Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, PYLD, VEA, AAPL, MSFT, and represent 20.87% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: PYLD (+$60M), SGOV (+$55M), DBND (+$17M), TOTL (+$13M), ILF (+$9.0M), CRAK (+$6.6M), Powershares Qqq Etf Put Opt 01/19 154.0 put, AMZN, LPRE, VEA.
- Started 11 new stock positions in MOS, Powershares Qqq Etf Put Opt 01/19 154.0 put, FTXG, IBRX, MLPX, CPA, MELI, LPRE, OXY, PYLD. Spdr S&p 500 Etf Tr option.
- Reduced shares in these 10 stocks: BND (-$39M), IJH (-$32M), IBDR (-$19M), QUAL (-$8.9M), MCHI (-$8.6M), MUFG (-$8.1M), MU (-$7.1M), EWY (-$5.8M), , .
- Sold out of its positions in PPLT, ALAB, BAND, CNQ, COF, CTVA, TSLS, FLS, GBTC, INTU.
- Journey Advisory Group was a net seller of stock by $-15M.
- Journey Advisory Group has $1.2B in assets under management (AUM), dropping by -1.36%.
- 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 Excel
Portfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 244 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.5 | $64M | +638% | 637k | 100.66 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 5.1 | $60M | NEW | 2.3M | 26.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $51M | +8% | 792k | 64.08 |
|
| Apple (AAPL) | 3.1 | $37M | 145k | 253.79 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $33M | 89k | 370.17 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 2.4 | $29M | +46% | 801k | 35.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $25M | +4% | 86k | 287.56 |
|
| Procter & Gamble Company (PG) | 2.0 | $24M | -6% | 164k | 144.44 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 1.9 | $23M | +296% | 496k | 45.81 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $21M | -3% | 71k | 294.16 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.8 | $21M | +8% | 860k | 24.27 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.7 | $20M | +161% | 514k | 39.73 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.7 | $20M | 219k | 92.74 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.7 | $20M | +2% | 243k | 82.43 |
|
| Eli Lilly & Co. (LLY) | 1.7 | $20M | 22k | 919.79 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.7 | $20M | +2% | 872k | 22.43 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.7 | $19M | +2% | 870k | 22.28 |
|
| Broadcom (AVGO) | 1.5 | $18M | -3% | 58k | 309.51 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.5 | $17M | +3% | 798k | 21.84 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 1.4 | $17M | +4% | 851k | 19.72 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $16M | -2% | 74k | 215.06 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $15M | -36% | 80k | 191.81 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.3 | $15M | -4% | 62k | 239.99 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $13M | +6% | 76k | 174.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $13M | -70% | 194k | 67.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $13M | 178k | 70.18 |
|
|
| Marathon Petroleum Corp (MPC) | 1.0 | $12M | +19% | 49k | 244.18 |
|
| Vaneck Etf Trust Oil Refiners Etf (CRAK) | 1.0 | $12M | +135% | 233k | 49.40 |
|
| Abbvie (ABBV) | 0.9 | $10M | 47k | 217.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $10M | -2% | 10k | 996.44 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.8 | $9.7M | +20% | 197k | 48.93 |
|
| Wal-Mart Stores (WMT) | 0.8 | $9.4M | -12% | 77k | 123.01 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $9.3M | -12% | 106k | 87.84 |
|
| Amazon (AMZN) | 0.8 | $9.2M | +89% | 44k | 208.27 |
|
| Meta Platforms Cl A (META) | 0.8 | $9.0M | +4% | 16k | 572.13 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.8 | $8.9M | 249k | 35.90 |
|
|
| Waste Management (WM) | 0.7 | $8.4M | 37k | 229.79 |
