Journey Advisory Group, LLC
Top Portfolio Positions
157 positions ·
$539,701,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
145,063 | $36,815,538 | 6.82% |
| MSFT |
Microsoft Corp
Technology
|
88,604 | $32,798,542 | 6.08% |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,723 | $24,650,505 | 4.57% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
163,643 | $23,636,594 | 4.38% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
71,328 | $20,981,844 | 3.89% |
| LLY |
ELI LILLY & Co
Healthcare
|
21,679 | $19,939,693 | 3.69% |
| AVGO |
Broadcom Inc.
Technology
|
57,920 | $17,926,819 | 3.32% |
| NVDA |
Nvidia Corp
Technology
|
76,292 | $13,305,324 | 2.47% |
| MPC |
Marathon Petroleum Corp
Energy
|
48,920 | $11,945,285 | 2.21% |
| ABBV |
AbbVie Inc.
Healthcare
|
47,291 | $10,285,319 | 1.91% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,507,589 | 231,541 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,580,931 | 229,009 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,760,028 | 224,758 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,784,746 | 227,512 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,861,171 | 226,897 | Shares | Sole | 2025-05-13 | |
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