Juncture Wealth Strategies, LLC Incresed Positions in Q4 2024

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
547K
+ 215.88%
$22.01 - $66.82 $12M - $36.5M
800K $18.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 101.81%
$570.51 - $610.59 $770K - $824K
2.67K $1.57M
XYLD
Global X Fds S&P 500 Covered C

ETFs
16.7K
+ 12.6%
$40.86 - $43.42 $681K - $723K
149K $6.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 149.44%
$521.84 - $558.82 $694K - $743K
2.22K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.7K
+ 17.4%
$80.13 - $83.77 $934K - $977K
78.7K $6.31M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24.8K
+ 5.45%
$40.38 - $44.35 $1M - $1.1M
479K $19.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.82K
+ 5.33%
$54.54 - $61.04 $536K - $599K
194K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.95K
+ 12.08%
$96.64 - $101.23 $768K - $805K
73.8K $7.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
246K
+ 224.47%
$26.93 - $84.95 $6.61M - $20.9M
355K $9.7M
FDN
First Tr Fd Dow Jones

ETFs
351
+ 3.84%
$210.5 - $257.24 $73.9K - $90.3K
9.48K $2.31M
VOT
Vanguard Mid Cap Growth Index

ETFs
581
+ 3.35%
$241.48 - $274.89 $140K - $160K
17.9K $4.55M
CLBT
Cellebrite Di Ltd.

Technology
505
+ 0.85%
$16.52 - $22.52 $8.34K - $11.4K
60K $1.32M
VBK
Vanguard Small Cap Growth ETF

ETFs
527
+ 4.01%
$264.18 - $304.19 $139K - $160K
13.7K $3.83M
AVGO
Broadcom Inc.

Technology
395
+ 11.69%
$159.67 - $250.0 $63.1K - $98.8K
3.78K $875K
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 3.98%
$567.81 - $607.81 $162K - $174K
7.48K $4.38M
HUBS
Hubspot Inc

Technology
40
+ 3.06%
$514.07 - $757.4 $20.6K - $30.3K
1.35K $939K
GLBE
Global E Online Ltd.

Consumer Cyclical
494
+ 3.9%
$35.95 - $57.07 $17.8K - $28.2K
13.2K $717K
NVDA
Nvidia Corp

Technology
640
+ 6.36%
$117.0 - $148.88 $74.9K - $95.3K
10.7K $1.44M
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 101.59%
N/A
2.29K $416K
CVX
Chevron Corp

Energy
1.39K
+ 55.61%
$141.15 - $162.53 $196K - $226K
3.9K $564K
TPR
Tapestry, Inc.

Consumer Cyclical
1.1K
+ 17.77%
$43.54 - $66.18 $47.9K - $72.8K
7.29K $476K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.27%
$213.65 - $479.86 $641 - $1.44K
1.12K $452K
GMED
Globus Medical Inc

Healthcare
69
+ 0.65%
$69.79 - $85.61 $4.82K - $5.91K
10.7K $888K
CYBR
Cyber Ark Software Ltd.

Technology
3
+ 0.11%
$274.1 - $333.15 $822 - $999
2.83K $943K
CSCO
Cisco Systems, Inc.

Technology
396
+ 2.8%
$52.45 - $60.02 $20.8K - $23.8K
14.5K $860K
VTV
Vanguard Value ETF

ETFs
674
+ 28.95%
$168.32 - $181.87 $113K - $123K
3K $508K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
160
+ 0.16%
$19.73 - $23.93 $3.16K - $3.83K
97.4K $2.03M
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 0.36%
$83.95 - $97.9 $2.6K - $3.03K
8.56K $790K
FBT
First Trust Nyse Arca Biotechn

ETFs
777
+ 7.37%
$161.65 - $178.69 $126K - $139K
11.3K $1.88M
TTD
Trade Desk, Inc.

Technology
143
+ 2.2%
$108.7 - $139.51 $15.5K - $19.9K
6.64K $780K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.51K
+ 3.8%
$51.54 - $52.55 $129K - $132K
68.5K $3.54M
XLK
Technology Sector Spdr

ETFs
183
+ 5.88%
$220.26 - $241.44 $40.3K - $44.2K
3.3K $766K
NTRS
Northern Trust Corp

Financial Services
100
+ 2.43%
$88.4 - $111.16 $8.84K - $11.1K
4.21K $431K
BMY
Bristol Myers Squibb CO

Healthcare
81
+ 0.72%
$51.92 - $59.94 $4.21K - $4.86K
11.3K $641K
META
Meta Platforms, Inc.

Communication Services
46
+ 3.11%
$554.08 - $632.68 $25.5K - $29.1K
1.52K $898K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
798
+ 8.38%
$61.68 - $67.87 $49.2K - $54.2K
10.3K $643K
C
Citigroup Inc

Financial Services
100
+ 2.04%
$61.31 - $72.5 $6.13K - $7.25K
5K $351K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.19K
+ 5.69%
$47.26 - $48.18 $56K - $57.1K
22K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
379
+ 11.61%
$113.92 - $127.38 $43.2K - $48.3K
3.64K $419K
XLC
Select Sector Spdr Tr Communic

ETFs
30
+ 0.89%
$89.66 - $102.16 $2.69K - $3.06K
3.4K $328K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
54
+ 4.5%
$225.16 - $265.16 $12.2K - $14.3K
1.26K $311K
PRK
Park National Corp

Financial Services
26
+ 1.29%
$160.0 - $206.49 $4.16K - $5.37K
2.04K $349K
Kenvue Inc
6.3K
+ 60.53%
N/A
16.7K $0
Arm Holdings PLC
698
+ 38.99%
N/A
2.49K $0
DVY
Ishares Tr

ETFs
138
+ 2.75%
$129.55 - $143.41 $17.9K - $19.8K
5.15K $676K
ORCL
Oracle Corp

Technology
40
+ 1.89%
$165.41 - $192.43 $6.62K - $7.7K
2.16K $359K
SOXX
Ishares Semiconductor ETF

ETFs
349
+ 6.93%
$211.27 - $239.8 $73.7K - $83.7K
5.38K $1.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
95.9K
+ 199.68%
$27.54 - $83.04 $2.64M - $7.96M
144K $3.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$442.29 - $483.08 $442 - $483
2.02K $913K
Activity Summary
Buys All Purchases 81 New Holdings 18 Increased Positions 63 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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