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Series Portfolios Tr shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $24M 830k 29.33

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
RBB Us Treas 3 Mnth (TBIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Equable Shares H (HEDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)

View all positions for Journey Strategic Wealth

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Journey Strategic Wealth
Rockefeller Capital Management
Enzi Wealth
Envestnet Asset Management
Platform Technology Partners
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Vise Technologies
Chapin Davis

View all funds holding Series Portfolios Tr