$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UNH | UNITEDHEALTH GROUP INC | $466,452 | +4.4% | 886 | 0.0% | 0.21% | -2.8% | |
GOOG | ALPHABET INCcap stk cl c | $392,067 | +6.9% | 2,782 | 0.0% | 0.18% | -0.6% | |
RINF | PROSHARES TRinflatn expectns | $353,750 | -7.3% | 11,248 | 0.0% | 0.16% | -13.9% | |
FNF | FIDELITY NATIONAL FINANCIAL | $274,181 | +23.5% | 5,374 | 0.0% | 0.12% | +14.8% | |
IWB | ISHARES TRrus 1000 etf | $239,443 | +11.6% | 913 | 0.0% | 0.11% | +3.8% | |
ORCL | ORACLE CORP | $220,770 | -0.5% | 2,094 | 0.0% | 0.10% | -7.4% | |
INTT | INTEST CORP | $148,322 | -10.3% | 10,906 | 0.0% | 0.07% | -17.3% |
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.