Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $836 Million
- Q2 2024
Journey Advisory Group, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $836 Million distributed in 225 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 $43.7M, Microsoft Corp with a value of $37.1M, Apple Inc. with a value of $34.6M, Procter & Gamble CO with a value of $30.6M, and Vanguard Bd Index Fd Inc Total with a value of $27.3M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $810M to 836M.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $836 Million
- Prior Value $810 Million
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 4 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks