Juncture Wealth Strategies, LLC Sells in Q4 2024

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NETL
ETF Ser Solutions Net Lease CO

ETFs
-24.2K
- 21.33%
$23.28 - $27.29 $564K - $661K
89.4K $2.1M
MUB
Ishares National Muni Bond ETF

ETFs
-5.53K
- 21.52%
$105.78 - $108.7 $585K - $601K
20.2K $2.15M
ONTO
Onto Innovation Inc.

Technology
-343
- 3.96%
$158.54 - $225.02 $54.4K - $77.2K
8.33K $1.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.56K
- 0.87%
$51.09 - $55.27 $79.8K - $86.3K
179K $9.15M
NVO
Novo Nordisk A S

Healthcare
-1.29K
- 25.48%
$85.0 - $120.04 $110K - $155K
3.77K $324K
ZETA
Zeta Global Holdings Corp.

Technology
-102
- 0.48%
$17.37 - $36.74 $1.77K - $3.75K
21.1K $380K
SUB
Ishares Short Term National Mu

ETFs
-2.3K
- 17.69%
$104.94 - $106.2 $241K - $244K
10.7K $1.13M
SMB
Vaneck Short Muni ETF

ETFs
-13.5K
- 30.43%
$17.07 - $17.26 $230K - $233K
30.8K $526K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.26K
- 31.45%
$72.97 - $96.75 $91.6K - $121K
2.74K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.84K
- 8.78%
$77.02 - $78.58 $142K - $145K
19.1K $1.48M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.75K
- 14.36%
$45.38 - $46.88 $125K - $129K
16.4K $746K
FMC
Fmc Corp

Basic Materials
-129
- 1.75%
$47.86 - $66.62 $6.17K - $8.59K
7.25K $352K
UPS
United Parcel Service Inc

Industrials
-606
- 13.09%
$122.65 - $138.35 $74.3K - $83.8K
4.02K $507K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-80
- 0.66%
$42.57 - $61.09 $3.41K - $4.89K
12K $572K
CAG
Conagra Brands Inc.

Consumer Defensive
-634
- 3.94%
$26.48 - $32.72 $16.8K - $20.7K
15.5K $429K
MSFT
Microsoft Corp

Technology
-163
- 6.03%
$406.35 - $454.46 $66.2K - $74.1K
2.54K $1.07M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.02K
- 3.35%
$20.55 - $23.26 $20.9K - $23.7K
29.4K $619K
SON
Sonoco Products CO

Consumer Cyclical
-485
- 7.42%
$48.6 - $54.89 $23.6K - $26.6K
6.05K $295K
MDT
Medtronic PLC

Healthcare
-167
- 4.6%
$79.61 - $92.24 $13.3K - $15.4K
3.47K $276K
KO
Coca Cola CO

Consumer Defensive
-62
- 1.39%
$61.74 - $71.71 $3.83K - $4.45K
4.39K $273K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-800
- 27.77%
$107.98 - $143.92 $86.4K - $115K
2.08K $279K
AEP
American Electric Power CO Inc

Utilities
-100
- 3.07%
$90.91 - $102.21 $9.09K - $10.2K
3.16K $291K
KMB
Kimberly Clark Corp

Consumer Defensive
-98
- 3.81%
$130.37 - $146.09 $12.8K - $14.3K
2.47K $323K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-721
- 4.3%
$32.65 - $33.68 $23.5K - $24.3K
16K $525K
WMT
Walmart Inc.

Consumer Defensive
-732
- 21.15%
$79.1 - $95.7 $57.9K - $70.1K
2.73K $246K
FITB
Fifth Third Bancorp

Financial Services
-300
- 2.89%
$41.76 - $48.44 $12.5K - $14.5K
10.1K $426K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-401
- 1.85%
$78.43 - $87.17 $31.5K - $35K
21.2K $1.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-136
- 0.88%
$29.77 - $30.19 $4.05K - $4.11K
15.2K $455K
TTE
Total Energies Se

Energy
-142
- 2.44%
N/A
5.69K $390K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-99
- 3.97%
$178.39 - $215.0 $17.7K - $21.3K
2.4K $461K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-93
- 0.84%
$104.59 - $118.05 $9.73K - $11K
11K $1.19M
SPYG
Spdr Portfolio

ETFs
-771
- 5.08%
$81.74 - $91.38 $63K - $70.5K
14.4K $1.27M
V
Visa Inc.

Financial Services
-42
- 5.04%
$273.87 - $320.91 $11.5K - $13.5K
791 $249K
NBIX
Neurocrine Biosciences Inc

Healthcare
-1.12K
- 13.29%
$111.62 - $139.44 $125K - $156K
7.28K $993K
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 0.68%
$280.04 - $302.45 $11.5K - $12.4K
5.98K $1.73M
GOOG
Alphabet Inc.

Communication Services
-80
- 2.88%
$163.08 - $198.16 $13K - $15.9K
2.7K $514K
VCEL
Vericel Corp

Healthcare
-1.29K
- 11.08%
$40.05 - $59.11 $51.7K - $76.3K
10.4K $568K
IDCC
Inter Digital, Inc.

Communication Services
-5
- 0.05%
$142.61 - $200.59 $713 - $1K
9.94K $1.92M
AXON
Axon Enterprise, Inc.

Industrials
-44
- 1.02%
$399.22 - $689.78 $17.6K - $30.4K
4.26K $2.53M
VV
Vanguard Large Cap ETF

ETFs
-3.1K
- 1.19%
$260.27 - $280.65 $807K - $870K
256K $69.2M
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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