K
53656F599
Shares:12.9K
Value:$283.1K
Shares:1.1K
Value:$282.7K
VISA INC.
Shares:798
Value:$279.7K
FEDEX CORP
Shares:1.1K
Value:$276.6K
REGENERON PHARMACEUTICALS, INC.
Shares:436
Value:$276.5K
46138E651
Shares:6.9K
Value:$275.3K
BlackRock, Inc.
Shares:290
Value:$274.6K