Journey Advisory Group
Latest statistics and disclosures from Journey Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, MSFT, PG, AAPL, IJR, and represent 20.59% of Journey Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$36M), IBDR (+$14M), BND (+$12M), IBDQ (+$12M), IBTJ (+$10M), VFQY, SMLF, WMT, CTAS, SNA.
- Started 25 new stock positions in CMG, AEP, IDAT, IBDR, CI, IBTJ, EL, SNA, VFQY, DECK.
- Reduced shares in these 10 stocks: IBTF (-$14M), IBTG (-$13M), JPST (-$9.2M), IBTE (-$8.0M), IJS, IJJ, CVX, PNC, IBDP, ORCL.
- Sold out of its positions in AMT, IBTG, IBTF, SLB, SCHD.
- Journey Advisory Group was a net buyer of stock by $61M.
- Journey Advisory Group has $811M in assets under management (AUM), dropping by 10.35%.
- Central Index Key (CIK): 0001840085
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Portfolio Holdings for Journey Advisory Group
Journey Advisory Group holds 234 positions in its portfolio as reported in the March 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) | 5.5 | $45M | +420% | 738k | 60.74 |
|
| Microsoft Corporation (MSFT) | 4.3 | $35M | 83k | 420.72 |
|
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| Procter & Gamble Company (PG) | 3.8 | $31M | +2% | 191k | 162.25 |
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| Apple (AAPL) | 3.6 | $29M | 171k | 171.48 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $27M | +7% | 247k | 110.52 |
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| Eli Lilly & Co. (LLY) | 2.8 | $23M | +2% | 29k | 777.95 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.8 | $23M | +116% | 310k | 72.63 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $23M | 137k | 164.35 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $22M | +3% | 435k | 50.17 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.4 | $19M | -2% | 231k | 83.58 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.0 | $16M | -3% | 86k | 187.35 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.8 | $14M | +3% | 641k | 22.16 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $14M | 70k | 200.30 |
|
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.7 | $14M | NEW | 574k | 23.85 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.6 | $13M | -3% | 222k | 58.06 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $13M | 69k | 182.61 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.5 | $12M | +2944% | 487k | 24.81 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.4 | $11M | +2% | 170k | 67.34 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.4 | $11M | +12% | 232k | 48.21 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.3 | $11M | +19% | 487k | 21.93 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.3 | $10M | NEW | 483k | 21.50 |
|
| Broadcom (AVGO) | 1.3 | $10M | +5% | 7.8k | 1325.48 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $10M | 131k | 76.19 |
|
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| Abbvie (ABBV) | 1.1 | $9.3M | 51k | 182.10 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.1 | $8.6M | -18% | 345k | 25.05 |
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| NVIDIA Corporation (NVDA) | 1.0 | $8.2M | +18% | 9.1k | 903.60 |
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| Costco Wholesale Corporation (COST) | 1.0 | $7.9M | +7% | 11k | 732.63 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $7.7M | +4% | 22k | 346.61 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.9 | $7.6M | 198k | 38.47 |
|
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $7.4M | 35k | 208.27 |
|
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.9 | $7.3M | +4% | 50k | 148.44 |
|
| Waste Management (WM) | 0.9 | $7.2M | +3% | 34k | 213.15 |
|
| Amgen (AMGN) | 0.9 | $7.1M | +9% | 25k | 284.32 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.8 | $6.5M | -3% | 97k | 67.39 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $6.5M | +8% | 56k | 116.24 |
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| Chevron Corporation (CVX) | 0.7 | $6.0M | -31% | 38k | 157.74 |
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| Home Depot (HD) | 0.7 | $5.8M | +2% | 15k | 383.59 |
|
| Visa Com Cl A (V) | 0.7 | $5.7M | +17% | 21k | 279.08 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $5.5M | +3% | 64k | 86.48 |
|
| CSX Corporation (CSX) | 0.7 | $5.5M | +62% | 148k | 37.07 |
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| Wal-Mart Stores (WMT) | 0.7 | $5.4M | +215% | 89k | 60.17 |
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| Pepsi (PEP) | 0.6 | $5.2M | 30k | 175.02 |
|
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| Merck & Co (MRK) | 0.6 | $5.2M | -6% | 39k | 131.97 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.6 | $5.1M | 34k | 151.28 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $5.0M | -5% | 32k | 158.19 |
|
| Nextera Energy (NEE) | 0.6 | $4.8M | 76k | 63.91 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.8M | 9.2k | 523.08 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.6M | 117k | 39.66 |
|
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| Texas Instruments Incorporated (TXN) | 0.6 | $4.6M | +5% | 27k | 174.21 |
|
| UnitedHealth (UNH) | 0.6 | $4.5M | +2% | 9.2k | 494.69 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $4.5M | +4% | 10k | 454.85 |
|
| Ameriprise Financial (AMP) | 0.6 | $4.5M | +8% | 10k | 438.45 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $4.4M | +6% | 18k | 250.04 |
