Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
Journey Advisory Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $863 Million distributed in 226 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $46.5M, Apple Inc. with a value of $38.4M, Microsoft Corp with a value of $35.6M, Procter & Gamble CO with a value of $32.2M, and Ishares Core S&P Sm Cap ETF with a value of $29.5M.
Examining the 13F form we can see an increase of $27.6M in the current position value, from $836M to 863M.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$863 Million
ETFs: $444 Million
Technology: $117 Million
Healthcare: $66.4 Million
Consumer Defensive: $60.5 Million
Industrials: $55.5 Million
Financial Services: $54.5 Million
Consumer Cyclical: $19.2 Million
Energy: $15.3 Million
Other: $30.8 Million