Juncture Wealth Strategies, LLC Reduced Holdings in Q4 2025

Juncture Wealth Strategies, LLC

  • $299 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
-26.4K
- 19.98%
$44.75 - $58.11 $1.18M - $1.53M
106K $4.73M
AXON
Axon Enterprise, Inc.

Industrials
-217
- 5.48%
$554.37 - $759.44 $120K - $165K
3.74K $2.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
-910
- 6.49%
$279.76 - $298.12 $255K - $271K
13.1K $3.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.19K
- 14.54%
$291.71 - $309.36 $346K - $367K
6.98K $2.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.23K
- 5.43%
$54.27 - $56.85 $447K - $468K
143K $8.06M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.76K
- 7.76%
$88.13 - $92.69 $243K - $256K
32.8K $2.94M
META
Meta Platforms, Inc.

Communication Services
-175
- 10.96%
$609.01 - $751.67 $107K - $132K
1.42K $866K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.72K
- 13.5%
$27.17 - $28.65 $264K - $279K
62.3K $1.71M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.84K
- 9.99%
$28.9 - $30.17 $256K - $267K
79.7K $2.32M
SIL
Global X Silver Miners ETF

ETFs
-3K
- 12.44%
$62.2 - $79.85 $187K - $239K
21.1K $1.44M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.18K
- 13.7%
$68.28 - $84.44 $217K - $268K
20K $1.53M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.89K
- 15.93%
$47.86 - $48.14 $234K - $235K
25.8K $1.24M
SMB
Vaneck Short Muni ETF

ETFs
-10.9K
- 34.71%
$17.29 - $17.4 $188K - $190K
20.5K $354K
MELI
Mercadolibre Inc

Consumer Cyclical
-37
- 9.37%
$2024.98 - $2360.76 $74.9K - $87.3K
358 $733K
FDN
First Tr Fd Dow Jones

ETFs
-331
- 4.02%
$269.33 - $285.7 $89.1K - $94.6K
7.91K $2.13M
SPYG
Spdr Portfolio

ETFs
-1.55K
- 20.11%
$102.4 - $109.39 $159K - $170K
6.18K $647K
NVDA
Nvidia Corp

Technology
-859
- 7.49%
$179.83 - $207.04 $154K - $178K
10.6K $1.98M
IDCC
Inter Digital, Inc.

Communication Services
-265
- 2.87%
$337.32 - $396.54 $89.4K - $105K
8.97K $3.04M
JPM
Jpmorgan Chase & CO

Financial Services
-400
- 32.6%
$294.11 - $320.41 $118K - $128K
827 $248K
FITB
Fifth Third Bancorp

Financial Services
-2.41K
- 22.32%
$40.36 - $44.41 $97.2K - $107K
8.38K $356K
MDT
Medtronic PLC

Healthcare
-1.3K
- 33.1%
$90.06 - $98.43 $117K - $128K
2.63K $253K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.38K
- 7.35%
$78.65 - $79.19 $109K - $109K
17.4K $1.37M
MSFT
Microsoft Corp

Technology
-153
- 6.75%
$496.82 - $542.07 $76K - $82.9K
2.11K $1.07M
VZ
Verizon Communications Inc

Communication Services
-1.98K
- 28.29%
$38.4 - $43.83 $76.1K - $86.9K
5.02K $206K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.04K
- 20.54%
$45.48 - $45.92 $92.8K - $93.7K
7.89K $360K
SUB
Ishares Short Term National Mu

ETFs
-695
- 3.96%
$106.22 - $106.81 $73.8K - $74.2K
16.9K $1.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-537
- 3.55%
$80.59 - $84.32 $43.3K - $45.3K
14.6K $1.2M
V
Visa Inc.

Financial Services
-142
- 17.95%
$325.75 - $352.42 $46.3K - $50K
649 $211K
TPR
Tapestry, Inc.

Consumer Cyclical
-42
- 0.98%
$98.81 - $117.14 $4.15K - $4.92K
4.25K $430K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-139
- 1.25%
$64.1 - $74.94 $8.91K - $10.4K
11K $768K
UNH
Unitedhealth Group Inc

Healthcare
-73
- 7.44%
$320.52 - $369.92 $23.4K - $27K
908 $291K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.71K
- 2.06%
$24.31 - $24.46 $41.5K - $41.8K
81.3K $1.98M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-380
- 7.81%
$105.91 - $113.18 $40.2K - $43K
4.49K $494K
VV
Vanguard Large Cap ETF

ETFs
-2.1K
- 0.88%
$301.9 - $317.98 $632K - $666K
236K $73.2M
DVY
Ishares Tr

ETFs
-214
- 4.24%
$138.1 - $143.11 $29.6K - $30.6K
4.83K $679K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.23K
- 3.68%
$20.85 - $21.86 $25.6K - $26.9K
32.2K $682K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-266
- 0.51%
$79.55 - $80.13 $21.2K - $21.3K
51.7K $4.12M
AVGO
Broadcom Inc.

Technology
-243
- 6.31%
$324.63 - $385.98 $78.9K - $93.8K
3.61K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 4.52%
$475.68 - $513.11 $43.8K - $47.2K
1.94K $989K
PGR
Progressive Corp

Financial Services
-2
- 0.14%
$203.7 - $246.46 $407 - $493
1.43K $321K
SOXX
Ishares Semiconductor ETF

ETFs
-391
- 7.95%
$271.99 - $309.6 $106K - $121K
4.53K $1.31M
VIG
Vanguard Dividend Appreciation

ETFs
-139
- 10.5%
N/A
1.19K $215K
PRK
Park National Corp

Financial Services
-26
- 1.27%
$151.13 - $162.32 $3.93K - $4.22K
2.02K $314K
ABBV
Abb Vie Inc.

Healthcare
-88
- 4.73%
$211.96 - $244.38 $18.7K - $21.5K
1.77K $415K
AEP
American Electric Power CO Inc

Utilities
-331
- 11.45%
$112.75 - $122.73 $37.3K - $40.6K
2.56K $310K
WMT
Walmart Inc.

Consumer Defensive
-140
- 5.13%
$101.18 - $109.03 $14.2K - $15.3K
2.59K $266K
XLF
Financial Sector Spdr

ETFs
-41
- 0.55%
$51.76 - $53.77 $2.12K - $2.2K
7.36K $386K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 0.45%
$63.25 - $66.24 $2.53K - $2.65K
8.79K $564K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-50
- 1.87%
$114.27 - $121.15 $5.71K - $6.06K
2.62K $306K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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