JOURNEY STRATEGIC WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KIM | 9K | $204.15K |
 | DUK | 9K | $1.15M |
 | AVT | 9K | $484.32K |
 | UBS | 9K | $378.23K |
 | COP | 9K | $863.64K |
 | MPC | 9K | $1.75M |
 | APA | 9K | $214.34K |
 | SCHW | 9K | $838.64K |
 | BMO | 9K | $1.14M |
 | CPRT | 9K | $382.74K |
 | TFC | 8K | $387.09K |
 | HIMS | 8K | $476.11K |
 | SHEL | 8K | $598.39K |
 | ADC | 8K | $583.88K |
 | MS | 8K | $1.30M |
 | BTI | 8K | $433.16K |
 | AZN | 8K | $624.53K |
 | COLB | 8K | $208.50K |
 | KD | 8K | $239.94K |
 | TTEK | 8K | $265.94K |
Kimco Realty Corporation
KIM
Shares Held
9K
Value
$204.15K
Duke Energy Corporation
DUK
Shares Held
9K
Value
$1.15M
Avnet, Inc.
AVT
Shares Held
9K
Value
$484.32K
UBS Group AG
UBS
Shares Held
9K
Value
$378.23K
ConocoPhillips
COP
Shares Held
9K
Value
$863.64K
Marathon Petroleum Corporation
MPC
Shares Held
9K
Value
$1.75M
APA Corporation
APA
Shares Held
9K
Value
$214.34K
The Charles Schwab Corporation
SCHW
Shares Held
9K
Value
$838.64K
Bank of Montreal
BMO
Shares Held
9K
Value
$1.14M
Copart, Inc.
CPRT
Shares Held
9K
Value
$382.74K
Truist Financial Corporation
TFC
Shares Held
8K
Value
$387.09K
Hims & Hers Health, Inc.
HIMS
Shares Held
8K
Value
$476.11K
Shell plc
SHEL
Shares Held
8K
Value
$598.39K
Agree Realty Corporation
ADC
Shares Held
8K
Value
$583.88K
Morgan Stanley
MS
Shares Held
8K
Value
$1.30M
British American Tobacco p.l.c.
BTI
Shares Held
8K
Value
$433.16K
AstraZeneca PLC
AZN
Shares Held
8K
Value
$624.53K
Columbia Banking System, Inc.
COLB
Shares Held
8K
Value
$208.50K
Kyndryl Holdings, Inc.
KD
Shares Held
8K
Value
$239.94K
Tetra Tech, Inc.
TTEK
Shares Held
8K
Value
$265.94K