Journey Advisory Group, LLC
Top Portfolio Positions
158 positions ·
$542,453,850 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
145,063 | $36,815,538 | 6.79% | |
| MSFT |
Microsoft Corp
Technology
|
88,604 | $32,798,542 | 6.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,723 | $24,650,505 | 4.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
163,643 | $23,636,594 | 4.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
71,328 | $20,981,844 | 3.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
21,679 | $19,939,693 | 3.68% | |
| AVGO |
Broadcom Inc.
Technology
|
57,920 | $17,926,819 | 3.30% | |
| NVDA |
Nvidia Corp
Technology
|
76,292 | $13,305,324 | 2.45% | |
| MPC |
Marathon Petroleum Corp
Energy
|
48,920 | $11,945,285 | 2.20% | |
| ABBV |
AbbVie Inc.
Healthcare
|
47,291 | $10,285,319 | 1.90% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,766,850 | 198,768 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,863,304 | 196,926 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,915,295 | 193,322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,066,132 | 196,673 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,183,066 | 197,706 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||