$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -22,100 | -100.0% | -0.12% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,289 | -100.0% | -0.17% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -17,166 | -100.0% | -0.18% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -7,175 | -100.0% | -0.21% | – |
| CRUS | Exit | CIRRUS LOGIC INC | $0 | – | -4,883 | -100.0% | -0.26% | – |
| CALX | Exit | CALIX INC | $0 | – | -14,009 | -100.0% | -0.37% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -7,061 | -100.0% | -0.40% | – |
| PBP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $0 | – | -161,923 | -100.0% | -1.69% | – |
| TWM | Exit | PROSHARES TRultsht russ2000 | $0 | – | -379,832 | -100.0% | -2.90% | – |
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.