The Analysis of JUNCTURE WEALTH STRATEGIES, LLC's Holdings


Currently, JUNCTURE WEALTH STRATEGIES, LLC holds 134 types of securities in its portfolio with a total value $303.8M. In the most recent quarter, they have increased their positions in PPA (+22.3K shares, valued at $3.5M), VGK (+8.4K shares, valued at $701.7K), AGG (+6.7K shares, valued at $669.7K); decreased their positions in URA (-26.4K shares, valued at $1.1M), VV (-2.1K shares, valued at $659.5K), SPYV (-8.2K shares, valued at $467.7K); initiated new positions in PPA (+22.3K shares, valued at $3.5M), REMX (+4.6K shares, valued at $342.5K), TLT (+3.8K shares, valued at $328.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS235.9K shares-0.88%2025-12-312026-01-27history
SCHB SCHWAB STRATEGIC TR1.3M shares0.03%2025-12-312026-01-27history
DFUV DIMENSIONAL ETF TRUST392.0K shares0.10%2025-12-312026-01-27history
SCHD SCHWAB STRATEGIC TR387.0K shares5.86%2025-12-312026-01-27history
AGG ISHARES TR87.8K shares8.27%2025-12-312026-01-27history
DFAT DIMENSIONAL ETF TRUST142.1K shares0.41%2025-12-312026-01-27history
SPYV SPDR SERIES TRUST143.5K shares-5.43%2025-12-312026-01-27history
VCIT VANGUARD SCOTTSDALE FDS96.3K shares8.77%2025-12-312026-01-27history
Sponsored
VGK VANGUARD INTL EQUITY INDEX F86.8K shares10.70%2025-12-312026-01-27history
XYLD GLOBAL X FDS173.3K shares7.96%2025-12-312026-01-27history
URA GLOBAL X FDS105.8K shares-19.98%2025-12-312026-01-27history
SPY SPDR S&P 500 ETF TR6.6K shares0.97%2025-12-312026-01-27history
VCSH VANGUARD SCOTTSDALE FDS51.7K shares-0.51%2025-12-312026-01-27history
IGSB ISHARES TR73.4K shares2.71%2025-12-312026-01-27history
VOT VANGUARD INDEX FDS13.1K shares-6.49%2025-12-312026-01-27history
PPA INVESCO EXCHANGE TRADED FD T22.3K sharesnew addition2025-12-312026-01-27history
Sponsored
FLIN FRANKLIN TEMPLETON ETF TR80.3K shares10.06%2025-12-312026-01-27history
VNQ VANGUARD INDEX FDS32.8K shares-7.76%2025-12-312026-01-27history
IDCC INTERDIGITAL INC9.0K shares-2.87%2025-12-312026-01-27history
MCHI ISHARES TR45.1K shares7.77%2025-12-312026-01-27history
KBWB INVESCO EXCH TRADED FD TR II31.3K shares3.86%2025-12-312026-01-27history
SCHM SCHWAB STRATEGIC TR79.7K shares-9.99%2025-12-312026-01-27history
FBT FIRST TR EXCHANGE-TRADED FD10.6K shares-1.57%2025-12-312026-01-27history
FDN FIRST TR EXCHANGE-TRADED FD7.9K shares-4.02%2025-12-312026-01-27history
Sponsored
AXON AXON ENTERPRISE INC3.7K shares-5.48%2025-12-312026-01-27history
VBK VANGUARD INDEX FDS7.0K shares-14.54%2025-12-312026-01-27history
SCHO SCHWAB STRATEGIC TR81.3K shares-2.06%2025-12-312026-01-27history
NVDA NVIDIA CORPORATION10.6K shares-7.49%2025-12-312026-01-27history
CPRX CATALYST PHARMACEUTICALS INC84.3K shares1.13%2025-12-312026-01-27history
IVV ISHARES TR2.8K shares-1.40%2025-12-312026-01-27history
SUB ISHARES TR16.9K shares-3.96%2025-12-312026-01-27history
SCHA SCHWAB STRATEGIC TR62.3K shares-13.50%2025-12-312026-01-27history
Sponsored
SIL GLOBAL X FDS21.1K shares-12.44%2025-12-312026-01-27history
VUG VANGUARD INDEX FDS3.6K shares22.08%2025-12-312026-01-27history
GDX VANECK ETF TRUST20.0K shares-13.70%2025-12-312026-01-27history
VTI VANGUARD INDEX FDS5.1K shares-0.64%2025-12-312026-01-27history
BSV VANGUARD BD INDEX FDS17.4K shares-7.35%2025-12-312026-01-27history
SOXX ISHARES TR4.5K shares-7.95%2025-12-312026-01-27history
VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares3.27%2025-12-312026-01-27history
MUB ISHARES TR12.3K shares-17.70%2025-12-312026-01-27history
Sponsored
SPYD SPDR SERIES TRUST30.5K shares4.40%2025-12-312026-01-27history
BROADCOM INC BROADCOM INC3.6K shares-6.31%2025-12-312026-01-27history
CYBR CYBERARK SOFTWARE LTD2.8K shares-1.69%2025-12-312026-01-27history
SHM SPDR SERIES TRUST25.8K shares-15.93%2025-12-312026-01-27history
MDYV SPDR SERIES TRUST14.6K shares-3.55%2025-12-312026-01-27history
CSCO CISCO SYS INC15.0K shares0.89%2025-12-312026-01-27history
CVX CHEVRON CORP NEW7.5K shares17.25%2025-12-312026-01-27history
IWF ISHARES TR2.2K shares48.68%2025-12-312026-01-27history
Sponsored
MSFT MICROSOFT CORP2.1K shares-6.75%2025-12-312026-01-27history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-4.52%2025-12-312026-01-27history
META META PLATFORMS INC1.4K shares-10.96%2025-12-312026-01-27history
SCHG SCHWAB STRATEGIC TR28.4K shares0.04%2025-12-312026-01-27history
ALPHABET INC ALPHABET INC2.8K shares-6.40%2025-12-312026-01-27history
TSLA TESLA INC1.8K shares0.29%2025-12-312026-01-27history
GMED GLOBUS MED INC9.0K shares4.63%2025-12-312026-01-27history
SCHZ SCHWAB STRATEGIC TR33.7K shares8.85%2025-12-312026-01-27history
Sponsored
XLK SELECT SECTOR SPDR TR5.4K shares98.15%2025-12-312026-01-27history
HALO HALOZYME THERAPEUTICS INC11.0K shares-1.25%2025-12-312026-01-27history
RIO RIO TINTO PLC9.2K shares32.69%2025-12-312026-01-27history
MELI MERCADOLIBRE INC358 shares-9.37%2025-12-312026-01-27history
DVY ISHARES TR4.8K shares-4.24%2025-12-312026-01-27history
NBIX NEUROCRINE BIOSCIENCES INC4.8K shares2.68%2025-12-312026-01-27history
SCHH SCHWAB STRATEGIC TR32.2K shares-3.68%2025-12-312026-01-27history
SPYG SPDR SERIES TRUST6.2K shares-20.11%2025-12-312026-01-27history
Sponsored
SHOP SHOPIFY INC3.9K shares7.75%2025-12-312026-01-27history
XOM EXXON MOBIL CORP5.0K shares21.23%2025-12-312026-01-27history
PNC PNC FINL SVCS GROUP INC2.9K shares7.95%2025-12-312026-01-27history
IJH ISHARES TR8.8K shares-0.45%2025-12-312026-01-27history
NTRS NORTHERN TR CORP4.2K shares0.00%2025-12-312026-01-27history
GILD GILEAD SCIENCES INC4.5K shares-0.42%2025-12-312026-01-27history
TPR TAPESTRY INC4.3K shares-0.98%2025-12-312026-01-27history
IJS ISHARES TR4.5K shares-7.81%2025-12-312026-01-27history
Sponsored
ZETA ZETA GLOBAL HOLDINGS CORP25.0K shares7.88%2025-12-312026-01-27history
XSD SPDR SERIES TRUST1.6K shares5.93%2025-12-312026-01-27history
APAM ARTISAN PARTNERS ASSET MGMT11.8K shares19.91%2025-12-312026-01-27history
SPIB SPDR SERIES TRUST14.2K shares-0.32%2025-12-312026-01-27history
CMA COMERICA INC5.5K shares17.08%2025-12-312026-01-27history
IWB ISHARES TR1.2K shares0.00%2025-12-312026-01-27history
VTV VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-01-27history
SPSB SPDR SERIES TRUST14.1K shares-0.01%2025-12-312026-01-27history
Sponsored
CITIGROUP INC CITIGROUP INC3.6K shares9.03%2025-12-312026-01-27history
ORCL ORACLE CORP2.1K shares0.00%2025-12-312026-01-27history
ABBV ABBVIE INC1.8K shares-4.73%2025-12-312026-01-27history
XLF SELECT SECTOR SPDR TR7.4K shares-0.55%2025-12-312026-01-27history
FITB FIFTH THIRD BANCORP8.4K shares-22.32%2025-12-312026-01-27history
PODD INSULET CORP1.3K shares10.87%2025-12-312026-01-27history
TFI SPDR SERIES TRUST7.9K shares-20.54%2025-12-312026-01-27history
