Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, MSFT, AAPL, PG, BND, and represent 20.76% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SNX, AAPL, OXY, PG, XOM, PEP, TRV, MRK, USB, WMT.
- Started 1 new stock position in SNX.
- Reduced shares in these 10 stocks: QUAL, USMV, MTUM, DGRO, FNDX, DGRW, MSFT, VFMO, VIG, SPTM.
- Journey Advisory Group was a net seller of stock by $-1.5M.
- Journey Advisory Group has $835M in assets under management (AUM), dropping by -0.17%.
- Central Index Key (CIK): 0001840085
Tip: Access up to 7 years of quarterly data
Positions held by Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 224 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $44M | 747k | 58.52 |
|
|
Microsoft Corporation (MSFT) | 4.4 | $37M | 83k | 446.95 |
|
|
Apple (AAPL) | 4.2 | $35M | 165k | 210.62 |
|
|
Procter & Gamble Company (PG) | 3.7 | $31M | 186k | 164.92 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $27M | 379k | 72.05 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $27M | 252k | 106.66 |
|
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $23M | 137k | 170.76 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $23M | 464k | 49.42 |
|
|
Eli Lilly & Co. (LLY) | 2.7 | $23M | 25k | 905.37 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 2.4 | $20M | 234k | 83.96 |
|
|
Ishares Tr Msci Usa Mmentm (MTUM) | 2.0 | $16M | 84k | 194.87 |
|
|
Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.8 | $15M | 671k | 22.07 |
|
|
JPMorgan Chase & Co. (JPM) | 1.7 | $14M | 71k | 202.26 |
|
|
Ishares Tr Ibonds Dec2026 (IBDR) | 1.6 | $13M | 560k | 23.82 |
|
|
Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.6 | $13M | 605k | 21.83 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $13M | 72k | 182.56 |
|
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $13M | 272k | 48.13 |
|
|
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.5 | $13M | 506k | 24.86 |
|
|
Ishares Tr Core Div Grwth (DGRO) | 1.5 | $12M | 211k | 57.61 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.4 | $12M | 181k | 66.77 |
|
|
Broadcom (AVGO) | 1.4 | $12M | 7.5k | 1605.54 |
|
|
Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.3 | $11M | 515k | 21.37 |
|
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $10M | 132k | 78.05 |
|
|
Costco Wholesale Corporation (COST) | 1.2 | $9.9M | 12k | 850.00 |
|
|
NVIDIA Corporation (NVDA) | 1.1 | $9.4M | 76k | 123.54 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $8.9M | 49k | 182.15 |
|
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.1 | $8.8M | 91k | 97.03 |
|
|
Abbvie (ABBV) | 1.0 | $8.6M | 50k | 171.52 |
|
|
Amgen (AMGN) | 1.0 | $8.2M | 26k | 312.45 |
|
|
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.0 | $8.1M | 53k | 153.90 |
|
|
Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.0 | $8.0M | 319k | 25.13 |
|
|
Select Sector Spdr Tr Technology (XLK) | 1.0 | $7.9M | 35k | 226.23 |
|
|
Waste Management (WM) | 0.9 | $7.4M | 35k | 213.34 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.9 | $7.4M | 194k | 37.95 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $6.9M | 23k | 303.41 |
|
|
Exxon Mobil Corporation (XOM) | 0.8 | $6.4M | 55k | 115.12 |
|
|
