Juncture Wealth Strategies, LLC Reduced Holdings in Q3 2025

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.05K
- 27.21%
$276.51 - $305.12 $844K - $931K
8.16K $2.43M
AXON
Axon Enterprise, Inc.

Industrials
-8
- 0.2%
$698.02 - $870.97 $5.58K - $6.97K
3.96K $2.84M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.92K
- 12.03%
$282.75 - $294.19 $543K - $565K
14K $4.12M
GILD
Gilead Sciences, Inc.

Healthcare
-3.2K
- 41.24%
$108.22 - $120.47 $346K - $385K
4.56K $505K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-7.9K
- 8.65%
$19.13 - $22.22 $151K - $175K
83.4K $1.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-29.9K
- 7.09%
$41.91 - $44.87 $1.25M - $1.34M
392K $17.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13.4K
- 8.14%
$52.12 - $55.33 $701K - $744K
152K $8.39M
TPR
Tapestry, Inc.

Consumer Cyclical
-3.7K
- 46.29%
$86.48 - $116.14 $320K - $430K
4.29K $485K
HUBS
Hubspot Inc

Technology
-270
- 27.92%
$420.79 - $560.9 $114K - $151K
697 $326K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.27K
- 4.19%
$78.96 - $80.04 $179K - $182K
52K $4.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-13.4K
- 15.68%
$25.29 - $28.33 $339K - $379K
72K $2.01M
SPYG
Spdr Portfolio

ETFs
-2.25K
- 22.52%
$94.33 - $105.31 $212K - $237K
7.73K $807K
STT
State Street Corp

Financial Services
-1.5K
- 43.25%
$102.01 - $117.25 $153K - $176K
1.97K $228K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.28K
- 24.85%
$44.22 - $45.74 $145K - $150K
9.93K $452K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 1.5%
$2292.04 - $2514.05 $13.8K - $15.1K
395 $923K
C
Citigroup Inc

Financial Services
-2K
- 37.57%
$85.57 - $103.49 $171K - $207K
3.32K $337K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.96K
- 9.19%
$28.15 - $30.13 $252K - $270K
88.5K $2.62M
VZ
Verizon Communications Inc

Communication Services
-2.64K
- 27.4%
$40.84 - $45.06 $108K - $119K
7.01K $307K
DINO
Hf Sinclair Corp

Energy
-3.72K
- 43.82%
$42.11 - $54.01 $157K - $201K
4.77K $249K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.95K
- 4.54%
$24.23 - $24.42 $95.6K - $96.4K
83K $2.02M
MUB
Ishares National Muni Bond ETF

ETFs
-1.03K
- 6.43%
$103.24 - $106.68 $106K - $110K
15K $1.6M
VTV
Vanguard Value ETF

ETFs
-533
- 18.33%
$175.51 - $186.57 $93.5K - $99.4K
2.38K $442K
FDN
First Tr Fd Dow Jones

ETFs
-578
- 6.55%
$264.06 - $287.34 $153K - $166K
8.24K $2.31M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.56K
- 9.33%
$78.88 - $85.2 $123K - $133K
15.1K $1.26M
ATI
Allegheny Technologies Inc

Industrials
-297
- 10.67%
$71.34 - $95.52 $21.2K - $28.4K
2.49K $202K
AEP
American Electric Power CO Inc

Utilities
-529
- 15.47%
$103.26 - $115.0 $54.6K - $60.8K
2.89K $325K
PGR
Progressive Corp

Financial Services
-1
- 0.07%
$238.61 - $264.3 $239 - $264
1.43K $352K
WFC
Wells Fargo & Company

Financial Services
-500
- 13.7%
$77.05 - $85.16 $38.5K - $42.6K
3.15K $264K
VIG
Vanguard Dividend Appreciation

ETFs
-134
- 9.19%
N/A
1.32K $241K
META
Meta Platforms, Inc.

Communication Services
-19
- 1.18%
$695.21 - $791.73 $13.2K - $15K
1.6K $1.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-636
- 0.88%
$52.39 - $53.11 $33.3K - $33.8K
71.5K $3.79M
SMB
Vaneck Short Muni ETF

ETFs
-571
- 1.79%
$17.24 - $17.48 $9.84K - $9.98K
31.4K $546K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-235
- 8.09%
$108.46 - $120.63 $25.5K - $28.3K
2.67K $317K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2
- 0.01%
$30.02 - $30.29 $60 - $60.6
14.1K $428K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-401
- 4.35%
$62.09 - $66.51 $24.9K - $26.7K
8.83K $575K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-15
- 0.11%
$33.26 - $34.01 $499 - $510
14.2K $482K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-120
- 0.39%
$22.9 - $23.58 $2.75K - $2.83K
31K $726K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-274
- 0.81%
$20.76 - $21.78 $5.69K - $5.97K
33.4K $720K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-375
- 7.15%
$98.99 - $112.2 $37.1K - $42.1K
4.87K $538K
MSFT
Microsoft Corp

Technology
-60
- 2.58%
$491.09 - $535.64 $29.5K - $32.1K
2.27K $1.17M
DVY
Ishares Tr

ETFs
-45
- 0.88%
$133.88 - $142.57 $6.02K - $6.42K
5.05K $717K
SOXX
Ishares Semiconductor ETF

ETFs
-362
- 6.86%
$236.93 - $271.12 $85.8K - $98.1K
4.92K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 0.62%
$567.77 - $614.76 $7.38K - $7.99K
2.08K $1.27M
ORCL
Oracle Corp

Technology
-50
- 2.32%
$218.96 - $328.33 $10.9K - $16.4K
2.11K $592K
GOOG
Alphabet Inc.

Communication Services
-267
- 8.26%
$175.16 - $255.24 $46.8K - $68.1K
2.97K $722K
FBT
First Trust Nyse Arca Biotechn

ETFs
-277
- 2.5%
$159.46 - $180.52 $44.2K - $50K
10.8K $1.94M
AVGO
Broadcom Inc.

Technology
-7
- 0.18%
$264.74 - $369.57 $1.85K - $2.59K
3.85K $1.27M
CYBR
Cyber Ark Software Ltd.

Technology
-15
- 0.53%
$374.8 - $491.1 $5.62K - $7.37K
2.83K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-146
- 2.19%
$617.65 - $666.84 $90.2K - $97.4K
6.51K $4.34M
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
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email