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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 9 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 7,591.0 $890K 0.07% -2K -18.1% $117.22 +7.3%
162 PNC PNC FINL SVCS GROUP INC Financial Services 4,119.0 $860K 0.07% +797.0 +24.0% $208.73 +5.6%
163 LOW LOWES COS INC Consumer Cyclical 3,354.0 $809K 0.07% +2K +80.9% $241.16 -11.9%
164 HON HONEYWELL INTL INC Industrials 4,026.0 $785K 0.07% -307.0 -7.1% $195.09 +19.3%
165 ISRG INTUITIVE SURGICAL INC Healthcare 1,373.0 $778K 0.07% -627.0 -31.4% $566.36 -22.4%
166 RSP INVESCO EXCHANGE TRADED FD T 4,047.0 $775K 0.07% -230.0 -5.4% $191.58 +8.4%
167 SO SOUTHERN CO Utilities 8,848.0 $772K 0.07% -950.0 -9.7% $87.20 +8.2%
168 BSX BOSTON SCIENTIFIC CORP Healthcare 8,050.0 $768K 0.07% -350.0 -4.2% $95.35 -39.6%
169 IVW ISHARES TR 6,108.0 $753K 0.06% -45.0 -0.7% $123.26 +11.9%
170 SCHP SCHWAB STRATEGIC TR 28,390.0 $752K 0.06% $26.49 +0.8%
171 IWF ISHARES TR 1,577.0 $746K 0.06% -110.0 -6.5% $473.30 -73.5%
172 SMLF ISHARES TR 9,710.0 $727K 0.06% -75K -88.5% $74.88 +13.8%
173 TRV TRAVELERS COMPANIES INC Financial Services 2,395.0 $695K 0.06% -100.0 -4.0% $290.06 +5.0%
174 IWB ISHARES TR 1,836.0 $686K 0.06% -20.0 -1.1% $373.44 +9.4%
175 KO COCA COLA CO Consumer Defensive 9,771.0 $683K 0.06% +473.0 +5.1% $69.91 +14.9%
176 AFG AMERICAN FINL GROUP INC OHIO Financial Services 4,845.0 $662K 0.06% -184.0 -3.7% $136.67 -0.5%
177 MS MORGAN STANLEY Financial Services 3,508.0 $623K 0.05% +50.0 +1.4% $177.51 +12.9%
178 CSCO CISCO SYS INC Technology 7,961.0 $612K 0.05% +3K +55.5% $76.91 +52.6%
179 PM PHILIP MORRIS INTL INC Consumer Defensive 3,771.0 $605K 0.05% $160.40 +13.4%
180 KR KROGER CO Consumer Defensive 9,637.0 $602K 0.05% +5K +115.8% $62.48 +3.5%
Page 9 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%