Juncture Wealth Strategies, LLC Purchases in Q4 2024

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
547K
+ 215.88%
$22.01 - $66.82 $12M - $36.5M
800K $18.2M
FLIN
Franklin Templeton ETF Tr

ETFs
22.9K
New
$37.75 - $41.62 $866K - $954K
22.9K $869K
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 101.81%
$570.51 - $610.59 $770K - $824K
2.67K $1.57M
XYLD
Global X Fds S&P 500 Covered C

ETFs
16.7K
+ 12.6%
$40.86 - $43.42 $681K - $723K
149K $6.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 149.44%
$521.84 - $558.82 $694K - $743K
2.22K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.7K
+ 17.4%
$80.13 - $83.77 $934K - $977K
78.7K $6.31M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24.8K
+ 5.45%
$40.38 - $44.35 $1M - $1.1M
479K $19.6M
KRE
Spdr S&P Regional Banking ETF

ETFs
9.67K
New
$54.6 - $68.9 $528K - $666K
9.67K $583K
DFAT
Dimensional ETF Tr U S Target

ETFs
9.82K
+ 5.33%
$54.54 - $61.04 $536K - $599K
194K $10.8M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
8.26K
New
$57.27 - $71.33 $473K - $589K
8.26K $539K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.95K
+ 12.08%
$96.64 - $101.23 $768K - $805K
73.8K $7.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
246K
+ 224.47%
$26.93 - $84.95 $6.61M - $20.9M
355K $9.7M
ITB
Ishares Tr

ETFs
4.3K
New
$103.31 - $129.34 $444K - $556K
4.3K $444K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11K
New
$33.77 - $44.09 $373K - $487K
11K $374K
FDN
First Tr Fd Dow Jones

ETFs
351
+ 3.84%
$210.5 - $257.24 $73.9K - $90.3K
9.48K $2.31M
VO
Vanguard Mid Cap ETF

ETFs
1.37K
New
$261.5 - $284.63 $359K - $390K
1.37K $362K
VNQ
Vanguard Specialized Funds Van

ETFs
5.29K
+ 37.67%
$87.85 - $98.6 $465K - $522K
19.3K $1.72M
SIL
Global X Silver Miners ETF

ETFs
10.7K
New
$31.61 - $41.98 $337K - $447K
10.7K $338K
VOT
Vanguard Mid Cap Growth Index

ETFs
581
+ 3.35%
$241.48 - $274.89 $140K - $160K
17.9K $4.55M
CLBT
Cellebrite Di Ltd.

Technology
505
+ 0.85%
$16.52 - $22.52 $8.34K - $11.4K
60K $1.32M
VBK
Vanguard Small Cap Growth ETF

ETFs
527
+ 4.01%
$264.18 - $304.19 $139K - $160K
13.7K $3.83M
AVGO
Broadcom Inc.

Technology
395
+ 11.69%
$159.67 - $250.0 $63.1K - $98.8K
3.78K $875K
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
New
$216.13 - $242.4 $284K - $319K
1.32K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 3.98%
$567.81 - $607.81 $162K - $174K
7.48K $4.38M
WFC
Wells Fargo & Company

Financial Services
3.65K
New
$54.98 - $77.35 $201K - $282K
3.65K $256K
HUBS
Hubspot Inc

Technology
40
+ 3.06%
$514.07 - $757.4 $20.6K - $30.3K
1.35K $939K
GLBE
Global E Online Ltd.

Consumer Cyclical
494
+ 3.9%
$35.95 - $57.07 $17.8K - $28.2K
13.2K $717K
PODD
Insulet Corp

Healthcare
878
New
$227.79 - $275.7 $200K - $242K
878 $229K
NVDA
Nvidia Corp

Technology
640
+ 6.36%
$117.0 - $148.88 $74.9K - $95.3K
10.7K $1.44M
BAC
Bank Of America Corp

Financial Services
4.87K
New
$39.22 - $47.77 $191K - $233K
4.87K $214K
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 101.59%
N/A
2.29K $416K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.6K
New
$124.26 - $134.12 $199K - $215K
1.6K $206K
MC
Moelis & CO

Financial Services
2.8K
New
$65.74 - $80.49 $184K - $225K
2.8K $206K
CVX
Chevron Corp

Energy
1.39K
+ 55.61%
$141.15 - $162.53 $196K - $226K
3.9K $564K
TPR
Tapestry, Inc.

Consumer Cyclical
1.1K
+ 17.77%
$43.54 - $66.18 $47.9K - $72.8K
7.29K $476K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.27%
$213.65 - $479.86 $641 - $1.44K
1.12K $452K
PATH
Ui Path, Inc.

Technology
10.7K
New
$11.95 - $15.5 $128K - $166K
10.7K $136K
GMED
Globus Medical Inc

Healthcare
69
+ 0.65%
$69.79 - $85.61 $4.82K - $5.91K
10.7K $888K
CYBR
Cyber Ark Software Ltd.

Technology
3
+ 0.11%
$274.1 - $333.15 $822 - $999
2.83K $943K
CSCO
Cisco Systems, Inc.

Technology
396
+ 2.8%
$52.45 - $60.02 $20.8K - $23.8K
14.5K $860K
VTV
Vanguard Value ETF

ETFs
674
+ 28.95%
$168.32 - $181.87 $113K - $123K
3K $508K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
160
+ 0.16%
$19.73 - $23.93 $3.16K - $3.83K
97.4K $2.03M
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 0.36%
$83.95 - $97.9 $2.6K - $3.03K
8.56K $790K
FBT
First Trust Nyse Arca Biotechn

ETFs
777
+ 7.37%
$161.65 - $178.69 $126K - $139K
11.3K $1.88M
TTD
Trade Desk, Inc.

Technology
143
+ 2.2%
$108.7 - $139.51 $15.5K - $19.9K
6.64K $780K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.51K
+ 3.8%
$51.54 - $52.55 $129K - $132K
68.5K $3.54M
XLK
Technology Sector Spdr

ETFs
183
+ 5.88%
$220.26 - $241.44 $40.3K - $44.2K
3.3K $766K
NTRS
Northern Trust Corp

Financial Services
100
+ 2.43%
$88.4 - $111.16 $8.84K - $11.1K
4.21K $431K
BMY
Bristol Myers Squibb CO

Healthcare
81
+ 0.72%
$51.92 - $59.94 $4.21K - $4.86K
11.3K $641K
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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