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CIK: 0001632866
Total reported value
$384.4M
$384.4M
130 檔
33.2%
According to the latest 13F quarterly dataset, Juncture Wealth Strategies, LLC managed an equity portfolio of $384.4M at the end of Q4 2024, spanning 130 distinct U.S. exchange-listed positions.
In Q4 2024, Juncture Wealth Strategies, LLC displayed an active expansion posture, initiating 13 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 25.77% | -4.03% | -1.19% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.31% | -1.13% | +5.45% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.77% | -1.39% | +215.88% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.02% | -0.36% | +5.33% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.61% | -1.30% | +224.47% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.41% | -0.82% | -0.87% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.48% | +12.08% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.35% | -0.46% | +17.40% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 2.32% | -0.58% | +12.60% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.69% | -0.15% | +3.35% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -0.10% | +3.98% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.56% | -0.30% | +0.87% | |
| 13 | URA | Global X Uranium ETF | ETF-Other | 1.52% | -0.47% | +2.45% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.49% | -0.11% | +199.68% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.43% | -0.05% | +4.01% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | -0.05% | +96.37% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.32% | -0.27% | +3.80% | |
| 18 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.94% | -0.03% | -1.02% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.86% | -0.03% | +3.84% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.82% | -0.16% | +86.08% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | -0.03% | -21.52% | |
| 22 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-Other | 0.78% | — | -21.33% | |
| 23 | CPRX | Catalyst Pharmaceuticals Inc | Stock-Healthcare | 0.76% | -0.44% | +0.16% | |
| 24 | IDCC | Interdigital Inc | Stock-Tech | 0.72% | -0.34% | -0.05% | |
| 25 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.70% | +0.01% | +7.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.06% | -0.68% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | -0.35% | +37.67% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.63% | -0.13% | -1.85% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.83% | +101.81% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.55% | -0.10% | -8.78% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.12% | +6.36% | |
| 32 | ONTO | Onto Innovation Inc | Stock-Tech | 0.52% | — | -3.96% | |
| 33 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.49% | — | +0.85% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | -5.08% | |
| 35 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.47% | -0.12% | +1.38% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.08% | +149.44% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.44% | -0.07% | -0.84% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.43% | +0.20% | +6.93% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.42% | -0.15% | -17.69% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.21% | -6.03% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.39% | -0.09% | +5.69% | |
| 42 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.37% | +0.03% | -13.29% | |
| 43 | VRRM | Verra Mobility CORP | Stock-Other | 0.36% | — | -1.45% | |
| 44 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.35% | — | +0.11% | |
| 45 | HUBS | Hubspot Inc | Stock-Tech | 0.35% | — | +3.06% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.06% | +0.05% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.09% | +3.11% | |
| 48 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.33% | -0.05% | +0.65% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.47% | +11.69% | |
| 50 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.32% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLIN | Franklin Ftse India ETF | +0.3% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +101.81% | Add |
| 3 | AXON | Axon Enterprise Inc | +0.3% | -1.02% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +149.44% | Add |
| 5 | SCHB | Schwab US Broad Market ETF | +0.3% | +215.88% | Add |
| 6 | KRE | Ss Spdr S&p Regional Bank | +0.2% | NEW | New buy |
| 7 | XYLD | Global X S&p 500 Cove Call E | +0.2% | +12.60% | Add |
| 8 | KBWB | Invesco Kbw Bank ETF | +0.2% | NEW | New buy |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 10 | VCIT | Vanguard Int-term Corporate | +0.2% | +17.40% | Add |
| 11 | IDCC | Interdigital Inc | +0.2% | -0.05% | Trim |
| 12 | ITB | Ishares U.s. Home Constructi | +0.2% | NEW | New buy |
| 13 | GDX | Vaneck Gold Miners ETF | +0.1% | NEW | New buy |
| 14 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 15 | SIL | Global X Silver Miners ETF | +0.1% | NEW | New buy |
| 16 | FDN | First Trust Dj Internet Ind | +0.1% | +3.84% | Add |
| 17 | VNQ | Vanguard Real Estate ETF | +0.1% | +37.67% | Add |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 19 | CLBT | Cellebrite DI Ltd. | +0.1% | +0.85% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +11.69% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 22 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | New buy |
| 23 | PODD | Insulet CORP | +0.1% | NEW | New buy |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +12.08% | Add |
| 25 | HUBS | Hubspot Inc | +0.1% | +3.06% | Add |
| 26 | GLBE | Global-E Online Ltd. | +0.1% | +3.90% | Add |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 28 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +101.59% | Add |
| 29 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +4.01% | Add |
| 30 | NVDA | Nvidia CORP | +0.1% | +6.36% | Add |
| 31 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +3.35% | Add |
| 32 | DFAT | Dimensional US Target Value | +0.1% | +5.33% | Add |
| 33 | SCHD | Schwab US Dvd Equity ETF | 0% | +224.47% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.98% | Add |
| 35 | DFUV | Dimensional US Marketwide Va | 0% | +5.45% | Add |
| 36 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 37 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 38 | SMB | Vaneck Short Muni ETF | -0.1% | -30.43% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -25.48% | Trim |
| 40 | ZETA | Zeta Global Holdings Corp-a | -0.1% | -0.48% | Trim |
| 41 | SUB | Ishares Short-term National | -0.1% | -17.69% | Trim |
| 42 | DINO | Hf Sinclair CORP | -0.2% | EXIT | Sold out |
| 43 | ONTO | Onto Innovation Inc | -0.2% | -3.96% | Trim |
| 44 | AMPH | Amphastar Pharmaceuticals In | -0.2% | EXIT | Sold out |
| 45 | OTEX | Open Text CORP | -0.3% | EXIT | Sold out |
| 46 | MUB | Ishares National Muni Bond E | -0.3% | -21.52% | Trim |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -0.87% | Trim |
| 48 | NETL | Cltpnt Nt Leas Rl Est-usd In | -0.4% | -21.33% | Trim |
| 49 | LNTH | Lantheus Holdings Inc | -0.5% | EXIT | Sold out |
| 50 | VV | Vanguard Large-cap ETF | -0.7% | -1.19% | Trim |
According to official SEC Form 13F filings, Juncture Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $384.4M across 130 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, DFUV, SCHB) accounted for 33.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
FLIN
市值: $869.2K
Top Position Liquidated / Trimmed
LNTH
前期市值: $1.2M
During Q4 2024, Juncture Wealth Strategies, LLC's top holdings by market value included VV (25.8%)、DFUV (7.3%)、SCHB (6.8%). The largest single position, VV, represented 25.8% of total portfolio value.
In Q4 2024, Juncture Wealth Strategies, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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