Juncture Wealth Strategies

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

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Positions held by JUNCTURE WEALTH STRATEGIES consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Juncture Wealth Strategies

Companies in the Juncture Wealth Strategies portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.0 $20M -3% 255k 79.64
Ishares Tr Msci Emg Mkt Etf (EEM) 7.8 $11M -3% 257k 44.09
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 6.7 $9.7M +3% 320k 30.20
Vanguard Index Fds Mcap Gr Inxvip (VOT) 3.6 $5.2M -2% 29k 180.16
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $4.8M +10% 93k 51.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $4.1M +8% 75k 55.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $4.0M -11% 71k 55.48
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $3.8M +16% 32k 118.07
Proshares Tr Ultrashrt S&p500 (SDS) 2.6 $3.8M +63% 236k 15.95
Vanguard Bd Index Short Trm Bond (BSV) 2.4 $3.5M +21% 43k 83.04
Schwab Strategic Tr Intrm Trm Tres (SCHR) 2.1 $3.0M +8% 51k 58.67
Vanguard Intl Equity Index F Tt World St Etf (VT) 2.0 $2.9M 35k 80.63
Proshares Tr Ultsht Russ2000 (TWM) 2.0 $2.9M +28% 316k 9.02
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) 2.0 $2.8M +8% 148k 19.14

