Journey Advisory Group, LLC Purchases in Q1 2025

Journey Advisory Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
2.56M
New
$58.19 - $64.29 $149M - $165M
2.56M $154M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
135K
New
$100.34 - $100.68 $13.6M - $13.6M
135K $13.6M
MCHI
Ishares Msci China ETF

ETFs
206K
New
$43.71 - $58.65 $9.01M - $12.1M
206K $11.2M
SCHO
Schwab Short Term Us Treasury

ETFs
427K
+ 157.25%
$24.1 - $24.34 $10.3M - $10.4M
699K $17M
LINC
Lincoln Educational Services Corp

Consumer Defensive
631K
New
$14.44 - $18.55 $9.11M - $11.7M
631K $10M
AVGO
Broadcom Inc.

Technology
58K
+ 772.31%
$167.43 - $244.7 $9.71M - $14.2M
65.5K $11M
AGRO
Adecoagro S.A.

Consumer Defensive
824K
New
$9.42 - $11.4 $7.76M - $9.39M
824K $9.2M
FXI
Ishares Tr

ETFs
240K
New
$28.65 - $38.55 $6.86M - $9.23M
240K $8.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
106K
+ 27.84%
$71.17 - $73.66 $7.51M - $7.77M
485K $35.6M
AAXJ
Ishares Msci All Country Asia

ETFs
109K
New
$69.59 - $77.09 $7.6M - $8.41M
109K $8.08M
VEA
Vanguard Ftse Developed Market

ETFs
118K
+ 25.43%
$47.4 - $52.99 $5.6M - $6.25M
582K $29.6M
CTAS
Cintas Corp

Industrials
32.6K
+ 504.31%
$182.09 - $208.14 $5.94M - $6.79M
39.1K $8.04M
META
Meta Platforms, Inc.

Communication Services
11.4K
+ 781.99%
$576.36 - $736.67 $6.58M - $8.41M
12.9K $7.42M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
158K
New
$38.99 - $40.37 $6.17M - $6.39M
158K $6.38M
VALE
Vale S.A.

Basic Materials
636K
New
$8.5 - $10.19 $5.4M - $6.48M
636K $6.34M
ILF
Ishares Latin America 40 ETF

ETFs
246K
New
$20.87 - $24.43 $5.13M - $6M
246K $5.79M
MYO
Myomo, Inc.

Healthcare
1.12M
New
$4.17 - $7.05 $4.69M - $7.93M
1.12M $5.41M
TJX
Tjx Companies Inc

Consumer Cyclical
41K
+ 723.93%
$112.81 - $126.16 $4.62M - $5.17M
46.6K $5.68M
PPTA
Perpetua Resources Corp.

Basic Materials
462K
New
$8.03 - $12.92 $3.71M - $5.96M
462K $4.93M
MOS
Mosaic CO

Basic Materials
175K
New
$23.08 - $28.8 $4.04M - $5.05M
175K $4.73M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
190K
+ 36.83%
$21.16 - $21.77 $4.02M - $4.13M
705K $15.3M
VGSH
Vanguard

ETFs
73K
New
$58.07 - $58.69 $4.24M - $4.29M
73K $4.29M
NAK
Northern Dynasty Minerals LTD

Basic Materials
3.71M
New
$0.58 - $1.22 $2.15M - $4.52M
3.71M $4.26M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
63.1K
New
$60.44 - $69.57 $3.82M - $4.39M
63.1K $4.21M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
164K
+ 32.4%
$25.05 - $25.16 $4.1M - $4.12M
670K $16.8M
FNDX
Schwab Fundamental U S Large C

ETFs
177K
+ 188.62%
$23.03 - $25.01 $4.07M - $4.42M
270K $6.38M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
173K
+ 28.64%
$21.77 - $22.25 $3.77M - $3.86M
778K $17.3M
JOE
St Joe CO

Real Estate
84.6K
New
$43.61 - $49.45 $3.69M - $4.18M
84.6K $3.97M
NMR
Nomura Holdings Inc

Financial Services
596K
New
$5.56 - $6.98 $3.31M - $4.16M
596K $3.66M
AXP
American Express CO

Financial Services
13.6K
New
$255.39 - $325.87 $3.48M - $4.44M
13.6K $3.66M
CNO
Cno Financial Group, Inc.

Financial Services
86.5K
New
$35.99 - $42.34 $3.11M - $3.66M
86.5K $3.6M
NUE
Nucor Corp

Basic Materials
27.8K
+ 796.19%
$114.48 - $142.52 $3.19M - $3.97M
31.3K $3.77M
AEM
Agnico Eagle Mines LTD

Basic Materials
30.9K
New
$79.66 - $108.41 $2.46M - $3.35M
30.9K $3.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.91K
New
$468.34 - $539.52 $3.24M - $3.73M
6.91K $3.24M
PM
Philip Morris International Inc.

Consumer Defensive
19.5K
+ 521.97%
$117.15 - $158.79 $2.28M - $3.09M
23.2K $3.68M
PEAK
Healthpeak Properties, Inc.

Real Estate
171K
New
N/A
171K $3.23M
HCC
Warrior Met Coal, Inc.

Basic Materials
67.8K
New
$46.21 - $57.16 $3.13M - $3.87M
67.8K $3.23M
DLY
Double Line Yield Opportunities Fund

N/A
198K
New
$15.8 - $16.38 $3.12M - $3.24M
198K $3.18M
AON
Aon PLC

Financial Services
7.69K
New
$348.44 - $409.32 $2.68M - $3.15M
7.69K $3.07M
PPLT
Abrdn Platinum ETF Trust

ETFs
33.3K
New
N/A
33.3K $2.99M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
43.4K
New
$64.47 - $70.13 $2.8M - $3.04M
43.4K $2.95M
DSL
Double Line Income Solutions Fund

Financial Services
227K
New
$12.53 - $12.88 $2.84M - $2.92M
227K $2.86M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
21.5K
+ 11.89%
$63.07 - $73.5 $1.35M - $1.58M
202K $14.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
112K
+ 19.92%
N/A
672K $16M
DBL
Double Line Opportunistic Credit Fund

Financial Services
169K
New
$15.51 - $15.85 $2.62M - $2.68M
169K $2.64M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
99.5K
+ 14.83%
$22.11 - $22.43 $2.2M - $2.23M
771K $17.3M
NGD
New Gold Inc.

Basic Materials
619K
New
$2.54 - $3.71 $1.57M - $2.3M
619K $2.3M
SIVR
Abrdn Silver ETF Trust

ETFs
68.5K
New
$28.07 - $32.82 $1.92M - $2.25M
68.5K $2.23M
COST
Costco Wholesale Corp

Consumer Defensive
1.92K
+ 16.43%
$890.62 - $1076.86 $1.71M - $2.06M
13.6K $12.8M
Activity Summary
Buys All Purchases 146 New Holdings 74 Increased Positions 72 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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