All Stocks Held By Journey Advisory Group LLC

As of 03/31/2024, we find all stocks held by Journey Advisory Group LLC to be as follows, presented in the table below with each row detailing each Journey Advisory Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Journey Advisory Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Journey Advisory Group LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
ISHARES TR (IJH)	738,431	+596,534	$44,852
IJH	738,431	+596,534	$44,852
MICROSOFT CORP	82,546	+176	$34,729
MSFT	82,546	+176	$34,729
PROCTER AND GAMBLE CO	190,838	+4,096	$30,963
PG	190,838	+4,096	$30,963
APPLE INC	170,453	-250	$29,229
AAPL	170,453	-250	$29,229
ISHARES TR (IJR)	247,313	+17,018	$27,333
IJR	247,313	+17,018	$27,333
ELI LILLY & CO	29,440	+622	$22,903
LLY	29,440	+622	$22,903
VANGUARD BD INDEX FDS (BND)	309,920	+166,562	$22,510
BND	309,920	+166,562	$22,510
ISHARES TR (QUAL)	136,696	-238	$22,466
QUAL	136,696	-238	$22,466
VANGUARD TAX MANAGED FDS (VEA)	434,513	+15,621	$21,799
VEA	434,513	+15,621	$21,799
ISHARES TR (USMV)	231,222	-6,392	$19,326
USMV	231,222	-6,392	$19,326
ISHARES TR (MTUM)	85,649	-3,284	$16,046
MTUM	85,649	-3,284	$16,046
ISHARES TR (IBTH)	640,936	+24,122	$14,203
IBTH	640,936	+24,122	$14,203
JPMORGAN CHASE & CO	70,447	+253	$14,111
JPM	70,447	+253	$14,111
ISHARES TR (IBDR)	574,183	+574,183	$13,694
IBDR	574,183	+574,183	$13,694
ISHARES TR (DGRO)	221,475	-8,642	$12,859
DGRO	221,475	-8,642	$12,859
VANGUARD SPECIALIZED FUNDS (VIG)	68,499	+899	$12,509
VIG	68,499	+899	$12,509
ISHARES TR (IBDQ)	487,082	+471,082	$12,085
IBDQ	487,082	+471,082	$12,085
VANGUARD INTL EQUITY INDEX F (VGK)	169,895	+4,687	$11,441
VGK	169,895	+4,687	$11,441
SCHWAB STRATEGIC TR	232,429	+26,574	$11,205
SCHO	232,429	+26,574	$11,205
ISHARES TR (IBTI)	487,303	+78,375	$10,689
IBTI	487,303	+78,375	$10,689
ISHARES TR (IBTJ)	483,446	+483,446	$10,394
IBTJ	483,446	+483,446	$10,394
BROADCOM INC	7,812	+402	$10,355
AVGO	7,812	+402	$10,355
WISDOMTREE TR	131,332	-1,850	$10,006
DGRW	131,332	-1,850	$10,006
ABBVIE INC	50,978	+49	$9,283
ABBV	50,978	+49	$9,283
ISHARES TR (IBDP)	345,047	-78,995	$8,643
IBDP	345,047	-78,995	$8,643
NVIDIA CORPORATION	9,080	+1,402	$8,205
NVDA	9,080	+1,402	$8,205
COSTCO WHSL CORP NEW	10,809	+759	$7,919
COST	10,809	+759	$7,919
ACCENTURE PLC IRELAND	22,277	+857	$7,721
