Journey Advisory Group, LLC Q1 2023 Filing
Filed May 4, 2023
Portfolio Value
$637.4B
Holdings
232
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 179,877 | $29K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 87,263 | $25K | 0.00% | |
| 3 | PGPROCTER AND GAMBLE CO | 159,937 | $23K | 0.00% | |
| 4 | IJHISHARES TR | 88,322 | $22K | 0.00% | |
| 5 | QUALISHARES TR | 162,243 | $20K | 0.00% | |
| 6 | USMVISHARES TR | 248,731 | $18K | 0.00% | |
| 7 | MTUMISHARES TR | 102,745 | $14K | 0.00% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 314,763 | $14K | 0.00% | |
| 9 | TFLOISHARES TR | 281,564 | $14K | 0.00% | |
| 10 | IBTGISHARES TR | 524,105 | $12K | 0.00% | |
| 11 | AQLTISHARES TR | 497,248 | $11K | 0.00% | |
| 12 | DGROISHARES TR | 229,350 | $11K | 0.00% | |
| 13 | PRFINVESCO EXCHANGE TRADED FD T | 74,105 | $11K | 0.00% | |
| 14 | IJRISHARES TR | 107,017 | $10K | 0.00% | |
| 15 | IAUISHARES TR | 426,096 | $10K | 0.00% | |
| 16 | LLYLILLY ELI & CO | 30,326 | $10K | 0.00% | |
| 17 | JNJJOHNSON & JOHNSON | 59,959 | $9K | 0.00% | |
| 18 | ABBVABBVIE INC | 62,309 | $9K | 0.00% | |
| 19 | JPMJPMORGAN CHASE & CO | 67,566 | $8K | 0.00% | |
| 20 | IBDPISHARES TR | 336,501 | $8K | 0.00% | |
| 21 | DGRWWISDOMTREE TR | 116,766 | $7K | 0.00% | |
| 22 | VGKVANGUARD INTL EQUITY INDEX F | 119,447 | $7K | 0.00% | |
| 23 | BMYBRISTOL-MYERS SQUIBB CO | 93,928 | $6K | 0.00% | |
| 24 | NEENEXTERA ENERGY INC | 86,008 | $6K | 0.00% | |
| 25 | XLKSELECT SECTOR SPDR TR | 40,773 | $6K | 0.00% | |
| 26 | BNDVANGUARD BD INDEX FDS | 71,975 | $5K | 0.00% | |
| 27 | ACNACCENTURE PLC IRELAND | 18,754 | $5K | 0.00% | |
| 28 | PEPPEPSICO INC | 29,517 | $5K | 0.00% | |
| 29 | CVXCHEVRON CORP NEW | 33,759 | $5K | 0.00% | |
| 30 | SCHOSCHWAB STRATEGIC TR | 104,060 | $5K | 0.00% | |
| 31 | JPSTJ P MORGAN EXCHANGE TRADED F | 101,560 | $5K | 0.00% | |
| 32 | XOMEXXON MOBIL CORP | 53,257 | $5K | 0.00% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 70,601 | $5K | 0.00% | |
| 34 | AMGNAMGEN INC | 21,008 | $5K | 0.00% | |
| 35 | IJSISHARES TR | 54,349 | $5K | 0.00% | |
| 36 | SPYSPDR S&P 500 ETF TR | 11,688 | $4K | 0.00% | |
| 37 | WMWASTE MGMT INC DEL | 30,222 | $4K | 0.00% | |
| 38 | WMTWALMART INC | 31,137 | $4K | 0.00% | |
| 39 | AVGOBROADCOM INC | 6,659 | $4K | 0.00% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 8,224 | $4K | 0.00% | |
| 41 | IJJISHARES TR | 43,468 | $4K | 0.00% | |
| 42 | HDHOME DEPOT INC | 14,225 | $4K | 0.00% | |
| 43 | VVISA INC | 18,856 | $4K | 0.00% | |
| 44 | PFEPFIZER INC | 118,340 | $4K | 0.00% | |
| 45 | MRKMERCK & CO INC | 44,644 | $4K | 0.00% | |
| 46 | TSLATESLA INC | 15,696 | $3K | 0.00% | Put |
| 47 | VNQVANGUARD INDEX FDS | 45,599 | $3K | 0.00% | |
| 48 | IQLTISHARES TR | 97,585 | $3K | 0.00% | |
| 49 | VIGVANGUARD SPECIALIZED FUNDS | 24,799 | $3K | 0.00% | |
| 50 | CINFCINCINNATI FINL CORP | 27,045 | $3K | 0.00% | |
