Precision Wealth Strategies, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $78.2 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Belpointe Prep, LLC with a value of $14.7M, Pimco ETF Tr Enhanced Sht Matu with a value of $5.88M, Janus Detroit Str Tr Janus Hen with a value of $4.19M, Schwab Strategic Tr Us Large C with a value of $3.01M, and Meta Platforms, Inc. with a value of $2.08M.

Examining the 13F form we can see an increase of $4K in the current position value, from $78.2M to 78.2M.

Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $78.2 Million
ETFs: $21.9 Million
Real Estate: $14.8 Million
Technology: $12.3 Million
Industrials: $7.48 Million
Financial Services: $6.46 Million
Consumer Cyclical: $6.37 Million
Communication Services: $3.78 Million
Consumer Defensive: $2.61 Million
Other: $2.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 100
  • Current Value $78.2 Million
  • Prior Value $78.2 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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