$214 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 113 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XYLD | New | GLOBAL X FDSs&p 500 covered | $3,851,804 | – | 93,832 | +100.0% | 1.80% | – |
| MKSI | New | MKS INSTRS INC | $961,766 | – | 8,897 | +100.0% | 0.45% | – |
| RPD | New | RAPID7 INC | $954,185 | – | 21,073 | +100.0% | 0.45% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $882,893 | – | 19,559 | +100.0% | 0.41% | – |
| New | QUIDELORTHO CORP | $870,196 | – | 10,502 | +100.0% | 0.41% | – | |
| SHLS | New | SHOALS TECHNOLOGIES GROUP INcl a | $768,078 | – | 30,050 | +100.0% | 0.36% | – |
| MASI | New | MASIMO CORP | $760,386 | – | 4,621 | +100.0% | 0.36% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $748,617 | – | 6,572 | +100.0% | 0.35% | – |
| DVY | New | ISHARES TRselect divid etf | $678,440 | – | 5,988 | +100.0% | 0.32% | – |
| INTT | New | INTEST CORP | $609,232 | – | 23,200 | +100.0% | 0.28% | – |
| CRM | New | SALESFORCE INC | $604,626 | – | 2,862 | +100.0% | 0.28% | – |
| IDCC | New | INTERDIGITAL INC | $526,873 | – | 5,457 | +100.0% | 0.25% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $279,770 | – | 4,680 | +100.0% | 0.13% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $269,348 | – | 3,322 | +100.0% | 0.13% | – |
| ORCL | New | ORACLE CORP | $249,374 | – | 2,094 | +100.0% | 0.12% | – |
| MRK | New | MERCK & CO INC | $203,202 | – | 1,761 | +100.0% | 0.10% | – |
| V | New | VISA INC | $201,858 | – | 850 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
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.