Journey Advisory Group, LLC
Top Portfolio Positions
166 positions ·
$586,428,473 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
|
88,462 | $42,781,992 | 7.30% |
| AAPL |
Apple Inc.
|
147,645 | $40,138,769 | 6.84% |
| GOOGL |
Alphabet Inc.
|
81,945 | $25,648,785 | 4.37% |
| PG |
PROCTER & GAMBLE Co
|
174,490 | $25,006,161 | 4.26% |
| LLY |
ELI LILLY & Co
|
22,055 | $23,702,069 | 4.04% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,540 | $23,696,058 | 4.04% |
| AVGO |
Broadcom Inc.
|
60,224 | $20,843,526 | 3.55% |
| NVDA |
Nvidia Corp
|
71,338 | $13,304,537 | 2.27% |
| ABBV |
AbbVie Inc.
|
48,076 | $10,984,885 | 1.87% |
| META |
Meta Platforms, Inc.
|
14,962 | $9,876,266 | 1.68% |
Portfolio Trend
Holdings in NMR
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,130,367 | 611,486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,433,973 | 609,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,063,248 | 617,515 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,663,991 | 595,771 | Shares | Sole | 2025-05-13 | |
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