Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PG, MSFT, JPST, IJH, and represent 22.88% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: BND, SCHO, JPST, IJH, VEA, IJR, VNQ, VWO, VIG, MSFT.
- Started 21 new stock positions in VGT, TSM, VTIP, IBDO, SO, IBM, NUE, IAU, MNDT, PAVE. MDT, TSCO, KMB, GD, VLO, CHE, ITW, IBDQ, MO, ITOT, ADI.
- Reduced shares in these 10 stocks: MINT, SPY, QQQ, PSX, SLV, RSP, , , ULST, .
- Sold out of its positions in BAX, BSX, SUB, MEDP, PSX, SPYG, SPYV, ULST, SCHX, XLP. VTEB, VBR.
- Journey Advisory Group was a net buyer of stock by $50M.
- Journey Advisory Group has $395M in assets under management (AUM), dropping by 9.10%.
- Central Index Key (CIK): 0001840085
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Portfolio Holdings for Journey Advisory Group
Companies in the Journey Advisory Group portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $28M | 162k | 174.61 | ||
| Procter & Gamble Company (PG) | 4.2 | $17M | +4% | 110k | 152.80 | |
| Microsoft Corporation (MSFT) | 4.0 | $16M | +10% | 52k | 308.32 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 3.8 | $15M | +37% | 297k | 50.27 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $14M | +34% | 54k | 268.36 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.5 | $14M | +49% | 175k | 79.54 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.5 | $14M | +47% | 278k | 49.54 | |
| Select Sector Spdr Tr Technology (XLK) | 2.1 | $8.4M | +3% | 53k | 158.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $8.0M | -6% | 18k | 451.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $7.6M | -6% | 21k | 362.52 | |
| Johnson & Johnson (JNJ) | 1.7 | $6.7M | +3% | 38k | 177.23 | |
| Nextera Energy (NEE) | 1.5 | $6.0M | +15% | 70k | 84.71 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $5.5M | +29% | 12k | 453.68 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.4 | $5.5M | +139% | 114k | 48.03 | |
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| Eli Lilly & Co. (LLY) | 1.3 | $5.2M | +11% | 18k | 286.38 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.9M | +4% | 36k | 136.30 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $4.8M | +103% | 44k | 107.88 | |
| Walt Disney Company (DIS) | 1.1 | $4.5M | +8% | 33k | 137.17 | |
| Abbott Laboratories (ABT) | 1.1 | $4.2M | +7% | 35k | 118.36 | |
| Pepsi (PEP) | 1.0 | $4.1M | +11% | 25k | 167.38 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $4.1M | -12% | 41k | 100.16 | |
| Abbvie (ABBV) | 1.0 | $4.1M | +17% | 25k | 162.10 | |
| Visa Com Cl A (V) | 1.0 | $3.9M | 18k | 221.80 | ||
| Wal-Mart Stores (WMT) | 1.0 | $3.8M | -3% | 26k | 148.91 | |
| Oracle Corporation (ORCL) | 0.9 | $3.6M | -3% | 44k | 82.74 | |
| Pfizer (PFE) | 0.9 | $3.6M | +8% | 70k | 51.77 | |
| Microchip Technology (MCHP) | 0.9 | $3.5M | 47k | 75.14 | ||
| Amazon (AMZN) | 0.9 | $3.5M | 1.1k | 3259.74 | ||
| Edwards Lifesciences (EW) | 0.8 | $3.3M | 28k | 117.73 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $3.2M | +132% | 69k | 46.14 | |
| BlackRock (BLK) | 0.8 | $3.1M | +7% | 4.1k | 764.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.8M | 1.0k | 2781.19 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.7M | +8% | 7.7k | 352.93 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $2.7M | +252% | 25k | 108.39 | |
| Crown Castle Intl (CCI) | 0.7 | $2.6M | +8% | 14k | 184.62 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.6M | 5.00 | 529000.00 | ||
| American Tower Reit (AMT) | 0.7 | $2.6M | +8% | 10k | 251.27 | |
| Humana (HUM) | 0.6 | $2.5M | -4% | 5.8k | 435.24 | |
| Merck & Co (MRK) | 0.6 | $2.5M | +7% | 30k | 82.06 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $2.4M | -10% | 15k | 157.69 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.6 | $2.4M | -2% | 46k | 53.25 | |
| Chubb (CB) | 0.6 | $2.4M | -4% | 11k | 213.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.4M | +10% | 7.0k | 337.27 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | -2% | 8.6k | 272.81 | |
| CSX Corporation (CSX) | 0.6 | $2.3M | 62k | 37.45 | ||
