Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, AAPL, MSFT, PG, IJR, and represent 21.14% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IBTH (+$14M), IBTI (+$9.1M), PG, IJH, IJR, IBTE, VEA, IBTF, BND, FNDA.
- Started 9 new stock positions in SOXX, TMO, ZTS, IBTI, IBTH, FNDA, IWM, PPG, SCHD.
- Reduced shares in these 10 stocks: TFLO (-$14M), Ishares Tr ibnd dec23 etf (-$7.5M), TSLA, JNJ, BMY, QQQ, Ishares Ibonds Dec 2023 Term T, AMT, PFE, MTUM.
- Sold out of its positions in FMC, LQD, IBB, Ishares Tr ibnd dec23 etf, Ishares Tr Ibonds Dec2023 etf, IBMM, Ishares Ibonds Dec 2023 Term T.
- Journey Advisory Group was a net buyer of stock by $8.7M.
- Journey Advisory Group has $735M in assets under management (AUM), dropping by 9.82%.
- Central Index Key (CIK): 0001840085
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Portfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 214 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $39M | +10% | 142k | 277.15 |
|
| Apple (AAPL) | 4.5 | $33M | 171k | 192.53 |
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| Microsoft Corporation (MSFT) | 4.2 | $31M | 82k | 376.04 |
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| Procter & Gamble Company (PG) | 3.7 | $27M | +19% | 187k | 146.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $25M | +8% | 230k | 108.25 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.7 | $20M | 137k | 147.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $20M | +6% | 419k | 47.90 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.5 | $19M | 238k | 78.03 |
|
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| Eli Lilly & Co. (LLY) | 2.3 | $17M | 29k | 582.93 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.9 | $14M | -5% | 89k | 156.89 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.9 | $14M | +8% | 595k | 23.28 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.9 | $14M | NEW | 617k | 22.39 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.7 | $13M | +2% | 545k | 22.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.7 | $12M | -2% | 230k | 53.82 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $12M | 70k | 170.10 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $12M | +8% | 68k | 170.40 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.4 | $11M | +5% | 165k | 64.48 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.4 | $11M | +3% | 424k | 24.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $11M | +10% | 143k | 73.55 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.4 | $10M | +10% | 206k | 48.45 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $9.8M | +9% | 195k | 50.24 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.3 | $9.4M | 133k | 70.28 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 1.3 | $9.3M | +19% | 388k | 23.86 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.2 | $9.1M | NEW | 409k | 22.21 |
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| Chevron Corporation (CVX) | 1.1 | $8.3M | 56k | 149.16 |
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| Broadcom (AVGO) | 1.1 | $8.3M | 7.4k | 1116.20 |
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| Abbvie (ABBV) | 1.1 | $7.9M | -3% | 51k | 154.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $7.5M | 21k | 350.91 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.0 | $7.0M | 200k | 35.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $6.9M | 36k | 192.48 |
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| Costco Wholesale Corporation (COST) | 0.9 | $6.6M | +5% | 10k | 660.27 |
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| Amgen (AMGN) | 0.9 | $6.6M | 23k | 288.02 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.8 | $6.2M | 101k | 61.94 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.8 | $6.2M | +4% | 60k | 103.07 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.8 | $6.0M | 47k | 127.91 |
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| Waste Management (WM) | 0.8 | $5.9M | 33k | 179.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $5.5M | +7% | 62k | 88.36 |
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| Johnson & Johnson (JNJ) | 0.7 | $5.3M | -25% | 34k | 156.74 |
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| Pepsi (PEP) | 0.7 | $5.2M | 30k | 169.85 |
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| Home Depot (HD) | 0.7 | $5.2M | 15k | 346.56 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $5.1M | 51k | 99.98 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $4.9M | +2% | 43k | 114.04 |
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| UnitedHealth (UNH) | 0.6 | $4.7M | 9.0k | 526.49 |
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| Nextera Energy (NEE) | 0.6 | $4.6M | -3% | 76k | 60.74 |
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| Merck & Co (MRK) | 0.6 | $4.6M | -5% | 42k | 109.04 |
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| Visa Com Cl A (V) | 0.6 | $4.5M | 17k | 260.35 |
