JW

JUNCTURE WEALTH STRATEGIES, LLC

13F
JUNCTURE WEALTH STRATEGIES, LLC
Last update 2024-10-09 120 Stocks (16 new)
Value $258.00 Mil Turnover 5 %
Countries:
Top Holdings: VV(26.46%)DFUV(7.34%)SCHB(6.52%)DFAT(3.97%)SPYV(3.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
JUNCTURE WEALTH STRATEGIES, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV 		Vanguard Large Cap ETF
259,522
68329.550
+1.32%
26.460
+0.35%
0.190
+15.20%
+25.60%
38147.014
 
DFUV 		Dimensional US Marketwide Value ETF
454,641
18953.990
+3.57%
7.340
+0.25%
0.170
+12.59%
+16.67%
11799.570
 
SCHB 		Schwab U.S. Broad Market ETF
253,332
16851.660
-2.10%
6.520
-0.14%
0.050
+15.34%
+24.41%
32765.080
 
DFAT 		Dimensional U.S. Targeted Value ETF
184,190
10246.470
+6.69%
3.970
+0.25%
0.100
+15.24%
+13.41%
11334.586
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
180,555
9544.130
-8.78%
3.700
-0.35%
0.040
+9.88%
+15.46%
25096.901
 
SCHD 		Schwab US Dividend Equity ETF
109,406
9248.130
+3.47%
3.580
+0.12%
0.020
+10.11%
+14.11%
65191.634
 
AGG 		iShares Core U.S. Aggregate Bond ETF
65,812
6664.780
+5.41%
2.580
+0.13%
0.010
-1.08%
-0.98%
118565.221
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
66,998
5611.080
+7.92%
2.170
+0.16%
0.010
-0.15%
+0.14%
49072.459
 
XYLD 		Global X S&P 500 Covered Call ETF
132,236
5487.790
+3.50%
2.120
+0.07%
0.190
+8.84%
+6.72%
2862.409
 
URA 		Global X Uranium ETF
148,337
4243.920
+3.97%
1.640
+0.06%
0.130
+30.82%
+14.52%
3724.690
 

JUNCTURE WEALTH STRATEGIES, LLC's Historical Top Holdings Breakdowns

JUNCTURE WEALTH STRATEGIES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MASI 		Masimo Corp2024-09-30Sold Out
-0.42%
●
104.79 ($116.03) 133.77
$160.48
38.31%
Sold Out
0
-7,992
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Reduce
-0.35%
●
48.51 ($50.89) 52.86
$53.85
5.82%
Reduce -8.78%
180,555
-17,376
VV 		Vanguard Large Cap ETF2024-09-30Add
+0.35%
●
236.92 ($253.7) 263.4
$274.23
8.09%
Add 1.32%
259,522
3,391
OTEX 		Open Text Corp2024-09-30New Buy
+0.28%
●
28.49 ($31.5) 33.64
$29.50
-6.37%
New holding
21,883
21,883
DFUV 		Dimensional US Marketwide Value ETF2024-09-30Add
+0.25%
●
38.51 ($40.41) 41.69
$43.48
7.60%
Add 3.57%
454,641
15,657
DFAT 		Dimensional U.S. Targeted Value ETF2024-09-30Add
+0.25%
●
51 ($54.07) 57.07
$59.35
9.77%
Add 6.69%
184,190
11,551
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-0.22%
●
517.38 ($552.93) 573.76
$596.36
7.85%
Reduce -11.88%
7,193
-970
GLBE 		Global E Online Ltd2024-09-30New Buy
+0.19%
●
31.53 ($35.19) 38.44
$39.95
13.51%
New holding
12,667
12,667
IOT 		Samsara Inc2024-09-30Add
+0.19%
●
34.85 ($40.53) 49.75
$51.26
26.47%
Add 140.93%
17,323
10,133
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+0.18%
●
496.64 ($516.09) 527.7
$548.21
6.22%
New holding
890
890

JUNCTURE WEALTH STRATEGIES, LLC Total Holding History ($B)

To

JUNCTURE WEALTH STRATEGIES, LLC's Asset Allocation

To

JUNCTURE WEALTH STRATEGIES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JUNCTURE WEALTH STRATEGIES, LLC's Hypothetical Growth since 2024-09-30

JUNCTURE WEALTH STRATEGIES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JUNCTURE WEALTH STRATEGIES, LLC's Holdings Heat Map

Size field:

JUNCTURE WEALTH STRATEGIES, LLC's Holdings Bubble Chart

JUNCTURE WEALTH STRATEGIES, LLC News

  • 1

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