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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 $735,282,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 141,897 $39,326,851 5.34%
2.
Apple Inc.
 AAPL 170,703 $32,865,396 4.46%
3.
Microsoft Corp
 MSFT 82,370 $30,974,534 4.21%
4.
Procter & Gamble Co
 PG 186,742 $27,365,149 3.72%
5.
Ishares Trust
 IEF 230,295 $24,929,425 3.39%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)