Filer Name: JOURNEY ADVISORY GROUP, LLC
CIK: 1840085
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 224
Portfolio Value: $0.84B

Journey Advisory Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IJH US ISHARES CORE S&P MIDCAP ETF 746,894 $44M 5.23% - -
MSFT US MICROSOFT CORP 82,657 $37M 4.42% - -
AAPL US APPLE INC 165,009 $35M 4.16% - -
PG US PROCTER & GAMBLE CO/THE 185,652 $31M 3.67% -0.3% -
BND US VANGUARD TOTAL BOND MARKET 379,016 $27M 3.27% - -
IJR US ISHARES CORE S&P SMALL-CAP E 252,110 $27M 3.22% - -
QUAL US ISHARES MSCI USA QUALITY FAC 137,099 $23M 2.80% - -
VEA US VANGUARD FTSE DEVELOPED ETF 464,106 $23M 2.75% - -
LLY US ELI LILLY & CO 24,805 $22M 2.69% - -
USMV US ISHARES MSCI USA MIN VOL FAC 234,153 $20M 2.35% - -
MTUM US ISHARES MSCI USA MOMENTUM FA 84,208 $16M 1.96% - -
IBTH US ISHARES IBONDS DEC 2027 TERM 671,357 $15M 1.77% - -
JPM US JPMORGAN CHASE & CO 71,177 $14M 1.72% - -
IBDR US ISHARES IBONDS DEC 2026 TERM 560,209 $13M 1.60% - -
IBTI US ISHARES IBONDS DEC 2028 TERM 605,120 $13M 1.58% - -
SCHO US SCHWAB SHORT-TERM US TREAS 271,689 $13M 1.57% - -
VIG US VANGUARD DIVIDEND APPREC ETF 72,037 $13M 1.57% - -
IBDQ US ISHARES IBONDS DEC 2025 TERM 505,709 $13M 1.51% - -
DGRO US ISHARES CORE DIVIDEND GROWTH 211,229 $12M 1.46% - -
VGK US VANGUARD FTSE EUROPE ETF 180,522 $12M 1.44% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us