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Ishares Tr Sp Smcp600vl Etf (IJS) 1.5 $2.2M +8% 18k 122.41
Ishares Tr 1-3 Yr Cr Bd Etf (IGSB) 1.5 $2.2M +9% 40k 54.91
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.4 $2.0M +3% 52k 39.15
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 1.3 $1.9M 35k 53.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.7M +9% 18k 95.83
Ishares Tr Msci Acwi Etf (ACWI) 1.0 $1.4M 18k 79.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.4M +9% 17k 82.83
First Tr Exchange Traded Dj Internt Idx (FDN) 0.9 $1.3M -5% 7.0k 188.39
Global X Fds Global X Silver (SIL) 0.9 $1.3M NEW 29k 43.33
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.9 $1.2M +51% 28k 43.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.2M 6.3k 185.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.2M +7% 15k 78.99
Square Cl A (SQ) 0.8 $1.1M 7.0k 162.52
salesforce (CRM) 0.8 $1.1M 4.5k 251.23
First Tr Exchange Traded Ny Arca Biotech (FBT) 0.8 $1.1M 7.1k 157.28
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M +6% 16k 70.25
Ishares Tr Phlx Semicnd Etf (SOXX) 0.8 $1.1M -20% 3.6k 304.48
Five9 (FIVN) 0.7 $1.0M 7.7k 129.68
Teladoc (TDOC) 0.7 $995k 4.5k 219.16
Spdr Gold Trust Gold Shs (GLD) 0.7 $975k +10% 5.5k 177.05
Ishares Tr Micro-cap Etf (IWC) 0.7 $963k -2% 11k 90.51
Target Corporation (TGT) 0.7 $960k 6.1k 157.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $951k -25% 2.8k 334.74
Hubspot (HUBS) 0.6 $932k 3.2k 292.25
Dex (DXCM) 0.6 $901k 2.2k 412.36
Select Sector Spdr Tr Technology (XLK) 0.6 $880k -25% 7.5k 116.74
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.6 $864k 36k 24.28
Ishares Tr Glob Hlthcre Etf (IXJ) 0.6 $834k -9% 12k 71.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $799k -8% 7.6k 105.52
Insulet Corporation (PODD) 0.5 $767k +8% 3.2k 236.58
Caredx (CDNA) 0.5 $755k 20k 37.92
Proshares Tr Pshs Short Dow 30 (DOG) 0.5 $722k +2% 17k 43.81
Fortinet (FTNT) 0.5 $721k +10% 6.1k 117.87
Proshares Tr Short S&p 500 Ne (SH) 0.5 $701k +2% 35k 20.33
Proshares Tr Shrt Russell2000 (RWM) 0.5 $689k +13% 20k 33.92
Ishares Tr National Mun Etf (MUB) 0.5 $682k +37% 5.9k 115.87
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $681k +34% 6.3k 108.13
Proshares Tr Short Qqq New (PSQ) 0.5 $679k +19% 41k 16.54
Inphi Corporation (IPHI) 0.5 $678k +24% 6.0k 112.33
Wix SHS (WIX) 0.5 $664k 2.6k 254.70
Eli Lilly & Co. (LLY) 0.4 $611k +5% 4.1k 148.12
Upland Software (UPLD) 0.4 $567k +34% 15k 37.72
Invesco Actively Managd Etf Optimum Yield (PDBC) 0.4 $567k +11% 42k 13.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $562k -56% 3.3k 170.35
Mercury Computer Systems (MRCY) 0.4 $558k +43% 7.2k 77.42
Seagate Technology SHS (STX) 0.4 $552k +10% 11k 49.29
American Electric Power Company (AEP) 0.4 $539k +8% 6.6k 81.67
Axon Enterprise (AAXN) 0.4 $536k +72% 5.9k 90.66
Glaxosmithkline Sponsored Adr (GSK) 0.4 $508k +13% 14k 37.63
Take-Two Interactive Software (TTWO) 0.4 $507k +23% 3.1k 165.20
Southern Company (SO) 0.3 $499k +9% 9.2k 54.24
Cisco Systems (CSCO) 0.3 $496k +34% 13k 39.37
Kimberly-Clark Corporation (KMB) 0.3 $495k -5% 3.4k 147.76
Ishares Tr Global Tech Etf (IXN) 0.3 $494k -10% 1.9k 263.75
Packaging Corporation of America (PKG) 0.3 $491k 4.5k 109.11
Zynex (ZYXI) 0.3 $489k NEW 28k 17.46
Zendesk (ZEN) 0.3 $472k NEW 4.6k 102.94
Etf Ser Solutions Netlease Corp (NETL) 0.3 $451k 20k 22.90
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $450k +67% 9.0k 49.87
Fulgent Genetics (FLGT) 0.3 $449k +10% 11k 40.06
Corcept Therapeutics Incorporated (CORT) 0.3 $425k +8% 24k 17.42
Entergy Corporation (ETR) 0.3 $424k +16% 4.3k 98.60
Axcelis Technologies Com New (ACLS) 0.3 $422k NEW 19k 21.98
Global Payments (GPN) 0.3 $415k NEW 2.3k 177.65
Fidelity National Information Services (FIS) 0.3 $415k NEW 2.8k 147.22
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.3 $409k +4% 5.4k 75.36
Rio Tinto Sponsored Adr (RIO) 0.3 $399k -21% 6.6k 60.45
Mag Silver Corp (MAG) 0.3 $392k -25% 24k 16.25
Teradyne (TER) 0.3 $386k 4.9k 79.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $377k -6% 7.2k 52.14
Ii-vi (IIVI) 0.3 $369k NEW 9.1k 40.51
Novartis A G Sponsored Adr (NVS) 0.3 $365k -6% 4.2k 86.90
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $348k +54% 6.7k 51.99
Ishares Gold Trust Ishares (IAU) 0.2 $346k -5% 19k 18.01
Pan American Silver Corp Can (PAAS) 0.2 $344k 11k 32.10
Onto Innovation (ONTO) 0.2 $342k +4% 12k 29.82
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $341k 11k 30.72
Ishares Msci Bric Indx (BKF) 0.2 $340k -3% 7.3k 46.47
Rapid7 (RPD) 0.2 $340k +14% 5.6k 61.22
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $288k 2.6k 110.77
Chegg (CHGG) 0.2 $281k +12% 3.9k 71.37
Alexion Pharmaceuticals (ALXN) 0.1 $214k -11% 1.9k 114.68
Advanced Micro Devices (AMD) 0.1 $207k NEW 2.5k 81.98
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $206k -9% 6.9k 29.89
Ishares Tr Tips Bd Etf (TIP) 0.1 $206k -2% 1.6k 126.77
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.1 $190k NEW 11k 18.01
Freeport-mcmoran CL B (FCX) 0.1 $175k NEW 11k 15.62

Past Filings by Juncture Wealth Strategies

SEC 13F filings are viewable for Juncture Wealth Strategies going back to 2014

View all past filings