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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Journey Advisory Group, LLC

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001765380-25-000221

Total Value
$1.22B
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1RIO TINTO PLCRTNTF2,555,085$153.5M12.56%
2ISHARES TR464287507737,681$43.0M3.52%
3VANGUARD BD INDEX FDS921937835484,545$35.6M2.91%
4APPLE INCAAPL159,670$35.5M2.90%
5MICROSOFT CORPMSFT90,851$34.1M2.79%
6PROCTER AND GAMBLE CO742718109184,335$31.4M2.57%
7VANGUARD TAX-MANAGED FDS921943858582,144$29.6M2.42%
8ISHARES TR464287804224,818$23.5M1.92%
9ISHARES TR46432F339134,085$22.9M1.87%
10ISHARES TR46429B697233,131$21.8M1.79%
11ELI LILLY & COLLY23,474$19.4M1.59%
12JPMORGAN CHASE & CO.VYLD73,227$18.0M1.47%
13ISHARES TR46436E833778,448$17.3M1.42%
14ISHARES TR46436E841770,900$17.3M1.41%
15SCHWAB STRATEGIC TR808524862698,914$17.0M1.39%
16ISHARES TR46434VBD1669,562$16.8M1.38%
17ISHARES TR46435GAA0671,799$16.3M1.33%
18ISHARES TR46436E825704,956$15.3M1.26%
19VANGUARD SPECIALIZED FUNDS92190884475,814$14.7M1.20%
20ISHARES TR46432F39670,560$14.3M1.17%
21VANGUARD INTL EQUITY INDEX F922042874201,988$14.2M1.16%
22ISHARES TR46436E718135,344$13.6M1.11%
23COSTCO WHSL CORP NEW22160K10513,567$12.8M1.05%
24ISHARES TR46434V621192,618$11.9M0.97%
25ALPHABET INCGOOG73,581$11.4M0.93%
26ISHARES TR46429B671206,101$11.2M0.92%
27BROADCOM INCAVGO65,484$11.0M0.90%
28ABBVIE INCABBV49,423$10.4M0.85%
29WISDOMTREE TRWT128,300$10.2M0.84%
30LINCOLN EDL SVCS CORP533535100631,103$10.0M0.82%
31NVIDIA CORPORATIONNVDA88,050$9.5M0.78%
32TORTOISE CAPITAL SERIES TRUS890930100547,742$9.2M0.75%
33ADECOAGRO S AAGRO823,941$9.2M0.75%
34WASTE MGMT INC DEL94106L10937,971$8.8M0.72%
35ISHARES TR464287184239,553$8.6M0.70%
36ISHARES TR464288182109,150$8.1M0.66%
37CINTAS CORPCTAS39,111$8.0M0.66%
38MITSUBISHI UFJ FINL GROUP IN606822104587,551$8.0M0.66%
39META PLATFORMS INCMETA12,877$7.4M0.61%
40VISA INCV20,915$7.3M0.60%
41WALMART INCWMT82,452$7.2M0.59%
42ACCENTURE PLC IRELANDACN23,143$7.2M0.59%
43SPDR GOLD TRGLD24,155$7.0M0.57%
44INVESCO EXCHANGE TRADED FD TIVZ170,586$6.9M0.56%
45SELECT SECTOR SPDR TR81369Y80332,573$6.7M0.55%
46HOME DEPOT INCHD18,029$6.6M0.54%
47ISHARES TR46434V290106,291$6.6M0.54%
48GALLAGHER ARTHUR J & CO36357610918,595$6.4M0.53%
49EXXON MOBIL CORPXOM53,707$6.4M0.52%
50SCHWAB STRATEGIC TR808524771270,269$6.4M0.52%
51SSGA ACTIVE ETF TR78467V848158,274$6.4M0.52%
