$210 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 108 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACRX | Exit | ACELRX PHARMACEUTICALS INC | $0 | – | -28,595 | -100.0% | -0.00% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -11,000 | -100.0% | -0.06% | – |
EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -9,060 | -100.0% | -0.10% | – |
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -9,133 | -100.0% | -0.13% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,495 | -100.0% | -0.13% | – |
EXEL | Exit | EXELIXIS INC | $0 | – | -21,490 | -100.0% | -0.17% | – |
PLD | Exit | PROLOGIS INC. | $0 | – | -3,404 | -100.0% | -0.17% | – |
VIVO | Exit | MERIDIAN BIOSCIENCE INC | $0 | – | -18,806 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
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.