Journey Advisory Group, LLC Incresed Positions in Q2 2025

Journey Advisory Group, LLC

  • $1.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.16K
+ 1.27%
$354.56 - $497.45 $411K - $576K
92K $45.8M
AVGO
Broadcom Inc.

Technology
266
+ 0.41%
$146.29 - $275.65 $38.9K - $73.3K
65.8K $18.1M
GE
General Electric CO

Industrials
24.3K
+ 599.58%
$166.81 - $257.39 $4.05M - $6.25M
28.3K $7.3M
VEA
Vanguard Ftse Developed Market

ETFs
40.7K
+ 6.99%
$45.65 - $57.01 $1.86M - $2.32M
623K $35.5M
VGSH
Vanguard

ETFs
84.4K
+ 115.52%
$58.32 - $58.95 $4.92M - $4.97M
157K $9.25M
GOOGL
Alphabet Inc.

Communication Services
14.3K
+ 19.45%
$144.7 - $178.6 $2.07M - $2.56M
87.9K $15.5M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 2.31%
$210.28 - $289.91 $356K - $490K
74.9K $21.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13.9K
+ 228.92%
$141.37 - $228.57 $1.96M - $3.17M
19.9K $4.51M
MOS
Mosaic CO

Basic Materials
27.5K
+ 15.69%
$22.76 - $36.95 $626K - $1.02M
203K $7.39M
ILF
Ishares Latin America 40 ETF

ETFs
74.2K
+ 30.21%
$21.35 - $26.21 $1.58M - $1.95M
320K $8.38M
META
Meta Platforms, Inc.

Communication Services
356
+ 2.76%
$484.66 - $738.09 $173K - $263K
13.2K $9.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.6K
+ 6.12%
$72.02 - $73.82 $2.13M - $2.19M
514K $37.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
22.4K
+ 16.55%
$100.35 - $100.71 $2.25M - $2.26M
158K $15.9M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
107K
+ 186.62%
$19.44 - $19.88 $2.09M - $2.14M
165K $3.28M
XLK
Technology Sector Spdr

ETFs
1.47K
+ 4.5%
$179.73 - $253.23 $263K - $371K
34K $8.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.47K
+ 17.0%
$496.48 - $617.85 $730K - $908K
10.1K $6.25M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
33.2K
+ 21.0%
$39.34 - $40.41 $1.31M - $1.34M
192K $7.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
866
+ 12.53%
$416.06 - $551.64 $360K - $478K
7.78K $4.29M
SCHO
Schwab Short Term Us Treasury

ETFs
39.8K
+ 5.7%
$24.19 - $24.45 $963K - $974K
739K $18M
WMT
Walmart Inc.

Consumer Defensive
1.71K
+ 2.08%
$81.79 - $99.98 $140K - $171K
84.2K $8.23M
IBM
International Business Machines Corp

Technology
1.95K
+ 24.32%
$221.03 - $294.78 $432K - $576K
9.99K $2.94M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.07K
+ 331.3%
$101.93 - $128.63 $721K - $909K
9.2K $1.18M
CTAS
Cintas Corp

Industrials
962
+ 2.46%
$190.11 - $227.66 $183K - $219K
40.1K $8.93M
IVV
Ishares Core S&P 500 ETF

ETFs
528
+ 5.55%
$498.8 - $620.9 $263K - $328K
10K $6.24M
AMZN
Amazon Com Inc

Consumer Cyclical
807
+ 3.5%
$167.32 - $223.3 $135K - $180K
23.9K $5.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.54K
+ 135.07%
$72.96 - $90.39 $623K - $772K
14.9K $1.33M
AXP
American Express CO

Financial Services
384
+ 2.82%
$231.39 - $318.98 $88.9K - $122K
14K $4.46M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 5.09%
$273.71 - $316.29 $337K - $389K
25.4K $7.74M
AMP
Ameriprise Financial Inc

Financial Services
210
+ 1.65%
$422.19 - $533.73 $88.7K - $112K
12.9K $6.91M
SPOT
Spotify Technology S.A.

Communication Services
283
+ 12.67%
$503.3 - $775.9 $142K - $220K
2.52K $1.93M
XLY
Select Sector Spdr Consumer Di

ETFs
3K
+ 128.26%
$176.34 - $218.59 $529K - $656K
5.34K $1.16M
CME
Cme Group Inc.

Financial Services
2.1K
+ 19.47%
$252.37 - $290.71 $531K - $612K
12.9K $3.56M
VIG
Vanguard Dividend Appreciation

ETFs
3.4K
+ 4.48%
N/A
79.2K $14.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.47K
+ 31.36%
$243.75 - $303.93 $359K - $448K
6.17K $1.88M
XLF
Financial Sector Spdr

ETFs
8.65K
+ 37.68%
$43.92 - $52.37 $380K - $453K
31.6K $1.66M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6K
+ 39.86%
$82.21 - $83.12 $493K - $499K
21.1K $1.74M
NUE
Nucor Corp

Basic Materials
1.39K
+ 4.44%
$103.22 - $131.43 $143K - $183K
32.7K $4.24M
CSX
Csx Corp

Industrials
139
+ 0.1%
$26.69 - $32.91 $3.71K - $4.57K
144K $4.69M
XLI
Industrial Sector Spdr

ETFs
2.45K
+ 44.62%
$116.42 - $147.52 $285K - $361K
7.94K $1.17M
KLAC
Kla Corp

Technology
59
+ 3.35%
$576.53 - $902.94 $34K - $53.3K
1.82K $1.63M
ETN
Eaton Corp PLC

Industrials
113
+ 2.45%
$246.52 - $356.99 $27.9K - $40.3K
4.73K $1.69M
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
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
1.42K
+ 3.05%
$119.13 - $135.03 $169K - $192K
48K $5.93M
NDAQ
Nasdaq, Inc.

Financial Services
1.22K
+ 11.51%
$66.4 - $89.42 $80.9K - $109K
11.8K $1.06M
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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