Schwab Strategic Tr Fundamental Us L (FNDX) | 0.8 | $6.3M | -3% | 94k | 66.98 |
|
Chevron Corporation (CVX) | 0.7 | $5.6M | 36k | 156.42 |
|
|
Wal-Mart Stores (WMT) | 0.7 | $5.6M | 83k | 67.71 |
|
|
Ishares Tr Us Sml Cap Eqt (SMLF) | 0.7 | $5.5M | 89k | 61.21 |
|
|
Nextera Energy (NEE) | 0.7 | $5.4M | 77k | 70.81 |
|
|
Home Depot (HD) | 0.6 | $5.4M | 16k | 344.23 |
|
|
Texas Instruments Incorporated (TXN) | 0.6 | $5.4M | 28k | 194.53 |
|
|
Visa Com Cl A (V) | 0.6 | $5.4M | 21k | 262.47 |
|
|
Vanguard Wellington Us Momentum (VFMO) | 0.6 | $5.1M | -2% | 34k | 150.20 |
|
CSX Corporation (CSX) | 0.6 | $4.9M | 147k | 33.45 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.9M | 9.0k | 544.23 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.6 | $4.8M | 19k | 259.31 |
|
|
Pepsi (PEP) | 0.6 | $4.8M | +2% | 29k | 164.93 |
|
Lockheed Martin Corporation (LMT) | 0.6 | $4.8M | 10k | 467.09 |
|
|
Ameriprise Financial (AMP) | 0.6 | $4.8M | 11k | 427.19 |
|
|
Merck & Co (MRK) | 0.6 | $4.8M | 39k | 123.82 |
|
|
Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.8M | 122k | 39.05 |
|
|
UnitedHealth (UNH) | 0.6 | $4.7M | 9.1k | 509.25 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.5M | 21k | 215.01 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.5M | 8.3k | 547.26 |
|
|
Cintas Corporation (CTAS) | 0.5 | $4.5M | 6.5k | 700.26 |
|
|
Johnson & Johnson (JNJ) | 0.5 | $4.4M | 30k | 146.16 |
|
|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $4.3M | -2% | 64k | 66.35 |
|
Automatic Data Processing (ADP) | 0.5 | $4.1M | 17k | 238.71 |
|
|
Vanguard Wellington Us Quality (VFQY) | 0.5 | $4.1M | 31k | 134.09 |
|
|
Air Products & Chemicals (APD) | 0.5 | $4.0M | 15k | 258.05 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.4M | 7.0k | 479.11 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.3M | 8.1k | 406.80 |
|
|
Amazon (AMZN) | 0.4 | $3.3M | 17k | 193.25 |
|
|
McDonald's Corporation (MCD) | 0.4 | $3.3M | 13k | 254.83 |
|
|
Cincinnati Financial Corporation (CINF) | 0.4 | $3.2M | 27k | 118.10 |
|
|
Applied Materials (AMAT) | 0.4 | $3.1M | 13k | 235.99 |
|
|
Oracle Corporation (ORCL) | 0.4 | $3.0M | 22k | 141.20 |
|
|
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $2.9M | 19k | 152.57 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.9M | 16k | 183.42 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.3 | $2.7M | 42k | 65.44 |
|
|
Union Pacific Corporation (UNP) | 0.3 | $2.5M | 11k | 226.26 |
|
|
Goldman Sachs (GS) | 0.3 | $2.4M | -3% | 5.4k | 452.32 |
|
Snap-on Incorporated (SNA) | 0.3 | $2.4M | 9.2k | 261.39 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.3M | 40k | 58.64 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.3M | 15k | 160.41 |
|
|
Wec Energy Group (WEC) | 0.3 | $2.3M | 30k | 78.46 |
|
|
Tesla Motors (TSLA) | 0.3 | $2.2M | 11k | 197.88 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.2M | 5.8k | 374.01 |
|
|
Cme (CME) | 0.3 | $2.2M | 11k | 196.60 |
|
|
Abbott Laboratories (ABT) | 0.2 | $2.1M | 20k | 103.91 |
|
|
Microchip Technology (MCHP) | 0.2 | $2.0M | 22k | 91.50 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.9M | 7.8k | 242.10 |
|
|
Rockwell Automation (ROK) | 0.2 | $1.8M | 6.4k | 275.28 |
