Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RIO, MSFT, IJH, AAPL, BND, and represent 24.55% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: MPC (+$9.2M), Accelerant Holdings Cl A (+$7.9M), FXI (+$7.6M), EWH (+$6.8M), EWT, TRMD, RRC, DBND, IBTK, MU.
- Started 13 new stock positions in EWH, DBND, ALAB, VOO, VT, IBIT, VLO, KWEB, WMS, TSLS. Accelerant Holdings Cl A, PSX, TRMD.
- Reduced shares in these 10 stocks: MOS (-$7.4M), QSR, HCC, TSM, BOXX, RIO, VGSH, CP, AON, DOC.
- Sold out of its positions in SIVR, BAH, BRF Brasil Foods SA, CI, CP, C, FTXG, HSY, IBDW, MSTR. MOS, MYO, QSR, RHI, CRM, XLP, SJM, UPS, AON, AGRO.
- Journey Advisory Group was a net seller of stock by $-22M.
- Journey Advisory Group has $1.4B in assets under management (AUM), dropping by 5.00%.
- Central Index Key (CIK): 0001840085
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Portfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 266 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rio Tinto Sponsored Adr (RIO) | 12.0 | $162M | 2.5M | 65.71 |
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| Microsoft Corporation (MSFT) | 3.5 | $47M | 91k | 517.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.3 | $45M | 684k | 65.26 |
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| Apple (AAPL) | 2.9 | $39M | 153k | 254.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.9 | $39M | 523k | 74.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $38M | 629k | 59.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $27M | 225k | 118.83 |
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| Procter & Gamble Company (PG) | 2.0 | $27M | -5% | 173k | 153.65 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $25M | 127k | 194.50 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $24M | 76k | 315.43 |
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| Broadcom (AVGO) | 1.6 | $22M | 67k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $22M | 90k | 243.10 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.5 | $21M | 219k | 95.14 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.4 | $19M | +2% | 758k | 24.40 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.4 | $19M | +4% | 820k | 22.52 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.4 | $18M | +3% | 818k | 22.39 |
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| Eli Lilly & Co. (LLY) | 1.3 | $18M | 23k | 763.00 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.2 | $17M | +3% | 694k | 24.30 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.2 | $17M | 65k | 256.45 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.2 | $16M | +4% | 746k | 21.95 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.2 | $16M | 201k | 79.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $16M | -6% | 74k | 215.80 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $16M | 158k | 100.70 |
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| NVIDIA Corporation (NVDA) | 1.1 | $15M | -6% | 82k | 186.58 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.1 | $14M | 569k | 25.19 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $12M | 182k | 68.08 |
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| Abbvie (ABBV) | 0.9 | $12M | +2% | 50k | 231.54 |
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| Costco Wholesale Corporation (COST) | 0.8 | $11M | -5% | 12k | 925.67 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $11M | 121k | 88.96 |
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| Marathon Petroleum Corp (MPC) | 0.8 | $11M | +634% | 55k | 192.74 |
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| Tortoise Capital Series Trus Essential Energy (TPZ) | 0.8 | $10M | -2% | 562k | 18.56 |
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| Meta Platforms Cl A (META) | 0.7 | $9.9M | +2% | 14k | 734.38 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.7 | $9.8M | +336% | 239k | 41.14 |
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| Ge Aerospace Com New (GE) | 0.7 | $9.7M | +13% | 32k | 300.82 |
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| Ishares Tr Msci China Etf (MCHI) | 0.7 | $9.7M | +9% | 147k | 65.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $9.3M | +2% | 26k | 355.47 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.7 | $9.3M | 321k | 28.89 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $8.9M | -7% | 31k | 281.86 |
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| Waste Management (WM) | 0.6 | $8.7M | +2% | 39k | 220.83 |
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| Wal-Mart Stores (WMT) | 0.6 | $8.6M | 83k | 103.06 |
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| Cintas Corporation (CTAS) | 0.6 | $8.4M | +2% | 41k | 205.26 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.6 | $8.2M | 516k | 15.94 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.6 | $8.2M | -9% | 174k | 47.38 |
