Juncture Wealth Strategies, LLC Reduced Holdings in Q3 2024

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HUBS
Hubspot Inc

Technology
-622
- 32.21%
$450.09 - $592.58 $280K - $369K
1.31K $695K
SPY
Spdr S&P 500 ETF Trust

ETFs
-970
- 11.88%
$517.38 - $573.86 $502K - $557K
7.19K $4.13M
SUB
Ishares Short Term National Mu

ETFs
-2.48K
- 16.04%
$104.3 - $106.3 $259K - $264K
13K $1.38M
NBIX
Neurocrine Biosciences Inc

Healthcare
-200
- 2.33%
$114.58 - $153.15 $22.9K - $30.6K
8.4K $966K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.35K
- 13.8%
$76.38 - $78.87 $256K - $265K
21K $1.65M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.4K
- 35.27%
$135.05 - $148.35 $189K - $208K
2.57K $365K
CTRA
Coterra Energy Inc.

Energy
-5.4K
- 35.76%
$22.62 - $27.37 $122K - $148K
9.7K $232K
SMB
Vaneck Short Muni ETF

ETFs
-10.1K
- 18.58%
$16.96 - $17.29 $171K - $175K
44.3K $765K
ONTO
Onto Innovation Inc.

Technology
-9
- 0.1%
$158.45 - $238.04 $1.43K - $2.14K
8.67K $1.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.62K
- 11.19%
$47.01 - $48.2 $123K - $126K
20.8K $1M
SOXX
Ishares Semiconductor ETF

ETFs
-66
- 1.29%
$199.29 - $265.49 $13.2K - $17.5K
5.04K $1.16M
VRRM
Verra Mobility Corp

Industrials
-4.08K
- 9.22%
$26.13 - $30.84 $107K - $126K
40.1K $1.12M
TTE
Total Energies Se

Energy
-1.2K
- 17.08%
$68.61 - $68.61 $82.3K - $82.3K
5.83K $399K
VTI
Vanguard Total Stock Market Et

ETFs
-540
- 8.23%
$255.18 - $283.2 $138K - $153K
6.02K $1.7M
DVY
Ishares Tr

ETFs
-973
- 16.26%
$119.99 - $135.74 $117K - $132K
5.01K $676K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.43K
- 6.98%
$45.6 - $46.83 $65.4K - $67.2K
19.1K $895K
SPYG
Spdr Portfolio

ETFs
-1.01K
- 6.23%
$73.38 - $84.1 $74K - $84.9K
15.2K $1.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-374
- 8.57%
$92.56 - $99.46 $34.6K - $37.2K
3.99K $382K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.2K
- 2.37%
$47.93 - $49.06 $57.6K - $58.9K
49.4K $2.42M
XOM
Exxon Mobil Corp

Energy
-73
- 2.46%
$109.72 - $119.0 $8.01K - $8.69K
2.9K $339K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-787
- 4.18%
$45.2 - $47.87 $35.6K - $37.7K
18K $857K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-182
- 1.17%
$29.58 - $30.31 $5.38K - $5.52K
15.4K $465K
V
Visa Inc.

Financial Services
-17
- 2.0%
$253.74 - $291.56 $4.31K - $4.96K
833 $229K
MUB
Ishares National Muni Bond ETF

ETFs
-340
- 1.31%
$106.13 - $108.7 $36.1K - $37K
25.7K $2.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 1.71%
$520.18 - $576.82 $12K - $13.3K
1.33K $764K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.81K
- 5.52%
$75.47 - $83.18 $212K - $233K
48K $3.99M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-826
- 6.94%
$95.81 - $109.03 $79.1K - $90.1K
11.1K $1.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.36K
- 6.78%
$46.9 - $51.96 $251K - $278K
73.6K $3.79M
PGR
Progressive Corp

Financial Services
-53
- 3.14%
$209.46 - $259.24 $11.1K - $13.7K
1.64K $415K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-568
- 5.06%
$36.99 - $50.09 $21K - $28.5K
10.7K $516K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.89%
$191.76 - $263.26 $1.92K - $2.63K
1.12K $292K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-369
- 0.56%
$51.02 - $52.74 $18.8K - $19.5K
66K $3.48M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-855
- 3.8%
$71.9 - $79.86 $61.5K - $68.3K
21.6K $1.72M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-466
- 0.87%
$76.94 - $79.54 $35.9K - $37.1K
53.2K $4.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-72
- 3.45%
$405.19 - $478.57 $29.2K - $34.5K
2.02K $927K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.12K
- 3.74%
$39.95 - $45.86 $44.6K - $51.2K
28.8K $1.31M
IDCC
Inter Digital, Inc.

Communication Services
-2
- 0.02%
$116.28 - $141.69 $233 - $283
9.94K $1.41M
NETL
ETF Ser Solutions Net Lease CO

ETFs
-2.76K
- 2.37%
$23.16 - $27.44 $64K - $75.8K
114K $3.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.42K
- 2.1%
$59.93 - $66.52 $325K - $361K
253K $16.9M
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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