Long-term investor
Journey Advisory Group, LLC @journeyadvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001840085).
Record
- Tracked since 2025-06-30 (449 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.3% · 1 year n/a · all +11.5%
- Max drawdown n/a · win rate 51% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72201R585 · 4.8% · long · since 2026-03-31
- 921943858 · 4.3% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- 46432F396 · 2.8% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- PG · 2.3% · long · since 2025-06-30
- 464287390 · 2.2% · long · since 2025-06-30
- LLY · 2.0% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- 464287515 · 1.7% · long · since 2026-06-30
- 808524862 · 1.7% · long · since 2025-06-30