Juncture Wealth Strategies, LLC
CIK:0001632866
Investment Adviser
$410M AUM
130 holdings
Scottsdale, AZ, USA
Juncture Wealth Strategies is an experienced and exceptional wealth management firm dedicated to working closely with clients towards their success. They serve affluent families, successful young professionals, and business owners, offering financial planning, portfolio management, and other investment advisory services.
Top Buys
V
VVVANGUARD INDEX FDS+$5.3M
S
SCHBSCHWAB STRATEGIC TR+$2.7M
I
IDCCINTERDIGITAL INC+$1.1M
V
VGKVANGUARD INTL EQUITY INDEX F+$814.1K
M
MCHIISHARES TR+$655.7K
Top Sells
V
VBKVANGUARD INDEX FDS-$676.1K
B
BMYBRISTOL-MYERS SQUIBB CO-$514.5K
O
ONTOONTO INNOVATION INC-$500.6K
L
LMTLOCKHEED MARTIN CORP-$478.9K
A
AXONAXON ENTERPRISE INC-$443.5K
Top Holdings
V
VVVANGUARD INDEX FDS+24.5%$73.3M
S
SCHBSCHWAB STRATEGIC TR+11.0%$32.7M
D
DFUVDIMENSIONAL ETF TRUST+5.9%$17.5M
S
SCHDSCHWAB STRATEGIC TR+3.3%$10.0M
S
SPYVSPDR SERIES TRUST+2.8%$8.4M
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 24.55% | $73.3M | 237,975 | $211.38 | $307.86 | +$5.3M |
S SCHB | SCHWAB STRATEGIC TR | 10.97% | $32.7M | 1,273,141 | $18.65 | $25.71 | +$2.7M |
D DFUV | DIMENSIONAL ETF TRUST | 5.86% | $17.5M | 391,554 | $34.94 | $44.69 | -$320.3K |
S SCHD | SCHWAB STRATEGIC TR | 3.34% | $10.0M | 365,559 | $20.74 | $27.30 | +$390.7K |
S SPYV | SPDR SERIES TRUST | 2.81% | $8.4M | 151,695 | $31.26 | $55.33 | -$250.0K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.5%
PHARMACEUTICAL PREPARATIONS
+1.4%
SEMICONDUCTORS & RELATED DEVICES
+1.3%
PATENT OWNERS & LESSORS
+1.1%
ORDNANCE & ACCESSORIES, (NO VEHICLES/GUIDED MISSILES)
+1.0%