Portfolio (Quarterly)
Guide ↗
Journey Advisory Group, LLC
· CIK 0001840085| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MSM | MSC INDL DIRECT INC | Industrials | 2,856 | $240K | 0.02% | SOLD |
| 22 | PFF | ISHARES TR | — | 7,125 | $221K | 0.02% | SOLD |
| 23 | VOO | VANGUARD INDEX FDS | — | 345 | $216K | 0.02% | SOLD |
| 24 | ZTS | ZOETIS INC | Healthcare | 1,707 | $215K | 0.02% | SOLD |
| 25 | T | AT&T INC | Communication Services | 8,575 | $213K | 0.02% | SOLD |
| 26 | PGR | PROGRESSIVE CORP | Financial Services | 935 | $213K | 0.02% | SOLD |
| 27 | INTU | INTUIT | Technology | 308 | $204K | 0.02% | SOLD |
| 28 | BAND | BANDWIDTH INC | Technology | 12,711 | $196K | 0.02% | SOLD |
| 29 | — | DIREXION SHS ETF TR | — | 20,940 | $106K | 0.01% | SOLD |
| 30 | BLNE | BEELINE HOLDINGS INC | Consumer Defensive | 13,001 | $22K | 0.00% | SOLD |
Sector Allocation
Technology
24.4%
Financial Services
16.2%
Industrials
12.0%
Healthcare
11.6%
Consumer Defensive
11.4%
Consumer Cyclical
6.6%
Communication Services
6.4%
Energy
6.4%
Basic Materials
2.3%
Utilities
2.0%