Juncture Wealth Strategies

Latest statistics and disclosures from Juncture Wealth Strategies's latest quarterly 13F-HR filing:

Companies in the Juncture Wealth Strategies portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Broad Market ETF (SCHB) 8.57 143050 76.88
SPDR Gold Trust (GLD) 6.51 58493 +1809% 142.86
Schwab Strategic Tr sht tm us tres 6.50 165382 50.48
iShares MSCI Emerging Markets Indx (EEM) 4.95 141712 44.87
SPDR DJ Wilshire Large Cap Value (SPYV) 4.76 175192 +3% 34.91
Vanguard Total World Stock Idx Fd (VT) 2.82 44637 -7% 80.99
Schwab Strategic Tr us dividend eq 2.40 53155 +19% 57.92
SPDR DJ Wilshire Mid Cap Value (MDYV) 2.22 52123 +7% 54.77
iShares Lehman Aggregate Bond (AGG) 2.13 24312 +13% 112.37
iShares S&P; SmallCap 600 Value Idx (IJS) 2.10 16765 +8% 160.81
Invesco S&p 500 Low Volatility Etf 2.00 44045 -3% 58.35
Vanguard Short-Term Bond ETF (BSV) 1.98 31545 +17% 80.61
Proshares Tr Short Russell2000 1.96 68299 +13% 36.90
Sch Us Mid-cap Etf etf 1.83 39042 60.14
iShares Barclays 10-20 Yr Tresry Bd (TLH) 1.61 14410 -8% 143.58
Schwab Strategic Tr intrm trm 1.57 36624 54.94
Proshares Tr short s&p 500 ne 1.53 81705 +22% 24.01
Invesco S&p 500 Buywrite Etf 1.53 91225 +7% 21.54
Proshares Tr Ii Vix Strmfut Et etfeqty 1.49 153780 +40% 12.43
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 1.46 34978 +70% 53.63
iShares S&P; Global Healthcare Sect. (IXJ) 1.23 22879 -17% 68.75
iShares MSCI ACWI Index Fund (ACWI) 1.20 19404 -11% 79.26
Vanguard Mid-Cap Growth ETF (VOT) 1.20 9691 158.81
Proshares Tr pshs short dow 30 1.18 30734 -2% 49.33
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.08 15186 +28% 91.33
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.07 12466 -6% 110.22
Proshares Tr short qqq 1.05 54983 -15% 24.55
Health Care SPDR (XLV) 1.02 12830 -6% 101.87
Technology SPDR (XLK) 0.99 13893 -9% 91.70
Vanguard Short Term Corporate Bond ETF (VCSH) 0.94 14897 +9% 81.02
Vanguard Total Stock Market ETF (VTI) 0.91 7138 -14% 163.63
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.89 4546 +36% 251.21
iShares S&P; MidCap 400 Index (IJH) 0.87 5434 205.74
iShares Russell Microcap Index (IWC) 0.86 11123 +3% 99.52
First Trust Amex Biotech Index Fnd (FBT) 0.86 7439 +2% 148.68
First Trust DJ Internet Index Fund (FDN) 0.80 7378 139.06
Schwab Strategic Tr cmn 0.80 16980 -17% 60.13
SPDR S&P; 500 ETF (SPY) 0.75 3011 321.82
iShares S&P; SmallCap 600 Index (IJR) 0.73 11227 +7% 83.82
Cisco Systems (CSCO) 0.67 17830 +3% 47.95
Spdr S&p Emerging Mkts Dividen inx 0.65 26052 -12% 32.09
Vanguard REIT ETF (VNQ) 0.62 8613 -14% 92.77
Dex (DXCM) 0.61 3555 -8% 218.85
Five9 0.61 11986 -3% 65.58
Vaneck Vectors Gold Miners mutual 0.61 26637 -5% 29.28
Darden Restaurants (DRI) 0.59 6900 108.99
Fortinet (FTNT) 0.59 7065 -10% 106.72
salesforce (CRM) 0.58 4565 -2% 162.54
Target Corporation (TGT) 0.54 5366 +27% 128.21
Teladoc 0.54 8258 -4% 83.68
Inphi Corporation (IPHI) 0.49 8456 74.03
stock 0.49 4164 -2% 149.86
American Electric Power Company (AEP) 0.48 6500 +14% 94.46
Barclays Bk Plc cmn 0.46 38980 +335% 15.11
Eli Lilly & Co. (LLY) 0.44 4300 131.40
Horizon Therapeutics Plc 0.44 15513 36.23
ConocoPhillips (COP) 0.43 8400 65.00
Wix Com Ltd shs 0.43 4465 +5% 122.28
NeoGenomics (NGNM) 0.42 18470 +22% 29.24
Ishares Inc ctr wld minvl 0.42 5666 95.83
Hubspot 0.42 3429 -7% 158.36
Novartis AG (NVS) 0.41 5500 94.73
ACI Worldwide (ACIW) 0.40 13515 +6% 37.88
Palo Alto Networks 0.40 2224 231.12
iShares S&P; Global Technology Sect. (IXN) 0.39 2402 -11% 210.66
Cyberark Software Ltd shs 0.38 4155 +8% 116.49
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.37 4501 106.87
Square Inc cl a 0.37 7610 +2% 62.55
Mimecast 0.37 10840 -9% 43.36
GlaxoSmithKline (GSK) 0.35 9500 +18% 46.95
Southern Company (SO) 0.35 7100 +4% 63.66
Caredx 0.35 20595 +8% 21.56
Spdr Ser Tr shrt trsry etf 0.34 14522 +2% 29.95
Kimberly-Clark Corporation (KMB) 0.33 3100 -26% 137.42
Invesco Actively Managd Etf optimum yield 0.33 25536 +31% 16.56
Entergy Corporation (ETR) 0.32 3400 +25% 119.71
WisdomTree Dividend ex-Fin Fund (DTN) 0.32 4456 -20% 92.46
Upland Software 0.32 11478 +20% 35.72
iShares Gold Trust (IAU) 0.28 25029 -9% 14.50
iShares MSCI BRIC Index Fund (BKF) 0.27 7726 -10% 45.30
Global X Fds global x silver 0.26 10250 NEW 33.17
Packaging Corporation of America (PKG) 0.25 2900 NEW 112.07
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.25 3726 84.54
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.24 2701 114.40
First Trust Health Care AlphaDEX Fd (FXH) 0.23 3481 -3% 84.17
Rio Tinto (RIO) 0.22 4800 -4% 59.38
Insulet Corporation (PODD) 0.22 1651 +5% 171.41
Schwab Strategic Tr schwb fdt int sc 0.22 8356 -11% 33.27
Etf Ser Solutions netlease corp 0.22 10431 NEW 27.42
Alexion Pharmaceuticals (ALXN) 0.21 2455 -24% 108.35
Mercury Computer Systems (MRCY) 0.19 3473 NEW 69.10
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.19 2160 NEW 113.89
Energy Select Sector SPDR (XLE) 0.18 3916 -6% 60.01
First Trust Tech AlphaDEX Fnd (FXL) 0.18 3117 -2% 72.51
iShares S&P; Global Financials Sect. (IXG) 0.18 3280 -11% 68.90
iShares Barclays TIPS Bond Fund (TIP) 0.16 1723 -6% 116.66
Invesco Exchange Traded Fd T gbl listed pvt 0.12 12076 -15% 12.75

Past 13F-HR SEC Filings by Juncture Wealth Strategies

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