ACN	22,277	+857	$7,721
INVESCO EXCHANGE TRADED FD T (PRF)	197,573	-2,406	$7,601
PRF	197,573	-2,406	$7,601
SELECT SECTOR SPDR TR (XLK)	35,415	-350	$7,376
XLK	35,415	-350	$7,376
BOOZ ALLEN HAMILTON HLDG COR	49,508	+2,344	$7,349
BAH	49,508	+2,344	$7,349
WASTE MGMT INC DEL	33,900	+1,006	$7,226
WM	33,900	+1,006	$7,226
AMGEN INC	24,966	+2,223	$7,098
AMGN	24,966	+2,223	$7,098
SCHWAB STRATEGIC TR	96,879	-3,769	$6,529
FNDX	96,879	-3,769	$6,529
EXXON MOBIL CORP	55,690	+4,568	$6,473
XOM	55,690	+4,568	$6,473
CHEVRON CORP NEW	38,141	-17,383	$6,016
CVX	38,141	-17,383	$6,016
HOME DEPOT INC	15,222	+339	$5,839
HD	15,222	+339	$5,839
VISA INC	20,500	+3,058	$5,721
V	20,500	+3,058	$5,721
VANGUARD INDEX FDS (VNQ)	63,765	+1,920	$5,514
VNQ	63,765	+1,920	$5,514
CSX CORP	147,483	+56,854	$5,467
CSX	147,483	+56,854	$5,467
WALMART INC	89,301	+60,966	$5,374
WMT	89,301	+60,966	$5,374
PEPSICO INC	29,960	-448	$5,244
PEP	29,960	-448	$5,244
MERCK & CO INC	39,448	-2,681	$5,206
MRK	39,448	-2,681	$5,206
VANGUARD WELLINGTON FD (VFMO)	33,546	+482	$5,075
VFMO	33,546	+482	$5,075
JOHNSON & JOHNSON	31,521	-1,974	$4,986
JNJ	31,521	-1,974	$4,986
NEXTERA ENERGY INC	75,738	-35	$4,840
NEE	75,738	-35	$4,840
SPDR S&P 500 ETF TR (SPY)	9,183	-164	$4,803
SPY	9,183	-164	$4,803
ISHARES TR (IQLT)	116,505	+83	$4,621
IQLT	116,505	+83	$4,621
TEXAS INSTRS INC	26,462	+1,315	$4,610
TXN	26,462	+1,315	$4,610
UNITEDHEALTH GROUP INC	9,194	+212	$4,548
UNH	9,194	+212	$4,548
LOCKHEED MARTIN CORP	9,976	+411	$4,538
LMT	9,976	+411	$4,538
AMERIPRISE FINL INC	10,209	+815	$4,476
AMP	10,209	+815	$4,476
GALLAGHER ARTHUR J & CO	17,647	+1,135	$4,412
AJG	17,647	+1,135	$4,412
VANGUARD WELLINGTON FD (VFQY)	32,162	+32,162	$4,404
VFQY	32,162	+32,162	$4,404
SPDR GOLD TR (GLD)	21,113	+35	$4,343
GLD	21,113	+35	$4,343
SPDR SER TR (SPTM)	66,429	-876	$4,261
SPTM	66,429	-876	$4,261
AUTOMATIC DATA PROCESSING IN	16,300	+726	$4,071
ADP	16,300	+726	$4,071
ISHARES TR (IVV)	7,729	-215	$4,063
IVV	7,729	-215	$4,063
CINTAS CORP	5,502	+4,892	$3,780
CTAS	5,502	+4,892	$3,780
ISHARES TR (SMLF)	58,854	+58,854	$3,742
SMLF	58,854	+58,854	$3,742
INVESCO QQQ TR	8,167	+876	$3,626
QQQ	8,167	+876	$3,626
AIR PRODS & CHEMS INC	14,766	+786	$3,578
APD	14,766	+786	$3,578
MCDONALDS CORP	12,376	+559	$3,489
MCD	12,376	+559	$3,489
BERKSHIRE HATHAWAY INC DEL			$3,487
BRK.B	8,291	-603	$3,487
