Juncture-Wealth-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "MCHI", null, null, "SCHH", "TEAM", "AVGO", "FITB", "GILD", "GIS", "SIL", null, "HUBS", "NBIX", "MUB", "META", null, "PRK", "IJH", null, null, null, "ULBI", null, null, "PODD", "MDT", "MSFT", null, null, "NTRS", "IJR", "ORCL", "IWF", "PNC", null, "PGR", "IVV", "PHM", "UNH", "SPY", "NVDA", "VZ", "KVUE", "IOT", null, "SHOP", null, "SPYG", null, null, null, "TPR", "UPS", "VNQ", "VO", "VV", "VCIT", null, null, "VIG", "RAVE", "GMED", null, "AXON", "FTNT", "AEP", "ERII", "IDCC", null, null, "SCHB", null, null, null, "VGK", null, "VBK", "VOT", "BSV", "VOO", "VCEL", "VTV", "V", "WMT", "WFC", "ZETA", null, "ONTO", "SCHD", "DVY", null, "SCHA", "SON", null, null, "DINO", "HALO", "MELI", "SPYV", "KMB", "BAC", "BRK-B", "BMY", "CPRX", "CVX", "CSCO", "C", "KO", "CAG", "CORT", "CFR", "CYBR", null, "IWB", "STT", "IWM", "GOOG", "XOM", "TSLA", "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 122
- Total Value
- 257427701
- Accession Number
- 0001632866-25-000003
- Form Type
- 13F-HR
- Manager Name
- Juncture-Wealth-Strategies
Data Enrichment
75% identified91 identified31 unidentified
Holdings
122 positions • $257.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
ULTRALIFE CORP(ULBIcusip903899102) | 18.3K | QoQ 0.00% (-0)YoY NEW(+18.3K) | All Managers (Combined) | $98.3K | 0.0% ($98.3K/$257.4M) | YoY NEW(+$98.3K) |
24.1K | QoQ 0.00% (+0)YoY NEW(+24.1K) | All Managers (Combined) | $66.4K | 0.0% ($66.4K/$257.4M) | YoY NEW(+$66.4K) |