Long-term investor
Juncture Wealth Strategies, LLC @juncturewealthstrategies
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632866).
Record
- Tracked since 2025-06-30 (448 days), 162 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +17.3% · all +17.3%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908637 · 16.2% · long · since 2025-06-30
- 808524102 · 9.2% · long · since 2025-06-30
- 25434V724 · 4.8% · long · since 2025-06-30
- 46137V357 · 3.9% · long · since 2026-03-31
- 808524797 · 2.7% · long · since 2025-06-30
- 464287226 · 2.6% · long · since 2025-06-30
- 25434V609 · 2.5% · long · since 2025-06-30
- 92206C870 · 2.3% · long · since 2025-06-30
- 922042874 · 1.9% · long · since 2025-06-30
- 78464A763 · 1.8% · long · since 2026-06-30
- 37954Y475 · 1.7% · long · since 2025-06-30
- 78464A508 · 1.7% · long · since 2025-06-30