|
|
| Ge Aerospace Com New (GE) | 0.7 | $8.3M | -5% | 29k | 283.77 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $7.9M | +16% | 54k | 146.61 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $7.9M | -8% | 59k | 133.01 |
|
| TJX Companies (TJX) | 0.6 | $7.2M | +2% | 45k | 159.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $7.1M | -31% | 17k | 430.29 |
|
| Casey's General Stores (CASY) | 0.6 | $6.7M | +5% | 9.3k | 727.86 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $6.7M | -17% | 40k | 167.48 |
|
| JBS Cl A Shs (JBS) | 0.6 | $6.6M | -5% | 368k | 17.96 |
|
| Cintas Corporation (CTAS) | 0.6 | $6.5M | +6% | 38k | 169.14 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.6 | $6.5M | -10% | 232k | 27.85 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $6.4M | -7% | 135k | 47.53 |
|
| Ishares Msci Hong Kg Etf (EWH) | 0.5 | $6.4M | -32% | 276k | 23.09 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.5 | $6.4M | -12% | 90k | 70.92 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.5 | $6.4M | -8% | 66k | 96.29 |
|
| Nextera Energy (NEE) | 0.5 | $6.3M | -2% | 68k | 92.88 |
|
| Lincoln Educational Services Corporation (LINC) | 0.5 | $6.3M | -38% | 155k | 40.68 |
|
| Range Resources (RRC) | 0.5 | $6.2M | +21% | 136k | 45.18 |
|
| Johnson & Johnson (JNJ) | 0.5 | $6.1M | -9% | 25k | 243.12 |
|
| Visa Com Cl A (V) | 0.5 | $6.0M | -5% | 20k | 302.24 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $5.8M | 9.6k | 604.39 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $5.7M | +12% | 56k | 103.37 |
|
| Home Depot (HD) | 0.5 | $5.6M | 17k | 328.90 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.5 | $5.4M | 64k | 84.44 |
|
|
| Ameriprise Financial (AMP) | 0.5 | $5.4M | 12k | 444.41 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $5.4M | -6% | 8.3k | 650.07 |
|
| Valero Energy Corporation (VLO) | 0.5 | $5.4M | +23% | 22k | 247.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $5.3M | -22% | 8.1k | 653.20 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $5.2M | +116% | 27k | 192.90 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.1M | -36% | 41k | 124.31 |
|
| Chevron Corporation (CVX) | 0.4 | $5.0M | -22% | 24k | 206.90 |
|
| CSX Corporation (CSX) | 0.4 | $4.9M | -15% | 120k | 41.05 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $4.9M | -25% | 83k | 58.54 |
|
| Invesco Qqq Tr Put Put Option | 0.4 | $4.8M | NEW | 1.4k | 3525.00 |
|
| St. Joe Company (JOE) | 0.4 | $4.8M | 76k | 62.80 |
|
|
| Goldman Sachs (GS) | 0.4 | $4.7M | -12% | 5.5k | 841.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.3M | 15k | 286.86 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $4.3M | 6.00 | 718140.00 |
|
|
| Agnico (AEM) | 0.4 | $4.2M | -18% | 21k | 202.98 |
|
| American Express Company (AXP) | 0.4 | $4.2M | -3% | 14k | 302.48 |
|
| Cincinnati Financial Corporation (CINF) | 0.4 | $4.2M | 27k | 157.35 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $4.2M | 14k | 310.78 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $4.1M | -4% | 7.1k | 577.18 |
|
| Exchange Listed Fds Tr Long Pond Real E (LPRE) | 0.3 | $4.1M | NEW | 158k | 26.04 |
|
| Snap-on Incorporated (SNA) | 0.3 | $3.9M | 11k | 363.23 |
|
|
| Jacobs Engineering Group (J) | 0.3 | $3.8M | -6% | 30k | 127.28 |
|
| Pilgrim's Pride Corporation (PPC) | 0.3 | $3.7M | +832% | 97k | 37.76 |
|
| Applied Materials (AMAT) | 0.3 | $3.6M | -19% | 11k | 341.79 |
|
| Wec Energy Group (WEC) | 0.3 | $3.5M | 30k | 115.77 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $3.4M | -6% | 16k | 216.58 |
|
| Copa Holdings Sa Cl A (CPA) | 0.3 | $3.4M | NEW | 30k | 113.61 |
|
| Spdr Series Trust State Street Spd (LGLV) | 0.3 | $3.4M | -12% | 19k | 178.10 |
|
