Juncture Wealth Strategies, LLC Portfolio Holdings

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

Juncture Wealth Strategies, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $258 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $68.3M, Dimensional ETF Tr Us Marketwi with a value of $19M, Schwab Strategic Tr Us Broad M with a value of $16.9M, Dimensional ETF Tr U S Target with a value of $10.2M, and Spdr Portfolio S&P 500 Value E with a value of $9.54M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $239M to 258M.

Below you can find more details about Juncture Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
ETFs: $218 Million
Technology: $11.9 Million
Healthcare: $9.58 Million
Financial Services: $4.12 Million
Industrials: $3.84 Million
Communication Services: $2.72 Million
Consumer Cyclical: $2.6 Million
Consumer Defensive: $1.91 Million
Other: $3.39 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.88B
$516,000 0.2% of portfolio
10,652
Q3 2024 Reduced 5.06%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $258 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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