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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
330
New
$567.77 - $614.76 $187K - $203K
330 $202K
META
Meta Platforms, Inc.

Communication Services
300
+ 2.27%
$695.21 - $791.73 $209K - $238K
13.5K $9.94M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
812
+ 8.82%
$128.6 - $136.01 $104K - $110K
10K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
593
+ 2.48%
$211.65 - $238.24 $126K - $141K
24.5K $5.37M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
270
+ 1.29%
$172.72 - $179.11 $46.6K - $48.4K
21.3K $3.79M
AMD
Advanced Micro Devices Inc

Technology
101
+ 1.91%
$134.8 - $184.42 $13.6K - $18.6K
5.4K $873K
AFG
American Financial Group Inc

Financial Services
24
+ 0.48%
$122.42 - $145.72 $2.94K - $3.5K
5.03K $732K
IWF
Ishares Russell 1000 Gr ETF

ETFs
60
+ 3.69%
$420.11 - $472.68 $25.2K - $28.4K
1.69K $790K
IAU
Ishares Gold Trust

ETFs
216
+ 2.98%
$61.62 - $72.77 $13.3K - $15.7K
7.48K $544K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
73
+ 0.04%
$39.58 - $40.74 $2.89K - $2.97K
192K $7.77M
WLK
Westlake Corp

Basic Materials
230
+ 0.51%
$75.43 - $90.6 $17.3K - $20.8K
45.1K $3.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.09%
$185.88 - $207.44 $558 - $622
3.32K $667K
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 6.11%
$192.76 - $203.86 $22.4K - $23.6K
2.01K $410K
SCHW
Schwab Charles Corp

Financial Services
150
+ 2.63%
$91.03 - $98.69 $13.7K - $14.8K
5.84K $557K
BSX
Boston Scientific Corp

Healthcare
1K
+ 13.51%
$97.03 - $108.14 $97K - $108K
8.4K $820K
FITB
Fifth Third Bancorp

Financial Services
21
+ 0.3%
$40.91 - $46.28 $859 - $972
7.09K $315K
MA
Mastercard Inc

Financial Services
3
+ 0.09%
$550.18 - $598.96 $1.65K - $1.8K
3.25K $1.85M
ADI
Analog Devices Inc

Technology
4
+ 0.41%
$220.68 - $255.63 $883 - $1.02K
988 $242K
CSCO
Cisco Systems, Inc.

Technology
170
+ 3.43%
$66.2 - $71.79 $11.3K - $12.2K
5.12K $350K
Jacobs Solutions Inc
1.3K
+ 3.91%
N/A
34.4K $0
Ge Vernova Inc
8
+ 1.2%
N/A
677 $0
TSLS
Direxion Shs ETF Tr Daily Tsla
21.5K
New
N/A
21.5K $0
Astera Labs Inc
1.28K
New
N/A
1.28K $0
Accelerant Holdings
433K
New
N/A
433K $0
Ishares Bitcoin Trust ETF
3.11K
New
N/A
3.11K $0
NDAQ
Nasdaq, Inc.

Financial Services
50
+ 0.42%
$86.73 - $96.94 $4.34K - $4.85K
11.9K $1.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
100
+ 5.88%
$196.15 - $217.83 $19.6K - $21.8K
1.8K $362K
PGR
Progressive Corp

Financial Services
35
+ 3.89%
$238.61 - $264.3 $8.35K - $9.25K
935 $230K
BMY
Bristol Myers Squibb CO

Healthcare
194
+ 1.1%
$43.31 - $48.98 $8.4K - $9.5K
17.9K $805K
KR
Kroger CO

Consumer Defensive
80
+ 1.82%
$64.52 - $74.35 $5.16K - $5.95K
4.47K $301K
ZTS
Zoetis Inc.

Healthcare
3
+ 0.18%
$141.13 - $159.19 $423 - $478
1.71K $250K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.12K
+ 6.88%
$60.9 - $70.75 $190K - $221K
48.5K $3.03M
SAP
Sap Se

Technology
305
+ 9.91%
$252.42 - $311.93 $77K - $95.1K
3.38K $904K
CME
Cme Group Inc.

Financial Services
100
+ 0.77%
$258.83 - $287.1 $25.9K - $28.7K
13K $3.51M
WM
Waste Management Inc

Industrials
1.09K
+ 2.84%
$213.88 - $237.1 $232K - $258K
39.3K $8.68M
HON
Honeywell International Inc

Industrials
101
+ 2.39%
$207.7 - $240.4 $21K - $24.3K
4.33K $912K
SYK
Stryker Corp

Healthcare
48
+ 1.07%
$368.57 - $403.53 $17.7K - $19.4K
4.55K $1.68M
SPOT
Spotify Technology S.A.

Communication Services
46
+ 1.83%
$620.01 - $738.53 $28.5K - $34K
2.56K $1.79M
ADP
Automatic Data Processing Inc

Industrials
444
+ 2.38%
$288.69 - $310.94 $128K - $138K
19.1K $5.61M
AJG
Arthur J. Gallagher & Co.

Financial Services
114
+ 0.61%
$284.17 - $319.49 $32.4K - $36.4K
18.9K $5.86M
ISRG
Intuitive Surgical Inc

Healthcare
28
+ 1.42%
$433.66 - $544.47 $12.1K - $15.2K
2K $894K
LLY
Eli Lilly & CO

Healthcare
234
+ 1.02%
$625.65 - $812.69 $146K - $190K
23.2K $17.7M
AMP
Ameriprise Financial Inc

Financial Services
254
+ 1.96%
$486.13 - $544.55 $123K - $138K
13.2K $6.48M
CTAS
Cintas Corp

Industrials
1.09K
+ 2.72%
$199.29 - $226.27 $217K - $246K
41.2K $8.45M
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
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