Portfolio (Quarterly)
Guide ↗
JUNCTURE WEALTH STRATEGIES, LLC
· CIK 0001632866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CYBERARK SOFTWARE LTD | — | 2,786 | $1.2M | 0.41% | SOLD |
| 2 | SCHH | SCHWAB STRATEGIC TR | — | 32,174 | $672K | 0.22% | SOLD |
| 3 | — | COMERICA INC | — | 5,485 | $477K | 0.16% | SOLD |
| 4 | PODD | INSULET CORP | Healthcare | 1,336 | $380K | 0.12% | SOLD |
| 5 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 12,848 | $358K | 0.12% | SOLD |
| 6 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 6,718 | $320K | 0.10% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 908 | $300K | 0.10% | SOLD |
| 8 | XLC | SELECT SECTOR SPDR TR | — | 2,305 | $271K | 0.09% | SOLD |
| 9 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 7,532 | $262K | 0.09% | SOLD |
| 10 | V | VISA INC | Financial Services | 649 | $228K | 0.07% | SOLD |
| 11 | DGRW | WISDOMTREE TR | — | 2,443 | $218K | 0.07% | SOLD |
| 12 | USB | US BANCORP DEL | Financial Services | 4,040 | $216K | 0.07% | SOLD |
| 13 | PLD | PROLOGIS INC. | Real Estate | 1,684 | $215K | 0.07% | SOLD |
| 14 | CTRA | COTERRA ENERGY INC | Energy | 7,704 | $203K | 0.07% | SOLD |
Sector Allocation
Technology
39.7%
Financial Services
20.5%
Healthcare
13.9%
Industrials
6.3%
Consumer Cyclical
5.7%
Energy
4.7%
Consumer Defensive
4.1%
Communication Services
2.3%
Basic Materials
2.1%
Utilities
0.6%