HoldingsChannel.com
Juncture Wealth Strategies LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 144,011 +16,944 $10,228
     SCHB144,011+16,944$10,228
SCHWAB STRATEGIC TR 162,640 +30,627 $8,228
     SCHO162,640+30,627$8,228
ISHARES TR (EEM) 142,857 +16,558 $5,839
     EEM142,857+16,558$5,839
SPDR SERIES TRUST (SPYV) 169,558 +37,237 $5,419
     SPYV169,558+37,237$5,419
VANGUARD INTL EQUITY INDEX F (VT) 48,481 -25,987 $3,627
     VT48,481-25,987$3,627
INVESCO EXCHNG TRADED FD TR (SPLV) 45,574 -30,234 $2,639
     SPLV45,574-30,234$2,639
SPDR SERIES TRUST (MDYV) 48,456 +13,086 $2,487
     MDYV48,456+13,086$2,487
PROSHARES TR (RWM) 59,989 +884 $2,437
     RWM59,989+884$2,437
ISHARES TR (AGG) 21,514 +1,737 $2,435
     AGG21,514+1,737$2,435
SCHWAB STRATEGIC TR 44,433 +4,180 $2,434
     SCHD44,433+4,180$2,434
ISHARES TR (TLH) 15,754 -5,705 $2,355
     TLH15,754-5,705$2,355
ISHARES TR (IJS) 15,396 +4,834 $2,312
     IJS15,396+4,834$2,312
SCHWAB STRATEGIC TR 39,697 +4,035 $2,244
     SCHM39,697+4,035$2,244
VANGUARD BD INDEX FD INC (BSV) 26,791 +4,646 $2,164
     BSV26,791+4,646$2,164
PROSHARES TR II (VIXY) 109,770 +18,743 $2,143
     VIXY109,770+18,743$2,143
SCHWAB STRATEGIC TR 36,851 -7,366 $2,047
     SCHR36,851-7,366$2,047
INVESCO EXCHANGE TRADED FD T (PBP) 85,243 -4,398 $1,846
     PBP85,243-4,398$1,846
PROSHARES TR (PSQ) 65,086 +4,173 $1,805
     PSQ65,086+4,173$1,805
PROSHARES TR (SH) 66,538 +2,137 $1,739
     SH66,538+2,137$1,739
ISHARES TR (IXJ) 27,639 -29,116 $1,688
     IXJ27,639-29,116$1,688
PROSHARES TR (DOG) 31,404 +1,057 $1,647
     DOG31,404+1,057$1,647
ISHARES TR (ACWI) 21,991 -13,517 $1,622
     ACWI21,991-13,517$1,622
ISHARES TR (IEF) 13,383 -5,879 $1,505
     IEF13,383-5,879$1,505
VANGUARD INDEX FDS (VOT) 9,726 +6,277 $1,441
     VOT9,726+6,277$1,441
VANGUARD INDEX FDS (VTI) 8,304 +120 $1,254
     VTI8,304+120$1,254
SELECT SECTOR SPDR TR (XLK) 15,363 -7,601 $1,237
     XLK15,363-7,601$1,237
SELECT SECTOR SPDR TR (XLV) 13,660 -8,154 $1,231
     XLV13,660-8,154$1,231
SCHWAB STRATEGIC TR 20,506 -3,479 $1,163
     SCHV20,506-3,479$1,163
ISHARES TR (IGSB) 20,555 +2,465 $1,103
     IGSB20,555+2,465$1,103
VANGUARD SCOTTSDALE FDS (VCSH) 13,612 +1,394 $1,103
     VCSH13,612+1,394$1,103
VANGUARD SCOTTSDALE FDS (VCIT) 11,840 +1,911 $1,080
     VCIT11,840+1,911$1,080
ISHARES TR (IJH) 5,485 -978 $1,060
     IJH5,485-978$1,060
FIRST TR EXCHANGE TRADED FD (FDN) 7,241 -1,507 $975
     FDN7,241-1,507$975
ISHARES TR (IWC) 10,738 -1,417 $947
     IWC10,738-1,417$947
VANGUARD INDEX FDS (VNQ) 10,092 -13,098 $941
     VNQ10,092-13,098$941
FIRST TR EXCHANGE TRADED FD (FBT) 7,290 -1,060 $902
     FBT7,290-1,060$902
SPDR S&P 500 ETF TR (SPY) 3,022 -537 $897
     SPY3,022-537$897
SPDR INDEX SHS FDS (EDIV) 29,940 -7,492 $893
     EDIV29,940-7,492$893
CISCO SYS INC 17,200 +1,100 $850
     CSCO17,200+1,100$850
DARDEN RESTAURANTS INC 6,900 +1,400 $816
     DRI6,900+1,400$816
ISHARES TR (IJR) 10,478 -2,506 $816
     IJR10,478-2,506$816
VANECK VECTORS ETF TR (GDX) 28,069 +28,069 $750
     GDX28,069+28,069$750
ISHARES TR (SOXX) 3,325 -1,017 $703
     SOXX3,325-1,017$703
SALESFORCE COM INC 4,681 -434 $695
     CRM4,681-434$695
FIVE9 INC 12,401 -450 $666
     FIVN12,401-450$666
ISHARES TR (FLOT) 11,912 +2,664 $607
     FLOT11,912+2,664$607
FORTINET INC 7,897 -424 $606
     FTNT7,897-424$606
KIMBERLY CLARK CORP 4,200 -700 $597
     KMB4,200-700$597
TELADOC HEALTH INC 8,640 +15 $585
     TDOC8,640+15$585
DEXCOM INC 3,873 -44 $578
     DXCM3,873-44$578

See Full List: All Stocks Held By Juncture Wealth Strategies LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Juncture Wealth Strategies LLC

Size ($ in 1000's)
At 09/30/2019: $113,609
At 06/30/2019: $124,383

Juncture Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Juncture Wealth Strategies LLC 13F filings. Link to 13F filings: SEC filings

Juncture Wealth Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.