VANGUARD INDEX FDS (VTV)	21,045	-3,252	$3,427
VTV	21,045	-3,252	$3,427
CINCINNATI FINL CORP	27,012	UNCH	$3,354
CINF	27,012	UNCH	$3,354
UNION PAC CORP	13,307	+4,309	$3,273
UNP	13,307	+4,309	$3,273
AMAZON COM INC	16,292	+1,519	$2,939
AMZN	16,292	+1,519	$2,939
SPDR SER TR (LGLV)	18,690	+235	$2,911
LGLV	18,690	+235	$2,911
ALPHABET INC	19,063	+997	$2,877
GOOGL	19,063	+997	$2,877
ORACLE CORP	22,686	-7,491	$2,850
ORCL	22,686	-7,491	$2,850
MONDELEZ INTL INC	39,557	+205	$2,769
MDLZ	39,557	+205	$2,769
APPLIED MATLS INC	13,271	+1,590	$2,737
AMAT	13,271	+1,590	$2,737
CME GROUP INC	11,566	+30	$2,490
CME	11,566	+30	$2,490
ALPHABET INC	15,552	+479	$2,368
GOOG	15,552	+479	$2,368
VANGUARD INTL EQUITY INDEX F (VEU)	40,088	-1,119	$2,351
VEU	40,088	-1,119	$2,351
SNAP ON INC	7,923	+7,923	$2,347
SNA	7,923	+7,923	$2,347
GOLDMAN SACHS GROUP INC	5,591	+740	$2,335
GS	5,591	+740	$2,335
ABBOTT LABS	20,233	-308	$2,300
ABT	20,233	-308	$2,300
VANGUARD INDEX FDS (VO)	9,085	-1,121	$2,270
VO	9,085	-1,121	$2,270
WEC ENERGY GROUP INC	26,764	+107	$2,198
WEC	26,764	+107	$2,198
MICROCHIP TECHNOLOGY INC.	24,486	-855	$2,197
MCHP	24,486	-855	$2,197
INTEL CORP	49,719	+1,176	$2,196
INTC	49,719	+1,176	$2,196
MARATHON PETE CORP	10,204	-438	$2,056
MPC	10,204	-438	$2,056
VANGUARD INDEX FDS (VUG)	5,784	-341	$1,991
VUG	5,784	-341	$1,991
VANGUARD INDEX FDS (VB)	8,669	-432	$1,982
VB	8,669	-432	$1,982
ROCKWELL AUTOMATION INC	6,425	-700	$1,872
ROK	6,425	-700	$1,872
DISNEY WALT CO	14,839	-2,117	$1,816
DIS	14,839	-2,117	$1,816
INTERNATIONAL BUSINESS MACHS	9,429	+6,458	$1,801
IBM	9,429	+6,458	$1,801
EATON CORP PLC	5,635	+3	$1,762
ETN	5,635	+3	$1,762
CATERPILLAR INC	4,806	+823	$1,761
CAT	4,806	+823	$1,761
CHUBB LIMITED	6,477	-10	$1,679
CB	6,477	-10	$1,679
US BANCORP DEL	37,468	+13	$1,675
USB	37,468	+13	$1,675
TESLA INC	9,354	-3,300	$1,644
TSLA	9,354	-3,300	$1,644
PFIZER INC	59,199	-14,626	$1,643
PFE	59,199	-14,626	$1,643
SELECT SECTOR SPDR TR (XLE)	16,436	-3,250	$1,552
XLE	16,436	-3,250	$1,552
BRISTOL MYERS SQUIBB CO	27,446	-1,594	$1,488
BMY	27,446	-1,594	$1,488
CONOCOPHILLIPS	11,270	-925	$1,434
COP	11,270	-925	$1,434
EMERSON ELEC CO	12,555	-127	$1,424
EMR	12,555	-127	$1,424
NORFOLK SOUTHN CORP	5,498	-36	$1,401
NSC	5,498	-36	$1,401
ISHARES TR (IJS)	13,421	-47,000	$1,379
IJS	13,421	-47,000	$1,379
DEERE & CO	3,293	-100	$1,353