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| Wal-Mart Stores (WMT) | 0.6 | $4.5M | -2% | 28k | 157.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.4M | 9.3k | 475.33 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.4M | +3% | 116k | 37.56 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.6 | $4.3M | +8% | 33k | 131.29 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $4.3M | +3% | 9.6k | 453.23 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $4.3M | 25k | 170.46 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.0M | 21k | 191.17 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $3.9M | 67k | 58.45 |
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| Air Products & Chemicals (APD) | 0.5 | $3.8M | 14k | 273.82 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.8M | 7.7k | 495.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.8M | +2% | 7.9k | 477.66 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $3.7M | 17k | 224.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $3.6M | -3% | 24k | 149.50 |
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| Automatic Data Processing (ADP) | 0.5 | $3.6M | 16k | 232.99 |
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| Ameriprise Financial (AMP) | 0.5 | $3.6M | +3% | 9.4k | 379.84 |
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| McDonald's Corporation (MCD) | 0.5 | $3.5M | 12k | 296.52 |
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| PNC Financial Services (PNC) | 0.4 | $3.3M | 21k | 154.85 |
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| Oracle Corporation (ORCL) | 0.4 | $3.2M | 30k | 105.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.2M | -4% | 8.9k | 356.66 |
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| Tesla Put (Principal) (TSLA) | 0.4 | $3.1M | -41% | 13k | 248.48 |
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| CSX Corporation (CSX) | 0.4 | $3.1M | 91k | 34.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.0M | -29% | 7.3k | 409.54 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.9M | 39k | 72.44 |
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| Cincinnati Financial Corporation (CINF) | 0.4 | $2.8M | 27k | 103.46 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.4 | $2.7M | 19k | 145.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.5M | -3% | 18k | 139.69 |
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| Intel Corporation (INTC) | 0.3 | $2.4M | 49k | 50.25 |
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| Cme (CME) | 0.3 | $2.4M | +3% | 12k | 210.60 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.4M | 10k | 232.64 |
|
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.3M | 41k | 56.14 |
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| Microchip Technology (MCHP) | 0.3 | $2.3M | -17% | 25k | 90.18 |
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| Abbott Laboratories (ABT) | 0.3 | $2.3M | 21k | 110.07 |
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| Amazon (AMZN) | 0.3 | $2.2M | 15k | 151.94 |
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| Wec Energy Group (WEC) | 0.3 | $2.2M | -2% | 27k | 84.17 |
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| Rockwell Automation (ROK) | 0.3 | $2.2M | -2% | 7.1k | 310.48 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.2M | -6% | 9.0k | 245.62 |
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| Pfizer (PFE) | 0.3 | $2.1M | -27% | 74k | 28.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.1M | 15k | 140.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | 9.1k | 213.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | 6.1k | 310.88 |
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| Applied Materials (AMAT) | 0.3 | $1.9M | 12k | 162.07 |
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| Goldman Sachs (GS) | 0.3 | $1.9M | +3% | 4.9k | 385.80 |
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| Select Sector Spdr Tr Call (Principal) (XLE) | 0.2 | $1.7M | +20% | 20k | 83.84 |
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| Nike CL B (NKE) | 0.2 | $1.6M | 15k | 108.57 |
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| Us Bancorp Del Com New (USB) | 0.2 | $1.6M | 38k | 43.28 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.6M | 11k | 148.36 |
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| Walt Disney Company (DIS) | 0.2 | $1.5M | -8% | 17k | 90.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.5M | -50% | 29k | 51.31 |
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| Chubb (CB) | 0.2 | $1.5M | 6.5k | 226.03 |
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| ConocoPhillips (COP) | 0.2 | $1.4M | 12k | 116.07 |
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| Deere & Company (DE) | 0.2 | $1.4M | +3% | 3.4k | 399.87 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.4M | 5.6k | 240.82 |
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| Norfolk Southern (NSC) | 0.2 | $1.3M | 5.5k | 236.37 |
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| Emerson Electric (EMR) | 0.2 | $1.2M | 13k | 97.33 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | -14% | 15k | 84.14 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 10k | 117.22 |
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| Caterpillar (CAT) | 0.2 | $1.2M | 4.0k | 295.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 4.8k | 237.22 |