|
|
International Business Machines (IBM) | 0.2 | $1.7M | 9.9k | 172.95 |
|
|
Caterpillar (CAT) | 0.2 | $1.6M | +2% | 4.8k | 333.10 |
|
Pfizer (PFE) | 0.2 | $1.6M | 56k | 27.98 |
|
|
Intel Corporation (INTC) | 0.2 | $1.5M | 49k | 30.97 |
|
|
Chubb (CB) | 0.2 | $1.5M | 5.9k | 255.11 |
|
|
Eaton Corp SHS (ETN) | 0.2 | $1.5M | 4.8k | 313.55 |
|
|
Marathon Petroleum Corp (MPC) | 0.2 | $1.5M | 8.6k | 173.48 |
|
|
Us Bancorp Del Com New (USB) | 0.2 | $1.4M | +4% | 35k | 39.70 |
|
Emerson Electric (EMR) | 0.2 | $1.4M | 13k | 110.16 |
|
|
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $1.3M | 55k | 23.98 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | 4.8k | 267.51 |
|
|
Walt Disney Company (DIS) | 0.2 | $1.3M | 13k | 99.29 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 10k | 120.98 |
|
|
Motorola Solutions Com New (MSI) | 0.1 | $1.2M | 3.2k | 386.05 |
|
|
Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | 12k | 100.39 |
|
|
Deere & Company (DE) | 0.1 | $1.2M | 3.3k | 373.63 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | 2.1k | 576.59 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | 5.4k | 218.05 |
|
|
Norfolk Southern (NSC) | 0.1 | $1.2M | 5.5k | 214.69 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.2M | 13k | 91.15 |
|
|
Bank of America Corporation (BAC) | 0.1 | $1.1M | 28k | 39.77 |
|
|
Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.1M | 49k | 22.67 |
|
|
ConocoPhillips (COP) | 0.1 | $1.1M | 9.7k | 114.38 |
|
|
Stryker Corporation (SYK) | 0.1 | $1.1M | 3.2k | 340.25 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | 6.2k | 173.81 |
|
|
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | +2% | 11k | 100.23 |
|
Honeywell International (HON) | 0.1 | $1.0M | 4.8k | 213.56 |
|
|
Jacobs Engineering Group (J) | 0.1 | $992k | 7.1k | 139.71 |
|
|
Medpace Hldgs (MEDP) | 0.1 | $984k | 2.4k | 411.85 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $940k | 1.8k | 535.08 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $936k | 23k | 41.11 |
|
|
Mastercard Incorporated Cl A (MA) | 0.1 | $896k | -2% | 2.0k | 441.16 |
|
Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $888k | 16k | 54.92 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $866k | 5.3k | 164.28 |
|
|
Southern Company (SO) | 0.1 | $778k | 10k | 77.57 |
|
|
Bristol Myers Squibb (BMY) | 0.1 | $740k | 18k | 41.53 |
|
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $738k | 14k | 52.01 |
|
|
Meta Platforms Cl A (META) | 0.1 | $736k | 1.5k | 504.22 |
|
|
Advanced Micro Devices (AMD) | 0.1 | $728k | 4.5k | 162.21 |
|
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $718k | 7.4k | 97.27 |
|
|
Intuit (INTU) | 0.1 | $699k | 1.1k | 657.06 |
|
|
Select Sector Spdr Tr Indl (XLI) | 0.1 | $694k | 5.7k | 121.87 |
|
|
Halliburton Company (HAL) | 0.1 | $688k | 20k | 33.78 |
|
|
Boston Scientific Corporation (BSX) | 0.1 | $682k | 8.9k | 77.01 |
|
|
PNC Financial Services (PNC) | 0.1 | $655k | 4.2k | 155.48 |
|
|
Bank of New York Mellon Corporation (BK) | 0.1 | $638k | 11k | 59.89 |
|
|
American Financial (AFG) | 0.1 | $635k | 5.2k | 123.03 |
|
|
Ishares Silver Tr Ishares (SLV) | 0.1 | $634k | 24k | 26.57 |
|
|
