Journey Advisory Group, LLC New Holdings 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
LINC
Lincoln Educational Services Corp

Consumer Defensive
631K
New
$14.44 - $18.55 $9.11M - $11.7M
631K $10M
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
AAXJ
Ishares Msci All Country Asia

ETFs
109K
New
$69.59 - $77.09 $7.6M - $8.41M
109K $8.08M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
588K
New
$11.66 - $14.98 $6.85M - $8.8M
588K $8.01M
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
MYO
Myomo, Inc.

Healthcare
1.12M
New
$4.17 - $7.05 $4.69M - $7.93M
1.12M $5.41M
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
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
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
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
HCC
Warrior Met Coal, Inc.

Basic Materials
67.8K
New
$46.21 - $57.16 $3.13M - $3.87M
67.8K $3.23M
PEAK
Healthpeak Properties, Inc.

Real Estate
171K
New
N/A
171K $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
DBL
Double Line Opportunistic Credit Fund

Financial Services
169K
New
$15.51 - $15.85 $2.62M - $2.68M
169K $2.64M
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
C
Citigroup Inc

Financial Services
27.2K
New
$67.23 - $84.63 $1.83M - $2.3M
27.2K $1.93M
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
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
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
57.6K
New
$19.0 - $19.66 $1.09M - $1.13M
57.6K $1.13M
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
RRC
Range Resources Corp

Energy
21.2K
New
$35.22 - $41.29 $748K - $877K
21.2K $848K
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
FISV
Fiserv Inc

Technology
4.69K
New
N/A
4.69K $587K
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
RYN
Rayonier Inc

Real Estate
14K
New
$24.95 - $28.24 $349K - $395K
14K $389K
ABC
Amerisourcebergen Corp

Healthcare
2.05K
New
N/A
2.05K $378K
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
Track This Portfolio

Track Journey Advisory Group, LLC Portfolio

Follow Journey Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email