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Portfolio (Quarterly) Guide ↗

JUNCTURE WEALTH STRATEGIES, LLC

· CIK 0001632866
13F Portfolio $298M AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 130 New
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 1,479.0 $693K 0.23% NEW $468.41 -73.5%
62 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,671.0 $656K 0.22% NEW $140.38 +12.9%
63 CORT CORCEPT THERAPEUTICS INC Healthcare 7,392.0 $614K 0.21% NEW $83.11 -32.2%
64 ORCL ORACLE CORP Technology 2,108.0 $593K 0.20% NEW $281.24 -31.4%
65 IJH ISHARES TR 8,826.0 $576K 0.19% NEW $65.26 +10.6%
66 NTRS NORTHERN TR CORP Financial Services 4,212.0 $567K 0.19% NEW $134.60 +21.7%
67 SMB VANECK ETF TRUST 31,391.0 $547K 0.18% NEW $17.42 -1.1%
68 IJS ISHARES TR 4,867.0 $538K 0.18% NEW $110.59 +14.1%
69 SHOP SHOPIFY INC Technology 3,598.0 $535K 0.18% NEW $148.61 -32.5%
70 PNC PNC FINL SVCS GROUP INC Financial Services 2,654.0 $533K 0.18% NEW $200.90 +5.9%
71 GILD GILEAD SCIENCES INC Healthcare 4,558.0 $506K 0.17% NEW $111.00 +16.7%
72 GLOBUS MED INC 8,621.0 $494K 0.17% NEW $57.27
73 TPR TAPESTRY INC Consumer Cyclical 4,292.0 $486K 0.16% NEW $113.21 +14.2%
74 SPIB SPDR SERIES TRUST 14,225.0 $482K 0.16% NEW $33.89 -1.9%
75 FITB FIFTH THIRD BANCORP Financial Services 10,793.0 $481K 0.16% NEW $44.55 +6.3%
76 XSD SPDR SERIES TRUST 1,484.0 $474K 0.16% NEW $319.12 +67.1%
77 XOM EXXON MOBIL CORP Energy 4,131.0 $466K 0.16% NEW $112.74 +40.1%
78 ZETA ZETA GLOBAL HOLDINGS CORP Technology 23,158.0 $460K 0.15% NEW $19.87 -13.5%
79 RIO RIO TINTO PLC Basic Materials 6,942.0 $458K 0.15% NEW $66.01 +57.1%
80 TFI SPDR SERIES TRUST 9,930.0 $453K 0.15% NEW $45.57 -0.8%
Page 4 of 7  ·  130 positions

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%