Precision Wealth Strategies, LLC Purchases in Q2 2025

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67.7K
New
$456.74 - $568.03 $30.9M - $38.4M
67.7K $38.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
148K
New
$77.74 - $78.78 $11.5M - $11.7M
148K $11.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
123K
New
$91.43 - $91.74 $11.2M - $11.3M
123K $11.3M
IEFA
Ishares Tr

ETFs
109K
+ 2973.25%
$67.83 - $84.09 $7.4M - $9.17M
113K $9.41M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
96.3K
New
$75.05 - $77.34 $7.23M - $7.45M
96.3K $7.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
152K
New
$32.11 - $38.21 $4.89M - $5.82M
152K $5.78M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
109K
New
$47.02 - $47.83 $5.12M - $5.21M
109K $5.21M
JNK
Spdr Bloomberg High Yield Bond

ETFs
49.2K
New
$91.23 - $97.27 $4.48M - $4.78M
49.2K $4.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35.4K
New
$90.56 - $109.49 $3.21M - $3.88M
35.4K $3.87M
VTV
Vanguard Value ETF

ETFs
20.3K
New
$153.67 - $176.74 $3.12M - $3.59M
20.3K $3.59M
MAR
Marriott International Inc

Consumer Cyclical
11K
New
$211.12 - $274.14 $2.33M - $3.02M
11K $3.01M
V
Visa Inc.

Financial Services
7.57K
New
$308.27 - $373.31 $2.33M - $2.83M
7.57K $2.69M
GBIL
Goldman Sachs Access Treasury

ETFs
25.9K
New
$99.83 - $100.19 $2.59M - $2.6M
25.9K $2.6M
IEMG
Ishares Inc

ETFs
46.2K
New
N/A
46.2K $2.48M
MUB
Ishares National Muni Bond ETF

ETFs
23.1K
New
$102.31 - $105.8 $2.36M - $2.44M
23.1K $2.41M
VUG
Vanguard Growth ETF

ETFs
5.17K
New
$329.49 - $438.4 $1.7M - $2.27M
5.17K $2.27M
CSCO
Cisco Systems, Inc.

Technology
31.8K
New
$53.19 - $69.38 $1.69M - $2.2M
31.8K $2.2M
T
At&T Inc.

Communication Services
75.9K
New
$26.33 - $28.94 $2M - $2.2M
75.9K $2.2M
PLTR
Palantir Technologies Inc.

Technology
15.7K
New
$74.01 - $144.25 $1.16M - $2.26M
15.7K $2.14M
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
+ 151.45%
$498.8 - $620.9 $1.56M - $1.94M
5.19K $3.22M
DE
Deere & CO

Industrials
3.85K
New
$412.99 - $531.48 $1.59M - $2.05M
3.85K $1.96M
GILD
Gilead Sciences, Inc.

Healthcare
17.3K
New
$96.91 - $113.0 $1.68M - $1.96M
17.3K $1.92M
GE
General Electric CO

Industrials
2.17K
+ 11.38%
$166.81 - $257.39 $362K - $559K
21.2K $5.47M
VBR
Vanguard Small Cap Value ETF

ETFs
8.42K
New
$162.76 - $195.77 $1.37M - $1.65M
8.42K $1.64M
VNQI
Vanguard Global Ex U.S. Real

ETFs
35.1K
New
$37.77 - $46.15 $1.33M - $1.62M
35.1K $1.62M
GOOGL
Alphabet Inc.

Communication Services
8.52K
+ 498.83%
$144.7 - $178.6 $1.23M - $1.52M
10.2K $1.8M
VNQ
Vanguard Specialized Funds Van

ETFs
16.4K
New
$79.79 - $91.42 $1.31M - $1.5M
16.4K $1.46M
AAPL
Apple Inc.

Technology
7.41K
+ 171.6%
$172.42 - $223.89 $1.28M - $1.66M
11.7K $2.41M
DIS
Walt Disney CO

Communication Services
11.3K
New
$81.72 - $124.01 $927K - $1.41M
11.3K $1.41M
ORCL
Oracle Corp

Technology
6.12K
New
$122.82 - $218.63 $752K - $1.34M
6.12K $1.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
53.9K
New
$24.14 - $25.43 $1.3M - $1.37M
53.9K $1.33M
META
Meta Platforms, Inc.

Communication Services
287
+ 4.15%
$484.66 - $738.09 $139K - $212K
7.2K $5.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.6K
New
$483.48 - $539.8 $1.26M - $1.4M
2.6K $1.26M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
28.2K
New
$38.18 - $45.52 $1.08M - $1.28M
28.2K $1.23M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.62K
+ 2.6%
$22.27 - $29.21 $125K - $164K
221K $6.47M
UL
Unilever PLC

Consumer Defensive
17.1K
New
$57.9 - $65.43 $989K - $1.12M
17.1K $1.05M
NGD
New Gold Inc.

Basic Materials
200K
New
$2.98 - $4.95 $595K - $989K
200K $988K
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
+ 8.82%
$4164.15 - $5789.24 $212K - $295K
629 $3.64M
APH
Amphenol Corp

Technology
9.78K
New
$59.09 - $98.75 $578K - $966K
9.78K $965K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
8.61K
New
$91.62 - $109.97 $789K - $947K
8.61K $946K
CAT
Caterpillar Inc

Industrials
2.19K
+ 174.68%
$273.94 - $388.21 $601K - $852K
3.45K $1.34M
RDVT
Red Violet, Inc.

Technology
18.6K
New
$34.9 - $50.36 $649K - $937K
18.6K $915K
NVO
Novo Nordisk A S

Healthcare
13.2K
New
$58.08 - $81.05 $768K - $1.07M
13.2K $913K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
38.8K
New
$22.54 - $23.17 $874K - $898K
38.8K $890K
WMT
Walmart Inc.

Consumer Defensive
6.83K
+ 41.52%
$81.79 - $99.98 $559K - $683K
23.3K $2.28M
INTU
Intuit Inc

Technology
1.05K
New
$544.07 - $787.63 $571K - $827K
1.05K $827K
JNJ
Johnson & Johnson

Healthcare
5.41K
New
$146.36 - $159.82 $792K - $864K
5.41K $826K
MDT
Medtronic PLC

Healthcare
9.47K
+ 206.54%
$80.68 - $88.86 $764K - $841K
14.1K $1.22M
PTGX
Protagonist Therapeutics, Inc

Healthcare
14.3K
New
$40.89 - $56.37 $586K - $808K
14.3K $792K
Activity Summary
Buys All Purchases 143 New Holdings 93 Increased Positions 50 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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