52VALE S AVALE635,755$6.3M0.52%
53AMERIPRISE FINL INC03076C10612,731$6.2M0.50%
54EA SERIES TRUST02072L56554,488$6.1M0.50%
55BOOZ ALLEN HAMILTON HLDG CORBAH58,066$6.1M0.50%
56ISHARES TR464287390245,690$5.8M0.47%
57PEPSICO INCPEP38,143$5.7M0.47%
58TJX COS INC NEW87254010946,618$5.7M0.46%
59AUTOMATIC DATA PROCESSING INADP18,458$5.6M0.46%
60MYOMO INCMYO1,124,796$5.4M0.44%
61NEXTERA ENERGY INCNEE-PW75,725$5.4M0.44%
62ISHARES TR4642872009,520$5.3M0.44%
63CHEVRON CORP NEWCVX31,514$5.3M0.43%
64PERPETUA RESOURCES CORPPPTA461,637$4.9M0.40%
65SPDR S&P 500 ETF TRSPY8,648$4.8M0.40%
66MOSAIC CO NEWMOS175,207$4.7M0.39%
67LOCKHEED MARTIN CORPLMT10,186$4.6M0.37%
68ISHARES TR46434V456112,416$4.5M0.37%
69MAUI LD & PINEAPPLE INC577345101253,094$4.4M0.36%
70JOHNSON & JOHNSONJNJ26,499$4.4M0.36%
71AMAZON COM INCAMZN23,062$4.4M0.36%
72MCDONALDS CORPMCD13,809$4.3M0.35%
73VANGUARD SCOTTSDALE FDS92206C10273,048$4.3M0.35%
74NORTHERN DYNASTY MINERALS LT66510M2043,694,739$4.2M0.35%
75CSX CORPCSX143,579$4.2M0.35%
76RESTAURANT BRANDS INTL INC76131D10363,147$4.2M0.34%
77INVESCO EXCHANGE TRADED FD TIVZ44,156$4.0M0.33%
78CINCINNATI FINL CORP17206210127,036$4.0M0.33%
79BERKSHIRE HATHAWAY INC DELBRK-A7,469$4.0M0.33%
80ST JOE COJOE84,588$4.0M0.32%
81SPDR SER TR78464A80557,682$3.9M0.32%
82NUCOR CORPNUE31,322$3.8M0.31%
83PHILIP MORRIS INTL INC71817210923,212$3.7M0.30%
84NOMURA HLDGS INCNRSCF595,771$3.7M0.30%
85AMERICAN EXPRESS COAXP13,611$3.7M0.30%
86CNO FINL GROUP INC12621E10386,507$3.6M0.29%
87SNAP ON INCSNA10,606$3.6M0.29%
88SPDR SER TR78468R80420,424$3.6M0.29%
89HEALTHPEAK PROPERTIES INCDOC170,519$3.4M0.28%
90AGNICO EAGLE MINES LTDAEM30,868$3.3M0.27%
91WEC ENERGY GROUP INCWEC30,425$3.3M0.27%
92INVESCO QQQ TRIVZ6,909$3.2M0.27%
93WARRIOR MET COAL INCHCC67,784$3.2M0.26%
94DOUBLELINE YIELD OPPORTUNITIDLY197,706$3.2M0.26%
95ORACLE CORPORCL-PD22,624$3.2M0.26%
96AON PLCAON7,689$3.1M0.25%
97ABRDN PLATINUM ETF TRUSTPPLT33,263$3.0M0.25%
98GOLDMAN SACHS GROUP INCGSCE5,546$3.0M0.25%
99MONDELEZ INTL INC60920710544,378$3.0M0.25%
100VANECK ETF TRUST92189F70043,379$2.9M0.24%
101CME GROUP INCCME10,804$2.9M0.23%
102DOUBLELINE INCOME SOLUTIONSDSL226,897$2.9M0.23%
103CANADIAN PACIFIC KANSAS CITYCP38,274$2.7M0.22%
104AMGEN INCAMGN8,543$2.7M0.22%
105DOUBLELINE OPPORTUNISTIC CRDBL169,160$2.6M0.22%
106MERCK & CO INCMRK29,303$2.6M0.22%
107UNION PAC CORPUNP10,866$2.6M0.21%
108ABBOTT LABSABLZF18,856$2.5M0.20%
109ALPHABET INCGOOG15,586$2.4M0.20%
