Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IJH, MSFT, BND, AAPL, and represent 17.95% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IBTK (+$11M), FNDF (+$7.4M), ILF (+$6.9M), XLV (+$6.5M), VEA (+$6.3M), EWJ (+$5.2M), CASY, XLK, BRK.A, CRAK.
- Started 14 new stock positions in CASY, FLS, UNH, NVS, SOXX, IBDX, SQM, XLB, IBDW, FNDF. WDAY, CRAK, EWJ, BLNE.
- Reduced shares in these 10 stocks: RIO (-$162M), IJR (-$19M), IBDQ (-$14M), TPZ (-$10M), ARX (-$7.9M), SGOV (-$7.2M), SMLF (-$5.6M), WLK, TRMD, PEP.
- Sold out of its positions in AIG, CMG, CLX, BEN, DOC, IBDQ, IBTF, IBIT, KWEB, OXY. RIO, TPZ, MOO, VT, HCC, WLK, ARX, TRMD.
- Journey Advisory Group was a net seller of stock by $-180M.
- Journey Advisory Group has $1.2B in assets under management (AUM), dropping by -11.93%.
- Central Index Key (CIK): 0001840085
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Portfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $46M | +16% | 731k | 62.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $44M | -2% | 670k | 66.00 |
|
| Microsoft Corporation (MSFT) | 3.6 | $43M | -3% | 89k | 483.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.4 | $41M | +5% | 550k | 74.07 |
|
| Apple (AAPL) | 3.4 | $40M | -3% | 148k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $26M | -8% | 82k | 313.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $25M | 127k | 198.62 |
|
|
| Procter & Gamble Company (PG) | 2.1 | $25M | 175k | 143.31 |
|
|
| Eli Lilly & Co. (LLY) | 2.0 | $24M | -4% | 22k | 1074.66 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $24M | -2% | 74k | 322.22 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $21M | 222k | 94.16 |
|
|
| Broadcom (AVGO) | 1.8 | $21M | -10% | 60k | 346.10 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.7 | $20M | +17% | 237k | 83.61 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $19M | +4% | 795k | 24.37 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.6 | $19M | +3% | 850k | 22.47 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.6 | $19M | +3% | 846k | 22.36 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.6 | $19M | +11% | 775k | 24.23 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.4 | $17M | +3% | 773k | 21.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $17M | +2% | 76k | 219.78 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 1.4 | $17M | +70% | 548k | 30.45 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 1.4 | $16M | +206% | 818k | 19.84 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.4 | $16M | 64k | 250.31 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $13M | -12% | 71k | 186.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $13M | 180k | 69.42 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 1.0 | $12M | +29% | 191k | 60.07 |
|
| Abbvie (ABBV) | 0.9 | $11M | -4% | 48k | 228.49 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $11M | 120k | 89.43 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $9.9M | +10% | 15k | 660.09 |
|
| Wal-Mart Stores (WMT) | 0.8 | $9.7M | +5% | 87k | 110.87 |
|
| Ge Aerospace Com New (GE) | 0.8 | $9.6M | -3% | 31k | 308.03 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.8 | $9.6M | +4% | 250k | 38.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $9.5M | -8% | 24k | 396.31 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $9.3M | +105% | 65k | 144.06 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $9.1M | -9% | 11k | 862.37 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.7 | $8.7M | +31% | 411k | 21.25 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $8.7M | -45% | 86k | 100.38 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.7 | $8.1M | 513k | 15.86 |
|
|
| Waste Management (WM) | 0.7 | $8.0M | -7% | 37k | 219.71 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.7 | $7.9M | +2% | 196k | 40.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $7.8M | -71% | 65k | 120.18 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $7.4M | NEW | 163k | 45.21 |
|
| Visa Com Cl A (V) | 0.6 | $7.3M | -3% | 21k | 350.71 |
|
