Juncture Wealth Strategies, LLC New Holdings in Q3 2025

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.46K
New
$87.07 - $93.06 $214K - $229K
2.46K $225K
RMBS
Rambus Inc

Technology
1.98K
New
$62.85 - $107.38 $124K - $213K
1.98K $206K
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
LUMN
Lumen Technologies, Inc.

Communication Services
15.5K
New
$3.7 - $6.22 $57.3K - $96.4K
15.5K $94K
Kiniksa Pharmaceuticals Intl
6.86K
New
N/A
6.86K $0
Astera Labs Inc
1.47K
New
N/A
1.47K $0
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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