| Home Depot (HD) | 0.6 | $2.3M | +15% | 7.6k | 299.29 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.3M | +6% | 28k | 82.59 | |
| Public Storage (PSA) | 0.6 | $2.2M | 5.7k | 390.26 | ||
| UnitedHealth (UNH) | 0.5 | $2.2M | +14% | 4.2k | 510.07 | |
| Broadcom (AVGO) | 0.5 | $2.1M | +13% | 3.3k | 629.69 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $2.1M | +553% | 13k | 162.20 | |
| Bristol Myers Squibb (BMY) | 0.5 | $2.1M | +36% | 28k | 73.04 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $2.0M | -7% | 4.5k | 447.11 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $1.8M | +11% | 24k | 78.08 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | +22% | 3.1k | 575.93 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.8M | +7% | 6.5k | 273.27 | |
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.8M | -2% | 14k | 130.26 | |
| Us Bancorp Del Com New (USB) | 0.4 | $1.7M | +70% | 33k | 53.14 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.7M | +8% | 6.8k | 249.59 | |
| Amgen (AMGN) | 0.4 | $1.7M | +24% | 6.9k | 241.83 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | +31% | 8.3k | 183.47 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $1.5M | -5% | 111k | 13.57 | |
| Chevron Corporation (CVX) | 0.4 | $1.5M | +29% | 9.0k | 162.81 | |
| Waste Management (WM) | 0.4 | $1.5M | +21% | 9.2k | 158.53 | |
| Lam Research Corporation (LRCX) | 0.4 | $1.5M | +119% | 2.7k | 537.47 | |
| Automatic Data Processing (ADP) | 0.4 | $1.4M | +18% | 6.2k | 227.60 | |
| McDonald's Corporation (MCD) | 0.4 | $1.4M | +15% | 5.6k | 247.34 | |
| FedEx Corporation (FDX) | 0.3 | $1.4M | -9% | 6.0k | 231.35 | |
| Tractor Supply Company (TSCO) | 0.3 | $1.4M | NEW | 5.8k | 233.38 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $1.3M | +10% | 12k | 111.65 | |
| Intel Corporation (INTC) | 0.3 | $1.3M | +14% | 27k | 49.55 | |
| Skyworks Solutions (SWKS) | 0.3 | $1.3M | +14% | 10k | 133.36 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.3M | 6.0k | 212.43 | ||
| TJX Companies (TJX) | 0.3 | $1.3M | -7% | 21k | 60.57 | |
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $1.3M | 25k | 49.62 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.3M | 17k | 73.59 | ||
| Tesla Motors (TSLA) | 0.3 | $1.2M | +78% | 1.2k | 1077.92 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $1.2M | -2% | 15k | 81.93 | |
| Deere & Company (DE) | 0.3 | $1.2M | +52% | 2.9k | 415.43 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.2M | 9.9k | 120.93 | ||
| Lockheed Martin Corporation (LMT) | 0.3 | $1.1M | -6% | 2.6k | 441.21 | |
| AmerisourceBergen (ABC) | 0.3 | $1.1M | 7.3k | 154.66 | ||
| Advanced Drain Sys Inc Del (WMS) | 0.3 | $1.1M | 9.5k | 118.78 | ||
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.1M | +20% | 17k | 62.76 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.1M | 9.9k | 107.14 | ||
| Travelers Companies (TRV) | 0.3 | $1.0M | -7% | 5.7k | 182.81 | |
| Marvell Technology (MRVL) | 0.3 | $1.0M | +10% | 14k | 71.74 | |
| Air Products & Chemicals (APD) | 0.3 | $1.0M | +51% | 4.1k | 249.75 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $978k | -2% | 9.5k | 103.01 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $968k | -3% | 6.2k | 155.65 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $958k | +33% | 21k | 46.80 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $951k | +3% | 8.7k | 109.63 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $920k | 25k | 36.72 | ||
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $905k | +23% | 10k | 87.87 | |
| 3M Company (MMM) | 0.2 | $901k | 6.1k | 148.83 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $891k | +5% | 319.00 | 2793.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $885k | +10% | 4.9k | 180.58 | |
| Verizon Communications (VZ) | 0.2 | $877k | -5% | 17k | 50.94 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $869k | +99% | 35k | 24.89 | |
| Fmc Corp Com New (FMC) | 0.2 | $846k | +28% | 6.4k | 131.57 | |
| T. Rowe Price (TROW) | 0.2 | $845k | +53% | 5.6k | 151.16 | |
| Ameriprise Financial (AMP) | 0.2 | $836k | +41% | 2.8k | 300.40 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $834k | +101% | 18k | 47.35 | |