110NEW GOLD INC CDA644535106619,460$2.3M0.19%
111ABRDN SILVER ETF TRUSTSIVR68,519$2.2M0.18%
112VANGUARD INTL EQUITY INDEX F92204277536,101$2.2M0.18%
113INTERNATIONAL BUSINESS MACHSINTR8,035$2.0M0.16%
114APPLIED MATLS INC03822210513,371$1.9M0.16%
115CITIGROUP INCC-PR27,154$1.9M0.16%
116CHUBB LIMITEDCB5,847$1.8M0.14%
117TESLA INCTSLA6,700$1.7M0.14%
118STRYKER CORPORATIONSYK4,356$1.6M0.13%
119MASTERCARD INCORPORATEDMA2,916$1.6M0.13%
120RTX CORPORATIONRTX11,958$1.6M0.13%
121CATERPILLAR INCCAT4,788$1.6M0.13%
122HERITAGE GLOBAL INCHGBL720,667$1.6M0.13%
123DEERE & CODE3,321$1.6M0.13%
124COGNYTE SOFTWARE LTDCGNT198,960$1.6M0.13%
125NERDWALLET INCNRDS164,278$1.5M0.12%
126US BANCORP DELUSB-PS34,386$1.5M0.12%
127EMERSON ELEC COEMR13,075$1.4M0.12%
128ROCKWELL AUTOMATION INCROK5,425$1.4M0.11%
129MOTOROLA SOLUTIONS INCMSI3,195$1.4M0.11%
130VANGUARD INDEX FDS9229087448,080$1.4M0.11%
131ISHARES TR4642871689,718$1.3M0.11%
132VANGUARD INDEX FDS9229087694,700$1.3M0.11%
133NORFOLK SOUTHN CORP6558441085,444$1.3M0.11%
134EATON CORP PLCETN4,612$1.3M0.10%
135ISHARES TR46428745715,053$1.2M0.10%
136SPOTIFY TECHNOLOGY S ASPOT2,234$1.2M0.10%
137VANGUARD INDEX FDS9229086294,727$1.2M0.10%
138VANGUARD INDEX FDS9229087363,297$1.2M0.10%
139KLA CORPKLAC1,760$1.2M0.10%
140MARATHON PETE CORPMARA8,077$1.2M0.10%
141DUKE ENERGY CORP NEWDUKB9,394$1.1M0.09%
142SELECT SECTOR SPDR TR81369Y60522,958$1.1M0.09%
143ISHARES TR46436E59357,596$1.1M0.09%
144DISNEY WALT CO25468710611,333$1.1M0.09%
145ISHARES TR46436E20547,300$1.1M0.09%
146BRISTOL-MYERS SQUIBB COCELG-RI17,896$1.1M0.09%
147SELECT SECTOR SPDR TR81369Y50611,649$1.1M0.09%
148PFIZER INCPFE42,399$1.1M0.09%
149FISERV INCFISV4,694$1.0M0.08%
150ANTERO RESOURCES CORPAR25,000$1.0M0.08%
151TAIWAN SEMICONDUCTOR MFG LTD8740391006,055$1.0M0.08%
152SPDR S&P MIDCAP 400 ETF TRMDY1,819$970,4010.08%
153PILGRIMS PRIDE CORPPPC17,125$933,4840.08%
154HONEYWELL INTL INC4385161064,333$917,6050.08%
155INTUITIVE SURGICAL INCISRG1,846$914,2690.07%
156VANGUARD WORLD FD92204A7021,673$907,4020.07%
157SOUTHERN COSOMN9,833$904,1450.07%
158BANK NEW YORK MELLON CORP06405810010,649$893,1320.07%
159JACOBS SOLUTIONS INCJ7,100$858,3190.07%
160CHIPOTLE MEXICAN GRILL INCCMG16,978$852,4660.07%
161RANGE RES CORPRRC21,246$848,3530.07%
162TESLA INCTSLA3,225$835,7910.07%
163GE AEROSPACE3696043014,052$811,0080.07%
164NASDAQ INCNDAQ10,588$803,2060.07%
165MEDPACE HLDGS INCMEDP2,627$800,4210.07%
166BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.07%