DE	3,293	-100	$1,353
ISHARES TR (IBTE)	54,705	-333,242	$1,310
IBTE	54,705	-333,242	$1,310
RTX CORPORATION	13,241	-1,361	$1,291
RTX	13,241	-1,361	$1,291
MOTOROLA SOLUTIONS INC	3,600	UNCH	$1,278
MSI	3,600	UNCH	$1,278
ISHARES TR (DVY)	10,338	UNCH	$1,273
DVY	10,338	UNCH	$1,273
VANGUARD INDEX FDS (VTI)	4,821	+5	$1,253
VTI	4,821	+5	$1,253
VANGUARD WORLD FD (VGT)	2,153	-100	$1,129
VGT	2,153	-100	$1,129
STRYKER CORPORATION	3,113	+78	$1,114
SYK	3,113	+78	$1,114
JACOBS SOLUTIONS INC	7,100	UNCH	$1,091
J	7,100	UNCH	$1,091
HONEYWELL INTL INC	5,308	+105	$1,089
HON	5,308	+105	$1,089
BANK AMERICA CORP	28,516	+1,450	$1,081
BAC	28,516	+1,450	$1,081
DUKE ENERGY CORP NEW	10,850	+796	$1,049
DUK	10,850	+796	$1,049
SCHWAB STRATEGIC TR	17,734	+443	$1,011
FNDA	17,734	+443	$1,011
INVESCO EXCHANGE TRADED FD T (RSP)	5,924	-49	$1,003
RSP	5,924	-49	$1,003
MASTERCARD INCORPORATED	2,026	+90	$976
MA	2,026	+90	$976
SPDR S&P MIDCAP 400 ETF TR (MDY)	1,752	UNCH	$975
MDY	1,752	UNCH	$975
SELECT SECTOR SPDR TR (XLF)	23,009	UNCH	$969
XLF	23,009	UNCH	$969
MEDPACE HLDGS INC	2,346	+444	$948
MEDP	2,346	+444	$948
TAIWAN SEMICONDUCTOR MFG LTD	6,471	+100	$880
TSM	6,471	+100	$880
BOSTON SCIENTIFIC CORP	12,725	UNCH	$872
BSX	12,725	UNCH	$872
EDWARDS LIFESCIENCES CORP	8,839	-3,455	$845
EW	8,839	-3,455	$845
HALLIBURTON CO	21,375	-330	$843
HAL	21,375	-330	$843
ADVANCED DRAIN SYS INC DEL	4,745	UNCH	$817
WMS	4,745	UNCH	$817
ADVANCED MICRO DEVICES INC	4,390	+8	$792
AMD	4,390	+8	$792
NIKE INC	8,312	-6,795	$781
NKE	8,312	-6,795	$781
ILLINOIS TOOL WKS INC	2,902	+5	$779
ITW	2,902	+5	$779
SCHWAB STRATEGIC TR	14,195	UNCH	$740
SCHP	14,195	UNCH	$740
AMERICAN FINL GROUP INC OHIO	5,340	+247	$729
AFG	5,340	+247	$729
PNC FINL SVCS GROUP INC	4,499	-16,622	$727
PNC	4,499	-16,622	$727
SOUTHERN CO	10,033	UNCH	$720
SO	10,033	UNCH	$720
SELECT SECTOR SPDR TR (XLI)	5,691	-195	$717
XLI	5,691	-195	$717
TRAVELERS COMPANIES INC	3,085	-265	$710
TRV	3,085	-265	$710
ROBERT HALF INC.	8,731	+2,310	$692
RHI	8,731	+2,310	$692
SELECT SECTOR SPDR TR (XLV)	4,680	-150	$691
XLV	4,680	-150	$691
META PLATFORMS INC	1,406	+1,406	$683
META	1,406	+1,406	$683
ISHARES TR (IJJ)	5,726	-37,203	$677
IJJ	5,726	-37,203	$677
INTUIT	1,008	+73	$655
INTU	1,008	+73	$655
J P MORGAN EXCHANGE TRADED F (JPST)	12,663	-182,327	$639
JPST	12,663	-182,327	$639
