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
COST
Costco Wholesale Corp

Consumer Defensive
655
+ 20.48%
$908.13 - $1056.85 $595K - $692K
3.85K $3.82M
RTX
Raytheon Technologies Corp

Industrials
5.32K
New
$113.75 - $148.48 $605K - $790K
5.32K $776K
GS
Goldman Sachs Group Inc

Financial Services
1.07K
New
$462.22 - $707.75 $496K - $759K
1.07K $759K
VSEC
Vse Corp

Industrials
5.79K
New
$103.15 - $140.55 $597K - $814K
5.79K $758K
ASML
Asml Holding Nv

Technology
923
New
$595.37 - $815.24 $550K - $752K
923 $739K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.47K
New
$108.12 - $135.04 $592K - $739K
5.47K $738K
BPOP
Popular, Inc.

Financial Services
6.4K
New
$81.63 - $110.51 $522K - $707K
6.4K $704K
EHC
Encompass Health Corp

Healthcare
5.65K
New
$96.12 - $122.63 $543K - $692K
5.65K $692K
CDXC
Chroma Dex Corp.

Healthcare
102K
New
$5.42 - $7.08 $555K - $725K
102K $628K
VEEV
Veeva Systems Inc

Healthcare
2.12K
New
$209.39 - $289.94 $445K - $616K
2.12K $611K
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 46.01%
$167.32 - $223.3 $357K - $477K
6.78K $1.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.8K
New
$51.1 - $53.29 $553K - $577K
10.8K $577K
ACN
Accenture PLC

Technology
1.89K
New
$279.23 - $323.21 $527K - $610K
1.89K $563K
INOD
Innodata Inc

Technology
7.01K
+ 55.46%
$29.68 - $51.96 $208K - $364K
19.7K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
1.5K
New
$335.24 - $380.78 $502K - $570K
1.5K $548K
GD
General Dynamics Corp

Industrials
1.85K
New
$247.68 - $291.66 $457K - $538K
1.85K $538K
SBUX
Starbucks Corp

Consumer Cyclical
5.88K
New
$79.69 - $99.41 $468K - $584K
5.88K $538K
SPMD
Spdr Portfolio

ETFs
9.71K
New
$44.89 - $54.38 $436K - $528K
9.71K $527K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.7K
New
$35.35 - $42.68 $414K - $499K
11.7K $498K
MA
Mastercard Inc

Financial Services
820
New
$479.92 - $590.74 $394K - $484K
820 $460K
MBB
Ishares Tr

ETFs
4.73K
New
$91.41 - $94.22 $433K - $446K
4.73K $444K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.94K
New
$141.37 - $228.57 $274K - $443K
1.94K $438K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.95K
New
$108.06 - $135.3 $319K - $399K
2.95K $398K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.56K
New
$45.12 - $46.23 $386K - $395K
8.56K $395K
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
New
$210.28 - $289.91 $283K - $391K
1.35K $390K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.82K
New
$86.97 - $102.82 $333K - $393K
3.82K $366K
PG
Procter & Gamble CO

Consumer Defensive
2.21K
New
$157.66 - $172.39 $349K - $381K
2.21K $352K
NKE
Nike, Inc.

Consumer Cyclical
4.86K
New
$53.27 - $72.04 $259K - $350K
4.86K $345K
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
New
$221.86 - $362.89 $225K - $368K
1.01K $321K
ADBE
Adobe Inc.

Technology
821
New
$340.0 - $420.68 $279K - $345K
821 $317K
DEO
Diageo PLC

Consumer Defensive
3.11K
New
$99.86 - $115.75 $310K - $360K
3.11K $313K
FIX
Comfort Systems Usa Inc

Industrials
133
+ 11.91%
$296.51 - $536.21 $39.4K - $71.3K
1.25K $670K
GOOG
Alphabet Inc.

Communication Services
1.66K
New
$146.58 - $180.01 $243K - $299K
1.66K $294K
CL
Colgate Palmolive CO

Consumer Defensive
3.14K
New
$87.57 - $96.0 $275K - $301K
3.14K $285K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
New
$24.88 - $25.41 $259K - $264K
10.4K $264K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.4K
New
$24.98 - $25.35 $260K - $264K
10.4K $264K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.83K
New
$26.41 - $26.76 $260K - $263K
9.83K $263K
IBMO
Ishares Tr Ibonds December 202

ETFs
10.2K
New
$25.32 - $25.63 $259K - $262K
10.2K $261K
VBK
Vanguard Small Cap Growth ETF

ETFs
883
New
$219.76 - $276.94 $194K - $245K
883 $244K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.42K
New
$96.84 - $99.46 $234K - $241K
2.42K $240K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.75K
New
$50.36 - $50.68 $239K - $241K
4.75K $240K
CASY
Caseys General Stores Inc

Consumer Cyclical
469
New
$415.82 - $510.91 $195K - $240K
469 $239K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
New
$22.09 - $22.44 $230K - $234K
10.4K $233K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.5K
New
$21.57 - $21.99 $227K - $232K
10.5K $231K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.06K
New
$43.65 - $45.44 $221K - $230K
5.06K $230K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.1K
New
$22.81 - $22.97 $230K - $231K
10.1K $230K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.2K
New
$22.3 - $22.57 $227K - $230K
10.2K $228K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.71K
New
$23.29 - $23.38 $226K - $227K
9.71K $226K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.18K
New
$51.68 - $52.76 $216K - $220K
4.18K $220K
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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