| Ssga Active Tr State Street Dou (STOT) | 0.6 | $7.2M | -12% | 152k | 47.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $7.2M | +6% | 11k | 684.94 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $7.2M | +948% | 46k | 154.80 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.6 | $7.0M | 258k | 27.21 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.6 | $6.9M | -3% | 147k | 46.92 |
|
| Cintas Corporation (CTAS) | 0.6 | $6.8M | -12% | 36k | 188.07 |
|
| TJX Companies (TJX) | 0.6 | $6.8M | -8% | 44k | 153.61 |
|
| Marathon Petroleum Corp (MPC) | 0.6 | $6.7M | -25% | 41k | 163.15 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.6 | $6.7M | 72k | 93.12 |
|
|
| Micron Technology (MU) | 0.6 | $6.6M | 23k | 285.41 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $6.6M | +5% | 112k | 58.73 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.5 | $6.5M | +12% | 102k | 63.53 |
|
| Lincoln Educational Services Corporation (LINC) | 0.5 | $6.1M | 252k | 24.15 |
|
|
| Ameriprise Financial (AMP) | 0.5 | $6.0M | -7% | 12k | 490.34 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $6.0M | +2% | 8.8k | 680.47 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.5 | $5.8M | 60k | 97.22 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.5 | $5.8M | +113% | 125k | 46.36 |
|
| Home Depot (HD) | 0.5 | $5.8M | -9% | 17k | 344.10 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $5.8M | -6% | 48k | 120.08 |
|
| Johnson & Johnson (JNJ) | 0.5 | $5.8M | +12% | 28k | 206.43 |
|
| Nextera Energy (NEE) | 0.5 | $5.6M | -5% | 70k | 80.28 |
|
| JBS Cl A Shs (JBS) | 0.5 | $5.6M | 389k | 14.42 |
|
|
| Goldman Sachs (GS) | 0.5 | $5.5M | +17% | 6.3k | 874.02 |
|
| Amazon (AMZN) | 0.5 | $5.4M | -4% | 23k | 230.82 |
|
| Vale S A Sponsored Ads (VALE) | 0.4 | $5.3M | 408k | 13.03 |
|
|
| American Express Company (AXP) | 0.4 | $5.3M | -3% | 14k | 369.95 |
|
| Nucor Corporation (NUE) | 0.4 | $5.3M | 32k | 163.11 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.4 | $5.2M | NEW | 64k | 80.74 |
|
| CSX Corporation (CSX) | 0.4 | $5.2M | 142k | 36.25 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.4 | $5.1M | 612k | 8.39 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $5.1M | +10% | 49k | 102.42 |
|
| Casey's General Stores (CASY) | 0.4 | $4.9M | NEW | 8.8k | 552.71 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.4 | $4.8M | -19% | 26k | 186.43 |
|
| Chevron Corporation (CVX) | 0.4 | $4.8M | 31k | 152.41 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.7M | 15k | 313.80 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $4.6M | -6% | 9.6k | 483.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $4.6M | 7.5k | 614.30 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $4.5M | +500% | 6.00 | 754800.00 |
|
| St. Joe Company (JOE) | 0.4 | $4.5M | 76k | 59.37 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $4.5M | -8% | 18k | 257.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $4.4M | -10% | 17k | 258.79 |
|
| Cincinnati Financial Corporation (CINF) | 0.4 | $4.4M | 27k | 163.32 |
|
|
| Agnico (AEM) | 0.4 | $4.3M | -3% | 26k | 169.53 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $4.3M | -12% | 95k | 45.45 |
|
| Jacobs Engineering Group (J) | 0.4 | $4.2M | -7% | 32k | 132.46 |
|
| International Business Machines (IBM) | 0.4 | $4.2M | +2% | 14k | 296.21 |
|
| McDonald's Corporation (MCD) | 0.4 | $4.2M | -3% | 14k | 305.62 |
|
| Range Resources (RRC) | 0.3 | $4.0M | +15% | 113k | 35.26 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $3.9M | -7% | 47k | 82.53 |
|
| Spdr Series Trust State Street Spd (LGLV) | 0.3 | $3.8M | 22k | 175.57 |
|
|
| Vaneck Etf Trust Oil Refiners Etf (CRAK) | 0.3 | $3.7M | NEW | 99k | 37.51 |
|
| Snap-on Incorporated (SNA) | 0.3 | $3.6M | -6% | 11k | 344.60 |
|
| New Gold Inc Cda (NGD) | 0.3 | $3.6M | -30% | 418k | 8.71 |
|
| CNO Financial (CNO) | 0.3 | $3.5M | -6% | 82k | 42.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.5M | -6% | 13k | 268.30 |
|
| Applied Materials (AMAT) | 0.3 | $3.4M | 13k | 256.99 |
|
|
| Workday Cl A (WDAY) | 0.3 | $3.4M | NEW | 16k | 214.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.4M | -2% | 6.8k | 502.65 |
|