OCCIDENTAL PETE CORP	9,785	UNCH	$636
OXY	9,785	UNCH	$636
COCA COLA CO	10,289	-348	$629
KO	10,289	-348	$629
ISHARES TR (EFA)	7,774	UNCH	$621
EFA	7,774	UNCH	$621
GENERAL ELECTRIC CO	3,522	+156	$618
GE	3,522	+156	$618
ISHARES TR (IWF)	1,827	+31	$616
IWF	1,827	+31	$616
MEDTRONIC PLC	7,060	+3,422	$615
MDT	7,060	+3,422	$615
VERIZON COMMUNICATIONS INC	14,543	UNCH	$610
VZ	14,543	UNCH	$610
CENCORA INC	2,500	+2,500	$607
COR	2,500	+2,500	$607
TJX COS INC NEW	5,815	-838	$590
TJX	5,815	-838	$590
ISHARES TR (TIP)	5,362	-300	$576
TIP	5,362	-300	$576
ISHARES TR (PFF)	17,830	-200	$575
PFF	17,830	-200	$575
GLOBAL X FDS	14,115	-179	$562
PAVE	14,115	-179	$562
ISHARES TR (IWB)	1,908	UNCH	$550
IWB	1,908	UNCH	$550
VANGUARD WORLD FD (VHT)	2,032	+115	$550
VHT	2,032	+115	$550
ON SEMICONDUCTOR CORP	7,358	+7,358	$541
ON	7,358	+7,358	$541
ISHARES SILVER TR (SLV)	23,359	+23,359	$531
SLV	23,359	+23,359	$531
BOEING CO	2,714	-370	$524
BA	2,714	-370	$524
MARVELL TECHNOLOGY INC	7,399	-100	$524
MRVL	7,399	-100	$524
ISHARES TR (IVW)	6,153	-535	$520
IVW	6,153	-535	$520
VANGUARD WHITEHALL FDS (VYM)	4,269	UNCH	$517
VYM	4,269	UNCH	$517
SALESFORCE INC	1,618	+1,618	$487
CRM	1,618	+1,618	$487
GENERAL DYNAMICS CORP	1,687	-27	$477
GD	1,687	-27	$477
DECKERS OUTDOOR CORP	503	+503	$473
DECK	503	+503	$473
FEDEX CORP	1,630	-200	$473
FDX	1,630	-200	$473
SCHWAB CHARLES CORP	6,544	+940	$473
SCHW	6,544	+940	$473
NASDAQ INC	7,414	+222	$468
NDAQ	7,414	+222	$468
NETFLIX INC	752	+28	$457
NFLX	752	+28	$457
MSC INDL DIRECT INC	4,610	+4,610	$447
MSM	4,610	+4,610	$447
ISHARES TR (IVE)	2,349	UNCH	$439
IVE	2,349	UNCH	$439
SELECT SECTOR SPDR TR (XLY)	2,357	UNCH	$433
XLY	2,357	UNCH	$433
LOWES COS INC	1,657	-42	$422
LOW	1,657	-42	$422
HUMANA INC	1,195	-360	$414
HUM	1,195	-360	$414
NORTHROP GRUMMAN CORP	861	-105	$412
NOC	861	-105	$412
KLA CORP	580	+62	$405
KLAC	580	+62	$405
QUALCOMM INC	2,378	UNCH	$403
QCOM	2,378	UNCH	$403
MARSH & MCLENNAN COS INC	1,920	UNCH	$395
MMC	1,920	UNCH	$395
DANAHER CORPORATION	1,557	-593	$389
DHR	1,557	-593	$389
ISHARES TR (IBDT)	14,900	+14,900	$371
IBDT	14,900	+14,900	$371
ECOLAB INC	1,600	UNCH	$369
ECL	1,600	UNCH	$369
BANK NEW YORK MELLON CORP	6,283	+6,283	$362
BK	6,283	+6,283	$362
ISHARES TR (IGV)	4,250	+3,400	$362
IGV	4,250	+3,400	$362
ISHARES TR (TFLO)	6,921	-4,203	$351
TFLO	6,921	-4,203	$351
THE CIGNA GROUP	965	+965	$350
