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
ABC
Amerisourcebergen Corp

Healthcare
-204
- 9.98%
N/A
1.84K $340K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.01K
- 8.99%
$29.0 - $30.68 $29.3K - $31K
10.2K $313K
AFG
American Financial Group Inc

Financial Services
-50
- 0.99%
$116.9 - $132.12 $5.85K - $6.61K
5.01K $631K
VZ
Verizon Communications Inc

Communication Services
-220
- 1.99%
$41.67 - $45.62 $9.17K - $10K
10.8K $468K
DVY
Ishares Tr

ETFs
-100
- 1.03%
$118.37 - $134.86 $11.8K - $13.5K
9.62K $1.28M
NOC
Northrop Grumman Corp

Industrials
-20
- 2.43%
$456.3 - $540.39 $9.13K - $10.8K
804 $401K
KO
Coca Cola CO

Consumer Defensive
-116
- 1.2%
$68.37 - $73.9 $7.93K - $8.57K
9.55K $675K
CTVA
Corteva, Inc.

Basic Materials
-1.59K
- 18.14%
$55.52 - $74.53 $88.1K - $118K
7.16K $533K
FISV
Fiserv Inc

Technology
-118
- 2.51%
N/A
4.58K $572K
SO
Southern CO

Utilities
-35
- 0.36%
$84.91 - $92.56 $2.97K - $3.24K
9.8K $899K
Ea Series Trust
-390
- 0.72%
N/A
54.1K $0
INTU
Intuit Inc

Technology
-91
- 22.14%
$544.07 - $787.63 $49.5K - $71.7K
320 $252K
Canadian Pacific Kansas City
-696
- 1.82%
N/A
37.6K $0
IAU
Ishares Gold Trust

ETFs
-340
- 4.47%
$56.1 - $64.74 $19.1K - $22K
7.26K $452K
VO
Vanguard Mid Cap ETF

ETFs
-339
- 7.17%
$228.54 - $279.83 $77.5K - $94.9K
4.39K $1.23M
CINF
Cincinnati Financial Corp

Financial Services
-180
- 0.67%
$126.6 - $151.6 $22.8K - $27.3K
26.9K $4M
JOE
St Joe CO

Real Estate
-1.15K
- 1.36%
$40.82 - $49.27 $46.9K - $56.7K
83.4K $3.98M
GD
General Dynamics Corp

Industrials
-51
- 3.27%
$247.68 - $291.66 $12.6K - $14.9K
1.51K $440K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.23K
- 8.94%
$54.19 - $67.22 $175K - $217K
32.9K $2.21M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5K
- 8.67%
$60.34 - $74.89 $302K - $374K
52.7K $3.95M
VB
Vanguard Small Cap ETF

ETFs
-25
- 1.17%
$193.73 - $237.37 $4.84K - $5.93K
2.11K $500K
FNDX
Schwab Fundamental U S Large C

ETFs
-9.08K
- 3.36%
$20.84 - $24.54 $189K - $223K
261K $6.41M
LMT
Lockheed Martin Corp

Industrials
-297
- 2.92%
$430.82 - $486.45 $128K - $144K
9.89K $4.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-47
- 1.04%
$152.93 - $181.74 $7.19K - $8.54K
4.47K $811K
SLV
I Shares Silver Trust

ETFs
-300
- 1.26%
$27.08 - $33.74 $8.12K - $10.1K
23.5K $770K
NKE
Nike, Inc.

Consumer Cyclical
-23
- 0.38%
$53.27 - $72.04 $1.23K - $1.66K
6.05K $429K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.33K
- 4.15%
$71.28 - $83.74 $380K - $446K
123K $10.3M
ABT
Abbott Laboratories

Healthcare
-37
- 0.2%
$123.95 - $138.08 $4.59K - $5.11K
18.8K $2.56M
HON
Honeywell International Inc

Industrials
-101
- 2.33%
$182.86 - $232.88 $18.5K - $23.5K
4.23K $985K
MPC
Marathon Petroleum Corp

Energy
-583
- 7.22%
$118.55 - $170.08 $69.1K - $99.2K
7.49K $1.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-330
- 6.77%
$60.61 - $87.72 $20K - $28.9K
4.55K $385K
NFLX
Netflix Inc

Communication Services
-51
- 14.53%
$855.86 - $1339.13 $43.6K - $68.3K
300 $401K
MRVL
Marvell Technology, Inc.

Technology
-295
- 4.34%
$49.38 - $79.97 $14.6K - $23.6K
6.51K $503K
SIVR
Abrdn Silver ETF Trust

ETFs
-1.15K
- 1.68%
$28.36 - $35.37 $32.6K - $40.7K
67.4K $2.32M
USB
Us Bancorp \De\

Financial Services
-83
- 0.24%
$36.4 - $45.76 $3.02K - $3.8K
34.3K $1.55M
VUG
Vanguard Growth ETF

ETFs
-148
- 4.49%
$329.49 - $438.4 $48.8K - $64.9K
3.15K $1.38M
VGT
Vanguard Information Technolog

ETFs
-20
- 1.2%
$470.37 - $663.28 $9.41K - $13.3K
1.65K $1.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.11K
- 3.65%
$35.9 - $43.76 $147K - $180K
108K $4.68M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-771
- 1.75%
$82.17 - $99.96 $63.4K - $77.1K
43.4K $4.26M
EMR
Emerson Electric CO

Industrials
-540
- 4.13%
$94.15 - $133.33 $50.8K - $72K
12.5K $1.67M
DIS
Walt Disney CO

Communication Services
-289
- 2.55%
$81.72 - $124.01 $23.6K - $35.8K
11K $1.37M
GOOG
Alphabet Inc.

Communication Services
-405
- 2.6%
$146.58 - $180.01 $59.4K - $72.9K
15.2K $2.69M
CAT
Caterpillar Inc

Industrials
-39
- 0.81%
$273.94 - $388.21 $10.7K - $15.1K
4.75K $1.84M
MCHP
Microchip Technology Inc

Technology
-135
- 0.86%
$35.34 - $71.6 $4.77K - $9.67K
15.6K $1.1M
C
Citigroup Inc

Financial Services
-486
- 1.79%
$58.13 - $85.12 $28.3K - $41.4K
26.7K $2.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.59K
- 4.17%
$152.42 - $182.82 $852K - $1.02M
128K $23.5M
NGD
New Gold Inc.

Basic Materials
-11.1K
- 1.79%
$2.98 - $4.95 $33.1K - $55K
608K $3.01M
GS
Goldman Sachs Group Inc

Financial Services
-205
- 3.7%
$462.22 - $707.75 $94.8K - $145K
5.34K $3.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-838
- 0.37%
$90.56 - $109.49 $75.9K - $91.8K
224K $24.5M
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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