$210 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 112 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $665,000 | -2.2% | 9,905 | 0.0% | 0.32% | -2.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $632,000 | +18.1% | 1,790 | 0.0% | 0.30% | +17.6% | |
| PLD | PROLOGIS INC. | $549,000 | -4.0% | 3,400 | 0.0% | 0.26% | -4.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $326,000 | -18.1% | 4,551 | 0.0% | 0.16% | -18.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 9.6% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 3.7% |
| ISHARES TR | 39 | Q2 2024 | 3.0% |
| FIRST TR EXCHANGE-TRADED FD | 39 | Q2 2024 | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | 39 | Q2 2024 | 1.7% |
| ISHARES TR | 39 | Q2 2024 | 1.4% |
| CISCO SYS INC | 39 | Q2 2024 | 0.9% |
| KIMBERLY-CLARK CORP | 38 | Q2 2024 | 0.8% |
| AMERICAN ELEC PWR INC | 38 | Q2 2024 | 0.6% |
View JUNCTURE WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| 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 |
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.