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| Accelerant Holdings Cl A | 0.6 | $7.9M | NEW | 433k | 18.23 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.6 | $7.8M | 192k | 40.57 |
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| Home Depot (HD) | 0.6 | $7.6M | +2% | 19k | 405.19 |
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| Visa Com Cl A (V) | 0.6 | $7.4M | 22k | 341.38 |
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| TJX Companies (TJX) | 0.5 | $7.0M | 48k | 144.54 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $6.9M | 262k | 26.30 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $6.8M | -4% | 151k | 45.21 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.5 | $6.8M | NEW | 314k | 21.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $6.6M | 9.9k | 669.28 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.5 | $6.5M | +32% | 72k | 91.22 |
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| Ameriprise Financial (AMP) | 0.5 | $6.5M | 13k | 491.24 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $6.3M | 85k | 74.35 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $6.2M | -32% | 106k | 58.85 |
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| Lincoln Educational Services Corporation (LINC) | 0.4 | $6.0M | -12% | 255k | 23.50 |
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| Arthur J. Gallagher & Co. (AJG) | 0.4 | $5.9M | 19k | 309.73 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.8M | -2% | 52k | 112.75 |
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| Ishares Msci Taiwan Etf (EWT) | 0.4 | $5.8M | +110% | 91k | 63.62 |
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| JBS Cl A Shs (JBS) | 0.4 | $5.8M | 389k | 14.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $5.7M | -15% | 8.6k | 666.19 |
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| Automatic Data Processing (ADP) | 0.4 | $5.6M | +2% | 19k | 293.51 |
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| Nextera Energy (NEE) | 0.4 | $5.6M | +3% | 74k | 75.49 |
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| Amazon (AMZN) | 0.4 | $5.4M | +2% | 25k | 219.57 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.4 | $5.3M | +61% | 267k | 19.88 |
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| Jacobs Engineering Group (J) | 0.4 | $5.2M | +3% | 34k | 149.86 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $5.1M | +3% | 10k | 499.21 |
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| CSX Corporation (CSX) | 0.4 | $5.1M | 144k | 35.51 |
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| Oracle Corporation (ORCL) | 0.4 | $5.0M | -17% | 18k | 281.24 |
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| American Express Company (AXP) | 0.4 | $5.0M | +6% | 15k | 332.16 |
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| Chevron Corporation (CVX) | 0.4 | $4.8M | 31k | 155.29 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.4 | $4.8M | -15% | 60k | 80.10 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $4.8M | 108k | 44.19 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $4.7M | +2% | 45k | 104.96 |
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| Johnson & Johnson (JNJ) | 0.3 | $4.6M | -5% | 25k | 185.42 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.3 | $4.6M | 32k | 142.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.5M | -3% | 7.5k | 600.36 |
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| Agnico (AEM) | 0.3 | $4.5M | 27k | 168.56 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.3 | $4.4M | 610k | 7.27 |
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| Vale S A Sponsored Ads (VALE) | 0.3 | $4.4M | -27% | 407k | 10.86 |
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| Nucor Corporation (NUE) | 0.3 | $4.4M | 32k | 135.43 |
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| McDonald's Corporation (MCD) | 0.3 | $4.3M | +2% | 14k | 303.90 |
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| New Gold Inc Cda (NGD) | 0.3 | $4.3M | 600k | 7.18 |
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| Goldman Sachs (GS) | 0.3 | $4.3M | 5.4k | 796.35 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $4.2M | 27k | 158.10 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.3 | $4.1M | -3% | 51k | 80.65 |
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| Snap-on Incorporated (SNA) | 0.3 | $3.9M | +4% | 11k | 346.53 |
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| International Business Machines (IBM) | 0.3 | $3.9M | +39% | 14k | 282.16 |
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| Micron Technology (MU) | 0.3 | $3.8M | +77% | 23k | 167.32 |
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| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.3 | $3.8M | 21k | 178.16 |
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| Pepsi (PEP) | 0.3 | $3.7M | -40% | 27k | 140.44 |
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| St. Joe Company (JOE) | 0.3 | $3.7M | -9% | 75k | 49.48 |
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| Wec Energy Group (WEC) | 0.3 | $3.7M | +6% | 32k | 114.59 |
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| Range Resources (RRC) | 0.3 | $3.7M | +357% | 97k | 37.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.6M | -2% | 15k | 243.55 |
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| Cme (CME) | 0.3 | $3.5M | 13k | 270.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.5M | -2% | 6.9k | 502.74 |
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| Westlake Chemical Corporation (WLK) | 0.3 | $3.5M | 45k | 77.06 |
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| CNO Financial (CNO) | 0.3 | $3.5M | +5% | 88k | 39.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.4M | -40% | 14k | 246.60 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $3.0M | +6% | 49k | 62.48 |
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| Torm Shs Cl A (TRMD) | 0.2 | $2.9M | NEW | 142k | 20.62 |
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| Doubleline Yield (DLY) | 0.2 | $2.9M | 193k | 15.08 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $2.8M | -55% | 24k | 113.86 |
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| Doubleline Income Solutions (DSL) | 0.2 | $2.8M | 225k | 12.28 |
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| Doubleline Etf Trust Opportunistic Co (DBND) | 0.2 | $2.7M | NEW | 59k | 46.53 |
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| Applied Materials (AMAT) | 0.2 | $2.7M | 13k | 204.74 |
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| Doubleline Opportunistic Cr (DBL) | 0.2 | $2.6M | 168k | 15.58 |
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| Maui Land & Pineapple (MLP) | 0.2 | $2.6M | -37% | 138k | 18.64 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.5M | -3% | 10k | 236.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.3M | 32k | 71.37 |
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| Abbott Laboratories (ABT) | 0.2 | $2.3M | -10% | 17k | 133.94 |
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| Caterpillar (CAT) | 0.2 | $2.2M | 4.7k | 477.15 |
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| Merck & Co (MRK) | 0.2 | $2.2M | -4% | 27k | 83.96 |
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| Amgen (AMGN) | 0.2 | $2.0M | -13% | 7.2k | 282.19 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.0M | -64% | 7.1k | 279.29 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.0M | 1.8k | 1078.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | 12k | 167.33 |
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| Rockwell Automation (ROK) | 0.1 | $1.9M | 5.4k | 349.53 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.8M | 3.2k | 568.81 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.8M | 2.6k | 698.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | -13% | 5.3k | 328.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.7M | 21k | 82.96 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.7M | 4.7k | 374.25 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.7M | 32k | 53.87 |
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| Norfolk Southern (NSC) | 0.1 | $1.7M | 5.6k | 300.40 |
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| Stryker Corporation (SYK) | 0.1 | $1.7M | 4.5k | 369.67 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | 13k | 131.18 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.6M | -2% | 33k | 48.33 |
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| Chubb (CB) | 0.1 | $1.6M | -4% | 5.6k | 282.29 |
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| Deere & Company (DE) | 0.1 | $1.5M | 3.3k | 457.26 |
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| Tesla Motors (TSLA) | 0.1 | $1.5M | 3.4k | 444.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | 3.1k | 479.61 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | 3.2k | 457.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.4M | 7.5k | 186.49 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 9.6k | 142.10 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $1.4M | +8% | 10k | 135.23 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | 4.4k | 293.77 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.3M | 5.3k | 239.64 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | 1.7k | 746.63 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.2M | -3% | 7.7k | 154.23 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | 2.0k | 596.03 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 11k | 108.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | -16% | 12k | 93.37 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 9.3k | 123.75 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.1M | 47k | 23.47 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -12% | 9.6k | 114.50 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | -13% | 6.0k | 182.42 |
