Notify me when Journey Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 266 | $1.35B | +$64.5M | -$86.5M | -$22M | RIO, MSFT, IJH, AAPL, BND | 13F-HR | 11/10/2025, 10:45 AM |
| Q2 2025 | 275 | $1.29B | +$94.3M | -$89.1M | +$5.16M | RIO, MSFT, IJH, BND, VEA | 13F-HR | 7/30/2025, 08:40 AM |
| Q1 2025 | 273 | $1.22B | +$436M | -$75.7M | +$360M | RIO, IJH, BND, AAPL, MSFT | 13F-HR | 5/13/2025, 12:30 PM |
| Q4 2024 | 226 | $785M | +$4.37M | -$3.98M | +$388K | IJH, MSFT, AAPL, PG, BND | 13F-HR | 2/4/2025, 01:29 PM |
| Q3 2024 | 226 | $816M | +$1.35M | -$2.72M | -$1.37M | IJH, MSFT, AAPL, PG, BND | 13F-HR | 11/12/2024, 05:10 PM |
| Q2 2024 | 225 | $837M | +$51.3M | -$30.8M | +$20.5M | IJH, MSFT, AAPL, PG, BND | 13F-HR | 8/2/2024, 01:04 PM |
| Q1 2024 | 237 | $811M | +$132M | -$71.1M | +$61M | IJH, MSFT, PG, AAPL, IJR | 13F-HR | 5/9/2024, 03:11 PM |
| Q4 2023 | 216 | $735M | +$48.3M | -$39.5M | +$8.87M | IJH, AAPL, MSFT, PG, IJR | Restatement | 2/14/2024, 10:25 AM |
| Q3 2023 | 214 | $670M | +$48M | -$20.1M | +$27.9M | IJH, AAPL, MSFT, PG, IJR | 13F-HR | 11/15/2023, 12:42 PM |
| Q2 2023 | 225 | $669M | +$50.7M | -$45.9M | +$4.8M | AAPL, MSFT, IJH, PG, QUAL | 13F-HR | 8/9/2023, 09:40 AM |
| Q1 2023 | 231 | $633M | +$249M | -$31.6M | +$218M | AAPL, MSFT, PG, IJH, QUAL | 13F-HR | 5/4/2023, 10:37 AM |
| Q4 2022 | 219 | $402M | +$46.8M | -$68.3M | -$21.5M | PG, AAPL, MSFT, IJH, LLY | 13F-HR | 2/7/2023, 02:05 PM |
| Q3 2022 | 235 | $392M | +$18.9M | -$16.1M | +$2.76M | AAPL, MSFT, PG, JPST, IJH | 13F-HR | 11/9/2022, 02:48 PM |
| Q2 2022 | 242 | $422M | +$74.7M | -$10.7M | +$63.9M | AAPL, MSFT, PG, IJH, JPST | 13F-HR | 8/2/2022, 02:42 PM |
| Q1 2022 | 217 | $395M | +$56.9M | -$6.85M | +$50.1M | AAPL, PG, MSFT, JPST, IJH | 13F-HR | 5/13/2022, 10:15 AM |
| Q4 2021 | 208 | $362M | +$30.4M | -$6.25M | +$24.2M | AAPL, PG, MSFT, IJH, JPST | 13F-HR | 2/11/2022, 11:55 AM |
| Q3 2021 | 196 | $309M | +$17.4M | -$20.4M | -$3.01M | AAPL, PG, MSFT, JPST, IJH | 13F-HR | 11/12/2021, 09:09 AM |
| Q2 2021 | 199 | $314M | +$20.9M | -$6.45M | +$14.5M | AAPL, PG, MSFT, IJH, JPST | 13F-HR | 8/13/2021, 12:36 PM |
| Q1 2021 | 194 | $286M | +$14.1M | -$4.86M | +$9.21M | AAPL, PG, IJH, MSFT, JPST | 13F-HR | 5/11/2021, 11:54 AM |
| Q4 2020 | 180 | $267M | $0 | $0 | AAPL, PG, IJH, JPST, SPY | 13F-HR | 1/19/2021, 02:54 PM |