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 | XLC | SELECT SECTOR SPDR TR | — | 2,305.0 | $271K | 0.09% | +70.0 | +3.1% | $117.72 | -4.3% |
| 42 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 7,532.0 | $262K | 0.09% | +140.0 | +1.9% | $34.80 | +228.5% |
| 43 | DINO | HF SINCLAIR CORP | Energy | 5,242.0 | $242K | 0.08% | +477.0 | +10.0% | $46.08 | +115.8% |
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
28.4%
Financial Services
25.7%
Healthcare
16.9%
Industrials
7.1%
Energy
6.3%
Consumer Cyclical
6.0%
Consumer Defensive
3.4%
Communication Services
3.0%
Basic Materials
1.9%
Utilities
0.8%