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| Nasdaq Omx (NDAQ) | 0.1 | $1.0M | 12k | 88.45 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | 11k | 89.34 |
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| Pfizer (PFE) | 0.1 | $1.0M | -3% | 40k | 25.48 |
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| Intel Corporation (INTC) | 0.1 | $1.0M | +21% | 30k | 33.55 |
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| Microchip Technology (MCHP) | 0.1 | $1.0M | 16k | 64.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $995k | 24k | 42.37 |
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| Southern Company (SO) | 0.1 | $929k | 9.8k | 94.77 |
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| Honeywell International (HON) | 0.1 | $912k | +2% | 4.3k | 210.49 |
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| Sap Se Spon Adr (SAP) | 0.1 | $904k | +9% | 3.4k | 267.21 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $895k | 2.0k | 447.23 |
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| Bank of America Corporation (BAC) | 0.1 | $894k | 17k | 51.59 |
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| Advanced Micro Devices (AMD) | 0.1 | $874k | 5.4k | 161.79 |
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| Antero Res (AR) | 0.1 | $839k | 25k | 33.56 |
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| Boston Scientific Corporation (BSX) | 0.1 | $820k | +13% | 8.4k | 97.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $811k | -4% | 4.3k | 189.71 |
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| Bristol Myers Squibb (BMY) | 0.1 | $805k | 18k | 45.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $790k | +3% | 1.7k | 468.41 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $765k | 28k | 26.95 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $743k | 6.2k | 120.72 |
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| American Financial (AFG) | 0.1 | $733k | 5.0k | 145.73 |
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| Travelers Companies (TRV) | 0.1 | $697k | -3% | 2.5k | 279.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $678k | 1.9k | 365.48 |
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| PNC Financial Services (PNC) | 0.0 | $668k | 3.3k | 200.93 |
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| Valero Energy Corporation (VLO) | 0.0 | $627k | NEW | 3.7k | 170.26 |
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| Coca-Cola Company (KO) | 0.0 | $617k | -2% | 9.3k | 66.32 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $614k | 4.4k | 139.17 |
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| Canadian Natural Resources (CNQ) | 0.0 | $612k | -75% | 19k | 31.96 |
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| Philip Morris International (PM) | 0.0 | $612k | 3.8k | 162.20 |
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| ConocoPhillips (COP) | 0.0 | $595k | -19% | 6.3k | 94.59 |
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| Fiserv (FI) | 0.0 | $590k | 4.6k | 128.93 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $580k | -15% | 15k | 39.19 |
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| Illinois Tool Works (ITW) | 0.0 | $560k | 2.1k | 260.76 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $558k | +2% | 5.8k | 95.47 |
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| Morgan Stanley Com New (MS) | 0.0 | $550k | 3.5k | 158.94 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $544k | +2% | 7.5k | 72.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $537k | 2.1k | 254.29 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $535k | -2% | 11k | 47.63 |
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| AmerisourceBergen (COR) | 0.0 | $529k | -8% | 1.7k | 312.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $517k | +88% | 2.1k | 241.96 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $507k | -17% | 16k | 31.16 |
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| General Dynamics Corporation (GD) | 0.0 | $503k | -2% | 1.5k | 341.00 |
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| Danaher Corporation (DHR) | 0.0 | $489k | -83% | 2.5k | 198.30 |
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| Peak (DOC) | 0.0 | $487k | -84% | 25k | 19.15 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $485k | 2.3k | 206.51 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $478k | -84% | 985.00 | 485.02 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $478k | -2% | 784.00 | 609.32 |
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| Corteva (CTVA) | 0.0 | $470k | -2% | 6.9k | 67.63 |
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| Phillips 66 (PSX) | 0.0 | $469k | NEW | 3.5k | 136.02 |
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| Lowe's Companies (LOW) | 0.0 | $466k | 1.9k | 251.31 |
