Juncture Wealth Strategies, LLC Purchases in Q3 2025

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.1K
+ 0.96%
$23.82 - $25.84 $288K - $312K
1.27M $32.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.18K
+ 11.64%
$75.26 - $80.19 $615K - $656K
78.4K $6.26M
MCHI
Ishares Msci China ETF

ETFs
3.74K
+ 9.8%
$54.58 - $65.85 $204K - $246K
41.8K $2.76M
DFAT
Dimensional ETF Tr U S Target

ETFs
111
+ 0.08%
$53.36 - $59.69 $5.92K - $6.63K
142K $8.24M
RIO
Rio Tinto PLC

Basic Materials
6.94K
New
$57.66 - $66.01 $400K - $458K
6.94K $458K
ABBV
Abb Vie Inc.

Healthcare
1.86K
New
$184.85 - $231.54 $344K - $431K
1.86K $431K
APAM
Artisan Partners Asset Management Inc.

Financial Services
9.84K
New
$43.4 - $48.34 $427K - $476K
9.84K $427K
XLF
Financial Sector Spdr

ETFs
7.4K
New
$51.37 - $54.25 $380K - $402K
7.4K $398K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.71K
+ 1.02%
$26.38 - $27.95 $97.8K - $104K
366K $9.98M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
New
$282.78 - $316.06 $347K - $388K
1.23K $387K
ETON
Eton Pharmaceuticals, Inc.

Healthcare
17K
New
$13.89 - $22.48 $236K - $381K
17K $370K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
12.5K
New
$28.52 - $30.48 $357K - $381K
12.5K $368K
CVX
Chevron Corp

Energy
1.89K
+ 42.3%
$145.57 - $161.83 $275K - $306K
6.36K $986K
VUG
Vanguard Growth ETF

ETFs
510
+ 21.19%
$433.97 - $484.08 $221K - $247K
2.92K $1.4M
CPB
Campbell Soup CO

Consumer Defensive
10.4K
New
$30.41 - $34.03 $317K - $355K
10.4K $329K
CMA
Comerica Inc

Financial Services
4.69K
New
$60.93 - $71.05 $285K - $333K
4.69K $321K
FMC
Fmc Corp

Basic Materials
9.5K
New
$33.15 - $44.45 $315K - $422K
9.5K $319K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.57K
+ 5.48%
$71.75 - $79.74 $112K - $125K
30.1K $2.36M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.51K
+ 7.75%
$58.82 - $66.17 $148K - $166K
34.9K $2.21M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.69K
+ 22.76%
$47.76 - $48.46 $272K - $276K
30.7K $1.48M
HRL
Hormel Foods Corp

Consumer Defensive
11.4K
New
$24.31 - $31.54 $277K - $360K
11.4K $282K
HALO
Halozyme Therapeutics, Inc.

Healthcare
580
+ 5.51%
$52.92 - $78.28 $30.7K - $45.4K
11.1K $815K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.48K
+ 3.53%
$38.52 - $39.39 $211K - $216K
160K $6.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.82K
+ 2.1%
$81.75 - $84.54 $149K - $154K
88.6K $7.45M
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.1K
New
$43.3 - $62.88 $178K - $258K
4.1K $251K
RF
Regions Financial Corp

Financial Services
9.43K
New
$24.03 - $27.41 $227K - $259K
9.43K $248K
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 3.54%
$293.94 - $444.72 $17.6K - $26.7K
1.75K $780K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.46K
New
$87.07 - $93.06 $214K - $229K
2.46K $225K
XOM
Exxon Mobil Corp

Energy
1.84K
+ 80.39%
$105.83 - $117.22 $195K - $216K
4.13K $465K
RMBS
Rambus Inc

Technology
1.98K
New
$62.85 - $107.38 $124K - $213K
1.98K $206K
ZETA
Zeta Global Holdings Corp.

Technology
6.7K
+ 40.73%
$14.0 - $22.08 $93.8K - $148K
23.2K $460K
ABT
Abbott Laboratories

Healthcare
1.52K
New
$120.51 - $136.62 $183K - $207K
1.52K $203K
JHG
Janus Henderson Group PLC

Financial Services
4.5K
New
$39.46 - $45.37 $178K - $204K
4.5K $200K
IVV
Ishares Core S&P 500 ETF

ETFs
76
+ 2.8%
$620.67 - $670.08 $47.2K - $50.9K
2.79K $1.87M
SUB
Ishares Short Term National Mu

ETFs
1.51K
+ 9.4%
$106.17 - $107.3 $160K - $162K
17.6K $1.88M
CORT
Corcept Therapeutics Inc

Healthcare
1.28K
+ 20.92%
$67.17 - $83.9 $85.9K - $107K
7.39K $614K
SHOP
Shopify Inc.

Technology
312
+ 9.49%
$112.11 - $157.12 $35K - $49K
3.6K $534K
NBIX
Neurocrine Biosciences Inc

Healthcare
684
+ 17.16%
$123.98 - $146.67 $84.8K - $100K
4.67K $655K
IWB
Ishares Tr Russell 1000 ETF

ETFs
321
+ 35.16%
$339.37 - $366.46 $109K - $118K
1.23K $451K
IWF
Ishares Russell 1000 Gr ETF

ETFs
159
+ 12.05%
$420.11 - $472.68 $66.8K - $75.2K
1.48K $692K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.63K
+ 9.49%
$78.11 - $79.07 $127K - $129K
18.8K $1.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
392
+ 0.49%
$97.75 - $100.75 $38.3K - $39.5K
81.1K $8.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.45K
+ 5.37%
$28.92 - $32.19 $41.8K - $46.5K
28.4K $905K
VNQ
Vanguard Specialized Funds Van

ETFs
238
+ 0.67%
$88.47 - $93.24 $21.1K - $22.2K
35.6K $3.25M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
18
+ 1.23%
$256.21 - $323.54 $4.61K - $5.82K
1.48K $473K
LUMN
Lumen Technologies, Inc.

Communication Services
15.5K
New
$3.7 - $6.22 $57.3K - $96.4K
15.5K $94K
PNC
Pnc Financial Services Group, Inc.

Financial Services
259
+ 10.81%
$185.88 - $207.44 $48.1K - $53.7K
2.65K $533K
MDT
Medtronic PLC

Healthcare
567
+ 16.84%
$87.67 - $95.74 $49.7K - $54.3K
3.93K $374K
UNH
Unitedhealth Group Inc

Healthcare
133
+ 15.68%
$237.77 - $353.61 $31.6K - $47K
981 $338K
Activity Summary
Buys All Purchases 63 New Holdings 20 Increased Positions 43 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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