Juncture Wealth Strategies, LLC Portfolio Holdings
Juncture Wealth Strategies, LLC
- $239 Million
- Q2 2024
Juncture Wealth Strategies, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $63.9M, Dimensional ETF Tr Us Marketwi with a value of $17.2M, Schwab Strategic Tr Us Broad M with a value of $16.3M, Spdr Portfolio S&P 500 Value E with a value of $9.65M, and Dimensional ETF Tr U S Target with a value of $8.95M.
Examining the 13F form we can see an increase of $6.24M in the current position value, from $232M to 239M.
Below you can find more details about Juncture Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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