CI	965	+965	$350
ISHARES TR (IWD)	1,956	+195	$350
IWD	1,956	+195	$350
PHILIP MORRIS INTL INC	3,732	-75	$342
PM	3,732	-75	$342
GRAYSCALE BITCOIN TR BTC	5,385	+5,385	$340
GBTC	5,385	+5,385	$340
SMUCKER J M CO	2,682	+413	$338
SJM	2,682	+413	$338
MORGAN STANLEY	3,520	+182	$331
MS	3,520	+182	$331
ISHARES GOLD TR (IAU)	7,760	UNCH	$326
IAU	7,760	UNCH	$326
CARRIER GLOBAL CORPORATION	5,440	-400	$316
CARR	5,440	-400	$316
KIMBERLY CLARK CORP	2,436	UNCH	$315
KMB	2,436	UNCH	$315
INTUITIVE SURGICAL INC	783	-237	$312
ISRG	783	-237	$312
ISHARES TR (IMCG)	4,385	UNCH	$310
IMCG	4,385	UNCH	$310
GRAINGER W W INC	299	-4	$304
GWW	299	-4	$304
SUPER MICRO COMPUTER INC	300	+300	$303
SMCI	300	+300	$303
ZIMMER BIOMET HOLDINGS INC	2,296	+483	$303
ZBH	2,296	+483	$303
KAYNE ANDERSON ENERGY INFRST	30,000	UNCH	$300
KYN	30,000	UNCH	$300
ZOETIS INC	1,716	+85	$290
ZTS	1,716	+85	$290
COMCAST CORP NEW	6,532	+15	$283
CMCSA	6,532	+15	$283
MONSTER BEVERAGE CORP NEW	4,774	+302	$283
MNST	4,774	+302	$283
VANGUARD WORLD FD (VDE)	2,133	UNCH	$281
VDE	2,133	UNCH	$281
VANGUARD SCOTTSDALE FDS (VCIT)	3,461	-100	$279
VCIT	3,461	-100	$279
STARBUCKS CORP	3,043	+100	$278
SBUX	3,043	+100	$278
ISHARES TR (IWM)	1,317	UNCH	$277
IWM	1,317	UNCH	$277
CLOROX CO DEL	1,741	+3	$266
CLX	1,741	+3	$266
ISHARES TR (SOXX)	1,160	+760	$262
SOXX	1,160	+760	$262
KROGER CO	4,386	-600	$251
KR	4,386	-600	$251
CISCO SYS INC	5,015	+15	$250
CSCO	5,015	+15	$250
BECTON DICKINSON & CO	1,003	+3	$248
BDX	1,003	+3	$248
ANALOG DEVICES INC	1,234	-90	$244
ADI	1,234	-90	$244
CMS ENERGY CORP	4,050	UNCH	$244
CMS	4,050	UNCH	$244
LAM RESEARCH CORP	245	+245	$238
LRCX	245	+245	$238
NUCOR CORP	1,205	+1,205	$238
NUE	1,205	+1,205	$238
PUBLIC STORAGE	820	UNCH	$238
PSA	820	UNCH	$238
UNITED PARCEL SERVICE INC	1,574	+151	$234
UPS	1,574	+151	$234
TD SYNNEX CORPORATION	2,061	-25	$233
SNX	2,061	-25	$233
BANDWIDTH INC	12,711	UNCH	$232
BAND	12,711	UNCH	$232
ALTRIA GROUP INC	5,287	+200	$231
MO	5,287	+200	$231
CONSTELLATION BRANDS INC	850	+850	$231
STZ	850	+850	$231
GENERAL MLS INC	3,240	-300	$227
GIS	3,240	-300	$227
MICRON TECHNOLOGY INC	1,912	+1,912	$225
MU	1,912	+1,912	$225
THERMO FISHER SCIENTIFIC INC	387	UNCH	$225
TMO	387	UNCH	$225
ISHARES TR (ITA)	1,700	-100	$224
ITA	1,700	-100	$224
ISHARES TR (MUB)	2,066	UNCH	$222
MUB	2,066	UNCH	$222
