CIK 1840085
Journey Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
262
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CME | CME GROUP INC | 12K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 31K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 197K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 18K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 23K | $1M+ | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 171K | $1M+ | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 229K | $1M+ | SH |
| MRK | MERCK & CO INC | 23K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| AMGN | AMGEN INC | 7K | $1M+ | SH |
| RTX | RTX CORPORATION | 12K | $1M+ | SH |
| SHY | ISHARES TR | 27K | $1M+ | SH |
| UNP | UNION PAC CORP | 9K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 17K | $1M+ | SH |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 27K | $1M+ | SH |
| USB | US BANCORP DEL | 34K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 12K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 11K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| DVY | ISHARES TR | 10K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PEP | PEPSICO INC | 9K | $1M+ | SH |
| INTC | INTEL CORP | 34K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 37K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 11K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| IBDU | ISHARES TR | 50K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 18K | $1M+ | SH |
| MLP | MAUI LD & PINEAPPLE INC | 68K | $1M+ | SH |
| DIS | DISNEY WALT CO | 10K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |