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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.4B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 266 New
Page 12 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IMCG ISHARES TR 4,385.0 $363K 0.03% NEW $82.73 +10.4%
222 MRSH MARSH & MCLENNAN COS INC Financial Services 1,800.0 $363K 0.03% NEW $201.53 -18.6%
223 VZ VERIZON COMMUNICATIONS INC Communication Services 8,179.0 $359K 0.03% NEW $43.95 +10.0%
224 BWA BORGWARNER INC Consumer Cyclical 8,074.0 $355K 0.03% NEW $43.96 +49.7%
225 GLW CORNING INC Technology 4,321.0 $354K 0.03% NEW $82.03 +136.6%
226 TXN TEXAS INSTRS INC Technology 1,928.0 $354K 0.03% NEW $183.73 +68.3%
227 CSCO CISCO SYS INC Technology 5,121.0 $350K 0.03% NEW $68.42 +76.0%
228 NFLX NETFLIX INC Communication Services 290.0 $348K 0.03% NEW $1198.92 -92.6%
229 ITA ISHARES TR 1,650.0 $345K 0.03% NEW $209.26 +7.7%
230 PFF ISHARES TR 10,225.0 $323K 0.02% NEW $31.62 -1.2%
231 FITB FIFTH THIRD BANCORP Financial Services 7,085.0 $316K 0.02% NEW $44.55 +11.1%
232 MDT MEDTRONIC PLC Healthcare 3,229.0 $308K 0.02% NEW $95.24 -17.5%
233 KR KROGER CO Consumer Defensive 4,466.0 $301K 0.02% NEW $67.41 -0.2%
234 CMS CMS ENERGY CORP Utilities 4,050.0 $297K 0.02% NEW $73.26 +1.7%
235 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,361.0 $294K 0.02% NEW $124.34 -20.3%
236 IBDT ISHARES TR 11,500.0 $293K 0.02% NEW $25.52 -1.2%
237 QCOM QUALCOMM INC Technology 1,660.0 $276K 0.02% NEW $166.36 +43.2%
238 VHT VANGUARD WORLD FD 1,061.0 $275K 0.02% NEW $259.60 +7.6%
239 CARR CARRIER GLOBAL CORPORATION Industrials 4,575.0 $273K 0.02% NEW $59.70 +5.8%
240 BEN FRANKLIN RESOURCES INC Financial Services 11,053.0 $256K 0.02% NEW $23.13 +34.1%
Page 12 of 14  ·  266 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 23.3%
Technology 20.4%
Financial Services 17.4%
Industrials 9.3%
Consumer Defensive 8.0%
Healthcare 6.3%
Communication Services 5.1%
Energy 4.2%
Consumer Cyclical 3.6%
Utilities 1.6%