$220 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 105 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $1,064,884 | – | 8,082 | +100.0% | 0.48% | – |
| IYE | New | ISHARES TRu.s. energy etf | $994,730 | – | 22,546 | +100.0% | 0.45% | – |
| AEHR | New | AEHR TEST SYS | $794,627 | – | 29,952 | +100.0% | 0.36% | – |
| LMT | New | LOCKHEED MARTIN CORP | $465,477 | – | 1,027 | +100.0% | 0.21% | – |
| PLD | New | PROLOGIS INC. | $227,810 | – | 1,709 | +100.0% | 0.10% | – |
| V | New | VISA INC | $221,298 | – | 850 | +100.0% | 0.10% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $213,403 | – | 5,013 | +100.0% | 0.10% | – |
| PHM | New | PULTE GROUP INC | $208,401 | – | 2,019 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-08
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.