Coca-Cola Company (KO) | 0.1 | $627k | 9.9k | 63.65 |
|
|
TJX Companies (TJX) | 0.1 | $623k | 5.7k | 110.10 |
|
|
Nike CL B (NKE) | 0.1 | $616k | 8.2k | 75.37 |
|
|
Travelers Companies (TRV) | 0.1 | $612k | +15% | 3.0k | 203.34 |
|
Occidental Petroleum Corporation (OXY) | 0.1 | $588k | +33% | 9.3k | 63.03 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $569k | 6.2k | 92.54 |
|
|
Illinois Tool Works (ITW) | 0.1 | $569k | 2.4k | 236.96 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $569k | 1.6k | 364.51 |
|
|
Ge Aerospace Com New (GE) | 0.1 | $560k | 3.5k | 158.97 |
|
|
Robert Half International (RHI) | 0.1 | $559k | 8.7k | 63.98 |
|
|
Nucor Corporation (NUE) | 0.1 | $553k | 3.5k | 158.08 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $552k | -2% | 1.9k | 297.54 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $550k | 7.0k | 78.33 |
|
|
Medtronic SHS (MDT) | 0.1 | $548k | 7.0k | 78.71 |
|
|
AmerisourceBergen (COR) | 0.1 | $543k | 2.4k | 225.30 |
|
|
Kla Corp Com New (KLAC) | 0.1 | $536k | 650.00 | 824.49 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $522k | 3.6k | 145.75 |
|
|
Verizon Communications (VZ) | 0.1 | $521k | 13k | 41.24 |
|
|
ON Semiconductor (ON) | 0.1 | $504k | 7.4k | 68.55 |
|
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $503k | 4.7k | 106.78 |
|
|
Marvell Technology (MRVL) | 0.1 | $496k | -4% | 7.1k | 69.90 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $494k | 4.2k | 118.60 |
|
|
Deckers Outdoor Corporation (DECK) | 0.1 | $487k | 503.00 | 967.95 |
|
|
General Dynamics Corporation (GD) | 0.1 | $477k | 1.6k | 290.14 |
|
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $466k | 15k | 31.55 |
|
|
Edwards Lifesciences (EW) | 0.1 | $466k | 5.0k | 92.37 |
|
|
United Parcel Service CL B (UPS) | 0.1 | $455k | 3.3k | 136.85 |
|
|
Nasdaq Omx (NDAQ) | 0.1 | $454k | 7.5k | 60.26 |
|
|
Charles Schwab Corporation (SCHW) | 0.1 | $453k | 6.1k | 73.69 |
|
|
Chipotle Mexican Grill (CMG) | 0.1 | $445k | 7.1k | 62.65 |
|
|
Vanguard World Health Car Etf (VHT) | 0.1 | $435k | 1.6k | 266.00 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $428k | 2.3k | 182.01 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $427k | 2.3k | 182.40 |
|
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $422k | 11k | 37.02 |
|
|
FedEx Corporation (FDX) | 0.0 | $414k | 1.4k | 300.20 |
|
|
Marsh & McLennan Companies (MMC) | 0.0 | $405k | 1.9k | 210.72 |
|
|
Intuitive Surgical Com New (ISRG) | 0.0 | $393k | 884.00 | 444.85 |
|
|
Danaher Corporation (DHR) | 0.0 | $384k | 1.5k | 249.92 |
|
|
Ecolab (ECL) | 0.0 | $381k | 1.6k | 238.00 |
|
|
Philip Morris International (PM) | 0.0 | $378k | 3.7k | 101.33 |
|
|
Qualcomm (QCOM) | 0.0 | $374k | 1.9k | 199.18 |
|
|
Ishares Tr Expanded Tech (IGV) | 0.0 | $369k | 4.3k | 86.90 |
|
|
Msc Indl Direct Cl A (MSM) | 0.0 | $366k | 4.6k | 79.31 |
|
|
Lowe's Companies (LOW) | 0.0 | $365k | 1.7k | 220.46 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $356k | 816.00 | 435.95 |
|
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $351k | 6.9k | 50.66 |
|
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $350k | 8.0k | 43.93 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $342k | 3.5k | 97.18 |
