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Home > Institutional Investor > Journey Advisory Group, Llc > Profile

Instuitional Investor - Journey Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Journey Advisory Group, Llc
Portfolio Value $1,286,104,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rio Tinto Plc
 RIO 2,506,793 $146,221,237 11.37%
2.
Microsoft Corp
 MSFT 92,009 $45,766,090 3.56%
3.
Ishares Trust
 IEF 683,248 $42,375,038 3.29%
4.
Vanguard Bond Index Funds
 BND 514,187 $37,859,563 2.94%
5.
Vanguard Tax-Managed Fds
 622,858 $35,509,163 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)