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Juncture Wealth Strategies, LLC

Q1 2017 Holdings

Filed 2017-04-17 | 83 holdings | $4.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr SER TR(SHM)NUVEEN BLMBRG SR78468R739$2034,1840.0%
Gigamon IncCOM37518B102$2326,5400.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$2331,3590.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$2343,3790.0%
Grubhub IncCOM400110102$2347,1260.0%
Hubspot Inc(HUBS)COM443573100$2413,9730.0%
Ishares Gold Trust(IAUUSD)ISHARES464285105$25321,1010.0%
Lilly ELI & Co(LLY)COM532457108$2613,1000.0%
Ambarella Inc(AMBA)SHSG037AX101$2634,8050.0%
Glaxosmithkline PLCSPONSORED ADR37733W105$2786,6000.0%
Alexion Pharmaceuticals Inc(ALXN)COM015351109$2922,4060.0%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$3193,6960.0%
Vanguard Scottsdale FDS(VGIT)INT-TERM GOV92206C706$3325,1570.0%
Ishares TR(SHY)1-3 YR TR BD ETF464287457$3954,6680.0%
Ishares TR(TIP)TIPS BD ETF464287176$4313,7620.0%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$5224,9450.0%
Ishares TR(EMB)JP MOR EM MK ETF464288281$5414,7570.0%
Fortinet Inc(FTNT)COM34959E109$54314,1610.0%
Ishares TR(FXI)CHINA LG-CAP ETF464287184$54514,1630.0%
Ishares(BKF)MSCI BRIC INDX464286657$54615,0370.0%
American Elec PWR Inc(AEP)COM025537101$5718,5000.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$6025,5230.0%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$6147,6970.0%
Taser Intl IncCOM87651B104$67029,3850.0%
Vodafone Group PLC New(VOD)SPNSR ADR92857W308$67125,4000.0%
Seagate Technology PLC(STX)SHSG7945M107$67514,7000.0%
Total S A(TTEN)SPONSORED ADR89151E109$67613,4000.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$6918,6710.0%
Global X FDS(LIT)GLOBAL X LITHIUM37954Y855$79128,1570.0%
Maxlinear Inc(MXL)CL A57776J100$79728,4030.0%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$80410,3600.0%
Select Sector Spdr TR(XLB)SBI MATERIALS81369Y100$82915,8120.0%
Ishares TR(IGSB)1-3 YR CR BD ETF464288646$8297,8750.0%
Skyworks Solutions Inc(SWKS)COM83088M102$8648,8210.0%
Ishares TR(MBB)MBS ETF464288588$8938,3820.0%
Spdr Series TrustBRC HGH YLD BD78464A417$90824,5830.0%
Kimberly Clark Corp(KMB)COM494368103$9357,1000.0%
Ishares Silver Trust(SLV)ISHARES46428Q109$93754,2970.0%
Ishares TR(IXG)GLOBAL FINLS ETF464287333$96615,8560.0%
Salesforce COM Inc(CRM)COM79466L302$1.1K13,1280.0%
Select Sector Spdr TR(XLE)SBI INT-ENERGY81369Y506$1.1K15,9500.0%
8X8 Inc New(EGHT)COM282914100$1.1K74,2130.0%
Inphi Corp(IPHI)COM45772F107$1.2K23,8160.0%
Powershares ETF TrustGBL LSTD PVT EQT73935X195$1.2K101,4650.0%
Omnicell Inc(OMCL)COM68213N109$1.2K29,6920.0%
Southern Co(SO)COM842587107$1.2K24,7380.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$1.3K11,5180.0%
Abiomed Inc(ABMDEUR)COM003654100$1.4K10,9140.0%
Supernus Pharmaceuticals Inc(SUPN)COM868459108$1.6K51,4590.0%
Powershares Global ETF FDS&P 500 BUYWRT73936G308$1.8K82,0870.0%
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