Journey Advisory Group, LLC Incresed Positions in Q4 2025

Journey Advisory Group, LLC

  • $1.16 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
550K
+ 206.11%
$19.82 - $20.01 $10.9M - $11M
818K $16.2M
XLK
Technology Sector Spdr

ETFs
33.1K
+ 105.39%
$278.39 - $304.13 $9.23M - $10.1M
64.6K $18.6M
ILF
Ishares Latin America 40 ETF

ETFs
227K
+ 70.95%
$27.22 - $31.12 $6.19M - $7.08M
548K $16.7M
VEA
Vanguard Ftse Developed Market

ETFs
101K
+ 16.12%
$59.18 - $62.09 $6M - $6.3M
731K $44.8M
XLV
Select Sector Spdr Fund Health

ETFs
41.9K
+ 948.09%
$141.95 - $152.82 $5.94M - $6.4M
46.3K $7.03M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
+ 500.0%
$712170.0 - $770185.0 $3.56M - $3.85M
6 $4.53M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
35.6K
+ 17.7%
$79.18 - $82.25 $2.82M - $2.93M
237K $19.2M
DBND
Doubleline ETF Tr Opportunisti

ETFs
66.6K
+ 113.8%
$46.27 - $46.9 $3.08M - $3.12M
125K $5.8M
EWH
Ishares Msci Hong Kong ETF

ETFs
97.8K
+ 31.2%
$20.66 - $23.14 $2.02M - $2.26M
411K $9.37M
VLO
Valero Energy Corp

Energy
13.9K
+ 377.66%
$156.39 - $181.76 $2.17M - $2.53M
17.6K $3.19M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
81.1K
+ 11.68%
N/A
775K $18.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.7K
+ 5.11%
$74.09 - $75.1 $1.98M - $2.01M
550K $40.8M
MU
Micron Technology Inc

Technology
66
+ 0.29%
$181.6 - $253.3 $12K - $16.7K
23K $5.69M
XLE
Energy Sector Spdr

ETFs
11.1K
+ 97.19%
$85.22 - $92.02 $942K - $1.02M
22.4K $2.06M
JNJ
Johnson & Johnson

Healthcare
3.12K
+ 12.55%
$185.98 - $199.58 $581K - $623K
28K $5.59M
SCHO
Schwab Short Term Us Treasury

ETFs
37.2K
+ 4.91%
$24.31 - $24.46 $904K - $910K
795K $19.4M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
11.1K
+ 12.12%
$61.62 - $67.13 $682K - $743K
102K $6.67M
EWY
Ishares Inc Msci South Korea E

ETFs
198
+ 0.33%
$80.72 - $100.78 $16K - $20K
60K $5.65M
GOOG
Alphabet Inc.

Communication Services
285
+ 1.93%
$237.49 - $291.74 $67.7K - $83.1K
15.1K $4.3M
XLY
Select Sector Spdr Consumer Di

ETFs
3.19K
+ 59.66%
$228.75 - $242.18 $729K - $771K
8.52K $1.97M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
30.2K
+ 3.69%
$22.43 - $22.55 $678K - $682K
850K $19.1M
RRC
Range Resources Corp

Energy
15.2K
+ 15.62%
$34.6 - $39.73 $526K - $604K
112K $4.3M
CNQ
Canadian Natural Resources LTD

Energy
17.6K
+ 91.94%
$29.91 - $33.57 $527K - $591K
36.8K $1.23M
JOE
St Joe CO

Real Estate
701
+ 0.93%
$46.89 - $60.42 $32.9K - $42.4K
75.9K $4.34M
GS
Goldman Sachs Group Inc

Financial Services
926
+ 17.18%
$744.6 - $838.97 $689K - $777K
6.32K $4.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.8K
+ 3.4%
$22.32 - $22.47 $621K - $625K
846K $18.9M
CAT
Caterpillar Inc

Industrials
422
+ 8.98%
$480.82 - $585.49 $203K - $247K
5.12K $2.83M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
27.5K
+ 3.69%
$21.9 - $22.08 $602K - $607K
773K $17M
VALE
Vale S.A.

Basic Materials
1.24K
+ 0.3%
$10.75 - $12.48 $13.3K - $15.5K
408K $4.96M
IVV
Ishares Core S&P 500 ETF

ETFs
603
+ 6.12%
$656.2 - $690.71 $396K - $416K
10.5K $7.06M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.63K
+ 26.79%
$82.69 - $83.12 $465K - $468K
26.6K $2.21M
WMT
Walmart Inc.

Consumer Defensive
4.34K
+ 5.23%
$101.18 - $109.03 $440K - $474K
87.3K $8.99M
NUE
Nucor Corp

Basic Materials
229
+ 0.71%
$131.78 - $154.43 $30.2K - $35.4K
32.4K $4.79M
VIG
Vanguard Dividend Appreciation

ETFs
1.96K
+ 2.65%
N/A
76K $13.8M
VGSH
Vanguard

ETFs
6.25K
+ 5.92%
$58.64 - $58.96 $367K - $369K
112K $6.57M
KR
Kroger CO

Consumer Defensive
5.17K
+ 115.79%
$63.15 - $69.15 $327K - $358K
9.64K $642K
AMAT
Applied Materials Inc

Technology
50
+ 0.38%
$209.95 - $240.89 $10.5K - $12K
13.2K $3.03M
IBM
International Business Machines Corp

Technology
387
+ 2.79%
$275.97 - $314.98 $107K - $122K
14.3K $4.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.06K
+ 24.75%
$92.24 - $96.56 $282K - $295K
15.4K $1.47M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.79K
+ 10.74%
$100.68 - $106.15 $482K - $508K
49.4K $4.97M
LOW
Lowes Companies Inc

Consumer Cyclical
1.5K
+ 80.91%
$225.0 - $247.99 $338K - $372K
3.35K $754K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.93K
+ 113.86%
$134.05 - $150.85 $259K - $291K
3.63K $523K
CSCO
Cisco Systems, Inc.

Technology
2.84K
+ 55.46%
$67.46 - $78.0 $192K - $222K
7.96K $619K
NEAR
Blackrock Short Maturity Bond

ETFs
4.59K
+ 93.13%
$51.08 - $51.37 $235K - $236K
9.52K $487K
AAXJ
Ishares Msci All Country Asia

ETFs
216
+ 0.3%
$89.0 - $96.2 $19.2K - $20.8K
72K $6.76M
FXI
Ishares Tr

ETFs
10.8K
+ 4.52%
$38.33 - $41.75 $414K - $451K
250K $10M
INTC
Intel Corp

Technology
4.29K
+ 14.33%
$34.71 - $41.53 $149K - $178K
34.2K $1.19M
RTX
Raytheon Technologies Corp

Industrials
455
+ 3.83%
$157.0 - $179.44 $71.4K - $81.6K
12.3K $2.17M
MUB
Ishares National Muni Bond ETF

ETFs
1.6K
+ 77.18%
$106.36 - $107.61 $170K - $172K
3.68K $393K
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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