Juncture Wealth Strategies, LLC Purchases in Q3 2024

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
3.39K
+ 1.32%
$236.92 - $263.4 $803K - $893K
260K $68.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
15.7K
+ 3.57%
$38.51 - $41.69 $603K - $653K
455K $19M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.6K
+ 6.69%
$51.0 - $57.07 $589K - $659K
184K $10.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.67K
+ 3.47%
$77.02 - $85.06 $282K - $312K
109K $9.25M
OTEX
Open Text Corp

Technology
21.9K
New
$28.49 - $33.63 $623K - $736K
21.9K $728K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.92K
+ 7.92%
$79.29 - $84.02 $390K - $413K
67K $5.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.38K
+ 5.41%
$96.25 - $101.98 $325K - $344K
65.8K $6.66M
IOT
Samsara Inc.

Technology
10.1K
+ 140.93%
$34.85 - $49.75 $353K - $504K
17.3K $833K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.24K
+ 7.69%
$218.05 - $243.47 $270K - $301K
17.3K $4.22M
CLBT
Cellebrite Di Ltd.

Technology
17.7K
+ 42.18%
$11.61 - $17.52 $205K - $309K
59.5K $1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
890
New
$475.2 - $527.7 $423K - $470K
890 $469K
VBK
Vanguard Small Cap Growth ETF

ETFs
951
+ 7.79%
$240.48 - $267.94 $229K - $255K
13.2K $3.52M
AXON
Axon Enterprise, Inc.

Industrials
17
+ 0.4%
$286.16 - $399.6 $4.86K - $6.79K
4.3K $1.72M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
436
+ 0.45%
$15.19 - $21.35 $6.62K - $9.31K
97.2K $1.93M
VTV
Vanguard Value ETF

ETFs
2.33K
New
$159.75 - $174.57 $372K - $406K
2.33K $406K
LNTH
Lantheus Holdings, Inc.

Healthcare
640
+ 6.03%
$77.7 - $123.62 $49.7K - $79.1K
11.2K $1.23M
SON
Sonoco Products CO

Consumer Cyclical
6.54K
New
$48.33 - $56.57 $316K - $370K
6.54K $357K
PRK
Park National Corp

Financial Services
2.02K
New
$140.68 - $188.56 $283K - $380K
2.02K $338K
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.47K
+ 3.5%
$38.49 - $41.61 $172K - $186K
132K $5.49M
KO
Coca Cola CO

Consumer Defensive
4.46K
New
$62.69 - $73.01 $279K - $325K
4.46K $320K
VNQ
Vanguard Specialized Funds Van

ETFs
1.34K
+ 10.56%
$82.97 - $98.97 $111K - $133K
14.1K $1.37M
TPR
Tapestry, Inc.

Consumer Cyclical
6.19K
New
$36.29 - $47.94 $225K - $297K
6.19K $290K
MELI
Mercadolibre Inc

Consumer Cyclical
74
+ 22.22%
$1591.44 - $2140.1 $118K - $158K
407 $834K
ZETA
Zeta Global Holdings Corp.

Technology
634
+ 3.08%
$16.61 - $30.24 $10.5K - $19.2K
21.2K $633K
FMC
Fmc Corp

Basic Materials
3.04K
+ 70.06%
$54.54 - $66.06 $166K - $201K
7.38K $486K
GILD
Gilead Sciences, Inc.

Healthcare
1.43K
+ 20.21%
$66.59 - $83.99 $95.4K - $120K
8.53K $714K
XLK
Technology Sector Spdr

ETFs
976
+ 45.65%
$197.34 - $237.68 $193K - $232K
3.11K $703K
FBT
First Trust Nyse Arca Biotechn

ETFs
182
+ 1.76%
$152.39 - $172.91 $27.7K - $31.5K
10.5K $1.81M
PLD
Prologis, Inc.

Real Estate
1.68K
New
$111.95 - $132.43 $189K - $223K
1.68K $212K
CTAS
Cintas Corp

Industrials
1.01K
New
$201.38 - $819.83 $203K - $826K
1.01K $207K
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
New
$182.15 - $182.15 $207K - $207K
1.13K $206K
GIS
General Mills Inc

Consumer Defensive
1.94K
+ 50.8%
$62.5 - $75.15 $121K - $145K
5.74K $424K
DINO
Hf Sinclair Corp

Energy
4.81K
+ 116.6%
$44.42 - $53.6 $214K - $258K
8.94K $398K
ULBI
Ultralife Corp

Industrials
18.3K
New
$9.04 - $11.98 $165K - $219K
18.3K $165K
PNC
Pnc Financial Services Group, Inc.

Financial Services
551
+ 28.36%
$156.14 - $187.2 $86K - $103K
2.49K $461K
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 12.7%
$44.74 - $53.22 $71.3K - $84.8K
14.1K $752K
BMY
Bristol Myers Squibb CO

Healthcare
855
+ 8.22%
$39.66 - $51.75 $33.9K - $44.2K
11.3K $582K
VCEL
Vericel Corp

Healthcare
3.78K
+ 48.13%
$42.25 - $53.56 $160K - $203K
11.6K $491K
FITB
Fifth Third Bancorp

Financial Services
1.7K
+ 19.56%
$36.01 - $43.64 $61.2K - $74.2K
10.4K $445K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.19K
+ 4.09%
$19.78 - $23.53 $23.6K - $28.1K
30.4K $704K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
900
+ 45.43%
$97.66 - $119.74 $87.9K - $108K
2.88K $322K
CAG
Conagra Brands Inc.

Consumer Defensive
1.9K
+ 13.38%
$28.13 - $32.83 $53.5K - $62.4K
16.1K $523K
MSFT
Microsoft Corp

Technology
364
+ 15.56%
$395.15 - $467.56 $144K - $170K
2.7K $1.16M
URA
Global X Uranium ETF

ETFs
5.67K
+ 3.97%
$23.18 - $31.26 $131K - $177K
148K $4.24M
META
Meta Platforms, Inc.

Communication Services
15
+ 1.03%
$453.41 - $572.44 $6.8K - $8.59K
1.48K $846K
CVX
Chevron Corp

Energy
750
+ 42.78%
$137.88 - $161.97 $103K - $121K
2.5K $368K
AEP
American Electric Power CO Inc

Utilities
500
+ 18.12%
$87.11 - $104.95 $43.6K - $52.5K
3.26K $334K
TTD
Trade Desk, Inc.

Technology
135
+ 2.12%
$83.08 - $110.79 $11.2K - $15K
6.5K $712K
UPS
United Parcel Service Inc

Industrials
650
+ 16.34%
$123.32 - $147.38 $80.2K - $95.8K
4.63K $630K
Activity Summary
Buys All Purchases 73 New Holdings 16 Increased Positions 57 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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