167WESTERN COPPER & GOLD CORPWRN698,071$792,3110.06%
168INVESCO EXCHANGE TRADED FD TIVZ4,514$781,9010.06%
169SCHWAB STRATEGIC TR80852487028,390$763,4080.06%
170MICROCHIP TECHNOLOGY INC.MCHPP15,769$763,3780.06%
171ISHARES SILVER TRSLV23,784$737,0670.06%
172NVIDIA CORPORATIONNVDA6,700$726,1460.06%
173BANK AMERICA CORP06050510417,291$721,5430.06%
174SELECT SECTOR SPDR TR81369Y7045,491$719,7060.06%
175BOSTON SCIENTIFIC CORPBSX6,900$696,0720.06%
176COCA COLA COKO9,668$692,4120.06%
177CONOCOPHILLIPSCOP6,590$692,0820.06%
178TRAVELERS COMPANIES INCTRV2,595$686,2740.06%
179AMERICAN FINL GROUP INC OHIO0259321045,055$663,8600.05%
180PNC FINL SVCS GROUP INC6934751053,319$583,3810.05%
181ISHARES TR4642873096,153$571,1830.05%
182ISHARES TR4642876221,856$569,3100.05%
183CENCORA INCCOR2,045$568,6950.05%
184ISHARES TR4642876141,572$567,6340.05%
185MEDTRONIC PLCMDT6,287$564,9500.05%
186INTEL CORPINTC24,549$557,4990.05%
187CORTEVA INCCTVA8,745$550,3230.05%
188SCHWAB STRATEGIC TR80852476319,614$537,2280.04%
189PALANTIR TECHNOLOGIES INCPLTR6,324$533,7460.04%
190ILLINOIS TOOL WKS INC4523081092,147$532,4780.04%
191ISHARES TR4642874656,321$516,5930.04%
192ADVANCED MICRO DEVICES INCAMD4,998$513,4950.04%
193VERIZON COMMUNICATIONS INCVZ11,043$500,9110.04%
194DECKERS OUTDOOR CORPDECK4,312$482,1250.04%
195ANNALY CAPITAL MANAGEMENT INNLY-PJ23,437$476,0060.04%
196VANGUARD INDEX FDS9229087512,135$473,3920.04%
197SELECT SECTOR SPDR TR81369Y2093,239$472,9270.04%
198ISHARES TR4642871764,212$467,9120.04%
199SELECT SECTOR SPDR TR81369Y4072,339$461,8590.04%
200ISHARES GOLD TRIAU7,600$448,0960.04%
201ISHARES TR4642874082,349$447,6730.04%
202SCHWAB CHARLES CORPSCHW-PJ5,694$445,7270.04%
203HALLIBURTON COHAL17,395$441,3120.04%
204LOWES COS INC5486611071,854$432,4090.04%
205UNITEDHEALTH GROUP INCUNH824$431,3780.04%
206FRONTLINE PLCFRO29,018$430,9180.04%
207GENERAL DYNAMICS CORPGD1,561$425,4980.03%
208NORTHROP GRUMMAN CORPNOC824$421,8970.03%
209MARVELL TECHNOLOGY INCMRVL6,800$418,6760.03%
210MARSH & MCLENNAN COS INC5717481021,700$414,8510.03%
211TEXAS INSTRS INC8825081042,255$405,3130.03%
212MORGAN STANLEYMS-PQ3,458$403,3900.03%
213ALTRIA GROUP INCMO6,687$401,3540.03%
214VANGUARD WHITEHALL FDS9219464063,103$400,1630.03%
215ROBERT HALF INC.RHI7,211$393,3610.03%
216UNITED PARCEL SERVICE INCUPS3,557$391,2350.03%
217RAYONIER INCRYN13,980$389,7630.03%
218NIKE INCNKE6,069$385,2610.03%
219KAYNE ANDERSON ENERGY INFRST48660610630,000$384,9000.03%