| Wec Energy Group (WEC) | 0.2 | $819k | +39% | 8.2k | 99.83 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $809k | 5.0k | 161.35 | ||
| Norfolk Southern (NSC) | 0.2 | $805k | 2.8k | 285.26 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $805k | 11k | 76.36 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $799k | +6% | 29k | 27.77 | |
| American Electric Power Company (AEP) | 0.2 | $789k | 7.9k | 99.82 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $773k | +3% | 2.2k | 357.37 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $771k | 20k | 38.32 | ||
| ConocoPhillips (COP) | 0.2 | $764k | +11% | 7.6k | 100.01 | |
| Caterpillar (CAT) | 0.2 | $736k | +5% | 3.3k | 222.69 | |
| Emerson Electric (EMR) | 0.2 | $732k | +36% | 7.5k | 98.08 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $711k | +107% | 1.5k | 490.34 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $701k | -30% | 31k | 22.89 | |
| Stryker Corporation (SYK) | 0.2 | $664k | +21% | 2.5k | 267.53 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $656k | -7% | 13k | 50.09 | |
| American Financial (AFG) | 0.2 | $647k | 4.4k | 145.66 | ||
| Honeywell International (HON) | 0.2 | $614k | +42% | 3.2k | 194.49 | |
| Carrier Global Corporation (CARR) | 0.2 | $604k | -5% | 13k | 45.87 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $603k | +166% | 4.8k | 124.48 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $598k | 4.4k | 137.06 | ||
| Nike CL B (NKE) | 0.1 | $592k | 4.4k | 134.48 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $576k | +7% | 15k | 37.94 | |
| Goldman Sachs (GS) | 0.1 | $557k | 1.7k | 330.37 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $551k | +3% | 5.6k | 98.99 | |
| Coca-Cola Company (KO) | 0.1 | $547k | +63% | 8.8k | 61.95 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $530k | 5.6k | 94.93 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $513k | +43% | 4.0k | 128.22 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $511k | NEW | 1.2k | 416.80 | |
| Oge Energy Corp (OGE) | 0.1 | $510k | 13k | 40.74 | ||
| Paypal Holdings (PYPL) | 0.1 | $508k | +12% | 4.4k | 115.59 | |
| Target Corporation (TGT) | 0.1 | $505k | 2.4k | 212.10 | ||
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $495k | 5.6k | 88.02 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $491k | 831.00 | 590.85 | ||
| Cintas Corporation (CTAS) | 0.1 | $484k | +2% | 1.1k | 425.31 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $483k | -4% | 6.3k | 76.95 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $478k | +30% | 1.7k | 277.75 | |
| Danaher Corporation (DHR) | 0.1 | $472k | +2% | 1.6k | 293.53 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $471k | 2.5k | 184.85 | ||
| salesforce (CRM) | 0.1 | $466k | +3% | 2.2k | 212.40 | |
| Intercontinental Exchange (ICE) | 0.1 | $465k | +19% | 3.5k | 132.06 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $458k | 6.1k | 74.53 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $457k | 5.2k | 88.22 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $451k | 3.6k | 126.94 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $447k | 5.9k | 76.40 | ||
| AMN Healthcare Services (AMN) | 0.1 | $443k | 4.3k | 104.24 | ||
| Mid-America Apartment (MAA) | 0.1 | $442k | 2.1k | 209.48 | ||
| Bank of America Corporation (BAC) | 0.1 | $441k | 11k | 41.18 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $440k | 6.4k | 68.75 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $438k | NEW | 4.2k | 104.29 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $436k | 1.7k | 250.14 | ||
| Boeing Company (BA) | 0.1 | $411k | +81% | 2.1k | 191.61 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $408k | +36% | 9.1k | 44.76 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $406k | NEW | 7.9k | 51.15 | |
| Smucker J M Com New (SJM) | 0.1 | $405k | 3.0k | 135.27 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $403k | -3% | 2.0k | 205.30 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $400k | 9.0k | 44.44 | ||
