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.