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
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 4.06%
$121.72 - $136.77 $12.2K - $13.7K
2.36K $293K
SBUX
Starbucks Corp

Consumer Cyclical
-38
- 1.42%
$81.9 - $96.86 $3.11K - $3.68K
2.64K $223K
NKE
Nike, Inc.

Consumer Cyclical
-200
- 3.31%
$69.24 - $79.24 $13.8K - $15.8K
5.85K $407K
UNP
Union Pacific Corp

Industrials
-377
- 3.49%
$214.91 - $237.16 $81K - $89.4K
10.4K $2.46M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.88K
- 1.11%
$15.1 - $15.88 $28.4K - $29.9K
168K $2.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-126
- 0.08%
$100.37 - $100.74 $12.6K - $12.7K
158K $15.9M
TXN
Texas Instruments Inc

Technology
-37
- 1.88%
N/A
1.93K $375K
VHT
Vanguard Health Care ETF

ETFs
-60
- 5.35%
$239.12 - $259.95 $14.3K - $15.6K
1.06K $275K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-53
- 0.25%
$82.38 - $83.0 $4.37K - $4.4K
21K $1.74M
TIP
Ishares Tr Tips Bd ETF

ETFs
-50
- 1.31%
$109.11 - $111.88 $5.46K - $5.59K
3.76K $418K
Jbs N.V.
-4.68K
- 1.19%
N/A
389K $0
Tortoise Capital Series Trus
-16.5K
- 2.86%
N/A
562K $0
Maui Ld & Pineapple Inc
-84.2K
- 37.94%
N/A
138K $0
Ea Series Trust
-29.8K
- 55.03%
N/A
24.3K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-165
- 5.32%
$132.9 - $142.03 $21.9K - $23.4K
2.94K $414K
TRV
Travelers Companies, Inc.

Financial Services
-100
- 3.85%
$250.62 - $279.43 $25.1K - $27.9K
2.5K $696K
XLI
Industrial Sector Spdr

ETFs
-285
- 3.59%
$147.94 - $154.99 $42.2K - $44.2K
7.66K $1.18M
XLV
Select Sector Spdr Fund Health

ETFs
-24
- 0.54%
$129.01 - $139.72 $3.1K - $3.35K
4.42K $614K
PFE
Pfizer Inc

Healthcare
-1.3K
- 3.18%
$23.29 - $25.88 $30.3K - $33.7K
39.7K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-196
- 2.75%
$459.11 - $506.91 $90K - $99.4K
6.94K $3.49M
PAVE
Global X Fds Us Infrastructure

ETFs
-300
- 2.6%
$44.02 - $47.63 $13.2K - $14.3K
11.2K $534K
MRK
Merck & Co., Inc.

Healthcare
-1.14K
- 4.1%
$77.6 - $87.37 $88.5K - $99.7K
26.7K $2.24M
DUK
Duke Energy Corp

Utilities
-114
- 1.22%
$116.31 - $125.93 $13.3K - $14.4K
9.27K $1.15M
XLE
Energy Sector Spdr

ETFs
-57
- 0.5%
$84.25 - $91.99 $4.8K - $5.24K
11.4K $1.02M
VTV
Vanguard Value ETF

ETFs
-107
- 1.4%
$175.51 - $186.57 $18.8K - $20K
7.52K $1.4M
ETN
Eaton Corp PLC

Industrials
-72
- 1.52%
$342.99 - $392.76 $24.7K - $28.3K
4.65K $1.74M
HAL
Halliburton CO

Energy
-620
- 3.56%
$20.5 - $25.11 $12.7K - $15.6K
16.8K $412K
GD
General Dynamics Corp

Industrials
-35
- 2.32%
$293.92 - $341.0 $10.3K - $11.9K
1.48K $502K
USB
Us Bancorp \De\

Financial Services
-858
- 2.5%
$43.94 - $50.41 $37.7K - $43.3K
33.4K $1.62M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-790
- 0.73%
$41.43 - $44.2 $32.7K - $34.9K
108K $4.75M
NOC
Northrop Grumman Corp

Industrials
-20
- 2.49%
$498.9 - $609.32 $9.98K - $12.2K
784 $477K
MSI
Motorola Solutions, Inc.

Technology
-31
- 0.97%
$408.73 - $490.3 $12.7K - $15.2K
3.16K $1.45M
VEU
Vanguard Ftse All World Ex Us

ETFs
-439
- 1.34%
$66.38 - $71.68 $29.1K - $31.5K
32.4K $2.31M
NUE
Nucor Corp

Basic Materials
-506
- 1.55%
$133.3 - $150.33 $67.4K - $76.1K
32.2K $4.36M
XOM
Exxon Mobil Corp

Energy
-1.2K
- 2.26%
$105.83 - $117.22 $127K - $140K
51.8K $5.84M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.1%
$433.97 - $484.08 $1.3K - $1.45K
3.15K $1.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.96K
- 3.72%
$74.93 - $80.73 $147K - $158K
50.7K $4.09M
PLTR
Palantir Technologies Inc.

Technology
-960
- 13.73%
$130.68 - $186.97 $125K - $179K
6.03K $1.1M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.95K
- 4.39%
$42.04 - $45.23 $292K - $314K
151K $6.85M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.36K
- 0.61%
$92.18 - $95.14 $125K - $129K
219K $20.9M
MEDP
Medpace Holdings, Inc.

Healthcare
-25
- 2.84%
$308.88 - $514.16 $7.72K - $12.9K
855 $439K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-260
- 3.34%
$546.99 - $602.2 $142K - $157K
7.52K $4.51M
RTX
Raytheon Technologies Corp

Industrials
-85
- 0.71%
$144.19 - $167.33 $12.3K - $14.2K
11.9K $1.99M
XLK
Technology Sector Spdr

ETFs
-2.6K
- 7.62%
$250.97 - $282.66 $651K - $734K
31.4K $8.86M
AMAT
Applied Materials Inc

Technology
-181
- 1.35%
$156.25 - $204.95 $28.3K - $37.1K
13.2K $2.7M
ORCL
Oracle Corp

Technology
-3.76K
- 17.57%
$218.96 - $328.33 $822K - $1.23M
17.6K $4.95M
WMT
Walmart Inc.

Consumer Defensive
-1.17K
- 1.39%
$94.4 - $104.27 $111K - $122K
83K $8.55M
CVX
Chevron Corp

Energy
-328
- 1.04%
$145.57 - $161.83 $47.7K - $53.1K
31.1K $4.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-193
- 1.92%
$620.67 - $670.08 $120K - $129K
9.86K $6.6M
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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