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
Grayscale Ethereum Mini Tr E
10.8K
New
N/A
10.8K $0
Onestream Inc
3.96K
+ 37.92%
N/A
14.4K $0
Ishares Ethereum Tr
12.5K
New
N/A
12.5K $0
ETF Opportunities Trust
11.2K
New
N/A
11.2K $0
HLLY
Holley Inc.

Consumer Cyclical
1.24K
+ 5.3%
$2.4 - $3.18 $2.97K - $3.93K
24.6K $63K
INOD
Innodata Inc

Technology
854
+ 7.24%
$33.19 - $64.17 $28.3K - $54.8K
12.6K $453K
BURL
Burlington Stores, Inc.

Consumer Cyclical
211
+ 14.7%
$228.41 - $293.71 $48.2K - $62K
1.65K $392K
MORN
Morningstar, Inc.

Financial Services
228
+ 8.89%
$282.49 - $334.73 $64.4K - $76.3K
2.79K $837K
DAVA
Endava PLC

Technology
3.67K
+ 40.96%
$19.51 - $34.49 $71.6K - $127K
12.6K $246K
USPH
U S Physical Therapy Inc

Healthcare
189
+ 6.6%
$71.93 - $90.88 $13.6K - $17.2K
3.05K $220K
NCNO
N Cino, Inc.

Technology
1.5K
+ 10.51%
$27.36 - $34.81 $41.1K - $52.2K
15.8K $433K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
549
+ 6.26%
$23.34 - $30.17 $12.8K - $16.6K
9.32K $217K
FIX
Comfort Systems Usa Inc

Industrials
145
+ 14.92%
$313.26 - $550.27 $45.4K - $79.8K
1.12K $360K
PWR
Quanta Services, Inc.

Industrials
105
+ 6.86%
$236.71 - $358.03 $24.9K - $37.6K
1.64K $415K
AAPL
Apple Inc.

Technology
184
+ 4.45%
$209.68 - $247.1 $38.6K - $45.5K
4.32K $958K
SPSC
Sps Commerce Inc

Technology
125
+ 6.38%
$123.05 - $197.4 $15.4K - $24.7K
2.08K $276K
APP
App Lovin Corp

Technology
715
+ 14.98%
$238.08 - $510.13 $170K - $365K
5.49K $1.45M
RVLV
Revolve Group, Inc.

Consumer Cyclical
1.05K
+ 8.32%
$21.26 - $33.75 $22.3K - $35.5K
13.7K $293K
MSFT
Microsoft Corp

Technology
281
+ 4.04%
$375.39 - $447.2 $105K - $126K
7.25K $2.72M
AVGO
Broadcom Inc.

Technology
2.68K
+ 21.09%
$167.43 - $244.7 $449K - $656K
15.4K $2.58M
NVDA
Nvidia Corp

Technology
10K
+ 17.77%
$106.98 - $149.43 $1.07M - $1.5M
66.6K $7.22M
OZ
Belpointe Prep, LLC

Real Estate
8.14K
+ 3.45%
$60.5 - $78.04 $492K - $635K
244K $15.7M
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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