$210 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 128 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TRmsci emg mkt etf | $2,893,000 | -3.0% | 59,229 | 0.0% | 1.38% | -12.6% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $680,000 | +12.8% | 9,905 | 0.0% | 0.32% | +1.9% | |
| PLD | PROLOGIS INC. | $572,000 | +34.3% | 3,400 | 0.0% | 0.27% | +20.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $535,000 | +9.4% | 1,790 | 0.0% | 0.26% | -1.2% | |
| NVS | NOVARTIS AGsponsored adr | $464,000 | +7.2% | 5,300 | 0.0% | 0.22% | -3.1% | |
| MRVL | MARVELL TECHNOLOGY INC | $398,000 | +45.3% | 4,551 | 0.0% | 0.19% | +30.3% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $295,000 | +0.3% | 9,914 | 0.0% | 0.14% | -9.7% | |
| DUST | DIREXION SHS ETF TRdaily gold miner | $222,000 | -21.6% | 11,700 | 0.0% | 0.11% | -28.9% | |
| KRE | SPDR SER TRs&p regl bkg | $221,000 | +4.7% | 3,115 | 0.0% | 0.10% | -5.4% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $219,000 | +8.4% | 2,069 | 0.0% | 0.10% | -2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.