| Cme (CME) | 0.3 | $3.3M | -6% | 12k | 273.08 |
|
| Wec Energy Group (WEC) | 0.3 | $3.2M | -4% | 31k | 105.46 |
|
| Caterpillar (CAT) | 0.2 | $2.9M | +8% | 5.1k | 572.87 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.9M | -16% | 15k | 194.91 |
|
| Doubleline Yield (DLY) | 0.2 | $2.9M | 197k | 14.54 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $2.9M | +377% | 18k | 162.79 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $2.7M | -4% | 23k | 115.10 |
|
| Doubleline Opportunistic Cr (DBL) | 0.2 | $2.6M | +2% | 171k | 15.25 |
|
| Doubleline Income Solutions (DSL) | 0.2 | $2.6M | 229k | 11.27 |
|
|
| Merck & Co (MRK) | 0.2 | $2.4M | -12% | 24k | 102.38 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.3M | -2% | 32k | 73.56 |
|
| Amgen (AMGN) | 0.2 | $2.3M | -4% | 6.9k | 327.29 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.2M | +3% | 12k | 181.62 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.2M | +26% | 27k | 82.82 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.2M | -8% | 9.5k | 231.32 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.2M | 7.1k | 303.89 |
|
|
| Rockwell Automation (ROK) | 0.2 | $2.1M | 5.5k | 389.07 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $2.1M | 17k | 125.29 |
|
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $1.9M | NEW | 27k | 68.80 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $1.8M | 34k | 53.36 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.8M | +16% | 4.0k | 445.35 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.7M | 32k | 54.77 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | -4% | 5.1k | 335.27 |
|
| Emerson Electric (EMR) | 0.1 | $1.7M | 13k | 132.72 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.6M | 5.6k | 288.71 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | -15% | 2.8k | 570.88 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $1.6M | +13% | 11k | 138.46 |
|
| Deere & Company (DE) | 0.1 | $1.5M | 3.3k | 465.81 |
|
|
| Chubb (CB) | 0.1 | $1.5M | -12% | 4.9k | 310.72 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.5M | 4.7k | 318.51 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | +24% | 15k | 95.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | -6% | 3.0k | 487.98 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.4M | -38% | 1.1k | 1215.06 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 9.7k | 141.14 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.4M | -14% | 3.9k | 351.47 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | +14% | 2.3k | 603.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.4M | -5% | 7.1k | 190.99 |
|
| Pepsi (PEP) | 0.1 | $1.3M | -66% | 9.0k | 143.52 |
|
| Intel Corporation (INTC) | 0.1 | $1.3M | +14% | 34k | 36.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | -2% | 4.3k | 290.25 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $1.2M | +91% | 37k | 33.85 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 11k | 116.09 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | -2% | 1.6k | 753.78 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.2M | +2% | 7.9k | 155.04 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.2M | +5% | 50k | 23.41 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | -23% | 18k | 64.42 |
|
| Maui Land & Pineapple (MLP) | 0.1 | $1.2M | -50% | 68k | 16.94 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | +4% | 10k | 114.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | 6.1k | 176.62 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.0M | +59% | 8.5k | 120.72 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.0M | -15% | 2.7k | 383.32 |
|
| Microchip Technology (MCHP) | 0.1 | $1.0M | 16k | 63.72 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.0M | +97% | 22k | 44.71 |
|
| Pfizer (PFE) | 0.1 | $982k | 40k | 24.89 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $976k | -34% | 1.7k | 580.71 |
|
| Bank of America Corporation (BAC) | 0.1 | $960k | 18k | 54.97 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $942k | -18% | 4.4k | 214.16 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $942k | 18k | 53.39 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $938k | -18% | 9.7k | 97.13 |
