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| Happy Holidays!! thanks for using AUM13F!! |
| Journey Advisory Group LLC
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| CRD # | 171919 |
| SEC # | 801-79934 |
| CIK # | 0001840085 |
| AUM | $1.5 B (2025-07-22) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 859-888-0356 |
| Address | 50 E Rivercenter Blvd Covington, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840085 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rio Tinto PLC | 146.2 | ||
| Microsoft Corp | 45.8 | ||
| Apple Inc | 31.9 | ||
| Procter & Gamble Co | 29.1 | ||
| J P Morgan Chase & Co | 21.7 | ||
| Broadcom Inc | 18.1 | ||
| Lilly Eli & Co | 17.9 | ||
| Alphabet Inc | 15.5 | ||
| Nvidia Corp | 13.7 | ||
| Costco Wholesale Corp /NEW | 12.2 | ||
| Facebook Inc | 9.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 478 | 129.8 |
| (b) Individuals (high net worth individuals) | 340 | 1,273.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.6 |
| (h) Charitable organizations | 9 | 19.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 38.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,004 | 1,473.3 |
| By Discretionary | ||
| Discretionary | 1,933 | 1,447.5 |
| Non-Discretionary | 71 | 25.8 |
| Total | 2,004 | 1,473.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.9 | |
| United States Persons | 1,453.5 | |
| Total | 2,004 | 1,473.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840085] |
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|---|---|---|
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