BLACKROCK TAX MUNICPAL BD TR	13,500	UNCH	$221
BBN	13,500	UNCH	$221
PPG INDS INC	1,526	+3	$221
PPG	1,526	+3	$221
AMERICAN WTR WKS CO INC NEW	1,785	-115	$218
AWK	1,785	-115	$218
CHIPOTLE MEXICAN GRILL INC	72	+72	$209
CMG	72	+72	$209
AMERICAN ELEC PWR CO INC	2,379	+2,379	$205
AEP	2,379	+2,379	$205
VANGUARD SCOTTSDALE FDS (VCSH)	2,600	-200	$201
VCSH	2,600	-200	$201
WELLS FARGO CO NEW			$201
WFC.PRL	165	+165	$201
LAUDER ESTEE COS INC	1,300	+1,300	$200
EL	1,300	+1,300	$200
ISHARES TR (IDAT)	6,780	+6,780	$200
IDAT	6,780	+6,780	$200
FORD MTR CO DEL	11,910	-999	$158
F	11,910	-999	$158
CARTESIAN THERAPEUTICS INC	10,000	+10,000	$6
RNAC	10,000	+10,000	$6
CENCORA INC			$0 (exited)
ABC	0	-2,590	$0
AMERICAN TOWER CORP NEW			$0 (exited)
AMT	0	-1,064	$0
ISHARES TR			$0 (exited)
IBTF	0	-594,745	$0
ISHARES TR			$0 (exited)
IBTG	0	-545,044	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHD	0	-2,737	$0
CARTESIAN THERAPEUTICS INC			$0 (exited)
SELB	0	-15,000	$0
SCHLUMBERGER LTD	0	-4,744	$0 (exited)
SLB	0	-4,744	$0

See Summary: Journey Advisory Group LLC Top Holdings
See Details: Top 10 Stocks Held By Journey Advisory Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IBDR	+574,183	+$13,694
IBTJ	+483,446	+$10,394
VFQY	+32,162	+$4,404
SMLF	+58,854	+$3,742
SNA	+7,923	+$2,347
META	+1,406	+$683
COR	+2,500	+$607
ON	+7,358	+$541
SLV	+23,359	+$531
CRM	+1,618	+$487

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IBTF	-594,745	-$13,846
IBTG	-545,044	-$12,457
ABC	-2,590	-$466
SLB	-4,744	-$247
AMT	-1,064	-$230
SCHD	-2,737	-$208
SELB	-15,000	$UNCH

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+596,534	+$5,525
IBDQ	+471,082	+$11,689
BND	+166,562	+$11,966
IBTI	+78,375	+$1,605
WMT	+60,966	+$907
CSX	+56,854	+$2,325
SCHO	+26,574	+$1,231
IBTH	+24,122	+$393
IJR	+17,018	+$2,404
VEA	+15,621	+$1,734

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
IBTE	-333,242	-$7,946
JPST	-182,327	-$9,156
IBDP	-78,995	-$1,920
IJS	-47,000	-$4,849
IJJ	-37,203	-$4,219
CVX	-17,383	-$2,266
PNC	-16,622	-$2,544
PFE	-14,626	-$482
DGRO	-8,642	+$474

Journey Advisory Group LLC Info

Size ($ in 1000's)
At 03/31/2024: $811,403
At 12/31/2023: $735,206

Journey Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Journey Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

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