Journey Advisory Group, LLC Incresed Positions in Q1 2025

Journey Advisory Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
427K
+ 157.25%
$24.1 - $24.34 $10.3M - $10.4M
699K $17M
AVGO
Broadcom Inc.

Technology
58K
+ 772.31%
$167.43 - $244.7 $9.71M - $14.2M
65.5K $11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
106K
+ 27.84%
$71.17 - $73.66 $7.51M - $7.77M
485K $35.6M
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
TJX
Tjx Companies Inc

Consumer Cyclical
41K
+ 723.93%
$112.81 - $126.16 $4.62M - $5.17M
46.6K $5.68M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
190K
+ 36.83%
$21.16 - $21.77 $4.02M - $4.13M
705K $15.3M
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
NUE
Nucor Corp

Basic Materials
27.8K
+ 796.19%
$114.48 - $142.52 $3.19M - $3.97M
31.3K $3.77M
PM
Philip Morris International Inc.

Consumer Defensive
19.5K
+ 521.97%
$117.15 - $158.79 $2.28M - $3.09M
23.2K $3.68M
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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
99.5K
+ 14.83%
$22.11 - $22.43 $2.2M - $2.23M
771K $17.3M
COST
Costco Wholesale Corp

Consumer Defensive
1.92K
+ 16.43%
$890.62 - $1076.86 $1.71M - $2.06M
13.6K $12.8M
GOOGL
Alphabet Inc.

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

Consumer Defensive
9.06K
+ 31.16%
$142.64 - $156.42 $1.29M - $1.42M
38.1K $5.72M
JPM
Jpmorgan Chase & CO

Financial Services
2.05K
+ 2.88%
$225.19 - $279.95 $462K - $574K
73.2K $18M
V
Visa Inc.

Financial Services
404
+ 1.97%
$306.92 - $362.71 $124K - $147K
20.9K $7.33M
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
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
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
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.81K
+ 757.26%
$111.56 - $223.11 $425K - $850K
4.31K $482K
GE
General Electric CO

Industrials
530
+ 15.05%
$168.59 - $212.13 $89.4K - $112K
4.05K $811K
NDAQ
Nasdaq, Inc.

Financial Services
3.06K
+ 40.7%
$72.17 - $83.76 $221K - $257K
10.6K $803K
AMP
Ameriprise Financial Inc

Financial Services
1.55K
+ 13.82%
$472.29 - $575.13 $730K - $889K
12.7K $6.16M
DE
Deere & CO

Industrials
28
+ 0.85%
$408.57 - $509.27 $11.4K - $14.3K
3.32K $1.56M
MO
Altria Group, Inc.

Consumer Defensive
1.4K
+ 26.48%
$50.81 - $60.02 $71.1K - $84K
6.69K $401K
BMY
Bristol Myers Squibb CO

Healthcare
75
+ 0.42%
$53.9 - $63.11 $4.04K - $4.73K
17.9K $1.09M
FNDA
Schwab Fundamental U S Small C

ETFs
3.45K
+ 21.34%
$26.87 - $30.99 $92.7K - $107K
19.6K $537K
XLF
Financial Sector Spdr

ETFs
199
+ 0.87%
$47.32 - $52.19 $9.42K - $10.4K
23K $1.14M
NOC
Northrop Grumman Corp

Industrials
8
+ 0.98%
$433.45 - $513.82 $3.47K - $4.11K
824 $421K
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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