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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.2B AUM 263 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 86 Added 121 Reduced 18 Exited
Page 7 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSLA TESLA INC Consumer Cyclical 3,970.0 $1.8M 0.15% +556.0 +16.3% $445.35 -2.7%
122 XLF SELECT SECTOR SPDR TR 31,468.0 $1.7M 0.14% $54.77 -5.3%
123 VTI VANGUARD INDEX FDS 5,077.0 $1.7M 0.14% -251.0 -4.7% $335.27 +10.2%
124 EMR EMERSON ELEC CO Industrials 12,455.0 $1.7M 0.14% $132.72 +6.2%
125 NSC NORFOLK SOUTHN CORP Industrials 5,644.0 $1.6M 0.14% $288.71 +10.9%
126 MA MASTERCARD INCORPORATED Financial Services 2,753.0 $1.6M 0.13% -493.0 -15.2% $570.88 -13.6%
127 XMMO INVESCO EXCHANGE TRADED FD T 11,336.0 $1.6M 0.13% +1K +13.2% $138.46 +22.2%
128 DE DEERE & CO Industrials 3,321.0 $1.5M 0.13% $465.81 +13.6%
129 CB CHUBB LIMITED Financial Services 4,860.0 $1.5M 0.13% -717.0 -12.9% $310.72 +4.7%
130 ETN EATON CORP PLC Industrials 4,652.0 $1.5M 0.12% $318.51 +26.6%
131 EFA ISHARES TR 15,418.0 $1.5M 0.12% +3K +24.8% $95.86 +9.7%
132 VUG VANGUARD INDEX FDS 2,952.0 $1.4M 0.12% -194.0 -6.2% $487.98 -81.9%
133 KLAC KLA CORP Technology 1,143.0 $1.4M 0.12% -705.0 -38.1% $1215.06 +65.5%
134 DVY ISHARES TR 9,693.0 $1.4M 0.12% +75.0 +0.8% $141.14 +10.0%
135 SYK STRYKER CORPORATION Healthcare 3,883.0 $1.4M 0.12% -664.0 -14.6% $351.47 -10.9%
136 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,257.0 $1.4M 0.11% +285.0 +14.4% $603.28 +12.9%
137 VTV VANGUARD INDEX FDS 7,128.0 $1.4M 0.11% -393.0 -5.2% $190.99 +11.1%
138 PEP PEPSICO INC Consumer Defensive 8,985.0 $1.3M 0.11% -18K -66.3% $143.52 +1.5%
139 INTC INTEL CORP Technology 34,225.0 $1.3M 0.11% +4K +14.3% $36.90 +234.7%
140 VO VANGUARD INDEX FDS 4,297.0 $1.2M 0.10% -132.0 -3.0% $290.25 -72.9%
Page 7 of 14  ·  262 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Financial Services 21.3%
Industrials 11.3%
Healthcare 9.3%
Consumer Defensive 9.2%
Communication Services 7.3%
Consumer Cyclical 5.2%
Energy 4.7%
Basic Materials 3.0%
Utilities 1.9%