Juncture Wealth Strategies, LLC Purchases in Q1 2025

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDS
Proshares Tr Ultrashort S&P 50

ETFs
148K
New
$18.17 - $22.43 $2.69M - $3.32M
148K $3.22M
VNQ
Vanguard Specialized Funds Van

ETFs
15.8K
+ 81.88%
$85.55 - $94.34 $1.36M - $1.49M
35.2K $3.16M
MCHI
Ishares Msci China ETF

ETFs
19.5K
New
$43.71 - $58.65 $853K - $1.15M
19.5K $1.07M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
14.3K
+ 129.68%
$34.58 - $45.76 $495K - $655K
25.4K $1.16M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.4K
New
$63.07 - $73.5 $657K - $766K
10.4K $739K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.02K
+ 6.8%
$95.85 - $99.25 $481K - $498K
78.8K $7.78M
FLIN
Franklin Templeton ETF Tr

ETFs
17.4K
+ 75.8%
$34.0 - $38.4 $591K - $668K
40.3K $1.48M
SIL
Global X Silver Miners ETF

ETFs
13.4K
+ 125.43%
$31.91 - $40.68 $426K - $544K
24K $948K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.28K
+ 4.17%
$79.17 - $82.04 $260K - $269K
81.9K $6.69M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
5.55K
+ 67.2%
$60.05 - $72.21 $333K - $401K
13.8K $855K
SHOP
Shopify Inc.

Technology
3.11K
New
$90.59 - $129.31 $282K - $403K
3.11K $301K
DINO
Hf Sinclair Corp

Energy
8.09K
New
$30.66 - $38.48 $248K - $311K
8.09K $267K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.36K
+ 55.39%
$55.11 - $65.5 $295K - $351K
15K $847K
HALO
Halozyme Therapeutics, Inc.

Healthcare
407
+ 3.4%
$47.74 - $65.16 $19.4K - $26.5K
12.4K $790K
VZ
Verizon Communications Inc

Communication Services
4.6K
New
$37.81 - $46.49 $174K - $214K
4.6K $208K
ITB
Ishares Tr

ETFs
2.32K
+ 54.01%
$93.86 - $111.45 $218K - $259K
6.62K $625K
ERII
Energy Recovery, Inc.

Industrials
11.2K
New
$14.06 - $16.83 $158K - $189K
11.2K $178K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.32K
+ 21.51%
$20.2 - $22.24 $128K - $141K
35.7K $760K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.42K
+ 0.4%
$27.01 - $28.54 $38.3K - $40.4K
356K $9.83M
CVX
Chevron Corp

Energy
228
+ 5.85%
$146.71 - $167.97 $33.4K - $38.3K
4.12K $689K
PODD
Insulet Corp

Healthcare
454
+ 51.71%
$237.06 - $288.29 $108K - $131K
1.33K $349K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.49%
$1739.0 - $2260.0 $3.48K - $4.52K
410 $799K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
927
+ 1.35%
$51.52 - $52.35 $47.8K - $48.5K
69.4K $3.63M
TPR
Tapestry, Inc.

Consumer Cyclical
701
+ 9.62%
$65.63 - $89.21 $46K - $62.5K
7.99K $562K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
390
+ 0.73%
$77.7 - $78.94 $30.3K - $30.8K
54.1K $4.27M
SUB
Ishares Short Term National Mu

ETFs
697
+ 6.52%
$105.3 - $106.24 $73.4K - $74K
11.4K $1.2M
AEP
American Electric Power CO Inc

Utilities
25
+ 0.79%
$90.32 - $109.27 $2.26K - $2.73K
3.18K $347K
BMY
Bristol Myers Squibb CO

Healthcare
30
+ 0.26%
$53.9 - $63.11 $1.62K - $1.89K
11.4K $693K
CSCO
Cisco Systems, Inc.

Technology
93
+ 0.64%
$58.74 - $64.87 $5.46K - $6.03K
14.6K $902K
XLK
Technology Sector Spdr

ETFs
594
+ 18.02%
$206.38 - $242.18 $123K - $144K
3.89K $803K
KMB
Kimberly Clark Corp

Consumer Defensive
56
+ 2.27%
$124.46 - $147.4 $6.97K - $8.25K
2.53K $359K
C
Citigroup Inc

Financial Services
326
+ 6.52%
$67.23 - $84.63 $21.9K - $27.6K
5.32K $377K
XLC
Select Sector Spdr Tr Communic

ETFs
293
+ 8.63%
$94.84 - $105.31 $27.8K - $30.9K
3.69K $353K
CYBR
Cyber Ark Software Ltd.

Technology
28
+ 0.99%
$312.8 - $414.31 $8.76K - $11.6K
2.86K $967K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
678
+ 4.14%
$44.81 - $46.22 $30.4K - $31.3K
17K $766K
FBT
First Trust Nyse Arca Biotechn

ETFs
184
+ 1.63%
$164.86 - $182.19 $30.3K - $33.5K
11.5K $1.9M
GIS
General Mills Inc

Consumer Defensive
631
+ 10.44%
$57.56 - $65.3 $36.3K - $41.2K
6.67K $399K
VTV
Vanguard Value ETF

ETFs
48
+ 1.6%
$167.73 - $179.21 $8.05K - $8.6K
3.05K $521K
META
Meta Platforms, Inc.

Communication Services
47
+ 3.08%
$576.74 - $736.67 $27.1K - $34.6K
1.57K $906K
SMB
Vaneck Short Muni ETF

ETFs
75
+ 0.24%
$17.08 - $17.25 $1.28K - $1.29K
30.9K $529K
Proshares Tr
21.3K
New
N/A
21.3K $0
Atlassian Corporation
594
+ 60.92%
N/A
1.57K $0
Kenvue Inc
1.6K
+ 9.58%
N/A
18.3K $0
BAC
Bank Of America Corp

Financial Services
256
+ 5.25%
$39.61 - $47.74 $10.1K - $12.2K
5.13K $213K
IWM
Ishares Russell 2000 ETF

ETFs
37
+ 2.81%
$198.1 - $229.79 $7.33K - $8.5K
1.35K $271K
GOOG
Alphabet Inc.

Communication Services
350
+ 12.95%
$156.06 - $207.71 $54.6K - $72.7K
3.05K $476K
UPS
United Parcel Service Inc

Industrials
101
+ 2.51%
$109.66 - $136.26 $11.1K - $13.8K
4.12K $453K
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 1.53%
$554.06 - $615.85 $22.7K - $25.2K
2.72K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
234
+ 20.87%
$222.15 - $428.22 $52K - $100K
1.36K $351K
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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