Journey Advisory Group, LLC Reduced Holdings in Q2 2025

Journey Advisory Group, LLC

  • $1.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
-53.4K
- 2.09%
$52.32 - $62.75 $2.8M - $3.35M
2.51M $146M
AGRO
Adecoagro S.A.

Consumer Defensive
-612K
- 74.28%
$8.5 - $11.69 $5.2M - $7.15M
212K $1.94M
FXI
Ishares Tr

ETFs
-185K
- 77.13%
$29.59 - $37.41 $5.47M - $6.91M
54.8K $2.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-55.6K
- 95.79%
$99.97 - $129.69 $5.56M - $7.21M
2.45K $254K
MCHI
Ishares Msci China ETF

ETFs
-71.8K
- 34.86%
$45.22 - $55.86 $3.25M - $4.01M
134K $7.4M
AAXJ
Ishares Msci All Country Asia

ETFs
-55K
- 50.39%
$65.0 - $82.89 $3.58M - $4.56M
54.1K $4.47M
AAPL
Apple Inc.

Technology
-4.02K
- 2.52%
$172.42 - $223.89 $694K - $901K
156K $31.9M
MYO
Myomo, Inc.

Healthcare
-249K
- 22.13%
$2.16 - $4.9 $538K - $1.22M
876K $1.89M
LINC
Lincoln Educational Services Corp

Consumer Defensive
-339K
- 53.79%
$15.32 - $23.8 $5.2M - $8.08M
292K $6.72M
PM
Philip Morris International Inc.

Consumer Defensive
-19.4K
- 83.75%
$149.23 - $184.95 $2.9M - $3.6M
3.77K $686K
PG
Procter & Gamble CO

Consumer Defensive
-1.67K
- 0.91%
$157.66 - $172.39 $264K - $289K
183K $29.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-92.1K
- 13.76%
$25.04 - $25.18 $2.31M - $2.32M
577K $14.5M
LLY
Eli Lilly & CO

Healthcare
-556
- 2.37%
$713.71 - $898.95 $397K - $500K
22.9K $17.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.54K
- 65.85%
$221.86 - $362.89 $1.45M - $2.37M
3.39K $1.08M
ABBV
Abb Vie Inc.

Healthcare
-148
- 0.3%
$170.16 - $206.27 $25.2K - $30.5K
49.3K $9.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12.5K
- 5.37%
$85.42 - $94.39 $1.07M - $1.18M
221K $20.7M
VALE
Vale S.A.

Basic Materials
-77.5K
- 12.19%
$8.26 - $10.1 $640K - $782K
558K $5.42M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-65.5K
- 11.14%
$10.79 - $14.14 $706K - $926K
522K $7.16M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-21.2K
- 19.93%
$54.28 - $67.95 $1.15M - $1.44M
85.1K $5.78M
CVX
Chevron Corp

Energy
-99
- 0.31%
$133.73 - $168.51 $13.2K - $16.7K
31.4K $4.5M
XOM
Exxon Mobil Corp

Energy
-717
- 1.34%
$99.93 - $119.04 $71.6K - $85.4K
53K $5.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-54.4K
- 7.38%
$51.16 - $62.02 $2.78M - $3.38M
683K $42.4M
COST
Costco Wholesale Corp

Consumer Defensive
-1.24K
- 9.15%
$908.13 - $1056.85 $1.13M - $1.31M
12.3K $12.2M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.75K
- 66.5%
$277.23 - $315.28 $484K - $551K
880 $276K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-332
- 4.45%
$483.48 - $539.8 $161K - $179K
7.14K $3.47M
PPC
Pilgrims Pride Corp

Consumer Defensive
-6.62K
- 38.66%
$44.55 - $56.26 $295K - $372K
10.5K $472K
MRK
Merck & Co., Inc.

Healthcare
-1.47K
- 5.01%
$73.47 - $87.12 $108K - $128K
27.8K $2.2M
CNO
Cno Financial Group, Inc.

Financial Services
-3.65K
- 4.22%
$36.12 - $42.37 $132K - $155K
82.9K $3.2M
NEE
Nextera Energy Inc

Utilities
-4.25K
- 5.61%
$64.11 - $75.0 $272K - $318K
71.5K $4.96M
JNJ
Johnson & Johnson

Healthcare
-262
- 0.99%
$146.36 - $159.82 $38.3K - $41.9K
26.2K $4.01M
AMGN
Amgen Inc

Healthcare
-169
- 1.98%
$262.28 - $309.85 $44.3K - $52.4K
8.37K $2.34M
BMY
Bristol Myers Squibb CO

Healthcare
-235
- 1.31%
$44.12 - $59.6 $10.4K - $14K
17.7K $817K
DGRO
Ishares Core Dividend Growth E

ETFs
-9.66K
- 5.01%
$55.22 - $63.94 $533K - $617K
183K $11.7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.2K
- 7.16%
$35.77 - $42.27 $437K - $516K
158K $6.69M
AEM
Agnico Eagle Mines LTD

Basic Materials
-4.3K
- 13.92%
$99.48 - $124.46 $427K - $535K
26.6K $3.16M
WEC
Wec Energy Group, Inc.

Utilities
-161
- 0.53%
$102.24 - $109.76 $16.5K - $17.7K
30.3K $3.15M
XLE
Energy Sector Spdr

ETFs
-217
- 1.86%
$76.44 - $94.13 $16.6K - $20.4K
11.4K $969K
DLY
Double Line Yield Opportunities Fund

N/A
-1.03K
- 0.52%
$14.45 - $16.11 $14.9K - $16.6K
197K $3.07M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.23K
- 1.95%
$60.03 - $72.0 $74.1K - $88.8K
61.9K $4.1M
MDT
Medtronic PLC

Healthcare
-949
- 15.09%
$80.68 - $88.86 $76.6K - $84.3K
5.34K $465K
UNP
Union Pacific Corp

Industrials
-75
- 0.69%
$208.27 - $238.46 $15.6K - $17.9K
10.8K $2.48M
PFE
Pfizer Inc

Healthcare
-1.43K
- 3.38%
$21.59 - $24.84 $31K - $35.6K
41K $992K
PPLT
Abrdn Platinum ETF Trust

ETFs
-720
- 2.16%
N/A
32.5K $2.92M
PEAK
Healthpeak Properties, Inc.

Real Estate
-3.09K
- 1.81%
N/A
167K $3.18M
TXN
Texas Instruments Inc

Technology
-290
- 12.86%
N/A
1.97K $382K
EW
Edwards Lifesciences Corp

Healthcare
-1.04K
- 22.13%
$67.07 - $78.22 $69.7K - $81.3K
3.66K $285K
TIP
Ishares Tr Tips Bd ETF

ETFs
-400
- 9.5%
$107.93 - $110.97 $43.2K - $44.4K
3.81K $419K
VTV
Vanguard Value ETF

ETFs
-452
- 5.59%
$153.67 - $176.74 $69.5K - $79.9K
7.63K $1.35M
DUK
Duke Energy Corp

Utilities
-15
- 0.16%
$112.46 - $124.05 $1.69K - $1.86K
9.38K $1.11M
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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