$267 Million is the total value of Journey Advisory Group, LLC's 180 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 7.9% |
| PROCTER AND GAMBLE CO | 12 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 4.6% |
| ISHARES TR | 12 | Q3 2023 | 4.8% |
| J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 3.9% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 3.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 2.5% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.7% |
View Journey Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Journey Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.