Journey Advisory Group, LLC Purchases in Q2 2025

Journey Advisory Group, LLC

  • $1.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
113
+ 2.45%
$246.52 - $356.99 $27.9K - $40.3K
4.73K $1.69M
KLAC
Kla Corp

Technology
59
+ 3.35%
$576.53 - $902.94 $34K - $53.3K
1.82K $1.63M
V
Visa Inc.

Financial Services
927
+ 4.43%
$308.27 - $373.31 $286K - $346K
21.8K $7.76M
PLTR
Palantir Technologies Inc.

Technology
669
+ 10.58%
$74.01 - $144.25 $49.5K - $96.5K
6.99K $953K
NEAR
Blackrock Short Maturity Bond

ETFs
7.87K
New
$50.41 - $51.17 $397K - $403K
7.87K $402K
NMR
Nomura Holdings Inc

Financial Services
21.7K
+ 3.65%
$4.95 - $6.6 $108K - $144K
618K $4.06M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.4K
+ 1.73%
$22.09 - $22.44 $297K - $301K
792K $17.7M
COF
Capital One Financial Corp

Financial Services
1.75K
New
$150.57 - $212.76 $264K - $373K
1.75K $373K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.8K
+ 1.68%
$21.57 - $21.99 $255K - $260K
717K $15.7M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.6K
+ 1.51%
$22.3 - $22.57 $259K - $262K
783K $17.6M
NDAQ
Nasdaq, Inc.

Financial Services
1.22K
+ 11.51%
$66.4 - $89.42 $80.9K - $109K
11.8K $1.06M
AIG
American International Group, Inc.

Financial Services
2.8K
New
$77.56 - $87.72 $217K - $246K
2.8K $239K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.4K
New
$20.23 - $21.04 $231K - $240K
11.4K $239K
AMD
Advanced Micro Devices Inc

Technology
300
+ 6.0%
$78.21 - $143.81 $23.5K - $43.1K
5.3K $751K
ADI
Analog Devices Inc

Technology
984
New
$164.6 - $238.02 $162K - $234K
984 $234K
GLW
Corning Inc

Technology
4.32K
New
$39.07 - $52.59 $169K - $227K
4.32K $227K
MA
Mastercard Inc

Financial Services
327
+ 11.21%
$479.92 - $590.74 $157K - $193K
3.24K $1.82M
HSY
Hershey CO

Consumer Defensive
1.26K
New
$151.29 - $173.13 $190K - $218K
1.26K $208K
MSTR
Microstrategy Inc

Technology
503
New
$237.95 - $421.61 $120K - $212K
503 $203K
XLP
Consumer Staples Sector Spdr

ETFs
2.58K
New
N/A
2.58K $195K
PEP
Pepsico Inc

Consumer Defensive
6.59K
+ 17.28%
$128.02 - $151.37 $844K - $998K
44.7K $5.91M
PAVE
Global X Fds Us Infrastructure

ETFs
2.6K
+ 29.13%
$33.78 - $43.68 $87.8K - $114K
11.5K $502K
SYK
Stryker Corp

Healthcare
143
+ 3.28%
$337.37 - $395.63 $48.2K - $56.6K
4.5K $1.78M
ISRG
Intuitive Surgical Inc

Healthcare
126
+ 6.83%
$451.58 - $565.94 $56.9K - $71.3K
1.97K $1.07M
NSC
Norfolk Southern Corp

Industrials
200
+ 3.67%
$206.34 - $257.46 $41.3K - $51.5K
5.64K $1.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
153
+ 8.41%
$468.22 - $566.51 $71.6K - $86.7K
1.97K $1.12M
BA
Boeing CO

Industrials
366
+ 21.89%
$136.59 - $217.51 $50K - $79.6K
2.04K $427K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
582
+ 3.43%
$45.98 - $56.15 $26.8K - $32.7K
17.6K $985K
XLV
Select Sector Spdr Fund Health

ETFs
1.2K
+ 37.05%
$128.77 - $144.3 $155K - $173K
4.44K $598K
IWF
Ishares Russell 1000 Gr ETF

ETFs
55
+ 3.5%
$320.42 - $424.58 $17.6K - $23.4K
1.63K $690K
ADP
Automatic Data Processing Inc

Industrials
197
+ 1.07%
$276.76 - $326.81 $54.5K - $64.4K
18.7K $5.75M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
581
+ 2.84%
$157.93 - $175.89 $91.8K - $102K
21K $3.67M
OXY
Occidental Petroleum Corp

Energy
3.49K
+ 72.24%
$36.11 - $49.33 $126K - $172K
8.33K $349K
ON
On Semiconductor Corp

Technology
287
+ 3.9%
$31.95 - $54.21 $9.17K - $15.6K
7.65K $400K
BAC
Bank Of America Corp

Financial Services
36
+ 0.21%
$34.39 - $47.46 $1.24K - $1.71K
17.3K $819K
BSX
Boston Scientific Corp

Healthcare
500
+ 7.25%
$89.7 - $107.41 $44.9K - $53.7K
7.4K $794K
CARR
Carrier Global Corp

Industrials
425
+ 9.34%
$55.55 - $75.83 $23.6K - $32.2K
4.98K $364K
ITA
Ishares Tr

ETFs
50
+ 3.13%
$135.31 - $188.64 $6.77K - $9.43K
1.65K $311K
HD
Home Depot, Inc.

Consumer Cyclical
165
+ 0.92%
$335.24 - $380.78 $55.3K - $62.8K
18.2K $6.67M
CSCO
Cisco Systems, Inc.

Technology
240
+ 5.09%
$53.19 - $69.38 $12.8K - $16.7K
4.95K $343K
MDLZ
Mondelez International, Inc.

Consumer Defensive
989
+ 2.23%
$63.54 - $68.5 $62.8K - $67.7K
45.4K $3.06M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.01K
+ 0.3%
N/A
674K $16M
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 1.16%
$174.82 - $215.79 $2.27K - $2.81K
1.14K $245K
FITB
Fifth Third Bancorp

Financial Services
25
+ 0.36%
$33.32 - $41.51 $833 - $1.04K
7.06K $290K
COP
Conocophillips

Energy
1.25K
+ 18.92%
$82.66 - $106.1 $103K - $132K
7.84K $703K
QCOM
Qualcomm Inc

Technology
1
+ 0.06%
$124.66 - $159.48 $125 - $159
1.66K $264K
T
At&T Inc.

Communication Services
4
+ 0.05%
$26.33 - $28.94 $105 - $116
7.65K $221K
Mainz Biomed N V
15K
New
N/A
15K $0
Jacobs Solutions Inc
26K
+ 366.72%
N/A
33.1K $0
Activity Summary
Buys All Purchases 116 New Holdings 21 Increased Positions 95 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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