Juncture Wealth Strategies, LLC Purchases in Q2 2025

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
475K
+ 60.44%
$19.1 - $23.83 $9.07M - $11.3M
1.26M $30.1M
VV
Vanguard Large Cap ETF

ETFs
2.54K
+ 1.08%
$228.25 - $285.3 $579K - $724K
238K $67.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
59.8K
+ 574.52%
$62.73 - $78.42 $3.75M - $4.69M
70.3K $5.45M
URA
Global X Uranium ETF

ETFs
1.8K
+ 1.23%
$20.26 - $38.81 $36.5K - $70K
148K $5.76M
FLIN
Franklin Templeton ETF Tr

ETFs
27.3K
+ 67.77%
$35.01 - $39.98 $957K - $1.09M
67.6K $2.69M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
14.8K
+ 106.88%
$53.5 - $71.62 $790K - $1.06M
28.6K $2.05M
KRE
Spdr S&P Regional Banking ETF

ETFs
17.4K
+ 115.84%
$48.81 - $59.48 $849K - $1.04M
32.4K $1.93M
VUG
Vanguard Growth ETF

ETFs
2.41K
New
$329.49 - $438.4 $793K - $1.06M
2.41K $1.06M
MCHI
Ishares Msci China ETF

ETFs
18.6K
+ 95.19%
$45.22 - $55.86 $841K - $1.04M
38.1K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.9K
New
$22.27 - $29.21 $600K - $787K
26.9K $786K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.81K
+ 5.87%
$79.56 - $82.92 $383K - $399K
86.8K $7.19M
LMT
Lockheed Martin Corp

Industrials
1.03K
New
$430.82 - $486.45 $445K - $503K
1.03K $478K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.82%
$496.48 - $617.85 $26.8K - $33.4K
6.66K $4.11M
META
Meta Platforms, Inc.

Communication Services
45
+ 2.86%
$484.66 - $738.09 $21.8K - $33.2K
1.62K $1.19M
SIL
Global X Silver Miners ETF

ETFs
1.25K
+ 5.22%
$33.97 - $49.02 $42.6K - $61.4K
25.3K $1.22M
ATI
Allegheny Technologies Inc

Industrials
2.78K
New
$41.97 - $86.8 $117K - $242K
2.78K $240K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.9K
+ 2.41%
$96.84 - $99.46 $184K - $189K
80.7K $8M
SLV
I Shares Silver Trust

ETFs
6.87K
New
$27.08 - $33.74 $186K - $232K
6.87K $225K
VZ
Verizon Communications Inc

Communication Services
5.05K
+ 109.78%
$41.67 - $45.62 $210K - $230K
9.65K $417K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.51K
New
$108.12 - $135.04 $163K - $204K
1.51K $204K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.44K
New
$71.28 - $83.74 $174K - $205K
2.44K $204K
FCX
Freeport Mcmoran Inc

Basic Materials
4.72K
New
$29.15 - $44.46 $138K - $210K
4.72K $204K
CTAS
Cintas Corp

Industrials
898
New
$190.11 - $227.66 $171K - $204K
898 $200K
JNJ
Johnson & Johnson

Healthcare
1.32K
New
$146.36 - $159.82 $192K - $210K
1.32K $200K
TSLA
Tesla, Inc.

Consumer Cyclical
339
+ 25.02%
$221.86 - $362.89 $75.2K - $123K
1.69K $538K
ORCL
Oracle Corp

Technology
1
+ 0.05%
$122.82 - $218.63 $123 - $219
2.16K $471K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.68K
+ 3.86%
$51.68 - $52.76 $139K - $141K
72.1K $3.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.17K
+ 14.5%
$47.02 - $47.83 $149K - $151K
25K $1.2M
CORT
Corcept Therapeutics Inc

Healthcare
575
+ 10.38%
$62.24 - $91.93 $35.8K - $52.9K
6.11K $448K
PATH
Ui Path, Inc.

Technology
11.3K
New
$9.79 - $13.31 $111K - $151K
11.3K $145K
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.88K
+ 3.25%
$35.62 - $39.64 $174K - $193K
155K $6.04M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
227
+ 18.32%
$160.63 - $257.78 $36.5K - $58.5K
1.47K $375K
CSCO
Cisco Systems, Inc.

Technology
137
+ 0.94%
$53.19 - $69.38 $7.29K - $9.51K
14.8K $1.02M
GOOG
Alphabet Inc.

Communication Services
182
+ 5.96%
$146.58 - $180.01 $26.7K - $32.8K
3.23K $573K
DINO
Hf Sinclair Corp

Energy
395
+ 4.88%
$25.91 - $41.85 $10.2K - $16.5K
8.48K $348K
SHOP
Shopify Inc.

Technology
172
+ 5.52%
$76.89 - $115.35 $13.2K - $19.8K
3.29K $379K
PNC
Pnc Financial Services Group, Inc.

Financial Services
99
+ 4.31%
$149.76 - $186.42 $14.8K - $18.5K
2.4K $446K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
139
+ 0.26%
$77.94 - $79.5 $10.8K - $11.1K
54.2K $4.31M
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$34.39 - $47.46 $34.4 - $47.5
5.13K $242K
SMB
Vaneck Short Muni ETF

ETFs
1.08K
+ 3.48%
$16.86 - $17.26 $18.1K - $18.6K
32K $551K
FITB
Fifth Third Bancorp

Financial Services
1
+ 0.01%
$33.32 - $41.51 $33.3 - $41.5
9.99K $410K
DVY
Ishares Tr

ETFs
51
+ 1.01%
$118.37 - $134.86 $6.04K - $6.88K
5.09K $676K
AEP
American Electric Power CO Inc

Utilities
235
+ 7.38%
$98.59 - $109.11 $23.2K - $25.6K
3.42K $354K
Kenvue Inc
402
+ 2.2%
N/A
18.7K $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$68.37 - $73.9 $68.4 - $73.9
4.39K $310K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
751
+ 2.65%
$38.81 - $44.28 $29.1K - $33.3K
29.1K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
178
+ 0.51%
$79.79 - $91.42 $14.2K - $16.3K
35.4K $3.15M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.08%
$126.84 - $145.22 $254 - $290
2.53K $326K
CVX
Chevron Corp

Energy
343
+ 8.32%
$133.73 - $168.51 $45.9K - $57.8K
4.47K $639K
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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