|
|
Humana (HUM) | 0.0 | $337k | +7% | 903.00 | 373.65 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $331k | 1.9k | 174.47 |
|
|
Cigna Corp (CI) | 0.0 | $319k | 965.00 | 330.57 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $316k | 2.3k | 138.20 |
|
|
Kayne Anderson MLP Investment (KYN) | 0.0 | $310k | 30k | 10.33 |
|
|
Carrier Global Corporation (CARR) | 0.0 | $305k | 4.8k | 63.08 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $298k | 1.7k | 173.36 |
|
|
Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $297k | 4.4k | 67.75 |
|
|
Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $295k | 12k | 24.77 |
|
|
salesforce (CRM) | 0.0 | $293k | 1.1k | 257.10 |
|
|
Franklin Resources (BEN) | 0.0 | $285k | 13k | 22.35 |
|
|
Zimmer Holdings (ZBH) | 0.0 | $282k | 2.6k | 108.53 |
|
|
Lam Research Corporation (LRCX) | 0.0 | $278k | -3% | 261.00 | 1064.85 |
|
Advanced Drain Sys Inc Del (WMS) | 0.0 | $275k | 1.7k | 160.36 |
|
|
Analog Devices (ADI) | 0.0 | $270k | 1.2k | 228.26 |
|
|
Boeing Company (BA) | 0.0 | $269k | 1.5k | 182.04 |
|
|
W.W. Grainger (GWW) | 0.0 | $265k | 294.00 | 902.24 |
|
|
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $262k | 4.9k | 53.24 |
|
|
BorgWarner (BWA) | 0.0 | $260k | 8.1k | 32.24 |
|
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $257k | 1.0k | 246.63 |
|
|
Micron Technology (MU) | 0.0 | $252k | 1.9k | 131.53 |
|
|
Monster Beverage Corp (MNST) | 0.0 | $248k | 5.0k | 49.95 |
|
|
Super Micro Computer (SMCI) | 0.0 | $246k | 300.00 | 819.35 |
|
|
Smucker J M Com New (SJM) | 0.0 | $244k | 2.2k | 109.04 |
|
|
CMS Energy Corporation (CMS) | 0.0 | $241k | 4.1k | 59.53 |
|
|
Altria (MO) | 0.0 | $241k | 5.3k | 45.55 |
|
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $240k | 2.1k | 113.45 |
|
|
SYNNEX Corporation (SNX) | 0.0 | $238k | NEW | 2.1k | 115.40 |
|
Becton, Dickinson and (BDX) | 0.0 | $234k | 1.0k | 233.71 |
|
|
Cisco Systems (CSCO) | 0.0 | $231k | 4.9k | 47.51 |
|
|
Clorox Company (CLX) | 0.0 | $224k | 1.6k | 136.43 |
|
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $220k | 2.1k | 106.55 |
|
|
Kroger (KR) | 0.0 | $219k | 4.4k | 49.93 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $216k | 2.8k | 77.85 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $216k | -4% | 1.1k | 202.89 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $215k | -3% | 4.3k | 50.47 |
|
Bandwidth Com Cl A (BAND) | 0.0 | $215k | 13k | 16.88 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $214k | 387.00 | 553.00 |
|
|
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $211k | 1.6k | 132.05 |
|
|
American Electric Power Company (AEP) | 0.0 | $209k | 2.4k | 87.74 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $206k | 800.00 | 257.28 |
|
|
General Mills (GIS) | 0.0 | $205k | 3.2k | 63.26 |
|
|
Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $177k | 11k | 16.35 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- 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
- Journey Advisory Group 2021 Q3 filed Nov. 12, 2021
- Journey Advisory Group 2021 Q2 filed Aug. 13, 2021
- Journey Advisory Group 2021 Q1 filed May 11, 2021
- Journey Advisory Group 2020 Q4 filed Jan. 19, 2021