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| Vanguard Wellington Us Quality (VFQY) | 0.5 | $4.4M | NEW | 32k | 136.93 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.3M | 21k | 205.72 |
|
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.5 | $4.3M | 66k | 64.15 |
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| Automatic Data Processing (ADP) | 0.5 | $4.1M | +4% | 16k | 249.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.1M | -2% | 7.7k | 525.72 |
|
| Cintas Corporation (CTAS) | 0.5 | $3.8M | +801% | 5.5k | 687.03 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $3.7M | NEW | 59k | 63.58 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.6M | +12% | 8.2k | 444.02 |
|
| Air Products & Chemicals (APD) | 0.4 | $3.6M | +5% | 15k | 242.29 |
|
| McDonald's Corporation (MCD) | 0.4 | $3.5M | +4% | 12k | 281.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | -6% | 8.3k | 420.52 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.4M | -13% | 21k | 162.86 |
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| Cincinnati Financial Corporation (CINF) | 0.4 | $3.4M | 27k | 124.17 |
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| Union Pacific Corporation (UNP) | 0.4 | $3.3M | +47% | 13k | 245.93 |
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| Amazon (AMZN) | 0.4 | $2.9M | +10% | 16k | 180.38 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.4 | $2.9M | 19k | 155.74 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.9M | +5% | 19k | 150.93 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.8M | -24% | 23k | 125.61 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.8M | 40k | 70.01 |
|
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| Applied Materials (AMAT) | 0.3 | $2.7M | +13% | 13k | 206.23 |
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| Cme (CME) | 0.3 | $2.5M | 12k | 215.29 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | +3% | 16k | 152.26 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.4M | -2% | 40k | 58.65 |
|
| Snap-on Incorporated (SNA) | 0.3 | $2.3M | NEW | 7.9k | 296.22 |
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| Goldman Sachs (GS) | 0.3 | $2.3M | +15% | 5.6k | 417.71 |
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| Abbott Laboratories (ABT) | 0.3 | $2.3M | 20k | 113.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.3M | -10% | 9.1k | 249.86 |
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| Wec Energy Group (WEC) | 0.3 | $2.2M | 27k | 82.12 |
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| Microchip Technology (MCHP) | 0.3 | $2.2M | -3% | 25k | 89.71 |
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| Intel Corporation (INTC) | 0.3 | $2.2M | +2% | 50k | 44.17 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $2.1M | -4% | 10k | 201.50 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.0M | -5% | 5.8k | 344.20 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | -4% | 8.7k | 228.59 |
|
| Rockwell Automation (ROK) | 0.2 | $1.9M | -9% | 6.4k | 291.33 |
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| Walt Disney Company (DIS) | 0.2 | $1.8M | -12% | 15k | 122.36 |
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| International Business Machines (IBM) | 0.2 | $1.8M | +217% | 9.4k | 190.96 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.8M | 5.6k | 312.68 |
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| Caterpillar (CAT) | 0.2 | $1.8M | +20% | 4.8k | 366.43 |
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| Chubb (CB) | 0.2 | $1.7M | 6.5k | 259.16 |
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| Us Bancorp Del Com New (USB) | 0.2 | $1.7M | 38k | 44.70 |
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| Tesla Motors (TSLA) | 0.2 | $1.6M | -26% | 9.4k | 175.79 |
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| Pfizer (PFE) | 0.2 | $1.6M | -19% | 59k | 27.75 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.6M | -16% | 16k | 94.41 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.5M | -5% | 27k | 54.23 |
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| ConocoPhillips (COP) | 0.2 | $1.4M | -7% | 11k | 127.28 |
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| Emerson Electric (EMR) | 0.2 | $1.4M | 13k | 113.42 |
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| Norfolk Southern (NSC) | 0.2 | $1.4M | 5.5k | 254.86 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $1.4M | -77% | 13k | 102.76 |
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| Deere & Company (DE) | 0.2 | $1.4M | -2% | 3.3k | 410.74 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $1.3M | -85% | 55k | 23.94 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | -9% | 13k | 97.53 |
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| Motorola Solutions Com New (MSI) | 0.2 | $1.3M | 3.6k | 354.98 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.3M | 10k | 123.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | 4.8k | 259.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | -4% | 2.2k | 524.34 |
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| Stryker Corporation (SYK) | 0.1 | $1.1M | +2% | 3.1k | 357.87 |
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| Jacobs Engineering Group (J) | 0.1 | $1.1M | 7.1k | 153.73 |
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| Honeywell International (HON) | 0.1 | $1.1M | +2% | 5.3k | 205.24 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +5% | 29k | 37.92 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.0M | +7% | 11k | 96.71 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $1.0M | +2% | 18k | 57.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.0M | 5.9k | 169.36 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $976k | +4% | 2.0k | 481.57 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $975k | 1.8k | 556.40 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $969k | 23k | 42.12 |
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| Medpace Hldgs (MEDP) | 0.1 | $948k | +23% | 2.3k | 404.15 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $880k | 6.5k | 136.05 |
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| Boston Scientific Corporation (BSX) | 0.1 | $872k | 13k | 68.49 |
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| Edwards Lifesciences (EW) | 0.1 | $845k | -28% | 8.8k | 95.56 |
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| Halliburton Company (HAL) | 0.1 | $843k | 21k | 39.42 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $817k | 4.7k | 172.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $792k | 4.4k | 180.49 |
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| Nike CL B (NKE) | 0.1 | $781k | -44% | 8.3k | 93.98 |
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| Illinois Tool Works (ITW) | 0.1 | $779k | 2.9k | 268.33 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $740k | 14k | 52.16 |
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| American Financial (AFG) | 0.1 | $729k | +4% | 5.3k | 136.49 |
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| PNC Financial Services (PNC) | 0.1 | $727k | -78% | 4.5k | 161.60 |
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| Southern Company (SO) | 0.1 | $720k | 10k | 71.74 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $717k | -3% | 5.7k | 125.96 |
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| Travelers Companies (TRV) | 0.1 | $710k | -7% | 3.1k | 230.14 |
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| Robert Half International (RHI) | 0.1 | $692k | +35% | 8.7k | 79.28 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $691k | -3% | 4.7k | 147.73 |
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| Meta Platforms Cl A (META) | 0.1 | $683k | NEW | 1.4k | 485.58 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $677k | -86% | 5.7k | 118.29 |
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| Intuit (INTU) | 0.1 | $655k | +7% | 1.0k | 649.84 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $639k | -93% | 13k | 50.45 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $636k | 9.8k | 64.99 |
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| Coca-Cola Company (KO) | 0.1 | $630k | -3% | 10k | 61.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $621k | 7.8k | 79.86 |
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| General Electric Com New (GE) | 0.1 | $618k | +4% | 3.5k | 175.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $616k | 1.8k | 337.05 |
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| Medtronic SHS (MDT) | 0.1 | $615k | +94% | 7.1k | 87.15 |
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| Verizon Communications (VZ) | 0.1 | $610k | 15k | 41.96 |
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| AmerisourceBergen (COR) | 0.1 | $608k | -3% | 2.5k | 242.99 |
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| TJX Companies (TJX) | 0.1 | $590k | -12% | 5.8k | 101.42 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $576k | -5% | 5.4k | 107.41 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $575k | 18k | 32.23 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $562k | 14k | 39.81 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $550k | +5% | 2.0k | 270.52 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $550k | 1.9k | 288.03 |
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| ON Semiconductor (ON) | 0.1 | $541k | NEW | 7.4k | 73.55 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $531k | NEW | 23k | 22.75 |
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| Marvell Technology (MRVL) | 0.1 | $525k | 7.4k | 70.88 |
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| Boeing Company (BA) | 0.1 | $524k | -11% | 2.7k | 193.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $520k | -7% | 6.2k | 84.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $517k | 4.3k | 120.99 |
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| salesforce (CRM) | 0.1 | $487k | NEW | 1.6k | 301.18 |
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| General Dynamics Corporation (GD) | 0.1 | $477k | 1.7k | 282.49 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $474k | NEW | 503.00 | 941.26 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $473k | +16% | 6.5k | 72.34 |
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| FedEx Corporation (FDX) | 0.1 | $473k | -10% | 1.6k | 290.02 |
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| Nasdaq Omx (NDAQ) | 0.1 | $468k | +3% | 7.4k | 63.10 |
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| Netflix (NFLX) | 0.1 | $457k | +3% | 752.00 | 607.33 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $447k | NEW | 4.6k | 97.04 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $439k | 2.3k | 186.81 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $433k | 2.4k | 183.89 |
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| Lowe's Companies (LOW) | 0.1 | $422k | -2% | 1.7k | 254.73 |
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| Humana (HUM) | 0.1 | $414k | -23% | 1.2k | 346.72 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $412k | -10% | 861.00 | 478.66 |
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| Kla Corp Com New (KLAC) | 0.0 | $405k | +11% | 580.00 | 698.55 |
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| Qualcomm (QCOM) | 0.0 | $403k | 2.4k | 169.30 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $396k | 1.9k | 205.98 |
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| Danaher Corporation (DHR) | 0.0 | $389k | -27% | 1.6k | 249.79 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $371k | NEW | 15k | 24.91 |
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| Ecolab (ECL) | 0.0 | $369k | 1.6k | 230.90 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $362k | +400% | 4.3k | 85.27 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $362k | NEW | 6.3k | 57.62 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $351k | -37% | 6.9k | 50.69 |
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| Cigna Corp (CI) | 0.0 | $351k | NEW | 965.00 | 363.19 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $350k | +11% | 2.0k | 179.11 |
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| Philip Morris International (PM) | 0.0 | $342k | 3.7k | 91.62 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $340k | NEW | 5.4k | 63.17 |
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| Smucker J M Com New (SJM) | 0.0 | $338k | +18% | 2.7k | 125.87 |
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| Morgan Stanley Com New (MS) | 0.0 | $331k | +5% | 3.5k | 94.15 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $326k | 7.8k | 42.01 |
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| Carrier Global Corporation (CARR) | 0.0 | $316k | -6% | 5.4k | 58.13 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $315k | 2.4k | 129.35 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $313k | -23% | 783.00 | 399.09 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $310k | 4.4k | 70.68 |
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| W.W. Grainger (GWW) | 0.0 | $304k | 299.00 | 1017.30 |
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| Zimmer Holdings (ZBH) | 0.0 | $303k | +26% | 2.3k | 131.98 |
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| Super Micro Computer (SMCI) | 0.0 | $303k | NEW | 300.00 | 1010.03 |
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| Kayne Anderson MLP Investment (KYN) | 0.0 | $300k | 30k | 10.01 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $290k | +5% | 1.7k | 169.21 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $283k | 6.5k | 43.35 |
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| Monster Beverage Corp (MNST) | 0.0 | $283k | +6% | 4.8k | 59.28 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $281k | 2.1k | 131.70 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $279k | -2% | 3.5k | 80.50 |
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| Starbucks Corporation (SBUX) | 0.0 | $278k | +3% | 3.0k | 91.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $277k | 1.3k | 210.30 |
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| Clorox Company (CLX) | 0.0 | $267k | 1.7k | 153.07 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $262k | +190% | 1.2k | 225.92 |
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| Kroger (KR) | 0.0 | $251k | -12% | 4.4k | 57.13 |
|
| Cisco Systems (CSCO) | 0.0 | $250k | 5.0k | 49.91 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $248k | 1.0k | 247.45 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $244k | 4.1k | 60.34 |
|
|
| Analog Devices (ADI) | 0.0 | $244k | -6% | 1.2k | 197.79 |
|
| Nucor Corporation (NUE) | 0.0 | $239k | NEW | 1.2k | 197.90 |
|
| Lam Research Corporation (LRCX) | 0.0 | $238k | NEW | 245.00 | 971.81 |
|
| Public Storage (PSA) | 0.0 | $238k | 820.00 | 290.06 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $234k | +10% | 1.6k | 148.63 |
|
| SYNNEX Corporation (SNX) | 0.0 | $233k | 2.1k | 113.10 |
|
|
| Bandwidth Com Cl A (BAND) | 0.0 | $232k | 13k | 18.26 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $231k | NEW | 850.00 | 271.76 |
|
| Altria (MO) | 0.0 | $231k | +3% | 5.3k | 43.62 |
|
| General Mills (GIS) | 0.0 | $227k | -8% | 3.2k | 69.97 |
|
| Micron Technology (MU) | 0.0 | $225k | NEW | 1.9k | 117.89 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $225k | 387.00 | 581.21 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $224k | -5% | 1.7k | 131.93 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $222k | 2.1k | 107.60 |
|
|
| PPG Industries (PPG) | 0.0 | $221k | 1.5k | 144.90 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $221k | 14k | 16.34 |
|
|
| American Water Works (AWK) | 0.0 | $218k | -6% | 1.8k | 122.21 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $209k | NEW | 72.00 | 2906.78 |
|
| American Electric Power Company (AEP) | 0.0 | $205k | NEW | 2.4k | 86.10 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $201k | NEW | 165.00 | 1219.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $201k | -7% | 2.6k | 77.31 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $200k | NEW | 1.3k | 154.15 |
|
| Ishares Tr Future Cloud 5g (IDAT) | 0.0 | $200k | NEW | 6.8k | 29.54 |
|
| Ford Motor Company (F) | 0.0 | $158k | -7% | 12k | 13.28 |
|
| Selecta Biosciences (RNAC) | 0.0 | $6.5k | -33% | 10k | 0.65 |
|
Past Filings by Journey Advisory Group
SEC 13F filings are viewable for Journey Advisory Group going back to 2020
- 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