|
| Antero Res (AR) | 0.1 | $895k | +3% | 26k | 34.46 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $890k | -18% | 7.6k | 117.22 |
|
| PNC Financial Services (PNC) | 0.1 | $860k | +23% | 4.1k | 208.73 |
|
| Lowe's Companies (LOW) | 0.1 | $809k | +80% | 3.4k | 241.16 |
|
| Honeywell International (HON) | 0.1 | $785k | -7% | 4.0k | 195.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $778k | -31% | 1.4k | 566.36 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $775k | -5% | 4.0k | 191.58 |
|
| Southern Company (SO) | 0.1 | $772k | -9% | 8.8k | 87.20 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $768k | -4% | 8.1k | 95.35 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $753k | 6.1k | 123.26 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $752k | 28k | 26.49 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $746k | -6% | 1.6k | 473.30 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.1 | $727k | -88% | 9.7k | 74.88 |
|
| Travelers Companies (TRV) | 0.1 | $695k | -4% | 2.4k | 290.06 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $686k | 1.8k | 373.44 |
|
|
| Coca-Cola Company (KO) | 0.1 | $683k | +5% | 9.8k | 69.91 |
|
| American Financial (AFG) | 0.1 | $662k | -3% | 4.8k | 136.67 |
|
| Morgan Stanley Com New (MS) | 0.1 | $623k | 3.5k | 177.51 |
|
|
| Cisco Systems (CSCO) | 0.1 | $612k | +55% | 8.0k | 76.91 |
|
| Philip Morris International (PM) | 0.1 | $605k | 3.8k | 160.40 |
|
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| Kroger (KR) | 0.1 | $602k | +115% | 9.6k | 62.48 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $591k | -2% | 7.3k | 81.17 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $570k | 984.00 | 579.45 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $569k | -2% | 5.7k | 99.91 |
|
| Illinois Tool Works (ITW) | 0.0 | $546k | +2% | 2.2k | 247.66 |
|
| AmerisourceBergen (COR) | 0.0 | $543k | -4% | 1.6k | 337.75 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $527k | 11k | 47.79 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $525k | +113% | 3.6k | 144.84 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $514k | -2% | 2.1k | 246.16 |
|
| ConocoPhillips (COP) | 0.0 | $514k | -12% | 5.5k | 93.61 |
|
| Nike CL B (NKE) | 0.0 | $513k | +37% | 8.0k | 63.71 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $493k | 2.3k | 212.07 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $487k | +93% | 9.5k | 51.10 |
|
| Marvell Technology (MRVL) | 0.0 | $472k | 5.6k | 84.98 |
|
|
| Phillips 66 (PSX) | 0.0 | $448k | 3.5k | 129.04 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $447k | 784.00 | 570.21 |
|
|
| Marsh & McLennan Companies | 0.0 | $444k | +23% | 2.2k | 199.73 |
|
| Ge Vernova (GEV) | 0.0 | $443k | 678.00 | 653.57 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $438k | -11% | 1.3k | 336.66 |
|
| Corteva (CTVA) | 0.0 | $437k | -6% | 6.5k | 67.38 |
|
| Medpace Hldgs (MEDP) | 0.0 | $434k | -9% | 773.00 | 561.65 |
|
| Capital One Financial (COF) | 0.0 | $425k | 1.8k | 242.36 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $418k | -23% | 1.6k | 258.02 |
|
| Boeing Company (BA) | 0.0 | $417k | -5% | 1.9k | 217.15 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $414k | 3.8k | 109.91 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $408k | -84% | 7.6k | 53.83 |
|
| Halliburton Company (HAL) | 0.0 | $407k | -14% | 14k | 28.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $406k | -3% | 2.8k | 143.52 |
|
| ON Semiconductor (ON) | 0.0 | $406k | 7.5k | 54.15 |
|
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $405k | 10k | 38.99 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $403k | +5% | 9.4k | 42.73 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $400k | -51% | 1.6k | 242.91 |
|
| Ecolab (ECL) | 0.0 | $394k | 1.5k | 262.52 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $393k | +77% | 3.7k | 106.77 |
|
| Verizon Communications (VZ) | 0.0 | $391k | +17% | 9.6k | 40.73 |
|
| Altria (MO) | 0.0 | $386k | 6.7k | 57.66 |
|
|
