Precision Wealth Strategies, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.2 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Belpointe Prep, LLC with a value of $18.2M, Nvidia Corp with a value of $7.59M, Pimco ETF Tr Enhanced Sht Matu with a value of $4.15M, Janus Detroit Str Tr Janus Hen with a value of $4.13M, and Meta Platforms, Inc. with a value of $3.59M.

Examining the 13F form we can see an increase of $9.65M in the current position value, from $87.6M to 97.2M.

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

Portfolio value $97.2 Million
Technology: $20.1 Million
Real Estate: $18.3 Million
ETFs: $13.4 Million
Industrials: $10.7 Million
Consumer Cyclical: $8.71 Million
Financial Services: $8.67 Million
Communication Services: $8.19 Million
Consumer Defensive: $5.9 Million
Other: $3.21 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $97.2 Million
  • Prior Value $87.6 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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