Juncture Wealth Strategies, LLC Reduced Holdings in Q1 2025

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-20.9K
- 8.14%
$253.32 - $282.66 $5.29M - $5.9M
236K $60.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-14.2K
- 1.78%
$21.23 - $23.75 $302K - $338K
786K $16.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-878
- 11.74%
$551.42 - $612.93 $484K - $538K
6.6K $3.69M
URA
Global X Uranium ETF

ETFs
-5.29K
- 3.48%
$23.1 - $30.98 $122K - $164K
147K $3.39M
ONTO
Onto Innovation Inc.

Technology
-529
- 6.35%
$121.34 - $224.5 $64.2K - $119K
7.8K $952K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-871
- 0.6%
$23.16 - $27.04 $20.2K - $23.6K
144K $3.37M
AXON
Axon Enterprise, Inc.

Industrials
-108
- 2.54%
$496.65 - $710.01 $53.6K - $76.7K
4.15K $2.18M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.45K
- 1.93%
$49.78 - $53.19 $172K - $183K
176K $8.89M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.52K
- 1.05%
$25.58 - $29.24 $38.8K - $44.3K
142K $3.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
-529
- 7.26%
$107.22 - $153.29 $56.7K - $81.1K
6.75K $746K
SPYG
Spdr Portfolio

ETFs
-754
- 5.23%
$80.05 - $92.39 $60.4K - $69.7K
13.7K $1.09M
MSFT
Microsoft Corp

Technology
-136
- 5.35%
$375.39 - $447.2 $51.1K - $60.8K
2.41K $902K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-415
- 3.78%
$96.3 - $112.23 $40K - $46.6K
10.6K $1.03M
IOT
Samsara Inc.

Technology
-1.75K
- 9.59%
$34.06 - $60.96 $59.6K - $107K
16.5K $632K
VCEL
Vericel Corp

Healthcare
-1.13K
- 10.89%
$44.5 - $61.8 $50.2K - $69.6K
9.23K $410K
VTI
Vanguard Total Stock Market Et

ETFs
-169
- 2.83%
$271.18 - $303.12 $45.8K - $51.2K
5.81K $1.59M
ZETA
Zeta Global Holdings Corp.

Technology
-3.7K
- 17.5%
$13.56 - $24.69 $50.1K - $91.3K
17.4K $239K
GMED
Globus Medical Inc

Healthcare
-439
- 4.09%
$69.68 - $93.32 $30.6K - $41K
10.3K $754K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-772
- 3.63%
$75.47 - $84.24 $58.3K - $65K
20.5K $1.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.91K
- 9.98%
$76.94 - $78.24 $147K - $149K
17.2K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
-953
- 4.73%
$104.71 - $107.69 $99.8K - $103K
19.2K $2.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 4.55%
$507.05 - $563.67 $51.2K - $56.9K
2.12K $1.08M
FTNT
Fortinet, Inc.

Technology
-781
- 22.35%
$92.49 - $114.57 $72.2K - $89.5K
2.71K $261K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-16
- 1.27%
$202.1 - $270.08 $3.23K - $4.32K
1.24K $250K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-99
- 4.13%
$168.84 - $202.89 $16.7K - $20.1K
2.3K $403K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.86K
- 8.09%
$22.46 - $23.26 $64.2K - $66.5K
32.5K $751K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.7K
- 10.61%
$32.5 - $33.3 $55.3K - $56.6K
14.3K $476K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20
- 0.55%
$102.49 - $119.96 $2.05K - $2.4K
3.62K $376K
FITB
Fifth Third Bancorp

Financial Services
-99
- 0.98%
$37.48 - $44.96 $3.71K - $4.45K
9.99K $391K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.08K
- 7.05%
$29.82 - $30.1 $32.1K - $32.4K
14.2K $426K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-232
- 0.05%
$39.96 - $43.3 $9.27K - $10K
479K $19.6M
VIG
Vanguard Dividend Appreciation

ETFs
-128
- 5.6%
N/A
2.16K $393K
VO
Vanguard Mid Cap ETF

ETFs
-51
- 3.72%
$251.87 - $277.95 $12.8K - $14.2K
1.32K $339K
CAG
Conagra Brands Inc.

Consumer Defensive
-98
- 0.63%
$23.9 - $27.67 $2.34K - $2.71K
15.4K $409K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-782
- 2.68%
$42.18 - $45.16 $33K - $35.3K
28.4K $1.24M
SON
Sonoco Products CO

Consumer Cyclical
-99
- 1.64%
$44.71 - $49.22 $4.43K - $4.87K
5.95K $281K
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.22%
$84.5 - $105.05 $507 - $630
2.72K $239K
DVY
Ishares Tr

ETFs
-109
- 2.12%
$128.58 - $138.1 $14K - $15.1K
5.04K $669K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-170
- 0.77%
$47.33 - $47.92 $8.05K - $8.15K
21.8K $1.04M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.11K
- 1.21%
$24.1 - $24.33 $26.8K - $27K
90.9K $2.21M
PGR
Progressive Corp

Financial Services
-214
- 13.02%
$235.61 - $291.22 $50.4K - $62.3K
1.43K $404K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.82%
$461.52 - $548.18 $3.23K - $3.84K
850 $445K
XOM
Exxon Mobil Corp

Energy
-158
- 5.3%
$105.44 - $118.93 $16.7K - $18.8K
2.82K $335K
MDT
Medtronic PLC

Healthcare
-100
- 2.89%
$79.84 - $94.5 $7.98K - $9.45K
3.37K $302K
IDCC
Inter Digital, Inc.

Communication Services
-295
- 2.97%
$171.68 - $225.72 $50.6K - $66.6K
9.64K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.15%
$442.66 - $534.52 $1.33K - $1.6K
2.01K $1.06M
GILD
Gilead Sciences, Inc.

Healthcare
-36
- 0.42%
$89.14 - $117.41 $3.21K - $4.23K
8.52K $954K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-1.27K
- 1.31%
$19.53 - $25.74 $24.9K - $32.8K
96.1K $2.37M
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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