Journey Advisory Group, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$1.2B

Holdings

271

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (271 positions)

StockValue
RIORIO TINTO PLC
$153.8M
IJHISHARES TR
$43.0M
BNDVANGUARD BD INDEX FDS
$35.6M
AAPLAPPLE INC
$35.5M
MSFTMICROSOFT CORP
$34.1M
PGPROCTER AND GAMBLE CO
$31.4M
VEAVANGUARD TAX-MANAGED FDS
$29.6M
IJRISHARES TR
$23.5M
QUALISHARES TR
$22.9M
USMVISHARES TR
$21.8M
LLYELI LILLY & CO
$19.4M
JPMJPMORGAN CHASE & CO.
$18.0M
IBTIISHARES TR
$17.3M
IBTHISHARES TR
$17.3M
SCHOSCHWAB STRATEGIC TR
$17.0M
IBDQISHARES TR
$16.8M
IBDRISHARES TR
$16.3M
IBMSISHARES TR
$15.3M
VIGVANGUARD SPECIALIZED FUNDS
$14.7M
MTUMISHARES TR
$14.3M
VGKVANGUARD INTL EQUITY INDEX F
$14.2M
SGOVISHARES TR
$13.6M
COSTCOSTCO WHSL CORP NEW
$12.8M
DGROISHARES TR
$11.9M
GOOGLALPHABET INC
$11.4M
MCHIISHARES TR
$11.2M
AVGOBROADCOM INC
$11.0M
ABBVABBVIE INC
$10.4M
NVDANVIDIA CORPORATION
$10.3M
DGRWWISDOMTREE TR
$10.2M
LINCLINCOLN EDL SVCS CORP
$10.0M
TPZTORTOISE CAPITAL SERIES TRUS
$9.2M
AGROADECOAGRO S A
$9.2M
WMWASTE MGMT INC DEL
$8.8M
FXIISHARES TR
$8.6M
AAXJISHARES TR
$8.1M
CITCINTAS CORP
$8.0M
MUFGMITSUBISHI UFJ FINL GROUP IN
$8.0M
METAMETA PLATFORMS INC
$7.4M
VVISA INC
$7.3M
WMTWALMART INC
$7.2M
ACNACCENTURE PLC IRELAND
$7.2M
GQ9SPDR GOLD TR
$7.0M
PRFINVESCO EXCHANGE TRADED FD T
$6.9M
XLKSELECT SECTOR SPDR TR
$6.7M
HDHOME DEPOT INC
$6.6M
SMLFISHARES TR
$6.6M
AJGGALLAGHER ARTHUR J & CO
$6.4M
XOMEXXON MOBIL CORP
$6.4M
FNDXSCHWAB STRATEGIC TR
$6.4M
TOTLSSGA ACTIVE ETF TR
$6.4M
VALEVALE S A
$6.3M
A4SAMERIPRISE FINL INC
$6.2M
BOXXEA SERIES TRUST
$6.1M
BAHBOOZ ALLEN HAMILTON HLDG COR
$6.1M
ILFISHARES TR
$5.8M
PEPPEPSICO INC
$5.7M
TJXTJX COS INC NEW
$5.7M
ADPAUTOMATIC DATA PROCESSING IN
$5.6M
MYOMYOMO INC
$5.4M
NEENEXTERA ENERGY INC
$5.4M
IVVISHARES TR
$5.3M
CVXCHEVRON CORP NEW
$5.3M
PPTAPERPETUA RESOURCES CORP
$4.9M
SPYSPDR S&P 500 ETF TR
$4.8M
MOSMOSAIC CO NEW
$4.7M
LMTLOCKHEED MARTIN CORP
$4.6M
IQLTISHARES TR
$4.5M
MLPMAUI LD & PINEAPPLE INC
$4.4M
JNJJOHNSON & JOHNSON
$4.4M
AMZNAMAZON COM INC
$4.4M
MCDMCDONALDS CORP
$4.3M
VGSHVANGUARD SCOTTSDALE FDS
$4.3M
NAKNORTHERN DYNASTY MINERALS LT
$4.3M
CSXCSX CORP
$4.2M
QSRRESTAURANT BRANDS INTL INC
$4.2M
XMHQINVESCO EXCHANGE TRADED FD T
$4.0M
CINFCINCINNATI FINL CORP
$4.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.0M
JOEST JOE CO
$4.0M
SPTMSPDR SER TR
$3.9M
NUENUCOR CORP
$3.8M
4I1PHILIP MORRIS INTL INC
$3.7M
NMRNOMURA HLDGS INC
$3.7M
AXPAMERICAN EXPRESS CO
$3.7M
COSCNO FINL GROUP INC
$3.6M
SNASNAP ON INC
$3.6M
LGLVSPDR SER TR
$3.6M
DOCHEALTHPEAK PROPERTIES INC
$3.4M
AEMAGNICO EAGLE MINES LTD
$3.3M
WECWEC ENERGY GROUP INC
$3.3M
NDQINVESCO QQQ TR
$3.2M
HCCWARRIOR MET COAL INC
$3.2M
DLYDOUBLELINE YIELD OPPORTUNITI
$3.2M
ORCLORACLE CORP
$3.2M
AONAON PLC
$3.1M
PPLTABRDN PLATINUM ETF TRUST
$3.0M
GSGOLDMAN SACHS GROUP INC
$3.0M
MDLZMONDELEZ INTL INC
$3.0M
MOOVANECK ETF TRUST
$2.9M
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