| Caterpillar (CAT) | 0.3 | $3.3M | -7% | 4.7k | 708.46 |
|
| Cme (CME) | 0.3 | $3.2M | -10% | 11k | 295.35 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $3.0M | +976% | 18k | 171.21 |
|
| Doubleline Yield (DLY) | 0.2 | $2.8M | 199k | 13.92 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.8M | -14% | 5.7k | 479.20 |
|
| Merck & Co (MRK) | 0.2 | $2.7M | 24k | 115.40 |
|
|
| Mosaic (MOS) | 0.2 | $2.7M | NEW | 106k | 25.50 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $2.7M | +21% | 33k | 80.94 |
|
| Ssga Active Tr State Street Dou (STOT) | 0.2 | $2.6M | -63% | 56k | 47.13 |
|
| First Tr Exchange Traded Nasdq Fod Bvrg (FTXG) | 0.2 | $2.6M | NEW | 116k | 22.14 |
|
| Doubleline Opportunistic Cr (DBL) | 0.2 | $2.5M | 173k | 14.60 |
|
|
| Doubleline Income Solutions (DSL) | 0.2 | $2.5M | 232k | 10.83 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $2.5M | +47% | 1.7k | 1472.39 |
|
| MercadoLibre (MELI) | 0.2 | $2.4M | NEW | 1.4k | 1729.02 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $2.4M | 7.1k | 337.95 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $2.3M | NEW | 31k | 73.94 |
|
| State Str Spdr S&p 500 Etf T Put Put Option | 0.2 | $2.2M | NEW | 822.00 | 2735.50 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.2M | -2% | 9.2k | 242.62 |
|
| Amgen (AMGN) | 0.2 | $2.2M | -9% | 6.3k | 351.83 |
|
| International Business Machines (IBM) | 0.2 | $2.2M | -37% | 8.9k | 242.39 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.1M | -10% | 29k | 75.10 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.2 | $2.1M | -80% | 37k | 56.18 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.0M | -8% | 14k | 147.11 |
|
| Us Bancorp Com New (USB) | 0.1 | $1.7M | -3% | 33k | 52.01 |
|
| Deere & Company (DE) | 0.1 | $1.7M | -8% | 3.0k | 557.14 |
|
| Emerson Electric (EMR) | 0.1 | $1.6M | 12k | 131.02 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | +16% | 3.2k | 499.66 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.6M | +3% | 33k | 49.37 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | -6% | 16k | 102.67 |
|
| Chubb (CB) | 0.1 | $1.6M | 4.8k | 323.95 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | 16k | 96.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.5M | -8% | 4.6k | 320.81 |
|
| Rockwell Automation (ROK) | 0.1 | $1.5M | -24% | 4.1k | 358.88 |
|
| Stryker Corporation (SYK) | 0.1 | $1.5M | +13% | 4.4k | 328.59 |
|
| Norfolk Southern (NSC) | 0.1 | $1.4M | -10% | 5.0k | 286.99 |
|
| Tesla Motors (TSLA) | 0.1 | $1.4M | -3% | 3.8k | 370.27 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.4M | -15% | 3.9k | 357.67 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.4M | 7.0k | 196.20 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.4M | -8% | 31k | 44.13 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | -2% | 2.2k | 616.76 |
|
| Pepsi (PEP) | 0.1 | $1.3M | -6% | 8.4k | 155.29 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.3M | -5% | 21k | 61.26 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | -96% | 17k | 73.64 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.2M | 7.7k | 161.54 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.2M | +51% | 2.6k | 484.91 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | -5% | 10k | 118.63 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.2M | 50k | 23.26 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.2M | 2.7k | 433.97 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | -3% | 1.6k | 697.72 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | -3% | 17k | 59.49 |
|
| Microchip Technology (MCHP) | 0.1 | $1.0M | 16k | 64.61 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $992k | -19% | 3.5k | 287.22 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $976k | -33% | 6.4k | 151.41 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $972k | -64% | 8.4k | 116.29 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $964k | -73% | 12k | 79.06 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $958k | -56% | 12k | 82.57 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $941k | 8.5k | 110.41 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $937k | -42% | 6.5k | 145.02 |
|
| Antero Res (AR) | 0.1 | $934k | -15% | 22k | 42.44 |
|
| Honeywell International (HON) | 0.1 | $913k | 4.0k | 226.03 |
|
|
| Walt Disney Company (DIS) | 0.1 | $906k | -8% | 9.2k | 98.93 |
|
| Pfizer (PFE) | 0.1 | $876k | -19% | 32k | 27.56 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $875k | +6% | 10k | 84.89 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $874k | +38% | 1.9k | 460.99 |
|
| Southern Company (SO) | 0.1 | $860k | 8.9k | 96.52 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $859k | -13% | 6.6k | 130.95 |
|
| PNC Financial Services (PNC) | 0.1 | $836k | -2% | 4.0k | 208.09 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $804k | -34% | 12k | 68.14 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $797k | -38% | 1.8k | 436.79 |
|
| Lowe's Companies (LOW) | 0.1 | $793k | 3.4k | 236.28 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $760k | -2% | 4.0k | 191.91 |
|
| Bank of America Corporation (BAC) | 0.1 | $759k | -10% | 16k | 48.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $720k | -19% | 4.9k | 146.81 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $710k | +46% | 14k | 50.84 |
|
| ConocoPhillips (COP) | 0.1 | $700k | -3% | 5.3k | 132.00 |
|
| Coca-Cola Company (KO) | 0.1 | $692k | -6% | 9.1k | 76.05 |
|
| Advanced Micro Devices (AMD) | 0.1 | $681k | -23% | 3.3k | 203.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $681k | 6.0k | 113.11 |
|
|
| Ge Vernova (GEV) | 0.1 | $677k | +14% | 776.00 | 872.90 |
|
| American Financial (AFG) | 0.1 | $667k | +7% | 5.2k | 127.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $665k | 1.6k | 426.40 |
|
|
| Micron Technology (MU) | 0.1 | $661k | -91% | 2.0k | 337.84 |
|
| Automatic Data Processing (ADP) | 0.1 | $655k | -81% | 3.2k | 203.17 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $655k | 1.8k | 356.56 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $641k | -85% | 14k | 46.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $638k | 7.2k | 88.16 |
|
|
| Phillips 66 (PSX) | 0.1 | $633k | 3.5k | 182.18 |
|
|
| Nucor Corporation (NUE) | 0.1 | $625k | -88% | 3.7k | 169.10 |
|
| Travelers Companies (TRV) | 0.1 | $597k | -14% | 2.0k | 291.68 |
|
| Cisco Systems (CSCO) | 0.1 | $587k | -4% | 7.6k | 77.46 |
|
| Illinois Tool Works (ITW) | 0.0 | $578k | 2.2k | 260.38 |
|
|
| Halliburton Company (HAL) | 0.0 | $561k | 14k | 38.99 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $553k | 11k | 50.81 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $528k | 774.00 | 682.24 |
|
|
| AmerisourceBergen (COR) | 0.0 | $506k | 1.6k | 314.14 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $498k | 3.6k | 137.13 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $489k | 2.3k | 211.15 |
|
|
| Philip Morris International (PM) | 0.0 | $458k | -26% | 2.8k | 165.34 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $457k | 9.4k | 48.43 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $446k | 1.3k | 343.22 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $437k | 2.2k | 196.34 |
|
|
| ON Semiconductor (ON) | 0.0 | $432k | -6% | 7.0k | 61.92 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $431k | -10% | 877.00 | 491.53 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $428k | 30k | 14.28 |
|
|
| Boeing Company (BA) | 0.0 | $425k | +11% | 2.1k | 199.06 |
|
