Precision Wealth Strategies, LLC Purchases in Q1 2025

Precision Wealth Strategies, LLC

  • $100 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
146K
+ 209.66%
$24.91 - $29.02 $3.64M - $4.24M
216K $5.4M
VB
Vanguard Small Cap ETF

ETFs
10.9K
New
$217.89 - $252.64 $2.38M - $2.76M
10.9K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
7.03K
New
$271.18 - $303.12 $1.91M - $2.13M
7.03K $1.92M
IVV
Ishares Core S&P 500 ETF

ETFs
2.06K
New
$554.06 - $615.85 $1.14M - $1.27M
2.06K $1.16M
GE
General Electric CO

Industrials
1.68K
+ 9.65%
$168.59 - $212.13 $283K - $356K
19.1K $3.82M
NTRA
Natera, Inc.

Healthcare
5.68K
New
$132.63 - $177.0 $753K - $1M
5.68K $802K
THG
Hanover Insurance Group, Inc.

Financial Services
4.04K
New
$147.13 - $174.61 $594K - $705K
4.04K $702K
NFLX
Netflix Inc

Communication Services
568
+ 15.31%
$828.4 - $1058.6 $471K - $601K
4.28K $3.99M
FOX
Fox Corp Cl B (De)

Communication Services
13.2K
New
$45.64 - $54.23 $603K - $716K
13.2K $667K
IAG
Iamgold Corp

Basic Materials
90.4K
New
$5.11 - $6.61 $462K - $598K
90.4K $565K
COST
Costco Wholesale Corp

Consumer Defensive
398
+ 14.21%
$890.62 - $1076.86 $354K - $429K
3.2K $3.03M
AFRM
Affirm Holdings, Inc.

Technology
8.99K
New
$43.7 - $80.98 $393K - $728K
8.99K $406K
META
Meta Platforms, Inc.

Communication Services
830
+ 13.65%
$576.36 - $736.67 $478K - $611K
6.91K $3.98M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.32K
New
$111.56 - $223.11 $371K - $741K
3.32K $371K
KNSL
Kinsale Capital Group, Inc.

Financial Services
694
New
$416.48 - $494.72 $289K - $343K
694 $337K
PX
P10, Inc.

Financial Services
26.4K
New
$11.04 - $13.77 $291K - $363K
26.4K $309K
MATX
Matson, Inc.

Industrials
2.42K
New
$127.06 - $149.06 $307K - $360K
2.42K $309K
UMBF
Umb Financial Corp

Financial Services
2.9K
New
$98.0 - $122.56 $284K - $355K
2.9K $292K
IEFA
Ishares Tr

ETFs
3.67K
New
$69.57 - $78.65 $255K - $288K
3.67K $277K
BKNG
Booking Holdings Inc.

Consumer Cyclical
96
+ 19.92%
$4295.4 - $5141.88 $412K - $494K
578 $2.66M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
3.4K
+ 19.39%
$22.39 - $33.23 $76K - $113K
20.9K $631K
JWN
Nordstrom Inc

Consumer Cyclical
8.6K
+ 53.65%
$24.01 - $24.46 $206K - $210K
24.6K $602K
PPC
Pilgrims Pride Corp

Consumer Defensive
2K
+ 20.42%
$44.52 - $55.93 $89.2K - $112K
11.8K $643K
WMT
Walmart Inc.

Consumer Defensive
2.43K
+ 17.31%
$84.5 - $105.05 $205K - $255K
16.5K $1.45M
SPOT
Spotify Technology S.A.

Communication Services
130
+ 13.77%
$457.79 - $648.32 $59.5K - $84.3K
1.07K $590K
PGR
Progressive Corp

Financial Services
341
+ 21.46%
$235.61 - $291.22 $80.3K - $99.3K
1.93K $546K
GSHD
Goosehead Insurance, Inc.

Financial Services
805
+ 17.03%
$98.59 - $123.84 $79.4K - $99.7K
5.53K $652K
VIRT
Virtu Financial, Inc.

Financial Services
2.13K
+ 12.41%
$34.19 - $40.96 $72.8K - $87.2K
19.3K $734K
EPAC
Enerpac Tool Group Corp

Industrials
703
+ 5.66%
$40.26 - $47.26 $28.3K - $33.2K
13.1K $588K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
437
+ 11.24%
$96.27 - $116.36 $42.1K - $50.8K
4.33K $503K
MDT
Medtronic PLC

Healthcare
249
+ 5.74%
$79.84 - $94.5 $19.9K - $23.5K
4.58K $411K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
3.04K
+ 25.1%
$20.96 - $26.08 $63.8K - $79.4K
15.2K $342K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.11K
+ 29.95%
$93.57 - $120.35 $104K - $133K
4.81K $459K
DVA
Davita Inc.

Healthcare
297
+ 12.24%
$140.0 - $177.35 $41.6K - $52.7K
2.72K $416K
USB
Us Bancorp \De\

Financial Services
2.41K
+ 21.92%
$40.92 - $50.9 $98.6K - $123K
13.4K $566K
IP
International Paper CO

Consumer Cyclical
815
+ 12.17%
$49.38 - $60.09 $40.2K - $49K
7.51K $400K
TBK
Triumph Bancorp, Inc.

Financial Services
517
+ 9.66%
N/A
5.87K $377K
UTI
Universal Technical Institute Inc

Consumer Defensive
1.3K
+ 5.27%
$24.77 - $29.54 $32.1K - $38.3K
25.9K $664K
CAT
Caterpillar Inc

Industrials
201
+ 19.05%
$326.75 - $407.63 $65.7K - $81.9K
1.26K $414K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
370
+ 17.1%
$203.38 - $274.79 $75.3K - $102K
2.53K $520K
LII
Lennox International Inc

Industrials
92
+ 12.87%
$553.05 - $666.93 $50.9K - $61.4K
807 $452K
URI
United Rentals, Inc.

Industrials
82
+ 17.08%
$594.17 - $789.56 $48.7K - $64.7K
562 $352K
SFBS
Servis First Bancshares, Inc.

Financial Services
364
+ 4.96%
$80.8 - $93.58 $29.4K - $34.1K
7.71K $636K
EXPI
Exp World Holdings, Inc.

Real Estate
2.87K
+ 26.28%
$9.38 - $11.76 $26.9K - $33.7K
13.8K $134K
OXLC
Oxford Lane Capital Corp.

Financial Services
2K
+ 20.0%
$4.3 - $5.17 $8.6K - $10.3K
12K $56K
MSTR
Microstrategy Inc

Technology
23
+ 2.94%
$239.27 - $396.5 $5.5K - $9.12K
804 $231K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
347
+ 9.74%
$192.82 - $222.1 $66.9K - $77.1K
3.91K $754K
Dave Inc
3.75K
New
N/A
3.75K $0
Bitwise Bitcoin ETF Tr
2.96K
+ 38.98%
N/A
10.6K $0
Activity Summary
Buys All Purchases 73 New Holdings 19 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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