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| Motorola Solutions Com New (MSI) | 0.2 | $1.1M | -10% | 3.6k | 313.09 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.2k | 209.71 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.1M | -4% | 2.3k | 484.00 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $976k | 10k | 97.04 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $957k | NEW | 17k | 55.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $943k | -8% | 6.0k | 157.81 |
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| Edwards Lifesciences (EW) | 0.1 | $937k | -5% | 12k | 76.25 |
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| Jacobs Engineering Group (J) | 0.1 | $922k | 7.1k | 129.80 |
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| Bank of America Corporation (BAC) | 0.1 | $911k | 27k | 33.67 |
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| Stryker Corporation (SYK) | 0.1 | $909k | 3.0k | 299.46 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $889k | 1.8k | 507.38 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $865k | 23k | 37.60 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $826k | 1.9k | 426.51 |
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| Boeing Company (BA) | 0.1 | $804k | 3.1k | 260.68 |
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| Halliburton Company (HAL) | 0.1 | $785k | 22k | 36.15 |
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| Illinois Tool Works (ITW) | 0.1 | $759k | 2.9k | 261.94 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $741k | +3% | 14k | 52.20 |
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| Boston Scientific Corporation (BSX) | 0.1 | $736k | 13k | 57.81 |
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| Humana (HUM) | 0.1 | $712k | -13% | 1.6k | 457.81 |
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| Southern Company (SO) | 0.1 | $704k | 10k | 70.12 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $671k | 5.9k | 113.99 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $667k | -4% | 4.7k | 140.64 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $663k | -2% | 6.4k | 104.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $659k | -28% | 4.8k | 136.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $646k | 4.4k | 147.41 |
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| Travelers Companies (TRV) | 0.1 | $638k | 3.4k | 190.49 |
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| Coca-Cola Company (KO) | 0.1 | $627k | -26% | 11k | 58.93 |
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| TJX Companies (TJX) | 0.1 | $624k | -4% | 6.7k | 93.81 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $609k | 5.7k | 107.49 |
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| American Financial (AFG) | 0.1 | $606k | -19% | 5.1k | 118.90 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $586k | -2% | 7.8k | 75.35 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $584k | 9.8k | 59.71 |
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| Intuit (INTU) | 0.1 | $584k | +3% | 935.00 | 624.87 |
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| Medpace Hldgs (MEDP) | 0.1 | $583k | +4% | 1.9k | 306.53 |
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| Robert Half International (RHI) | 0.1 | $565k | 6.4k | 87.92 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $562k | 18k | 31.19 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $561k | -96% | 11k | 50.47 |
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| Verizon Communications (VZ) | 0.1 | $548k | -7% | 15k | 37.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $545k | 1.8k | 303.17 |
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| AmerisourceBergen (COR) | 0.1 | $532k | -15% | 2.6k | 205.38 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $502k | 6.7k | 75.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $500k | 1.9k | 262.26 |
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| Danaher Corporation (DHR) | 0.1 | $498k | +4% | 2.2k | 231.39 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $493k | 14k | 34.46 |
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| International Business Machines (IBM) | 0.1 | $486k | +38% | 3.0k | 163.55 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $481k | -4% | 1.9k | 250.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $477k | -5% | 4.3k | 111.63 |
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| FedEx Corporation (FDX) | 0.1 | $463k | 1.8k | 253.21 |
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| Marvell Technology (MRVL) | 0.1 | $452k | 7.5k | 60.31 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $452k | -4% | 966.00 | 468.14 |
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| General Dynamics Corporation (GD) | 0.1 | $445k | 1.7k | 259.67 |
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| General Electric Com New (GE) | 0.1 | $430k | 3.4k | 127.63 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $422k | -7% | 2.4k | 178.81 |
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| Nasdaq Omx (NDAQ) | 0.1 | $418k | 7.2k | 58.14 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $409k | 2.3k | 173.89 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $396k | -3% | 16k | 24.76 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $386k | 5.6k | 68.80 |
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| Lowe's Companies (LOW) | 0.1 | $378k | 1.7k | 222.55 |