220ECOLAB INCECL1,500$380,2800.03%
221DIREXION SHS ETF TR25461A30421,800$371,9080.03%
222FEDEX CORPFDX1,504$366,8350.03%
223MSC INDL DIRECT INC5535301064,610$358,0590.03%
224ISHARES TR4642875981,898$357,1280.03%
225ISHARES TR46428868711,235$345,2520.03%
226EDWARDS LIFESCIENCES CORPEW4,695$340,2940.03%
227GLOBAL X FDS37954Y6738,925$336,7410.03%
228SALESFORCE INCCRM1,252$335,9870.03%
229KIMBERLY-CLARK CORPKMB2,361$335,7820.03%
230NETFLIX INCNFLX351$327,3190.03%
231BRF SA10552T10795,000$326,8000.03%
232GRAYSCALE BITCOIN TRUST ETFGBTC4,878$317,9000.03%
233THE CIGNA GROUP125523100965$317,4850.03%
234ISHARES TR4642883074,385$313,2210.03%
235RIO TINTO PLCRTNTF5,155$309,7130.03%
236DANAHER CORPORATION2358511021,500$307,5900.03%
237CMS ENERGY CORPCMS-PC4,050$304,1960.02%
238ON SEMICONDUCTOR CORPON7,358$299,3980.02%
239KROGER COKR4,386$296,8890.02%
240VANGUARD WORLD FD92204A5041,121$296,7630.02%
241CISCO SYS INCCSCO4,711$290,6980.02%
242ISHARES TR46435U51511,500$290,4900.02%
243CARRIER GLOBAL CORPORATIONCARR4,550$288,4700.02%
244BOEING COBA-PA1,672$285,2060.02%
245ZOETIS INCZTS1,707$281,0580.02%
246ISHARES TR4642877212,000$280,8800.02%
247FIFTH THIRD BANCORPFITBM7,039$275,9290.02%
248STARBUCKS CORPSBUX2,677$262,5870.02%
249DISCOVER FINL SVCS2547091081,511$257,9280.02%
250QUALCOMM INCQCOM1,659$254,8390.02%
251PROGRESSIVE CORP743315103900$254,7090.02%
252INTUITINTU411$252,3500.02%
253GRAINGER W W INC384802104251$247,9460.02%
254ISHARES TR46436E86610,550$246,5540.02%
255FRANKLIN RESOURCES INCBEN12,744$245,3220.02%
256AMERICAN ELEC PWR CO INC0255371012,244$245,2020.02%
257ISHARES TR4642887601,600$244,9600.02%
258INVESCO EXCHANGE TRADED FD TIVZ2,134$242,7640.02%
259CLOROX CO DELCLX1,631$240,0980.02%
260OCCIDENTAL PETE CORP6745991054,834$238,6070.02%
261BORGWARNER INCBWA8,074$231,3210.02%
262BECTON DICKINSON & COBDX1,000$229,0600.02%
263ISHARES TR4642876551,123$224,0280.02%
264SMUCKER J M CO8326964051,882$222,8480.02%
265ISHARES TR4642884142,077$218,9990.02%
266AT&T INCT-PC7,650$216,3420.02%
267GLOBAL X FDS37954Y8718,932$204,7220.02%
268GE VERNOVA INCGEV664$202,7060.02%
269INTERNATIONAL TOWER HILL MIN46050R102295,843$186,9730.02%
270BANDWIDTH INCBAND12,711$166,5150.01%
271INTELLICHECK INCIDN35,357$107,1320.01%
272ENVELA CORPELA16,363$101,9420.01%
273LARGO INCLGO60,266$97,0290.01%
274GRAB HOLDINGS LIMITEDGRABW12,000$54,3600.00%
275NORTHERN DYNASTY MINERALS LT66510M20412,630$14,5250.00%