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $399k | -11% | 11k | 37.89 | |
| Monster Beverage Corp (MNST) | 0.1 | $397k | +2% | 5.0k | 79.81 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $391k | -6% | 6.9k | 56.67 | |
| Intuit (INTU) | 0.1 | $381k | -7% | 792.00 | 481.06 | |
| Meta Platforms Cl A (FB) | 0.1 | $381k | +16% | 1.7k | 222.42 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $364k | 8.1k | 45.09 | ||
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $363k | -4% | 5.9k | 61.58 | |
| PNC Financial Services (PNC) | 0.1 | $362k | +2% | 2.0k | 184.22 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $359k | 2.1k | 170.55 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $359k | +66% | 9.8k | 36.46 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $354k | 1.3k | 272.31 | ||
| Ishares Tr Expanded Tech (IGV) | 0.1 | $354k | 1.0k | 345.03 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $352k | +5% | 4.1k | 85.98 | |
| Kroger (KR) | 0.1 | $352k | -12% | 6.1k | 57.31 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $349k | NEW | 14k | 25.31 | |
| Concentrix Corp (CNXC) | 0.1 | $347k | 2.1k | 166.75 | ||
| American Water Works (AWK) | 0.1 | $339k | 2.1k | 165.37 | ||
| Generac Holdings (GNRC) | 0.1 | $334k | 1.1k | 296.89 | ||
| Cisco Systems (CSCO) | 0.1 | $324k | +2% | 5.8k | 55.82 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $323k | 3.2k | 102.02 | ||
| General Dynamics Corporation (GD) | 0.1 | $322k | NEW | 1.3k | 241.38 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $320k | 5.8k | 54.94 | ||
| United Parcel Service CL B (UPS) | 0.1 | $317k | +6% | 1.5k | 214.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $315k | +6% | 1.4k | 227.93 | |
| Southern Company (SO) | 0.1 | $306k | NEW | 4.2k | 72.46 | |
| Dollar General (DG) | 0.1 | $290k | +4% | 1.3k | 222.91 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $286k | 2.1k | 135.80 | ||
| Starbucks Corporation (SBUX) | 0.1 | $286k | 3.1k | 90.94 | ||
| Block Cl A (SQ) | 0.1 | $280k | +23% | 2.1k | 135.40 | |
| Fireeye (MNDT) | 0.1 | $277k | NEW | 12k | 22.34 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $273k | -16% | 4.9k | 55.45 | |
| General Electric Com New (GE) | 0.1 | $272k | 3.0k | 91.37 | ||
| Becton, Dickinson and (BDX) | 0.1 | $266k | 1.0k | 266.00 | ||
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $264k | NEW | 9.3k | 28.28 | |
| Illinois Tool Works (ITW) | 0.1 | $264k | NEW | 1.3k | 209.36 | |
| Medtronic SHS (MDT) | 0.1 | $258k | NEW | 2.3k | 110.97 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $256k | +3% | 3.3k | 77.79 | |
| Qorvo (QRVO) | 0.1 | $256k | 2.1k | 124.27 | ||
| Chemed Corp Com Stk (CHE) | 0.1 | $252k | NEW | 498.00 | 506.02 | |
| Valero Energy Corporation (VLO) | 0.1 | $249k | NEW | 2.5k | 101.63 | |
| Avery Dennison Corporation (AVY) | 0.1 | $244k | 1.4k | 174.29 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $243k | -3% | 3.5k | 69.63 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $242k | NEW | 2.0k | 123.41 | |
| International Business Machines (IBM) | 0.1 | $239k | NEW | 1.8k | 130.10 | |
| At&t (T) | 0.1 | $238k | +15% | 10k | 23.61 | |
| Altria (MO) | 0.1 | $233k | NEW | 4.5k | 52.17 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $226k | NEW | 9.0k | 25.23 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $225k | +10% | 494.00 | 455.47 | |
| Nucor Corporation (NUE) | 0.1 | $222k | NEW | 1.5k | 148.50 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $222k | NEW | 2.2k | 100.91 | |
| Cme (CME) | 0.1 | $217k | 912.00 | 237.94 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $217k | 3.0k | 71.48 | ||
| SYNNEX Corporation (SNX) | 0.1 | $215k | 2.1k | 103.32 | ||
| Analog Devices (ADI) | 0.1 | $207k | NEW | 1.3k | 165.07 | |
| PPG Industries (PPG) | 0.1 | $206k | 1.6k | 130.96 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $205k | 4.1k | 49.88 | ||
| Gold Tr Ishares New (IAU) | 0.1 | $200k | NEW | 5.4k | 36.92 | |
| Meta Materials (MMAT) | 0.0 | $32k | -5% | 19k | 1.69 | |
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- 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