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| Marvell Technology (MRVL) | 0.0 | $463k | -15% | 5.5k | 84.07 |
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| Altria (MO) | 0.0 | $442k | 6.7k | 66.06 |
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| Boeing Company (BA) | 0.0 | $440k | 2.0k | 215.86 |
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| Medpace Hldgs (MEDP) | 0.0 | $440k | -2% | 855.00 | 514.16 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $426k | 8.9k | 47.67 |
|
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $425k | 10k | 40.72 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $425k | 4.6k | 92.14 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $418k | 3.8k | 111.22 |
|
|
| Ge Vernova (GEV) | 0.0 | $416k | 677.00 | 614.90 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $414k | -5% | 2.9k | 140.95 |
|
| Halliburton Company (HAL) | 0.0 | $413k | -3% | 17k | 24.60 |
|
| Ecolab (ECL) | 0.0 | $411k | 1.5k | 273.86 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $410k | +6% | 2.0k | 203.59 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $408k | 4.5k | 89.77 |
|
|
| Nike CL B (NKE) | 0.0 | $408k | -3% | 5.8k | 69.73 |
|
| Warrior Met Coal (HCC) | 0.0 | $404k | -90% | 6.3k | 63.64 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $398k | 5.4k | 73.45 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $384k | -85% | 3.0k | 128.35 |
|
| ON Semiconductor (ON) | 0.0 | $376k | 7.6k | 49.31 |
|
|
| Capital One Financial (COF) | 0.0 | $373k | 1.8k | 212.58 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $371k | 30k | 12.37 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $363k | 4.4k | 82.73 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $363k | +5% | 1.8k | 201.53 |
|
| Verizon Communications (VZ) | 0.0 | $360k | -24% | 8.2k | 43.95 |
|
| BorgWarner (BWA) | 0.0 | $355k | 8.1k | 43.96 |
|
|
| Corning Incorporated (GLW) | 0.0 | $355k | 4.3k | 82.03 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $354k | 1.9k | 183.73 |
|
|
| Cisco Systems (CSCO) | 0.0 | $350k | +3% | 5.1k | 68.42 |
|
| Netflix (NFLX) | 0.0 | $348k | -3% | 290.00 | 1198.92 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $345k | 1.7k | 209.26 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $323k | 10k | 31.62 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $316k | 7.1k | 44.55 |
|
|
| Medtronic SHS (MDT) | 0.0 | $308k | -39% | 3.2k | 95.24 |
|
| Kroger (KR) | 0.0 | $301k | 4.5k | 67.41 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $297k | 4.1k | 73.26 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $294k | -4% | 2.4k | 124.34 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $294k | 12k | 25.52 |
|
|
| Qualcomm (QCOM) | 0.0 | $276k | 1.7k | 166.36 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $275k | -5% | 1.1k | 259.60 |
|
| Carrier Global Corporation (CARR) | 0.0 | $273k | -8% | 4.6k | 59.70 |
|
| Franklin Resources (BEN) | 0.0 | $256k | -13% | 11k | 23.13 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $253k | -37% | 4.9k | 51.28 |
|
| American Electric Power Company (AEP) | 0.0 | $253k | 2.2k | 112.50 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $250k | 1.7k | 146.32 |
|
|
| Astera Labs (ALAB) | 0.0 | $250k | NEW | 1.3k | 195.80 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $247k | 11k | 23.36 |
|
|
| Analog Devices (ADI) | 0.0 | $243k | 988.00 | 245.70 |
|
|
| W.W. Grainger (GWW) | 0.0 | $239k | 251.00 | 952.96 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $235k | NEW | 1.7k | 138.69 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $235k | -40% | 5.0k | 47.25 |
|
| Progressive Corporation (PGR) | 0.0 | $231k | +3% | 935.00 | 246.95 |
|
| FedEx Corporation (FDX) | 0.0 | $225k | -36% | 954.00 | 236.31 |
|
| Starbucks Corporation (SBUX) | 0.0 | $223k | 2.6k | 84.60 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $221k | 2.1k | 106.49 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $220k | 2.8k | 78.54 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $220k | NEW | 1.6k | 137.80 |
|
| Intuit (INTU) | 0.0 | $219k | 320.00 | 682.91 |
|
|
| At&t (T) | 0.0 | $216k | 7.7k | 28.24 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $213k | NEW | 5.1k | 42.01 |
|
| Bandwidth Com Cl A (BAND) | 0.0 | $212k | 13k | 16.67 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $207k | -27% | 2.7k | 77.77 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $202k | NEW | 3.1k | 65.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $202k | NEW | 330.00 | 612.38 |
|
| Clorox Company (CLX) | 0.0 | $201k | -18% | 1.6k | 123.27 |
|
| Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) | 0.0 | $116k | NEW | 22k | 5.38 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $72k | 12k | 6.02 |
|
|
| Mainz Biomed N V Shs New (MYNZ) | 0.0 | $22k | 15k | 1.49 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- 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
- Journey Advisory Group 2021 Q4 filed Feb. 11, 2022