Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $1.2 Billion
- Q1 2025
Journey Advisory Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rio Tinto PLC with a value of $154M, Ishares Core S&P Mid Cap ETF with a value of $43M, Vanguard Bd Index Fd Inc Total with a value of $35.6M, Apple Inc. with a value of $35.5M, and Microsoft Corp with a value of $34.1M.
Examining the 13F form we can see an increase of $361M in the current position value, from $834M to 1.2B.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $498 Million
Basic Materials: $189 Million
Technology: $116 Million
Financial Services: $96.9 Million
Consumer Defensive: $86.6 Million
Industrials: $59 Million
Healthcare: $56.4 Million
Consumer Cyclical: $30.5 Million
Other: $62.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 275
- Current Value $1.2 Billion
- Prior Value $834 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 74 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks