Journey Advisory Group, LLC Sells in Q3 2025

Journey Advisory Group, LLC

  • $1.31 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-9.53K
- 40.6%
$232.56 - $304.78 $2.22M - $2.9M
13.9K $3.44M
VGSH
Vanguard

ETFs
-51.8K
- 32.92%
$58.43 - $58.88 $3.03M - $3.05M
106K $6.21M
HCC
Warrior Met Coal, Inc.

Basic Materials
-63.7K
- 90.93%
$44.39 - $64.22 $2.83M - $4.09M
6.35K $404K
PEAK
Healthpeak Properties, Inc.

Real Estate
-142K
- 84.81%
N/A
25.4K $482K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12.8K
- 64.1%
$224.68 - $282.71 $2.87M - $3.61M
7.15K $2M
PG
Procter & Gamble CO

Consumer Defensive
-9.46K
- 5.18%
$150.47 - $161.22 $1.42M - $1.53M
173K $26.6M
DHR
Danaher Corp

Healthcare
-12.1K
- 83.05%
$181.46 - $212.2 $2.19M - $2.56M
2.47K $488K
PEP
Pepsico Inc

Consumer Defensive
-18.1K
- 40.35%
$133.81 - $152.16 $2.42M - $2.75M
26.7K $3.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.46K
- 84.7%
$404.94 - $499.99 $2.21M - $2.73M
985 $477K
A
Agilent Technologies, Inc.

Healthcare
-17.6K
- 85.51%
$112.04 - $128.75 $1.98M - $2.27M
2.99K $383K
COST
Costco Wholesale Corp

Consumer Defensive
-635
- 5.15%
$915.95 - $994.57 $582K - $632K
11.7K $10.8M
VALE
Vale S.A.

Basic Materials
-152K
- 27.16%
$9.53 - $10.95 $1.44M - $1.66M
407K $4.42M
VIG
Vanguard Dividend Appreciation

ETFs
-5.17K
- 6.52%
N/A
74K $13.5M
STOT
Spdr Doubleline Short Duration

ETFs
-18K
- 9.39%
$47.11 - $47.46 $847K - $853K
174K $8.23M
LINC
Lincoln Educational Services Corp

Consumer Defensive
-36.5K
- 12.53%
$18.81 - $24.5 $687K - $895K
255K $5.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.56K
- 15.4%
$617.65 - $666.84 $962K - $1.04M
8.56K $5.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.76K
- 15.74%
$38.58 - $58.24 $107K - $161K
14.8K $579K
V
Visa Inc.

Financial Services
-75
- 0.34%
$332.09 - $358.86 $24.9K - $26.9K
21.8K $7.43M
EWY
Ishares Inc Msci South Korea E

ETFs
-11.4K
- 15.97%
$70.07 - $81.56 $796K - $927K
59.8K $4.79M
ABT
Abbott Laboratories

Healthcare
-1.95K
- 10.36%
$120.51 - $136.62 $235K - $266K
16.9K $2.26M
AMGN
Amgen Inc

Healthcare
-1.14K
- 13.64%
$271.18 - $309.22 $310K - $353K
7.23K $2.04M
DIS
Walt Disney CO

Communication Services
-1.43K
- 12.96%
$112.25 - $124.0 $161K - $177K
9.61K $1.1M
JOE
St Joe CO

Real Estate
-8.26K
- 9.9%
$48.26 - $52.64 $399K - $435K
75.2K $3.72M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-8.67K
- 1.5%
$25.09 - $25.19 $218K - $218K
569K $14.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.5K
- 16.82%
$87.29 - $93.61 $218K - $234K
12.4K $1.15M
MDT
Medtronic PLC

Healthcare
-2.11K
- 39.51%
$87.67 - $95.74 $185K - $202K
3.23K $307K
DLY
Double Line Yield Opportunities Fund

N/A
-3.35K
- 1.7%
$15.08 - $15.65 $50.5K - $52.4K
193K $2.92M
NEAR
Blackrock Short Maturity Bond

ETFs
-2.94K
- 37.35%
$50.8 - $51.32 $149K - $151K
4.93K $252K
VTI
Vanguard Total Stock Market Et

ETFs
-846
- 13.7%
$303.93 - $329.86 $257K - $279K
5.33K $1.75M
CB
Chubb LTD

Financial Services
-270
- 4.62%
$265.99 - $289.59 $71.8K - $78.2K
5.58K $1.57M
FDX
Fedex Corp

Industrials
-550
- 36.57%
$217.1 - $243.2 $119K - $134K
954 $224K
OXY
Occidental Petroleum Corp

Energy
-3.36K
- 40.31%
$42.54 - $48.1 $143K - $161K
4.97K $234K
VZ
Verizon Communications Inc

Communication Services
-2.64K
- 24.43%
$40.84 - $45.06 $108K - $119K
8.18K $359K
COP
Conocophillips

Energy
-1.55K
- 19.78%
$91.0 - $98.99 $141K - $153K
6.29K $594K
CARR
Carrier Global Corp

Industrials
-400
- 8.04%
$58.75 - $80.73 $23.5K - $32.3K
4.58K $273K
EW
Edwards Lifesciences Corp

Healthcare
-990
- 27.08%
$73.75 - $81.83 $73K - $81K
2.67K $207K
CTVA
Corteva, Inc.

Basic Materials
-211
- 2.95%
$67.08 - $77.12 $14.2K - $16.3K
6.95K $469K
KO
Coca Cola CO

Consumer Defensive
-254
- 2.66%
$65.67 - $71.67 $16.7K - $18.2K
9.3K $616K
FNDA
Schwab Fundamental U S Small C

ETFs
-3.35K
- 17.07%
$28.75 - $31.93 $96.3K - $107K
16.3K $506K
NFLX
Netflix Inc

Communication Services
-10
- 3.33%
$1147.87 - $1297.18 $11.5K - $13K
290 $347K
PPLT
Abrdn Platinum ETF Trust

ETFs
-583
- 1.79%
N/A
32K $2.87M
BEN
Franklin Resources Inc

Financial Services
-1.69K
- 13.27%
$23.13 - $26.03 $39.1K - $44K
11.1K $255K
PPC
Pilgrims Pride Corp

Consumer Defensive
-58
- 0.55%
$40.22 - $50.41 $2.33K - $2.92K
10.4K $425K
MRVL
Marvell Technology, Inc.

Technology
-1K
- 15.37%
$62.31 - $84.07 $62.3K - $84.1K
5.51K $462K
CLX
Clorox CO

Consumer Defensive
-360
- 18.08%
$117.67 - $131.43 $42.4K - $47.3K
1.63K $201K
EMR
Emerson Electric CO

Industrials
-56
- 0.45%
$128.6 - $149.63 $7.2K - $8.38K
12.5K $1.64M
ABC
Amerisourcebergen Corp

Healthcare
-148
- 8.04%
N/A
1.69K $313K
ON
On Semiconductor Corp

Technology
-20
- 0.26%
$46.98 - $62.45 $940 - $1.25K
7.63K $375K
DSL
Double Line Income Solutions Fund

Financial Services
-2.75K
- 1.21%
$11.99 - $12.67 $33K - $34.9K
225K $2.76M
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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