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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 $1,308,480,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 2,392,375 $63,445,785 4.85%
2.
Vanguard Tax-Managed Fds
 796,992 $56,785,652 4.34%
3.
Apple Inc.
 AAPL 146,313 $42,337,130 3.24%
4.
Ishares Trust
 HYG 108,657 $37,250,917 2.85%
5.
Microsoft Corp
 MSFT 89,712 $33,464,508 2.56%
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)

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