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| Cintas Corporation (CTAS) | 0.0 | $368k | 610.00 | 602.66 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $364k | 1.9k | 189.47 |
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| Philip Morris International (PM) | 0.0 | $358k | 3.8k | 94.08 |
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| Netflix (NFLX) | 0.0 | $353k | 724.00 | 486.88 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $345k | 850.00 | 405.64 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $344k | +2% | 1.0k | 337.36 |
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| Qualcomm (QCOM) | 0.0 | $344k | -17% | 2.4k | 144.63 |
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| Carrier Global Corporation (CARR) | 0.0 | $336k | -4% | 5.8k | 57.45 |
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| Zoetis Cl A (ZTS) | 0.0 | $322k | NEW | 1.6k | 197.37 |
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| Ecolab (ECL) | 0.0 | $317k | +2% | 1.6k | 198.35 |
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| Morgan Stanley Com New (MS) | 0.0 | $311k | 3.3k | 93.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $303k | 7.8k | 39.03 |
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| Kla Corp Com New (KLAC) | 0.0 | $301k | +3% | 518.00 | 581.28 |
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| Medtronic SHS (MDT) | 0.0 | $300k | +2% | 3.6k | 82.38 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $296k | 2.4k | 121.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $291k | 1.8k | 165.25 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $289k | 3.6k | 81.27 |
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| Smucker J M Com New (SJM) | 0.0 | $287k | -8% | 2.3k | 126.38 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $286k | +2% | 6.5k | 43.85 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $283k | 4.4k | 64.45 |
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| Starbucks Corporation (SBUX) | 0.0 | $283k | +7% | 2.9k | 96.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $264k | NEW | 1.3k | 200.71 |
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| Kayne Anderson MLP Investment (KYN) | 0.0 | $263k | 30k | 8.78 |
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| Analog Devices (ADI) | 0.0 | $263k | -7% | 1.3k | 198.56 |
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| Monster Beverage Corp (MNST) | 0.0 | $258k | -4% | 4.5k | 57.61 |
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| Cisco Systems (CSCO) | 0.0 | $253k | +8% | 5.0k | 50.52 |
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| W.W. Grainger (GWW) | 0.0 | $251k | 303.00 | 828.69 |
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| American Water Works (AWK) | 0.0 | $251k | +5% | 1.9k | 131.99 |
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| Vanguard World Fds Energy Etf (VDE) | 0.0 | $250k | 2.1k | 117.28 |
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| Public Storage (PSA) | 0.0 | $250k | -52% | 820.00 | 305.00 |
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| Clorox Company (CLX) | 0.0 | $248k | 1.7k | 142.55 |
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| Schlumberger Com Stk (SLB) | 0.0 | $247k | -16% | 4.7k | 52.04 |
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| Becton, Dickinson and (BDX) | 0.0 | $244k | 1.0k | 243.83 |
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| CMS Energy Corporation (CMS) | 0.0 | $235k | 4.1k | 58.07 |
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| General Mills (GIS) | 0.0 | $231k | +2% | 3.5k | 65.14 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $230k | NEW | 400.00 | 576.10 |
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| American Tower Reit (AMT) | 0.0 | $230k | -77% | 1.1k | 215.88 |
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| Kroger (KR) | 0.0 | $228k | +4% | 5.0k | 45.71 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $228k | -5% | 1.8k | 126.60 |
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| PPG Industries (PPG) | 0.0 | $228k | NEW | 1.5k | 149.55 |
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| SYNNEX Corporation (SNX) | 0.0 | $225k | 2.1k | 107.61 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $224k | 2.1k | 108.41 |
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| United Parcel Service CL B (UPS) | 0.0 | $224k | 1.4k | 157.23 |
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| Zimmer Holdings (ZBH) | 0.0 | $221k | 1.8k | 121.70 |
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| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $220k | -13% | 14k | 16.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $217k | 2.8k | 77.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $208k | NEW | 2.7k | 76.12 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $205k | NEW | 387.00 | 530.79 |
|
| Altria (MO) | 0.0 | $205k | -4% | 5.1k | 40.34 |
|
| Bandwidth Com Cl A (BAND) | 0.0 | $184k | 13k | 14.47 |
|
|
| Ford Motor Company (F) | 0.0 | $157k | -45% | 13k | 12.19 |
|
| Selecta Biosciences (RNAC) | 0.0 | $10k | -40% | 15k | 0.69 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- 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