Precision Wealth Strategies, LLC Purchases in Q4 2024

Precision Wealth Strategies, LLC

  • $97.2 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.23K
+ 12.37%
$117.0 - $148.88 $728K - $927K
56.5K $7.59M
WMT
Walmart Inc.

Consumer Defensive
14K
New
$79.1 - $95.7 $1.11M - $1.34M
14K $1.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.5K
+ 868.92%
$25.93 - $105.3 $1.62M - $6.58M
69.7K $1.94M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.5K
+ 31.44%
$50.62 - $50.97 $986K - $992K
81.4K $4.13M
APP
App Lovin Corp

Technology
64
+ 1.36%
$130.67 - $401.5 $8.36K - $25.7K
4.77K $1.55M
AVGO
Broadcom Inc.

Technology
845
+ 7.12%
$159.67 - $250.0 $135K - $211K
12.7K $2.95M
NFLX
Netflix Inc

Communication Services
220
+ 6.3%
$687.65 - $936.56 $151K - $206K
3.71K $3.31M
MSFT
Microsoft Corp

Technology
1.65K
+ 30.95%
$406.35 - $454.46 $669K - $748K
6.96K $2.94M
UTI
Universal Technical Institute Inc

Consumer Defensive
24.6K
New
$15.2 - $26.53 $374K - $652K
24.6K $631K
VIRT
Virtu Financial, Inc.

Financial Services
17.1K
New
$30.43 - $37.95 $522K - $651K
17.1K $611K
MTZ
Mastec Inc

Industrials
4.34K
New
$119.94 - $147.94 $520K - $641K
4.34K $590K
PSN
Parsons Corp

Industrials
6.26K
New
$92.25 - $113.31 $578K - $710K
6.26K $577K
INGR
Ingredion Inc

Consumer Defensive
4.08K
New
$132.76 - $154.86 $542K - $632K
4.08K $561K
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
+ 9.79%
$4100.99 - $5300.34 $176K - $228K
482 $2.39M
VERX
Vertex, Inc.

Technology
10K
New
$39.21 - $56.92 $394K - $572K
10K $535K
TGTX
Tg Therapeutics, Inc.

Healthcare
17.6K
New
$21.31 - $35.09 $375K - $618K
17.6K $530K
IDCC
Inter Digital, Inc.

Communication Services
2.73K
New
$142.61 - $200.59 $389K - $547K
2.73K $527K
EPAC
Enerpac Tool Group Corp

Industrials
12.4K
New
$41.09 - $51.57 $510K - $640K
12.4K $509K
VIST
Vista Energy, S.A.B. De C.V.

Energy
8.87K
New
$45.39 - $58.41 $403K - $518K
8.87K $480K
GMED
Globus Medical Inc

Healthcare
5.8K
New
$69.79 - $85.61 $405K - $496K
5.8K $479K
CVNA
Carvana Co.

Consumer Cyclical
2.36K
New
$175.8 - $260.8 $414K - $614K
2.36K $478K
INOD
Innodata Inc

Technology
11.8K
New
$15.45 - $46.23 $182K - $545K
11.8K $466K
META
Meta Platforms, Inc.

Communication Services
596
+ 10.87%
$554.08 - $632.68 $330K - $377K
6.08K $3.59M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 44.15%
$180.88 - $232.93 $273K - $352K
4.94K $1.08M
HCI
Hci Group, Inc.

Financial Services
3.71K
New
$95.47 - $123.75 $354K - $459K
3.71K $432K
MCY
Mercury General Corp

Financial Services
6.38K
New
$62.82 - $78.96 $401K - $504K
6.38K $424K
ACIW
Aci Worldwide, Inc.

Technology
8.1K
New
$48.81 - $59.2 $395K - $480K
8.1K $420K
FIX
Comfort Systems Usa Inc

Industrials
972
New
$370.68 - $504.12 $360K - $490K
972 $412K
PIPR
Piper Sandler Companies

Financial Services
1.36K
New
$280.53 - $348.81 $381K - $473K
1.36K $407K
COST
Costco Wholesale Corp

Consumer Defensive
351
+ 14.33%
$873.59 - $994.69 $307K - $349K
2.8K $2.57M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
17.5K
New
$21.88 - $26.03 $383K - $456K
17.5K $387K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
3.59K
New
$99.39 - $112.14 $357K - $403K
3.59K $366K
GOOGL
Alphabet Inc.

Communication Services
1.86K
New
$161.86 - $196.66 $301K - $365K
1.86K $351K
WLFC
Willis Lease Finance Corp

Industrials
1.24K
New
$144.72 - $231.63 $179K - $286K
1.24K $256K
SKYW
Skywest Inc

Industrials
2.29K
New
$83.51 - $115.11 $191K - $263K
2.29K $228K
MSTR
Microstrategy Inc

Technology
781
New
$162.69 - $473.83 $127K - $370K
781 $226K
GVA
Granite Construction Inc

Industrials
2.45K
New
$79.33 - $100.2 $194K - $245K
2.45K $214K
AAPL
Apple Inc.

Technology
443
+ 12.01%
$221.69 - $259.02 $98.2K - $115K
4.13K $1.03M
JHG
Janus Henderson Group PLC

Financial Services
1.7K
+ 14.03%
$37.65 - $45.66 $64.2K - $77.8K
13.8K $588K
GSHD
Goosehead Insurance, Inc.

Financial Services
256
+ 5.73%
$87.63 - $129.69 $22.4K - $33.2K
4.73K $506K
LDOS
Leidos Holdings, Inc.

Technology
998
+ 35.6%
$143.17 - $201.39 $143K - $201K
3.8K $547K
EME
Emcor Group, Inc.

Industrials
142
+ 13.0%
$427.96 - $526.95 $60.8K - $74.8K
1.23K $560K
UBER
Uber Technologies, Inc

Technology
2.44K
+ 45.2%
$59.93 - $86.34 $146K - $211K
7.84K $472K
MORN
Morningstar, Inc.

Financial Services
65
+ 2.6%
$312.56 - $358.78 $20.3K - $23.3K
2.56K $863K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
119
+ 3.16%
$87.56 - $119.8 $10.4K - $14.3K
3.89K $426K
DAVA
Endava PLC

Technology
383
+ 4.47%
$23.6 - $31.03 $9.04K - $11.9K
8.95K $276K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
109
+ 3.15%
$198.04 - $221.51 $21.6K - $24.1K
3.56K $750K
NCNO
N Cino, Inc.

Technology
714
+ 5.26%
$30.14 - $42.64 $21.5K - $30.4K
14.3K $479K
SFBS
Servis First Bancshares, Inc.

Financial Services
133
+ 1.84%
$77.34 - $99.0 $10.3K - $13.2K
7.35K $622K
Activity Summary
Buys All Purchases 80 New Holdings 30 Increased Positions 50 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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