Journey Advisory Group, LLC Purchases in Q3 2025

Journey Advisory Group, LLC

  • $1.31 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
47.6K
+ 634.89%
$158.59 - $198.69 $7.55M - $9.45M
55.1K $10.6M
FXI
Ishares Tr

ETFs
184K
+ 336.34%
$36.18 - $41.62 $6.67M - $7.67M
239K $9.84M
EWH
Ishares Msci Hong Kong ETF

ETFs
314K
New
$19.82 - $22.04 $6.21M - $6.91M
314K $6.76M
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 1.79%
$174.36 - $254.72 $274K - $401K
89.5K $21.7M
AVGO
Broadcom Inc.

Technology
1.19K
+ 1.82%
$264.74 - $369.57 $316K - $441K
66.9K $22.1M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
47.9K
+ 110.52%
$57.58 - $64.29 $2.76M - $3.08M
91.3K $5.81M
TRMD
Torm PLC

Energy
142K
New
$16.71 - $23.4 $2.37M - $3.31M
142K $2.92M
RRC
Range Resources Corp

Energy
76K
+ 357.94%
$32.79 - $39.33 $2.49M - $2.99M
97.3K $3.66M
DBND
Doubleline ETF Tr Opportunisti

ETFs
58.5K
New
$45.57 - $46.76 $2.67M - $2.74M
58.5K $2.72M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 2.05%
$184.85 - $231.54 $187K - $234K
50.3K $11.6M
MCHI
Ishares Msci China ETF

ETFs
13K
+ 9.71%
$54.58 - $65.85 $712K - $859K
147K $9.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.01K
+ 0.45%
$108.46 - $120.63 $110K - $122K
225K $26.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
572
+ 0.08%
$62.09 - $66.51 $35.5K - $38K
684K $44.6M
MU
Micron Technology Inc

Technology
10K
+ 77.28%
$104.88 - $168.89 $1.05M - $1.69M
23K $3.85M
VEA
Vanguard Ftse Developed Market

ETFs
6.55K
+ 1.05%
$56.02 - $60.3 $367K - $395K
629K $37.7M
JPM
Jpmorgan Chase & CO

Financial Services
800
+ 1.07%
$282.78 - $316.06 $226K - $253K
75.7K $23.9M
AAXJ
Ishares Msci All Country Asia

ETFs
17.6K
+ 32.54%
$82.05 - $91.87 $1.45M - $1.62M
71.8K $6.55M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
102K
+ 61.78%
$19.57 - $19.98 $2M - $2.04M
267K $5.31M
GLD
Spdr Gold Trust

ETFs
706
+ 2.78%
$300.96 - $355.47 $212K - $251K
26.1K $9.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.14K
+ 1.78%
$72.57 - $74.72 $663K - $683K
523K $38.9M
TJX
Tjx Companies Inc

Consumer Cyclical
342
+ 0.71%
$121.35 - $144.54 $41.5K - $49.4K
48.4K $6.99M
IBM
International Business Machines Corp

Technology
3.9K
+ 39.02%
$234.77 - $292.47 $915K - $1.14M
13.9K $3.92M
HD
Home Depot, Inc.

Consumer Cyclical
527
+ 2.9%
$357.4 - $423.42 $188K - $223K
18.7K $7.59M
ILF
Ishares Latin America 40 ETF

ETFs
657
+ 0.21%
$24.77 - $28.98 $16.3K - $19K
321K $9.26M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
37.1K
+ 4.74%
$22.36 - $22.52 $829K - $835K
820K $18.5M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
28.7K
+ 4.01%
$21.68 - $22.04 $623K - $633K
746K $16.4M
NEE
Nextera Energy Inc

Utilities
2.57K
+ 3.59%
$69.77 - $77.54 $179K - $199K
74K $5.59M
VLO
Valero Energy Corp

Energy
3.68K
New
$131.77 - $175.63 $485K - $646K
3.68K $626K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
26.2K
+ 3.31%
$22.19 - $22.44 $581K - $588K
818K $18.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.75K
+ 0.88%
$75.26 - $80.19 $132K - $140K
201K $16.1M
SNA
Snap On Inc

Industrials
529
+ 4.9%
$313.01 - $346.53 $166K - $183K
11.3K $3.92M
WEC
Wec Energy Group, Inc.

Utilities
2K
+ 6.6%
$103.66 - $114.59 $207K - $229K
32.3K $3.7M
LMT
Lockheed Martin Corp

Industrials
363
+ 3.67%
$410.74 - $499.21 $149K - $181K
10.3K $5.12M
GS
Goldman Sachs Group Inc

Financial Services
50
+ 0.94%
$696.56 - $806.32 $34.8K - $40.3K
5.39K $4.29M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.5K
+ 3.04%
N/A
694K $16.5M
SCHO
Schwab Short Term Us Treasury

ETFs
19.4K
+ 2.63%
$24.23 - $24.42 $470K - $474K
758K $18.5M
AXP
American Express CO

Financial Services
914
+ 6.53%
$294.27 - $342.31 $269K - $313K
14.9K $4.95M
FNDX
Schwab Fundamental U S Large C

ETFs
885
+ 0.34%
$24.38 - $26.34 $21.6K - $23.3K
262K $6.89M
PSX
Phillips 66

Energy
3.45K
New
$118.37 - $139.46 $408K - $481K
3.45K $469K
INTC
Intel Corp

Technology
5.35K
+ 21.76%
$19.31 - $35.5 $103K - $190K
29.9K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 0.74%
$293.94 - $444.72 $7.35K - $11.1K
3.41K $1.52M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 2.73%
$98.53 - $107.1 $117K - $127K
44.6K $4.68M
KLAC
Kla Corp

Technology
29
+ 1.59%
$843.9 - $1078.6 $24.5K - $31.3K
1.85K $1.99M
CNO
Cno Financial Group, Inc.

Financial Services
4.95K
+ 5.97%
$35.49 - $40.41 $176K - $200K
87.8K $3.47M
IWM
Ishares Russell 2000 ETF

ETFs
1K
+ 88.03%
$214.92 - $244.84 $215K - $245K
2.14K $516K
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 2.17%
$291.67 - $316.99 $88.1K - $95.7K
14.2K $4.32M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.7K
New
$110.89 - $148.5 $188K - $252K
1.7K $235K
VT
Vanguard Total World Stk Index

ETFs
1.59K
New
$128.41 - $138.03 $205K - $220K
1.59K $219K
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.08K
New
$33.63 - $42.59 $171K - $216K
5.08K $213K
Activity Summary
Buys All Purchases 95 New Holdings 13 Increased Positions 82 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Journey Advisory Group, LLC Portfolio

Follow Journey Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email