| Verizon Communications (VZ) | 0.0 | $418k | -13% | 8.3k | 50.20 |
|
| Marvell Technology (MRVL) | 0.0 | $407k | -26% | 4.1k | 99.05 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $394k | 3.7k | 105.92 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $392k | -5% | 3.6k | 110.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $387k | -25% | 1.6k | 248.00 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $383k | -47% | 5.1k | 75.50 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $381k | -28% | 4.1k | 93.98 |
|
| Medpace Hldgs (MEDP) | 0.0 | $377k | 785.00 | 480.19 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $367k | -27% | 5.9k | 62.75 |
|
| BorgWarner (BWA) | 0.0 | $366k | 6.8k | 54.26 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $361k | 1.7k | 218.75 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $358k | -14% | 2.4k | 148.10 |
|
| Nike CL B (NKE) | 0.0 | $353k | -16% | 6.7k | 52.82 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $345k | 4.4k | 78.77 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $343k | -86% | 1.7k | 198.29 |
|
| Altria (MO) | 0.0 | $336k | -23% | 5.1k | 65.99 |
|
| Kroger (KR) | 0.0 | $303k | -56% | 4.2k | 72.36 |
|
| Corning Incorporated (GLW) | 0.0 | $302k | -4% | 4.1k | 72.81 |
|
| CNO Financial (CNO) | 0.0 | $300k | -91% | 7.3k | 41.06 |
|
| American Electric Power Company (AEP) | 0.0 | $299k | 2.3k | 131.08 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $293k | -22% | 1.5k | 194.14 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $291k | 12k | 25.33 |
|
|
| Danaher Corporation (DHR) | 0.0 | $285k | 1.5k | 194.18 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $284k | +11% | 2.9k | 96.47 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $282k | NEW | 4.3k | 65.00 |
|
| Analog Devices (ADI) | 0.0 | $281k | 884.00 | 318.14 |
|
|
| W.W. Grainger (GWW) | 0.0 | $274k | 251.00 | 1090.81 |
|
|
| Ecolab (ECL) | 0.0 | $271k | -32% | 1.0k | 266.02 |
|
| Morgan Stanley Com New (MS) | 0.0 | $270k | -53% | 1.6k | 164.52 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $265k | -14% | 1.7k | 152.75 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $256k | 941.00 | 272.33 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $256k | 4.5k | 56.58 |
|
|
| Fiserv (FISV) | 0.0 | $255k | 4.6k | 55.80 |
|
|
| At&t (T) | 0.0 | $251k | 8.6k | 28.99 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $247k | 12k | 20.93 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $245k | 9.7k | 25.27 |
|
|
| FedEx Corporation (FDX) | 0.0 | $240k | -6% | 675.00 | 356.18 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $237k | 720.00 | 328.66 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $237k | -24% | 3.1k | 77.58 |
|
| Starbucks Corporation (SBUX) | 0.0 | $226k | -5% | 2.5k | 89.59 |
|
| Medtronic SHS (MDT) | 0.0 | $223k | -8% | 2.6k | 86.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $222k | -47% | 848.00 | 261.98 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $219k | -12% | 4.4k | 49.97 |
|
| Edwards Lifesciences (EW) | 0.0 | $216k | 2.7k | 80.08 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $210k | -98% | 8.7k | 24.24 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $210k | 1.8k | 113.98 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $200k | -30% | 4.3k | 46.46 |
|
| Immunitybio (IBRX) | 0.0 | $109k | NEW | 14k | 7.67 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $44k | 12k | 3.66 |
|
|
| Beeline Holdings Com New (BLNE) | 0.0 | $28k | -7% | 12k | 2.35 |
|
| Mainz Biomed N V Shs New (QUCY) | 0.0 | $7.1k | 15k | 0.47 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- Journey Advisory Group 2026 Q1 filed May 5, 2026
- 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