Journey Advisory Group, LLC Reduced Holdings in Q1 2025

Journey Advisory Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.34K
- 3.24%
$209.68 - $247.1 $1.12M - $1.32M
160K $35.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-27.3K
- 10.83%
$102.49 - $119.96 $2.8M - $3.27M
225K $23.5M
TXN
Texas Instruments Inc

Technology
-25.5K
- 91.87%
N/A
2.26K $438K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-46.6K
- 51.34%
$89.18 - $104.04 $4.15M - $4.85M
44.2K $4.04M
UNH
Unitedhealth Group Inc

Healthcare
-8.31K
- 90.98%
$461.52 - $548.18 $3.84M - $4.56M
824 $431K
AMGN
Amgen Inc

Healthcare
-17.6K
- 67.35%
$258.59 - $327.36 $4.56M - $5.77M
8.54K $2.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.21K
- 1.23%
$57.21 - $65.8 $527K - $606K
738K $43M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-13.6K
- 16.21%
$196.12 - $229.48 $2.68M - $3.13M
70.6K $14.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.1K
- 10.01%
$222.15 - $428.22 $245K - $473K
9.93K $2.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.01K
- 2.2%
$168.16 - $186.21 $507K - $561K
134K $22.9M
MRK
Merck & Co., Inc.

Healthcare
-9.2K
- 23.89%
$83.01 - $101.02 $763K - $929K
29.3K $2.63M
VUG
Vanguard Growth ETF

ETFs
-2.47K
- 42.87%
$369.1 - $427.61 $913K - $1.06M
3.3K $1.22M
VTV
Vanguard Value ETF

ETFs
-6.45K
- 44.41%
$167.73 - $179.21 $1.08M - $1.16M
8.08K $1.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-18.6K
- 8.81%
$60.46 - $64.42 $1.13M - $1.2M
193K $11.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-23.5K
- 12.12%
$39.4 - $42.61 $927K - $1M
171K $6.89M
VO
Vanguard Mid Cap ETF

ETFs
-3.1K
- 39.58%
$251.87 - $277.95 $780K - $861K
4.73K $1.22M
VB
Vanguard Small Cap ETF

ETFs
-3.29K
- 60.65%
$217.89 - $252.64 $717K - $831K
2.14K $473K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.61K
- 10.28%
$67.03 - $74.61 $443K - $493K
57.7K $3.92M
CSX
Csx Corp

Industrials
-3.79K
- 2.57%
$29.11 - $33.67 $110K - $128K
144K $4.23M
BAC
Bank Of America Corp

Financial Services
-10.6K
- 38.06%
$39.61 - $47.74 $421K - $507K
17.3K $721K
MCHP
Microchip Technology Inc

Technology
-6K
- 27.57%
$48.41 - $64.3 $291K - $386K
15.8K $763K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.06K
- 3.07%
$78.0 - $84.37 $317K - $343K
128K $10.2M
LMT
Lockheed Martin Corp

Industrials
-77
- 0.75%
$423.19 - $506.29 $32.6K - $39K
10.2K $4.55M
ROK
Rockwell Automation, Inc

Industrials
-1K
- 15.56%
$255.29 - $303.75 $255K - $304K
5.43K $1.4M
INTC
Intel Corp

Technology
-24.2K
- 49.62%
$19.1 - $27.39 $462K - $662K
24.5K $557K
INTU
Intuit Inc

Technology
-652
- 61.34%
$555.63 - $630.23 $362K - $411K
411 $252K
PFE
Pfizer Inc

Healthcare
-13.6K
- 24.33%
$25.01 - $27.13 $341K - $370K
42.4K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-303
- 3.39%
$551.42 - $612.93 $167K - $186K
8.65K $4.84M
VGT
Vanguard Information Technolog

ETFs
-430
- 20.45%
$542.38 - $646.34 $233K - $278K
1.67K $907K
MRVL
Marvell Technology, Inc.

Technology
-300
- 4.23%
$61.57 - $126.06 $18.5K - $37.8K
6.8K $418K
ETN
Eaton Corp PLC

Industrials
-165
- 3.45%
$271.83 - $371.23 $44.9K - $61.3K
4.61K $1.25M
DIS
Walt Disney CO

Communication Services
-1.52K
- 11.84%
$96.87 - $114.0 $147K - $174K
11.3K $1.12M
COP
Conocophillips

Energy
-3.09K
- 31.94%
$88.6 - $105.85 $274K - $327K
6.59K $692K
WMT
Walmart Inc.

Consumer Defensive
-299
- 0.36%
$84.5 - $105.05 $25.3K - $31.4K
82.5K $7.24M
NKE
Nike, Inc.

Consumer Cyclical
-2.11K
- 25.77%
$63.29 - $81.72 $133K - $172K
6.07K $385K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-893
- 21.2%
$168.84 - $202.89 $151K - $181K
3.32K $583K
OXY
Occidental Petroleum Corp

Energy
-4.5K
- 48.21%
$45.45 - $52.7 $205K - $237K
4.83K $238K
USB
Us Bancorp \De\

Financial Services
-633
- 1.81%
$40.92 - $50.9 $25.9K - $32.2K
34.4K $1.45M
RHI
Robert Half International Inc.

Industrials
-1.52K
- 17.41%
$51.96 - $71.3 $79K - $108K
7.21K $393K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-116
- 1.88%
$165.25 - $224.62 $19.2K - $26.1K
6.06K $1.01M
HON
Honeywell International Inc

Industrials
-502
- 10.38%
$202.75 - $226.52 $102K - $114K
4.33K $917K
IBM
International Business Machines Corp

Technology
-1.84K
- 18.67%
$217.4 - $264.74 $401K - $488K
8.04K $2M
CAT
Caterpillar Inc

Industrials
-18
- 0.37%
$326.75 - $407.63 $5.88K - $7.34K
4.79K $1.58M
NEE
Nextera Energy Inc

Utilities
-1.21K
- 1.58%
$66.96 - $76.16 $81.3K - $92.5K
75.7K $5.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-760
- 14.41%
$169.43 - $182.84 $129K - $139K
4.51K $781K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.07K
- 25.57%
$126.11 - $135.06 $134K - $144K
3.1K $400K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.47K
- 21.65%
$37.31 - $43.82 $92K - $108K
8.93K $336K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.55K
- 23.99%
$30.73 - $32.26 $109K - $114K
11.2K $345K
VHT
Vanguard Health Care ETF

ETFs
-513
- 31.4%
$254.06 - $273.83 $130K - $140K
1.12K $296K
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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