Juncture Wealth Strategies, LLC Portfolio Holdings

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025

Juncture Wealth Strategies, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $254 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $60.2M, Dimensional ETF Tr Us Marketwi with a value of $19.6M, Schwab Strategic Tr Us Broad M with a value of $16.9M, Dimensional ETF Tr U S Target with a value of $10M, and Schwab Strategic Tr Us Dividen with a value of $9.83M.

Examining the 13F form we can see an decrease of $13.1M in the current position value, from $267M to 254M.

Below you can find more details about Juncture Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $221 Million
Technology: $8.26 Million
Healthcare: $8.12 Million
Financial Services: $4.68 Million
Communication Services: $3.58 Million
Industrials: $2.91 Million
Consumer Cyclical: $2.27 Million
Consumer Defensive: $1.72 Million
Other: $1.64 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.1M
$99,000 0.04% of portfolio
18,277
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $254 Million
  • Prior Value $267 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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