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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.2B AUM 263 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 86 Added 121 Reduced 18 Exited
Page 13 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IBDW ISHARES TR 11,800.0 $250K 0.02% NEW $21.15 -1.5%
242 IBDX ISHARES TR 9,700.0 $248K 0.02% NEW $25.53 -1.5%
243 CARR CARRIER GLOBAL CORPORATION Industrials 4,515.0 $240K 0.02% -60.0 -1.3% $53.27 +21.6%
244 MSM MSC INDL DIRECT INC Industrials 2,856.0 $240K 0.02% -2K -38.0% $84.10 +28.3%
245 ADI ANALOG DEVICES INC Technology 884.0 $240K 0.02% -104.0 -10.5% $271.20 +53.1%
246 EW EDWARDS LIFESCIENCES CORP Healthcare 2,666.0 $227K 0.02% $85.25 +2.5%
247 SBUX STARBUCKS CORP Consumer Cyclical 2,683.0 $226K 0.02% +44.0 +1.7% $84.21 +20.6%
248 XLB SELECT SECTOR SPDR TR 4,982.0 $226K 0.02% NEW $45.35 +12.3%
249 PFF ISHARES TR 7,125.0 $221K 0.02% -3K -30.3% $30.96 +1.1%
250 SOXX ISHARES TR 720.0 $217K 0.02% NEW $301.15 +87.1%
251 VOO VANGUARD INDEX FDS 345.0 $216K 0.02% +15.0 +4.5% $627.13 +9.8%
252 ZTS ZOETIS INC Healthcare 1,707.0 $215K 0.02% $125.82 -35.7%
253 ALAB ASTERA LABS INC Technology 1,285.0 $214K 0.02% +10.0 +0.8% $166.36 +88.5%
254 T AT&T INC Communication Services 8,575.0 $213K 0.02% +921.0 +12.0% $24.84 +1.4%
255 PGR PROGRESSIVE CORP Financial Services 935.0 $213K 0.02% $227.72 -13.2%
256 FDX FEDEX CORP Industrials 725.0 $209K 0.02% -229.0 -24.0% $288.86 +38.3%
257 INTU INTUIT Technology 308.0 $204K 0.02% -12.0 -3.8% $662.42 -53.3%
258 BAND BANDWIDTH INC Technology 12,711.0 $196K 0.02% $15.45 +293.5%
259 DIREXION SHS ETF TR 20,940.0 $106K 0.01% -530.0 -2.5% $5.07
260 GRAB GRAB HOLDINGS LIMITED Technology 12,000.0 $60K 0.01% $4.99 -27.7%
Page 13 of 14  ·  262 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
Technology 26.0%
Financial Services 21.3%
Industrials 11.3%
Healthcare 9.3%
Consumer Defensive 9.2%
Communication Services 7.3%
Consumer Cyclical 5.2%
Energy 4.7%
Basic Materials 3.0%
Utilities 1.9%