Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $1.25 Billion
- Q2 2025
Journey Advisory Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rio Tinto PLC with a value of $146M, Microsoft Corp with a value of $45.8M, Ishares Core S&P Mid Cap ETF with a value of $42.4M, Vanguard Bd Index Fd Inc Total with a value of $37.9M, and Vanguard Ftse Developed Market with a value of $35.5M.
Examining the 13F form we can see an increase of $52.7M in the current position value, from $1.2B to 1.25B.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.25 Billion
ETFs: $534 Million
Basic Materials: $177 Million
Technology: $144 Million
Financial Services: $100 Million
Consumer Defensive: $71 Million
Industrials: $62.8 Million
Healthcare: $55.3 Million
Communication Services: $32.3 Million
Other: $67.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 276
- Current Value $1.25 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 21 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks