Juncture Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Juncture Wealth Strategies, LLCInvestment ActivityJuncture Wealth Strategies, LLC has $268.40 million in total holdings as of December 31, 2024.Juncture Wealth Strategies, LLC owns shares of 130 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 14.75% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Juncture Wealth Strategies, LLC has purchased 120 new stocks and bought additional shares in 63 stocks.Juncture Wealth Strategies, LLC sold shares of 41 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $69,156,749Dimensional US Marketwide Value ETF $19,617,496Schwab US Broad Market ETF $18,165,127Dimensional U.S. Targeted Value ETF $10,798,561Schwab US Dividend Equity ETF $9,698,295 Largest New Holdings this Quarter Franklin FTSE India ETF $869,153 HoldingSPDR S&P Regional Banking ETF $583,480 HoldingInvesco KBW Bank ETF $539,805 HoldingiShares Russell 1000 Growth ETF $530,086 HoldingiShares U.S. Home Construction ETF $444,683 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 546,894 shares (about $12.41M)Schwab US Dividend Equity ETF 245,583 shares (about $6.71M)Schwab U.S. Mid-Cap ETF 95,866 shares (about $2.66M)Schwab US Small-Cap ETF 70,924 shares (about $1.83M)Schwab Short-Term U.S. Treasury ETF 42,550 shares (about $1.02M) Largest Sales this Quarter Vanguard Large-Cap ETF 3,101 shares (about $836.34K)iShares National Muni Bond ETF 5,532 shares (about $589.42K)NETLease Corporate Real Estate ETF 24,231 shares (about $570.04K)iShares Short-Term National Muni Bond ETF 2,297 shares (about $242.29K)VanEck Short Muni ETF 13,479 shares (about $230.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJuncture Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$69,156,749$836,340 ▼-1.2%256,42125.8%ETFDFUVDimensional US Marketwide Value ETF$19,617,496$1,013,588 ▲5.4%479,4117.3%ETFSCHBSchwab US Broad Market ETF$18,165,127$12,414,492 ▲215.9%800,2266.8%ETFDFATDimensional U.S. Targeted Value ETF$10,798,561$546,527 ▲5.3%194,0094.0%ETFSCHDSchwab US Dividend Equity ETF$9,698,295$6,709,324 ▲224.5%354,9893.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$9,153,718$79,881 ▼-0.9%178,9933.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,147,635$770,452 ▲12.1%73,7632.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$6,313,878$935,948 ▲17.4%78,6582.4%ETFXYLDGlobal X S&P 500 Covered Call ETF$6,238,631$697,930 ▲12.6%148,8932.3%ETFVOTVanguard Mid-Cap Growth ETF$4,547,708$147,429 ▲3.4%17,9221.7%ETFSPYSPDR S&P 500 ETF Trust$4,383,292$167,619 ▲4.0%7,4791.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$4,189,605$36,197 ▲0.9%53,7061.6%ETFURAGlobal X Uranium ETF$4,069,783$97,319 ▲2.4%151,9711.5%ETFSCHMSchwab U.S. Mid-Cap ETF$3,986,824$2,656,442 ▲199.7%143,8771.5%ETFVBKVanguard Small-Cap Growth ETF$3,831,781$147,592 ▲4.0%13,6821.4%ETFSCHASchwab US Small-Cap ETF$3,737,223$1,834,089 ▲96.4%144,5181.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,541,812$129,819 ▲3.8%68,5071.3%ManufacturingAXONAxon Enterprise$2,530,615$26,150 ▼-1.0%4,2580.9%AerospaceFDNFirst Trust Dow Jones Internet Index Fund$2,305,252$85,353 ▲3.8%9,4800.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,213,015$1,023,753 ▲86.1%91,9790.8%ETFMUBiShares National Muni Bond ETF$2,148,966$589,423 ▼-21.5%20,1690.8%ETFNETLNETLease Corporate Real Estate ETF$2,102,512$570,044 ▼-21.3%89,3720.8%ETFCPRXCatalyst Pharmaceuticals$2,032,675$3,339 ▲0.2%97,3970.8%MedicalIDCCInterDigital$1,924,862$969 ▼-0.1%9,9360.7%Computer and TechnologyFBTFirst Trust NYSE Arca Biotechnology Index Fund$1,881,165$129,145 ▲7.4%11,3180.7%ETFVTIVanguard Total Stock Market ETF$1,732,194$11,882 ▼-0.7%5,9770.6%ETFVNQVanguard Real Estate ETF$1,723,342$471,590 ▲37.7%19,3460.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,703,583$32,160 ▼-1.9%21,2420.6%ETFIVViShares Core S&P 500 ETF$1,574,130$794,129 ▲101.8%2,6740.6%ETFBSVVanguard Short-Term Bond ETF$1,477,016$142,177 ▼-8.8%19,1150.6%ETFNVDANVIDIA$1,438,247$85,946 ▲6.4%10,7100.5%Computer and TechnologyONTOOnto Innovation$1,388,194$57,168 ▼-4.0%8,3290.5%Computer and TechnologyCLBTCellebrite DI$1,321,866$11,125 ▲0.8%60,0030.5%Business ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$1,266,727$67,771 ▼-5.1%14,4110.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,260,446$17,166 ▲1.4%29,1500.5%ETFVOOVanguard S&P 500 ETF$1,196,158$716,617 ▲149.4%2,2200.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,192,755$10,101 ▼-0.8%10,9820.4%ETFSOXXiShares Semiconductor ETF$1,160,198$75,206 ▲6.9%5,3840.4%ETFSUBiShares Short-Term National Muni Bond ETF$1,127,476$242,288 ▼-17.7%10,6890.4%ETFMSFTMicrosoft$1,070,859$68,693 ▼-6.0%2,5410.4%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,042,438$56,157 ▲5.7%21,9970.4%FinanceNBIXNeurocrine Biosciences$993,993$152,334 ▼-13.3%7,2820.4%MedicalVRRMVerra Mobility$956,609$14,049 ▼-1.4%39,5620.4%Industrial ProductsCYBRCyberArk Software$943,814$999 ▲0.1%2,8330.4%Computer and TechnologyHUBSHubSpot$939,943$27,871 ▲3.1%1,3490.4%Computer and TechnologyBRK.BBerkshire Hathaway$913,812$453 ▲0.0%2,0160.3%FinanceMETAMeta Platforms$892,327$26,934 ▲3.1%1,5240.3%Computer and TechnologyGMEDGlobus Medical$888,305$5,707 ▲0.6%10,7400.3%MedicalAVGOBroadcom$875,222$91,580 ▲11.7%3,7750.3%Computer and TechnologyFLINFranklin FTSE India ETF$869,153$869,153 ▲New Holding22,9330.3%ETFCSCOCisco Systems$860,650$23,443 ▲2.8%14,5380.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$802,263$392,755 ▲95.9%35,3420.3%ETFIOTSamsara$797,343$40,501 ▲5.4%18,2500.3%Computer and TechnologyGILDGilead Sciences$790,295$2,863 ▲0.4%8,5560.3%MedicalTTDTrade Desk$780,282$16,807 ▲2.2%6,6390.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$766,618$42,551 ▲5.9%3,2970.3%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$746,859$125,229 ▼-14.4%16,3710.3%FinanceGLBEGlobal-E Online$717,669$26,938 ▲3.9%13,1610.3%Retail/WholesaleMELIMercadoLibre$693,780$1,700 ▲0.2%4080.3%Retail/WholesaleDVYiShares Select Dividend ETF$676,144$18,118 ▲2.8%5,1500.3%ETFIJHiShares Core S&P Mid-Cap ETF$643,288$49,723 ▲8.4%10,3240.2%ETFBMYBristol-Myers Squibb$641,524$4,582 ▲0.7%11,3420.2%MedicalSCHHSchwab U.S. REIT ETF$619,068$21,460 ▼-3.4%29,3950.2%ETFKRESPDR S&P Regional Banking ETF$583,480$583,480 ▲New Holding9,6680.2%ETFHALOHalozyme Therapeutics$572,668$3,825 ▼-0.7%11,9780.2%MedicalVCELVericel$568,483$70,834 ▼-11.1%10,3530.2%MedicalCVXChevron$564,109$201,602 ▲55.6%3,8950.2%Oils/EnergyKBWBInvesco KBW Bank ETF$539,805$539,805 ▲New Holding8,2600.2%ManufacturingIWFiShares Russell 1000 Growth ETF$530,086$530,086 ▲New Holding1,3200.2%ETFSMBVanEck Short Muni ETF$526,577$230,356 ▼-30.4%30,8120.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$525,372$23,620 ▼-4.3%16,0370.2%ETFGOOGAlphabet$514,569$15,235 ▼-2.9%2,7020.2%Computer and TechnologyVTVVanguard Value ETF$508,239$114,108 ▲29.0%3,0020.2%ETFUPSUnited Parcel Service$507,245$76,408 ▼-13.1%4,0230.2%TransportationTPRTapestry$476,278$71,866 ▲17.8%7,2900.2%Retail/WholesalePNCThe PNC Financial Services Group$461,844$19,091 ▼-4.0%2,3950.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$455,156$4,061 ▼-0.9%15,2430.2%ETFTSLATesla$452,705$1,212 ▲0.3%1,1210.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$447,667$225,596 ▲101.6%2,2860.2%ETFITBiShares U.S. Home Construction ETF$444,683$444,683 ▲New Holding4,3010.2%ETFUNHUnitedHealth Group$433,522$2,023 ▲0.5%8570.2%MedicalNTRSNorthern Trust$431,730$10,250 ▲2.4%4,2120.2%FinanceCAGConagra Brands$429,304$17,594 ▼-3.9%15,4700.2%Consumer StaplesFITBFifth Third Bancorp$426,605$12,684 ▼-2.9%10,0900.2%FinanceIJRiShares Core S&P Small-Cap ETF$419,746$43,668 ▲11.6%3,6430.2%ETFPGRProgressive$393,679$1,438 ▲0.4%1,6430.1%FinanceGISGeneral Mills$385,362$19,067 ▲5.2%6,0430.1%Consumer StaplesZETA GLOBAL HOLDINGS CORP$380,021$1,835 ▼-0.5%21,1240.1%CL AGDXVanEck Gold Miners ETF$374,430$374,430 ▲New Holding11,0420.1%ETFVOVanguard Mid-Cap ETF$362,122$362,122 ▲New Holding1,3710.1%ETFORCLOracle$359,442$6,666 ▲1.9%2,1570.1%Computer and TechnologyKVUEKenvue$356,816$134,545 ▲60.5%16,7130.1%Consumer StaplesFMCFMC$352,417$6,271 ▼-1.7%7,2500.1%Consumer StaplesCCitigroup$351,809$7,039 ▲2.0%4,9980.1%FinancePRKPark National$349,889$4,457 ▲1.3%2,0410.1%FinanceSTTState Street$340,3840.0%3,4680.1%FinanceSILGlobal X Silver Miners ETF$338,414$338,414 ▲New Holding10,6520.1%ETFFTNTFortinet$330,1130.0%3,4940.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$328,670$2,904 ▲0.9%3,3950.1%ETFNVONovo Nordisk A/S$324,209$110,880 ▼-25.5%3,7690.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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