| 51 | APDAIR PRODS & CHEMS INC | 11,748 | $3K | 0.00% | |
| 52 | SPTMSPDR SER TR | 70,449 | $3K | 0.00% | |
| 53 | VTVVANGUARD INDEX FDS | 26,866 | $3K | 0.00% | |
| 54 | GQ9SPDR GOLD TR | 21,296 | $3K | 0.00% | |
| 55 | NDQINVESCO QQQ TR | 9,816 | $3K | 0.00% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 8,124 | $3K | 0.00% | |
| 57 | BAHBOOZ ALLEN HAMILTON HLDG COR | 39,640 | $3K | 0.00% | |
| 58 | LMTLOCKHEED MARTIN CORP | 7,899 | $3K | 0.00% | |
| 59 | TXNTEXAS INSTRS INC | 21,354 | $3K | 0.00% | |
| 60 | ORCLORACLE CORP | 34,241 | $3K | 0.00% | |
| 61 | IVVISHARES TR | 8,578 | $3K | 0.00% | |
| 62 | FMCFMC CORP | 21,899 | $2K | 0.00% | |
| 63 | AMTAMERICAN TOWER CORP NEW | 10,572 | $2K | 0.00% | |
| 64 | A4SAMERIPRISE FINL INC | 6,741 | $2K | 0.00% | |
| 65 | METAMETA PLATFORMS INC | 11,900 | $2K | 0.00% | Put |
| 66 | DISDISNEY WALT CO | 27,187 | $2K | 0.00% | |
| 67 | NVDANVIDIA CORPORATION | 8,374 | $2K | 0.00% | |
| 68 | AJGGALLAGHER ARTHUR J & CO | 14,612 | $2K | 0.00% | |
| 69 | 8CWCROWN CASTLE INC | 22,414 | $2K | 0.00% | |
| 70 | VFMOVANGUARD WELLINGTON FD | 25,660 | $2K | 0.00% | |
| 71 | VEUVANGUARD INTL EQUITY INDEX F | 44,877 | $2K | 0.00% | |
| 72 | NKENIKE INC | 18,172 | $2K | 0.00% | |
| 73 | AQLTISHARES TR | 96,090 | $2K | 0.00% | |
| 74 | MDLZMONDELEZ INTL INC | 36,100 | $2K | 0.00% | |
| 75 | ABTABBOTT LABS | 23,621 | $2K | 0.00% | |
| 76 | MCDMCDONALDS CORP | 10,303 | $2K | 0.00% | |
| 77 | MCHPMICROCHIP TECHNOLOGY INC. | 33,002 | $2K | 0.00% | |
| 78 | CSXCSX CORP | 93,457 | $2K | 0.00% | |
| 79 | VOVANGUARD INDEX FDS | 13,032 | $2K | 0.00% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 13,010 | $2K | 0.00% | |
| 81 | GOOGLALPHABET INC | 19,587 | $2K | 0.00% | |
| 82 | WECWEC ENERGY GROUP INC | 22,522 | $2K | 0.00% | |
| 83 | VBVANGUARD INDEX FDS | 13,742 | $2K | 0.00% | |
| 84 | UNPUNION PAC CORP | 10,362 | $2K | 0.00% | |
| 85 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,479 | $2K | 0.00% | |
| 86 | LGLVSPDR SER TR | 18,466 | $2K | 0.00% | |
| 87 | HONHONEYWELL INTL INC | 5,388 | $1K | 0.00% | |
| 88 | CMECME GROUP INC | 9,530 | $1K | 0.00% | |
| 89 | RTXRAYTHEON TECHNOLOGIES CORP | 16,895 | $1K | 0.00% | |
| 90 | XLESELECT SECTOR SPDR TR | 13,801 | $1K | 0.00% | |
| 91 | AMZNAMAZON COM INC | 16,315 | $1K | 0.00% | |
| 92 | BACVERIZON COMMUNICATIONS INC | 27,389 | $1K | 0.00% | |
| 93 | VUGVANGUARD INDEX FDS | 7,012 | $1K | 0.00% | |
| 94 | MPCMARATHON PETE CORP | 10,092 | $1K | 0.00% | |
| 95 | EWEDWARDS LIFESCIENCES CORP | 17,379 | $1K | 0.00% | |
| 96 | ROKROCKWELL AUTOMATION INC | 5,823 | $1K | 0.00% | |
| 97 | CBCHUBB LIMITED | 8,236 | $1K | 0.00% | |
| 98 | INTCINTEL CORP | 59,801 | $1K | 0.00% | |
| 99 | PSAPUBLIC STORAGE | 3,987 | $1K | 0.00% | |
| 100 | IBTEISHARES TR | 56,680 | $1K | 0.00% |
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