Journey Advisory Group, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Journey Advisory Group, LLC opened 6 positions, added to 2, reduced 2 and sold out of 6.
- Q2 2025: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 1,511.
- Q1 2025: Stock CENCORA INC; Country of operation —; Class COM; Shares before 2,411.
- Q1 2025: Stock EDWARDS LIFESCIENCES CORP; Country of operation —; Class COM; Shares before 5,040.
- Q1 2025: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 261.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1840085), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Transamerica Financial Advisors, LLC | United States | $1.174B | 1,940 |
| Crewe Advisors LLC | United States | $1.172B | 1,038 |
| Everhart Financial Group, Inc. | United States | $1.174B | 464 |
| Fiduciary Group, LLC | United States | $1.171B | 297 |
| Broad Bay Capital Management, LP | United States | $1.176B | 26 |
| Oxbow Advisors, LLC | United States | $1.177B | 245 |
| MCDANIEL TERRY & CO | United States | $1.177B | 81 |
| Park West Asset Management LLC | United States | $1.178B | 52 |
| O'Connor Alternative Investments, LLC | United States | $1.167B | 128 |
| One William Street Capital Management, L.P. | United States | $1.179B | 16 |