| UnitedHealth (UNH) | 0.0 | $375k | NEW | 1.1k | 330.11 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $371k | 30k | 12.38 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $354k | 1.7k | 214.69 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $350k | 4.4k | 79.84 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $339k | 2.0k | 173.49 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $326k | -23% | 1.6k | 210.34 |
|
| Danaher Corporation (DHR) | 0.0 | $316k | -40% | 1.5k | 215.45 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $313k | 4.6k | 68.36 |
|
|
| Fiserv (FI) | 0.0 | $307k | 4.6k | 67.17 |
|
|
| Corning Incorporated (GLW) | 0.0 | $307k | 4.3k | 70.99 |
|
|
| BorgWarner (BWA) | 0.0 | $304k | -16% | 6.8k | 45.06 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $293k | 12k | 25.45 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $291k | -12% | 6.2k | 46.81 |
|
| Qualcomm (QCOM) | 0.0 | $284k | 1.7k | 171.05 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $283k | 4.1k | 69.93 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $281k | NEW | 2.0k | 137.87 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $274k | -10% | 951.00 | 287.85 |
|
| Medtronic SHS (MDT) | 0.0 | $271k | -12% | 2.8k | 96.06 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $268k | +12% | 2.7k | 100.89 |
|
| Netflix (NFLX) | 0.0 | $267k | +882% | 2.9k | 93.76 |
|
| Flowserve Corporation (FLS) | 0.0 | $267k | NEW | 3.8k | 69.38 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $261k | -49% | 8.3k | 31.51 |
|
| American Electric Power Company (AEP) | 0.0 | $259k | 2.2k | 115.31 |
|
|
| W.W. Grainger (GWW) | 0.0 | $253k | 251.00 | 1009.05 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $250k | -38% | 1.8k | 136.07 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $250k | NEW | 12k | 21.15 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $248k | NEW | 9.7k | 25.53 |
|
| Carrier Global Corporation (CARR) | 0.0 | $241k | 4.5k | 53.27 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $240k | -38% | 2.9k | 84.10 |
|
| Analog Devices (ADI) | 0.0 | $240k | -10% | 884.00 | 271.20 |
|
| Edwards Lifesciences (EW) | 0.0 | $227k | 2.7k | 85.25 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $226k | 2.7k | 84.21 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $226k | NEW | 5.0k | 45.35 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $221k | -30% | 7.1k | 30.96 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $217k | NEW | 720.00 | 301.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $216k | +4% | 345.00 | 627.13 |
|
| Zoetis Cl A (ZTS) | 0.0 | $215k | 1.7k | 125.82 |
|
|
| Astera Labs (ALAB) | 0.0 | $214k | 1.3k | 166.36 |
|
|
| At&t (T) | 0.0 | $213k | +12% | 8.6k | 24.84 |
|
| Progressive Corporation (PGR) | 0.0 | $213k | 935.00 | 227.72 |
|
|
| FedEx Corporation (FDX) | 0.0 | $209k | -24% | 725.00 | 288.86 |
|
| Intuit (INTU) | 0.0 | $204k | -3% | 308.00 | 662.42 |
|
| Bandwidth Com Cl A (BAND) | 0.0 | $196k | 13k | 15.45 |
|
|
| Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) | 0.0 | $106k | -2% | 21k | 5.07 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $60k | 12k | 4.99 |
|
|
| Beeline Holdings Com New (BLNE) | 0.0 | $22k | NEW | 13k | 1.72 |
|
| Mainz Biomed N V Shs New (MYNZ) | 0.0 | $17k | 15k | 1.12 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- Journey Advisory Group 2025 Q4 filed Jan. 27, 2026
- Journey Advisory Group 2025 Q3 filed Nov. 10, 2025
- Journey Advisory Group 2025 Q2 filed July 30, 2025
- Journey Advisory Group 2025 Q1 filed May 13, 2025
- Journey Advisory Group 2024 Q4 filed Feb. 4, 2025
- Journey Advisory Group 2024 Q3 filed Nov. 12, 2024
- Journey Advisory Group 2024 Q2 filed Aug. 2, 2024
- Journey Advisory Group 2024 Q1 filed May 9, 2024
- Journey Advisory Group 2023 Q4 filed Feb. 12, 2024
- Journey Advisory Group 2023 Q3 filed Nov. 15, 2023
- Journey Advisory Group 2023 Q2 filed Aug. 9, 2023
- Journey Advisory Group 2023 Q1 filed May 4, 2023
- Journey Advisory Group 2022 Q4 filed Feb. 7, 2023
- Journey Advisory Group 2022 Q3 filed Nov. 9, 2022
- Journey Advisory Group 2022 Q2 filed Aug. 2, 2022
- Journey Advisory Group 2022 Q1 filed May 13, 2022