Juncture Wealth Strategies, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Million distributed in 130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $69.2M, Dimensional ETF Tr Us Marketwi with a value of $19.6M, Schwab Strategic Tr Us Broad M with a value of $18.2M, Dimensional ETF Tr U S Target with a value of $10.8M, and Schwab Strategic Tr Us Dividen with a value of $9.7M.
Examining the 13F form we can see an increase of $9.44M in the current position value, from $258M to 267M.
Below you can find more details about Juncture Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $228 Million
Technology: $11.9 Million
Healthcare: $7.75 Million
Financial Services: $4.87 Million
Industrials: $4.13 Million
Communication Services: $3.34 Million
Consumer Cyclical: $2.92 Million
Consumer Defensive: $1.66 Million
Other: $2.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