CPB THE CAMPBELLS COMPANY12.8K shares23.24%2025-12-312026-01-27history
Sponsored
SMB VANECK ETF TRUST20.5K shares-34.71%2025-12-312026-01-27history
HRL HORMEL FOODS CORP15.0K shares31.63%2025-12-312026-01-27history
RF REGIONS FINANCIAL CORP NEW13.1K shares38.96%2025-12-312026-01-27history
PTCT PTC THERAPEUTICS INC4.7K shares13.92%2025-12-312026-01-27history
REMX VANECK ETF TRUST4.6K sharesnew addition2025-12-312026-01-27history
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL8.1K shares18.68%2025-12-312026-01-27history
TLT ISHARES TR3.8K sharesnew addition2025-12-312026-01-27history
PGR PROGRESSIVE CORP1.4K shares-0.14%2025-12-312026-01-27history
Sponsored
ETON ETON PHARMACEUTICALS INC19.0K shares11.95%2025-12-312026-01-27history
LIT GLOBAL X FDS4.9K sharesnew addition2025-12-312026-01-27history
JHG JANUS HENDERSON GROUP PLC6.7K shares49.29%2025-12-312026-01-27history
IJR ISHARES TR2.6K shares-1.87%2025-12-312026-01-27history
KO COCA COLA CO4.4K shares0.02%2025-12-312026-01-27history
PRK PARK NATL CORP2.0K shares-1.27%2025-12-312026-01-27history
ALAB ASTERA LABS INC1.8K shares23.49%2025-12-312026-01-27history
UNH UNITEDHEALTH GROUP INC908 shares-7.44%2025-12-312026-01-27history
Sponsored
AEP AMERICAN ELEC PWR CO INC2.6K shares-11.45%2025-12-312026-01-27history
WFC WELLS FARGO CO NEW3.1K shares0.00%2025-12-312026-01-27history
WMT WALMART INC2.6K shares-5.13%2025-12-312026-01-27history
ATI ATI INC2.5K shares0.00%2025-12-312026-01-27history
UPS UNITED PARCEL SERVICE INC2.9K sharesnew addition2025-12-312026-01-27history
IOT SAMSARA INC8.0K shares10.12%2025-12-312026-01-27history
BAC BANK AMERICA CORP5.1K shares0.00%2025-12-312026-01-27history
XLC SELECT SECTOR SPDR TR2.3K shares3.13%2025-12-312026-01-27history
Sponsored
JNJ JOHNSON & JOHNSON1.3K shares-9.47%2025-12-312026-01-27history
NVS NOVARTIS AG1.9K sharesnew addition2025-12-312026-01-27history
JPM JPMORGAN CHASE & CO.827 shares-32.60%2025-12-312026-01-27history
CORT CORCEPT THERAPEUTICS INC7.5K shares1.89%2025-12-312026-01-27history
VIG VANGUARD SPECIALIZED FUNDS1.2K shares-10.50%2025-12-312026-01-27history
MEDTRONIC PLC MEDTRONIC PLC2.6K shares-33.10%2025-12-312026-01-27history
DINO HF SINCLAIR CORP5.2K shares10.01%2025-12-312026-01-27history
STT STATE STR CORP1.9K shares-5.08%2025-12-312026-01-27history
Sponsored
PHM PULTE GROUP INC2.0K shares0.00%2025-12-312026-01-27history
V VISA INC649 shares-17.95%2025-12-312026-01-27history
ITOT ISHARES TR1.5K shares0.00%2025-12-312026-01-27history
TSM TAIWAN SEMICONDUCTOR MFG LTD733 sharesnew addition2025-12-312026-01-27history
MDYG SPDR SERIES TRUST2.4K shares-2.60%2025-12-312026-01-27history
DGRW WISDOMTREE TR2.4K shares0.00%2025-12-312026-01-27history
USB US BANCORP DEL4.0K sharesnew addition2025-12-312026-01-27history
PLD PROLOGIS INC.1.7K sharesnew addition2025-12-312026-01-27history
Sponsored
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL762 sharesnew addition2025-12-312026-01-27history
VZ VERIZON COMMUNICATIONS INC5.0K shares-28.29%2025-12-312026-01-27history
CTRA COTERRA ENERGY INC7.7K sharesnew addition2025-12-312026-01-27history
EOG EOG RES INC1.9K sharesnew addition2025-12-312026-01-27history
IWL ISHARES TR1.2K sharesnew addition2025-12-312026-01-27history
SENSTAR TECHNOLOGIES CORP SENSTAR TECHNOLOGIES CORP34.4K shares0.00%2025-12-312026-01-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available