Portfolio (Quarterly)
Guide ↗
JUNCTURE WEALTH STRATEGIES, LLC
· CIK 0001632866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SOXX | ISHARES TR | — | 4,917.0 | $1.3M | 0.45% | NEW | — | $271.12 | +87.8% |
| 42 | SPYD | SPDR SERIES TRUST | — | 29,258.0 | $1.3M | 0.43% | NEW | — | $44.00 | +5.0% |
| 43 | VOO | VANGUARD INDEX FDS | — | 2,080.0 | $1.3M | 0.43% | NEW | — | $612.38 | +11.0% |
| 44 | AVGO | BROADCOM INC | Technology | 3,852.0 | $1.3M | 0.43% | NEW | — | $329.95 | +28.9% |
| 45 | MDYV | SPDR SERIES TRUST | — | 15,141.0 | $1.3M | 0.42% | NEW | — | $83.41 | +6.4% |
| 46 | MSFT | MICROSOFT CORP | Technology | 2,267.0 | $1.2M | 0.39% | NEW | — | $518.00 | -21.0% |
| 47 | META | META PLATFORMS INC | Communication Services | 1,597.0 | $1.2M | 0.39% | NEW | — | $734.40 | -15.8% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,036.0 | $1.0M | 0.34% | NEW | — | $502.74 | — |
| 49 | CSCO | CISCO SYS INC | Technology | 14,910.0 | $1.0M | 0.34% | NEW | — | $68.42 | +68.9% |
| 50 | CVX | CHEVRON CORP NEW | Energy | 6,355.0 | $987K | 0.33% | NEW | — | $155.30 | +20.2% |
| 51 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 395.0 | $923K | 0.31% | NEW | — | $2336.94 | -31.2% |
| 52 | SCHG | SCHWAB STRATEGIC TR | — | 28,371.0 | $905K | 0.30% | NEW | — | $31.91 | +7.4% |
| 53 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 11,114.0 | $815K | 0.27% | NEW | — | $73.34 | -5.6% |
| 54 | SPYG | SPDR SERIES TRUST | — | 7,729.0 | $808K | 0.27% | NEW | — | $104.51 | +13.3% |
| 55 | TSLA | TESLA INC | Consumer Cyclical | 1,754.0 | $780K | 0.26% | NEW | — | $444.72 | -0.3% |
| 56 | XLK | SELECT SECTOR SPDR TR | — | 2,703.0 | $762K | 0.26% | NEW | — | $281.86 | -37.4% |
| 57 | SCHZ | SCHWAB STRATEGIC TR | — | 30,956.0 | $727K | 0.24% | NEW | — | $23.47 | -2.3% |
| 58 | GOOG | ALPHABET INC | Communication Services | 2,967.0 | $723K | 0.24% | NEW | — | $243.55 | +63.1% |
| 59 | SCHH | SCHWAB STRATEGIC TR | — | 33,404.0 | $721K | 0.24% | NEW | — | $21.57 | +6.5% |
| 60 | DVY | ISHARES TR | — | 5,047.0 | $717K | 0.24% | NEW | — | $142.10 | +6.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.0%
Financial Services
23.3%
Healthcare
16.4%
Industrials
8.0%
Consumer Cyclical
7.3%
Communication Services
5.8%
Energy
4.3%
Consumer Defensive
3.0%
Basic Materials
2.0%
Utilities
0.8%