Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $834 Million
- Q4 2024
Journey Advisory Group, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $834 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 $41.3M, Microsoft Corp with a value of $34.8M, Procter & Gamble CO with a value of $31.1M, and Ishares Core S&P Sm Cap ETF with a value of $29M.
Examining the 13F form we can see an decrease of $28.6M in the current position value, from $863M to 834M.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$834 Million
ETFs: $420 Million
Technology: $119 Million
Financial Services: $59.3 Million
Consumer Defensive: $59.3 Million
Healthcare: $58 Million
Industrials: $52.3 Million
Consumer Cyclical: $20.8 Million
Communication Services: $15 Million
Other: $30.3 Million