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
GOOGL
Alphabet Inc.

Communication Services
24.8K
+ 50.73%
$154.33 - $206.19 $3.82M - $5.11M
73.6K $11.4M
C
Citigroup Inc

Financial Services
27.2K
New
$67.23 - $84.63 $1.83M - $2.3M
27.2K $1.93M
GLD
Spdr Gold Trust

ETFs
3.04K
+ 14.41%
$243.19 - $288.14 $740K - $877K
24.2K $6.96M
WM
Waste Management Inc

Industrials
3.17K
+ 9.11%
$200.54 - $233.78 $636K - $741K
38K $8.79M
HGBL
Heritage Global Inc.

Financial Services
721K
New
$1.87 - $2.32 $1.35M - $1.67M
721K $1.57M
CGNT
Cognyte Software Ltd.

Technology
199K
New
$7.8 - $10.97 $1.55M - $2.18M
199K $1.55M
NRDS
Nerdwallet, Inc.

Financial Services
164K
New
$8.77 - $15.15 $1.44M - $2.49M
164K $1.49M
PEP
Pepsico Inc

Consumer Defensive
9.06K
+ 31.16%
$142.64 - $156.42 $1.29M - $1.42M
38.1K $5.72M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.1K
New
$81.83 - $82.73 $1.23M - $1.25M
15.1K $1.25M
SPOT
Spotify Technology S.A.

Communication Services
2.23K
New
$457.79 - $648.32 $1.02M - $1.45M
2.23K $1.23M
AR
Antero Resources Corp

Energy
25K
New
$33.64 - $41.42 $841K - $1.04M
25K $1.01M
PPC
Pilgrims Pride Corp

Consumer Defensive
17.1K
New
$44.52 - $55.93 $762K - $958K
17.1K $933K
JPM
Jpmorgan Chase & CO

Financial Services
2.05K
+ 2.88%
$225.19 - $279.95 $462K - $574K
73.2K $18M
RRC
Range Resources Corp

Energy
21.2K
New
$35.22 - $41.29 $748K - $877K
21.2K $848K
V
Visa Inc.

Financial Services
404
+ 1.97%
$306.92 - $362.71 $124K - $147K
20.9K $7.33M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
WRN
Western Copper & Gold Corp

Basic Materials
698K
New
$0.99 - $1.21 $691K - $845K
698K $795K
KLAC
Kla Corp

Technology
1.11K
+ 170.77%
$636.62 - $777.63 $707K - $863K
1.76K $1.2M
VIG
Vanguard Dividend Appreciation

ETFs
3.78K
+ 5.24%
N/A
75.8K $13.8M
AMZN
Amazon Com Inc

Consumer Cyclical
5.99K
+ 35.09%
$190.26 - $242.06 $1.14M - $1.45M
23.1K $4.39M
MCD
Mcdonalds Corp

Consumer Cyclical
1.04K
+ 8.17%
$279.74 - $321.29 $292K - $335K
13.8K $4.31M
FISV
Fiserv Inc

Technology
4.69K
New
N/A
4.69K $587K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
16.9K
+ 18.96%
$60.91 - $71.4 $1.03M - $1.21M
106K $6.61M
ADP
Automatic Data Processing Inc

Industrials
1.13K
+ 6.49%
$286.85 - $318.64 $323K - $358K
18.5K $5.64M
CTVA
Corteva, Inc.

Basic Materials
8.75K
New
$55.94 - $66.15 $489K - $578K
8.75K $550K
PLTR
Palantir Technologies Inc.

Technology
6.32K
New
$64.98 - $124.62 $411K - $788K
6.32K $533K
WEC
Wec Energy Group, Inc.

Utilities
826
+ 2.79%
$92.12 - $108.98 $76.1K - $90K
30.4K $3.32M
MA
Mastercard Inc

Financial Services
885
+ 43.57%
$504.67 - $576.31 $447K - $510K
2.92K $1.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.41K
+ 5.75%
$56.12 - $68.15 $135K - $164K
44.4K $3.01M
HD
Home Depot, Inc.

Consumer Cyclical
2.3K
+ 14.64%
$347.25 - $424.87 $799K - $978K
18K $6.61M
IVV
Ishares Core S&P 500 ETF

ETFs
1.23K
+ 14.84%
$554.06 - $615.85 $681K - $757K
9.52K $5.35M
SNA
Snap On Inc

Industrials
1.45K
+ 15.8%
$324.09 - $358.62 $469K - $519K
10.6K $3.57M
SYK
Stryker Corp

Healthcare
1.12K
+ 34.65%
$355.18 - $399.9 $398K - $448K
4.36K $1.62M
ISRG
Intuitive Surgical Inc

Healthcare
962
+ 108.82%
$476.63 - $610.45 $459K - $587K
1.85K $914K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.87K
+ 138.79%
$47.79 - $59.89 $472K - $591K
17K $852K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.48K
+ 7.78%
$162.48 - $175.37 $240K - $259K
20.4K $3.55M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.2K
+ 100.0%
$25.69 - $26.89 $365K - $382K
28.4K $763K
RYN
Rayonier Inc

Real Estate
14K
New
$24.95 - $28.24 $349K - $395K
14K $389K
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.81K
+ 757.26%
$111.56 - $223.11 $425K - $850K
4.31K $482K
ABC
Amerisourcebergen Corp

Healthcare
2.05K
New
N/A
2.05K $378K
EW
Edwards Lifesciences Corp

Healthcare
4.7K
New
$67.95 - $76.19 $319K - $358K
4.7K $340K
NFLX
Netflix Inc

Communication Services
351
New
$828.4 - $1058.6 $291K - $372K
351 $327K
BRFS
Brf S.A.

Consumer Defensive
95K
New
$3.07 - $4.07 $292K - $387K
95K $326K
IYW
Ishares Dj Us Tech ETF

ETFs
2K
New
$140.44 - $166.79 $281K - $334K
2K $280K
FITB
Fifth Third Bancorp

Financial Services
7.04K
New
$37.48 - $44.96 $264K - $316K
7.04K $275K
DFS
Discover Financial Services

Financial Services
1.51K
New
$152.99 - $203.25 $231K - $307K
1.51K $257K
PGR
Progressive Corp

Financial Services
900
New
$235.61 - $291.22 $212K - $262K
900 $254K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.6K
New
$23.29 - $23.38 $246K - $247K
10.6K $246K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.13K
New
$110.9 - $132.93 $237K - $284K
2.13K $242K
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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