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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 $835,166,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 746,894 $43,708,242 5.23%
2.
Microsoft Corp
 MSFT 82,657 $36,943,729 4.42%
3.
Apple Inc.
 AAPL 165,009 $34,754,120 4.16%
4.
Procter & Gamble Co
 PG 185,652 $30,617,737 3.66%
5.
Vanguard Bond Index Funds
 BND 379,016 $27,308,105 3.26%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)