Juncture Wealth Strategies, Llc Buys Schwab U.S. Broad Market, Schwab Short-Term U.S. Treasury, iShares MSCI Emerging Index Fund, Sells SPDR Select Sector Fund - Health Care, iShares Global Healthcare, Invesco S&P 500 Low Volatility

Scottsdale, AZ, based Investment company Juncture Wealth Strategies, Llc (Current Portfolio) buys Schwab U.S. Broad Market, Schwab Short-Term U.S. Treasury, iShares MSCI Emerging Index Fund, iShares S&P SmallCap 600 Value, Schwab U.S. Large-Cap Value, sells SPDR Select Sector Fund - Health Care, iShares Global Healthcare, Invesco S&P 500 Low Volatility, First Trust Health Care AlphaDEX, iShares 10-20 Year Treasury Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Juncture Wealth Strategies, Llc. As of 2019Q2, Juncture Wealth Strategies, Llc owns 93 stocks with a total value of $109 million. These are the details of the buys and sells.

For the details of JUNCTURE WEALTH STRATEGIES, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/juncture+wealth+strategies%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of JUNCTURE WEALTH STRATEGIES, LLC
  1. Schwab U.S. Broad Market (SCHB) - 127,067 shares, 8.24% of the total portfolio. Shares added by 46.47%
  2. Schwab Short-Term U.S. Treasury (SCHO) - 132,013 shares, 6.14% of the total portfolio. Shares added by 36.08%
  3. Vanguard Total World Stock Index (VT) - 74,468 shares, 5.14% of the total portfolio. Shares added by 1.44%
  4. iShares MSCI Emerging Index Fund (EEM) - 126,299 shares, 4.98% of the total portfolio. Shares added by 48.59%
  5. Invesco S&P 500 Low Volatility (SPLV) - 75,808 shares, 3.83% of the total portfolio. Shares reduced by 34.13%
New Purchase: DexCom Inc (DXCM)

Juncture Wealth Strategies, Llc initiated holding in DexCom Inc. The purchase prices were between $111.38 and $155.66, with an estimated average price of $125.45. The stock is now traded at around $149.85. The impact to a portfolio due to this purchase was 0.54%. The holding were 3,917 shares as of .

New Purchase: Teladoc Health Inc (TDOC)

Juncture Wealth Strategies, Llc initiated holding in Teladoc Health Inc. The purchase prices were between $49.86 and $66.41, with an estimated average price of $58.22. The stock is now traded at around $69.20. The impact to a portfolio due to this purchase was 0.53%. The holding were 8,625 shares as of .

New Purchase: Xilinx Inc (XLNX)

Juncture Wealth Strategies, Llc initiated holding in Xilinx Inc. The purchase prices were between $101.03 and $139.72, with an estimated average price of $116.63. The stock is now traded at around $121.23. The impact to a portfolio due to this purchase was 0.49%. The holding were 4,537 shares as of .

New Purchase: Mitek Systems Inc (MITK)

Juncture Wealth Strategies, Llc initiated holding in Mitek Systems Inc. The purchase prices were between $9.33 and $12.2, with an estimated average price of $10.68. The stock is now traded at around $10.57. The impact to a portfolio due to this purchase was 0.42%. The holding were 46,254 shares as of .

New Purchase: Palo Alto Networks Inc (PANW)

Juncture Wealth Strategies, Llc initiated holding in Palo Alto Networks Inc. The purchase prices were between $195.54 and $250.77, with an estimated average price of $224.48. The stock is now traded at around $219.87. The impact to a portfolio due to this purchase was 0.4%. The holding were 2,144 shares as of .

New Purchase: Arista Networks Inc (ANET)

Juncture Wealth Strategies, Llc initiated holding in Arista Networks Inc. The purchase prices were between $236.08 and $328.54, with an estimated average price of $277.33. The stock is now traded at around $275.51. The impact to a portfolio due to this purchase was 0.39%. The holding were 1,623 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Juncture Wealth Strategies, Llc added to a holding in Schwab U.S. Broad Market by 46.47%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $71.96. The impact to a portfolio due to this purchase was 2.61%. The holding were 127,067 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Juncture Wealth Strategies, Llc added to a holding in Schwab Short-Term U.S. Treasury by 36.08%. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.42. The impact to a portfolio due to this purchase was 1.63%. The holding were 132,013 shares as of .

Added: iShares MSCI Emerging Index Fund (EEM)

Juncture Wealth Strategies, Llc added to a holding in iShares MSCI Emerging Index Fund by 48.59%. The purchase prices were between $39.61 and $44.25, with an estimated average price of $42.18. The stock is now traded at around $42.95. The impact to a portfolio due to this purchase was 1.63%. The holding were 126,299 shares as of .

Added: iShares S&P SmallCap 600 Value (IJS)

Juncture Wealth Strategies, Llc added to a holding in iShares S&P SmallCap 600 Value by 472.47%. The purchase prices were between $138.05 and $155.51, with an estimated average price of $147.91. The stock is now traded at around $147.62. The impact to a portfolio due to this purchase was 1.19%. The holding were 10,562 shares as of .

Added: Schwab U.S. Large-Cap Value (SCHV)

Juncture Wealth Strategies, Llc added to a holding in Schwab U.S. Large-Cap Value by 250.20%. The purchase prices were between $52.84 and $56.62, with an estimated average price of $55.45. The stock is now traded at around $56.87. The impact to a portfolio due to this purchase was 0.89%. The holding were 23,985 shares as of .

Added: Invesco Optimum Yield Diversified Commodity Strate (PDBC)

Juncture Wealth Strategies, Llc added to a holding in Invesco Optimum Yield Diversified Commodity Strate by 145.81%. The purchase prices were between $15.51 and $17.09, with an estimated average price of $16.49. The stock is now traded at around $16.38. The impact to a portfolio due to this purchase was 0.78%. The holding were 87,294 shares as of .

Sold Out: Omnicell Inc (OMCL)

Juncture Wealth Strategies, Llc sold out a holding in Omnicell Inc. The sale prices were between $71.38 and $92.21, with an estimated average price of $81.12.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Juncture Wealth Strategies, Llc sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $105.16 and $108.96, with an estimated average price of $106.88.

Sold Out: Mellanox Technologies Ltd (MLNX)

Juncture Wealth Strategies, Llc sold out a holding in Mellanox Technologies Ltd. The sale prices were between $109.64 and $120.81, with an estimated average price of $115.19.

Sold Out: Schwab International Equity (SCHF)

Juncture Wealth Strategies, Llc sold out a holding in Schwab International Equity. The sale prices were between $30.53 and $32.33, with an estimated average price of $31.64.

Sold Out: VanEck Vectors Gold Miners (GDX)

Juncture Wealth Strategies, Llc sold out a holding in VanEck Vectors Gold Miners. The sale prices were between $20.17 and $26.17, with an estimated average price of $22.03.

Sold Out: The Ultimate Software Group Inc (ULTI)

Juncture Wealth Strategies, Llc sold out a holding in The Ultimate Software Group Inc. The sale prices were between $329.94 and $331.36, with an estimated average price of $330.68.



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