Notify me when Journey Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 262 | $1,189,196,319 | +$100,979,140 | -$281,169,477 | -$180,190,337 | VEA, IJH, MSFT, BND, AAPL | 13F-HR | 27 Jan 2026, 14:35 |
| Q3 2025 | 266 | $1,350,391,582 | +$64,481,581 | -$86,479,196 | -$21,997,615 | RIO, MSFT, IJH, AAPL, BND | 13F-HR | 10 Nov 2025, 10:45 |
| Q2 2025 | 275 | $1,286,104,485 | +$94,271,989 | -$89,109,624 | +$5,162,365 | RIO, MSFT, IJH, BND, VEA | 13F-HR | 30 Jul 2025, 08:40 |
| Q1 2025 | 273 | $1,222,360,246 | +$436,181,653 | -$75,742,209 | +$360,439,444 | RIO, IJH, BND, AAPL, MSFT | 13F-HR | 13 May 2025, 12:30 |
| Q4 2024 | 226 | $784,603,473 | +$4,370,212 | -$3,981,850 | +$388,362 | IJH, MSFT, AAPL, PG, BND | 13F-HR | 04 Feb 2025, 13:29 |
| Q3 2024 | 226 | $815,673,861 | +$1,347,786 | -$2,718,019 | -$1,370,233 | IJH, MSFT, AAPL, PG, BND | 13F-HR | 12 Nov 2024, 17:10 |
| Q2 2024 | 225 | $836,707,865 | +$51,335,799 | -$30,820,996 | +$20,514,803 | IJH, MSFT, AAPL, PG, BND | 13F-HR | 02 Aug 2024, 13:04 |
| Q1 2024 | 237 | $811,412,770 | +$132,072,342 | -$71,108,316 | +$60,964,026 | IJH, MSFT, PG, AAPL, IJR | 13F-HR | 09 May 2024, 15:11 |
| Q4 2023 | 216 | $735,282,798 | +$48,330,896 | -$39,460,872 | +$8,870,024 | IJH, AAPL, MSFT, PG, IJR | Restatement | 14 Feb 2024, 10:25 |
| Q3 2023 | 214 | $669,551,836 | +$48,042,945 | -$20,135,810 | +$27,907,135 | IJH, AAPL, MSFT, PG, IJR | 13F-HR | 15 Nov 2023, 12:42 |
| Q2 2023 | 225 | $668,922,898 | +$50,719,768 | -$45,917,632 | +$4,802,136 | AAPL, MSFT, IJH, PG, QUAL | 13F-HR | 09 Aug 2023, 09:40 |
| Q1 2023 | 231 | $632,737,506 | +$249,351,801 | -$31,559,627 | +$217,792,174 | AAPL, MSFT, PG, IJH, QUAL | 13F-HR | 04 May 2023, 10:37 |
| Q4 2022 | 219 | $401,955,905 | +$46,832,371 | -$68,342,911 | -$21,510,540 | PG, AAPL, MSFT, IJH, LLY | 13F-HR | 07 Feb 2023, 14:05 |
| Q3 2022 | 235 | $391,938,000 | +$18,879,413 | -$16,120,429 | +$2,758,984 | AAPL, MSFT, PG, JPST, IJH | 13F-HR | 09 Nov 2022, 14:48 |
| Q2 2022 | 242 | $422,326,000 | +$74,650,115 | -$10,722,725 | +$63,927,390 | AAPL, MSFT, PG, IJH, JPST | 13F-HR | 02 Aug 2022, 14:42 |
| Q1 2022 | 217 | $394,929,000 | +$56,902,087 | -$6,847,427 | +$50,054,660 | AAPL, PG, MSFT, JPST, IJH | 13F-HR | 13 May 2022, 10:15 |
| Q4 2021 | 208 | $361,992,000 | +$30,409,592 | -$6,248,428 | +$24,161,164 | AAPL, PG, MSFT, IJH, JPST | 13F-HR | 11 Feb 2022, 11:55 |
| Q3 2021 | 196 | $308,649,000 | +$17,429,566 | -$20,438,371 | -$3,008,805 | AAPL, PG, MSFT, JPST, IJH | 13F-HR | 12 Nov 2021, 09:09 |
| Q2 2021 | 199 | $314,210,000 | +$20,910,212 | -$6,450,636 | +$14,459,576 | AAPL, PG, MSFT, IJH, JPST | 13F-HR | 13 Aug 2021, 12:36 |
| Q1 2021 | 194 | $285,936,000 | +$14,062,817 | -$4,855,500 | +$9,207,317 | AAPL, PG, IJH, MSFT, JPST | 13F-HR | 11 May 2021, 11:54 |
| Q4 2020 | 180 | $267,012,000 | $0 | $0 | $0 | AAPL, PG, IJH, JPST, SPY | 13F-HR | 19 Jan 2021, 14:54 |