Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,343,419,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 2,863,073 $72,693,423 5.41%
2.
Vanguard Tax-Managed Fds
 832,669 $58,794,745 4.38%
3.
Apple Inc.
 AAPL 146,426 $48,762,656 3.63%
4.
Microsoft Corp
 MSFT 94,054 $48,240,400 3.59%
5.
Ishares Trust
 HYG 110,125 $34,947,092 2.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.