$174 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 109 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,956,000 | – | 85,829 | +100.0% | 3.42% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $3,028,000 | – | 67,210 | +100.0% | 1.74% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $908,000 | – | 9,785 | +100.0% | 0.52% | – |
| MSFT | New | MICROSOFT CORP | $723,000 | – | 2,524 | +100.0% | 0.42% | – |
| TWOU | New | 2U INC | $707,000 | – | 17,737 | +100.0% | 0.41% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $635,000 | – | 1,428 | +100.0% | 0.36% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $589,000 | – | 2,038 | +100.0% | 0.34% | – |
| CALX | New | CALIX INC | $488,000 | – | 10,844 | +100.0% | 0.28% | – |
| KLIC | New | KULICKE & SOFFA INDS INC | $456,000 | – | 6,490 | +100.0% | 0.26% | – |
| PLD | New | PROLOGIS INC. | $440,000 | – | 3,400 | +100.0% | 0.25% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $412,000 | – | 3,873 | +100.0% | 0.24% | – |
| PAAS | New | PAN AMERN SILVER CORP | $399,000 | – | 15,815 | +100.0% | 0.23% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $391,000 | – | 10,085 | +100.0% | 0.22% | – |
| New | PERION NETWORK LTD | $334,000 | – | 17,409 | +100.0% | 0.19% | – | |
| TWLO | New | TWILIO INCcl a | $315,000 | – | 858 | +100.0% | 0.18% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $290,000 | – | 9,060 | +100.0% | 0.17% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $272,000 | – | 4,551 | +100.0% | 0.16% | – |
| DRI | New | DARDEN RESTAURANTS INC | $267,000 | – | 1,904 | +100.0% | 0.15% | – |
| V | New | VISA INC | $263,000 | – | 1,104 | +100.0% | 0.15% | – |
| DUST | New | DIREXION SHS ETF TRdaily gold miner | $248,000 | – | 11,700 | +100.0% | 0.14% | – |
| MAG | New | MAG SILVER CORP | $237,000 | – | 12,690 | +100.0% | 0.14% | – |
| AMZN | New | AMAZON COM INC | $229,000 | – | 69 | +100.0% | 0.13% | – |
| LOW | New | LOWES COS INC | $201,000 | – | 1,059 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 37 | Q4 2023 | 9.6% |
| SCHWAB STRATEGIC TR | 37 | Q4 2023 | 3.9% |
| VANGUARD INDEX FDS | 37 | Q4 2023 | 3.7% |
| ISHARES TR | 37 | Q4 2023 | 3.0% |
| FIRST TR EXCHANGE-TRADED FD | 37 | Q4 2023 | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | 37 | Q4 2023 | 1.7% |
| ISHARES TR | 37 | Q4 2023 | 1.4% |
| CISCO SYS INC | 37 | Q4 2023 | 0.9% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 8.0% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.5% |
View JUNCTURE WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-01-19 |
View JUNCTURE WEALTH STRATEGIES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.