Juncture Wealth Strategies, LLC Sells in Q2 2025

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-53.1K
- 27.3%
$44.8 - $53.97 $2.38M - $2.87M
141K $7.63M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-57.7K
- 12.05%
$36.25 - $42.28 $2.09M - $2.44M
421K $17.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-58.2K
- 40.54%
$20.42 - $25.3 $1.19M - $1.47M
85.4K $2.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-44.9K
- 31.55%
$22.92 - $28.05 $1.03M - $1.26M
97.5K $2.73M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-5.33K
- 50.39%
$83.54 - $100.04 $445K - $533K
5.24K $521K
ONTO
Onto Innovation Inc.

Technology
-2.84K
- 36.41%
$88.5 - $133.37 $251K - $379K
4.96K $500K
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.76K
- 19.72%
$219.76 - $276.94 $605K - $763K
11.2K $3.11M
XLK
Technology Sector Spdr

ETFs
-2.38K
- 61.09%
$179.73 - $253.23 $427K - $602K
1.51K $383K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-4.83K
- 5.02%
$21.4 - $26.31 $103K - $127K
91.3K $1.98M
MUB
Ishares National Muni Bond ETF

ETFs
-3.19K
- 16.6%
$102.31 - $105.8 $326K - $338K
16K $1.67M
HUBS
Hubspot Inc

Technology
-424
- 30.48%
$487.07 - $672.24 $207K - $285K
967 $538K
NBIX
Neurocrine Biosciences Inc

Healthcare
-2.77K
- 40.96%
$87.54 - $128.18 $242K - $355K
3.99K $501K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.77K
- 18.42%
$66.87 - $79.47 $252K - $300K
16.7K $1.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.4K
- 5.93%
$45.11 - $52.34 $470K - $545K
165K $8.64M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.85K
- 14.95%
$47.91 - $70.14 $88.7K - $130K
10.5K $547K
VCEL
Vericel Corp

Healthcare
-4.51K
- 48.86%
$37.92 - $45.7 $171K - $206K
4.72K $200K
IOT
Samsara Inc.

Technology
-5.81K
- 35.22%
$33.46 - $47.74 $194K - $277K
10.7K $425K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.24%
$274.35 - $599.47 $549 - $1.2K
848 $264K
BMY
Bristol Myers Squibb CO

Healthcare
-256
- 2.25%
$44.12 - $59.6 $11.3K - $15.3K
11.1K $514K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.84K
- 22.49%
$43.63 - $45.4 $167K - $174K
13.2K $590K
SPYG
Spdr Portfolio

ETFs
-3.68K
- 26.96%
$71.83 - $95.32 $264K - $351K
9.98K $950K
VIG
Vanguard Dividend Appreciation

ETFs
-700
- 32.44%
N/A
1.46K $265K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.6K
- 43.44%
$86.13 - $108.53 $138K - $174K
2.09K $226K
FBT
First Trust Nyse Arca Biotechn

ETFs
-429
- 3.73%
$145.67 - $165.99 $62.5K - $71.2K
11.1K $1.79M
GILD
Gilead Sciences, Inc.

Healthcare
-763
- 8.96%
$96.91 - $113.0 $73.9K - $86.2K
7.76K $860K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 1.49%
$483.48 - $539.8 $14.5K - $16.2K
1.98K $963K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.95K
- 4.35%
$24.19 - $24.45 $95.6K - $96.6K
86.9K $2.12M
XOM
Exxon Mobil Corp

Energy
-534
- 18.91%
$99.93 - $119.04 $53.4K - $63.6K
2.29K $246K
VO
Vanguard Mid Cap ETF

ETFs
-346
- 26.21%
$228.54 - $279.83 $79.1K - $96.8K
974 $272K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-718
- 19.82%
$90.56 - $109.49 $65K - $78.6K
2.91K $317K
IWM
Ishares Russell 2000 ETF

ETFs
-345
- 25.5%
$174.82 - $215.79 $60.3K - $74.4K
1.01K $217K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.04K
- 5.71%
$18.94 - $21.67 $38.6K - $44.2K
33.7K $712K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.41K
- 4.33%
$22.68 - $23.28 $31.9K - $32.7K
31.1K $719K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.1K
- 10.63%
$51.16 - $62.02 $56.1K - $68K
9.23K $572K
VTI
Vanguard Total Stock Market Et

ETFs
-668
- 11.5%
$243.75 - $303.93 $163K - $203K
5.14K $1.56M
PODD
Insulet Corp

Healthcare
-285
- 21.4%
$238.57 - $327.47 $68K - $93.3K
1.05K $328K
VTV
Vanguard Value ETF

ETFs
-142
- 4.66%
$153.67 - $176.74 $21.8K - $25.1K
2.91K $513K
Atlassian Corporation
-129
- 8.22%
N/A
1.44K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-20
- 0.14%
$29.82 - $30.19 $596 - $604
14.1K $427K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-68
- 0.4%
$77.74 - $78.78 $5.29K - $5.36K
17.1K $1.35M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-96
- 0.67%
$32.62 - $33.58 $3.13K - $3.22K
14.2K $478K
ZETA
Zeta Global Holdings Corp.

Technology
-971
- 5.57%
$11.02 - $16.81 $10.7K - $16.3K
16.5K $254K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.22K
- 12.2%
$216.28 - $284.39 $479K - $630K
15.9K $4.54M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.21K
- 4.79%
$41.45 - $54.46 $50.3K - $66.1K
24.1K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 1.23%
$456.74 - $568.03 $11.9K - $14.8K
2.09K $1.19M
IDCC
Inter Digital, Inc.

Communication Services
-126
- 1.31%
$183.37 - $234.7 $23.1K - $29.6K
9.52K $2.13M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.07%
$498.8 - $620.9 $998 - $1.24K
2.71K $1.68M
CYBR
Cyber Ark Software Ltd.

Technology
-12
- 0.42%
$305.98 - $406.88 $3.67K - $4.88K
2.85K $1.16M
SOXX
Ishares Semiconductor ETF

ETFs
-271
- 4.88%
$154.86 - $239.07 $42K - $64.8K
5.28K $1.26M
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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