Juncture Wealth Strategies, LLC Incresed Positions 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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.71K
+ 1.02%
$26.38 - $27.95 $97.8K - $104K
366K $9.98M
XLK
Technology Sector Spdr

ETFs
1.19K
+ 78.53%
$250.97 - $282.66 $298K - $336K
2.7K $761K
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
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 3.54%
$293.94 - $444.72 $17.6K - $26.7K
1.75K $780K
XOM
Exxon Mobil Corp

Energy
1.84K
+ 80.39%
$105.83 - $117.22 $195K - $216K
4.13K $465K
ZETA
Zeta Global Holdings Corp.

Technology
6.7K
+ 40.73%
$14.0 - $22.08 $93.8K - $148K
23.2K $460K
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
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
FITB
Fifth Third Bancorp

Financial Services
801
+ 8.02%
$40.91 - $46.28 $32.8K - $37.1K
10.8K $480K
JNJ
Johnson & Johnson

Healthcare
131
+ 9.96%
$155.17 - $185.42 $20.3K - $24.3K
1.45K $268K
GMED
Globus Medical Inc

Healthcare
1.3K
+ 17.76%
$51.89 - $62.79 $67.5K - $81.6K
8.62K $493K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 2.67%
$459.11 - $506.91 $24.3K - $26.9K
2.04K $1.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
139
+ 0.48%
$42.43 - $45.05 $5.9K - $6.26K
29.3K $1.29M
PODD
Insulet Corp

Healthcare
158
+ 15.09%
$277.3 - $352.82 $43.8K - $55.7K
1.21K $372K
XLC
Select Sector Spdr Tr Communic

ETFs
149
+ 7.14%
$105.99 - $119.41 $15.8K - $17.8K
2.24K $264K
FLIN
Franklin Templeton ETF Tr

ETFs
5.35K
+ 7.91%
$37.28 - $39.98 $199K - $214K
73K $2.72M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.15%
$94.4 - $104.27 $378 - $417
2.73K $281K
CSCO
Cisco Systems, Inc.

Technology
142
+ 0.96%
$66.2 - $71.79 $9.4K - $10.2K
14.9K $1.02M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$65.67 - $71.67 $65.7 - $71.7
4.4K $291K
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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