Precision Wealth Strategies, LLC Incresed Positions in Q3 2024

Precision Wealth Strategies, LLC

  • $87.6 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
23.5K
+ 87.35%
$98.91 - $134.91 $2.32M - $3.16M
50.3K $6.11M
GE
General Electric CO

Industrials
3.28K
+ 27.28%
$156.66 - $189.66 $514K - $623K
15.3K $2.89M
META
Meta Platforms, Inc.

Communication Services
768
+ 16.28%
$453.41 - $572.44 $348K - $440K
5.48K $3.14M
VB
Vanguard Small Cap ETF

ETFs
2.73K
+ 53.54%
$214.77 - $237.72 $587K - $649K
7.84K $1.86M
NFLX
Netflix Inc

Communication Services
582
+ 20.01%
$598.55 - $722.26 $348K - $420K
3.49K $2.48M
BKNG
Booking Holdings Inc.

Consumer Cyclical
75
+ 20.6%
$3305.62 - $4268.05 $248K - $320K
439 $1.85M
COST
Costco Wholesale Corp

Consumer Defensive
319
+ 14.97%
$801.83 - $917.05 $256K - $293K
2.45K $2.17M
MSFT
Microsoft Corp

Technology
943
+ 21.55%
$395.15 - $467.56 $373K - $441K
5.32K $2.29M
AVGO
Broadcom Inc.

Technology
10.8K
+ 989.26%
$136.27 - $1745.86 $1.47M - $18.8M
11.9K $2.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 43.66%
$178.94 - $207.0 $188K - $217K
3.46K $693K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.6K
+ 17.56%
$24.49 - $38.1 $39.1K - $60.9K
10.7K $387K
GSHD
Goosehead Insurance, Inc.

Financial Services
99
+ 2.26%
$55.77 - $90.46 $5.52K - $8.96K
4.47K $399K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.64K
+ 21.75%
$60.84 - $67.51 $100K - $111K
9.2K $620K
SPOT
Spotify Technology S.A.

Communication Services
181
+ 14.48%
$290.16 - $384.01 $52.5K - $69.5K
1.43K $527K
THC
Tenet Healthcare Corp

Healthcare
224
+ 7.57%
$129.27 - $168.03 $29K - $37.6K
3.18K $528K
RVLV
Revolve Group, Inc.

Consumer Cyclical
407
+ 3.3%
$15.06 - $25.89 $6.13K - $10.5K
12.7K $315K
SHV
Ishares Tr

ETFs
1.02K
+ 8.17%
$110.05 - $110.63 $113K - $113K
13.5K $1.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.2K
+ 8.52%
$91.42 - $91.82 $109K - $110K
15.2K $1.4M
CAT
Caterpillar Inc

Industrials
85
+ 9.68%
$316.8 - $391.12 $26.9K - $33.2K
963 $376K
DVA
Davita Inc.

Healthcare
57
+ 1.94%
$133.98 - $165.19 $7.64K - $9.42K
2.99K $489K
MORN
Morningstar, Inc.

Financial Services
63
+ 2.59%
$295.85 - $326.31 $18.6K - $20.6K
2.5K $797K
JHG
Janus Henderson Group PLC

Financial Services
593
+ 5.13%
$33.55 - $38.68 $19.9K - $22.9K
12.1K $462K
ANET
Arista Networks, Inc.

Technology
68
+ 5.37%
$311.42 - $388.21 $21.2K - $26.4K
1.33K $512K
ACGL
Arch Capital Group Ltd.

Financial Services
137
+ 3.61%
$94.47 - $114.25 $12.9K - $15.7K
3.93K $440K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.32K
+ 112.8%
$128.47 - $280.94 $170K - $371K
2.49K $386K
LDOS
Leidos Holdings, Inc.

Technology
38
+ 1.37%
$142.66 - $163.02 $5.42K - $6.19K
2.8K $456K
LII
Lennox International Inc

Industrials
5
+ 0.7%
$523.72 - $620.83 $2.62K - $3.1K
715 $432K
MDT
Medtronic PLC

Healthcare
118
+ 3.26%
$76.84 - $91.03 $9.07K - $10.7K
3.74K $336K
AZPN
Aspen Technology, Inc.

Technology
10
+ 0.88%
$172.9 - $239.26 $1.73K - $2.39K
1.14K $272K
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.57%
$397.04 - $469.48 $1.59K - $1.88K
703 $323K
WMS
Advanced Drainage Systems, Inc.

Industrials
257
+ 11.27%
$140.18 - $178.56 $36K - $45.9K
2.54K $398K
OC
Owens Corning

Industrials
142
+ 6.38%
$154.02 - $186.38 $21.9K - $26.5K
2.37K $417K
EXPI
Exp World Holdings, Inc.

Real Estate
1
+ 0.01%
$10.51 - $14.73 $10.5 - $14.7
10.9K $153K
RGA
Reinsurance Group Of America Inc

Financial Services
13
+ 0.67%
$192.62 - $225.79 $2.5K - $2.94K
1.96K $427K
NXPI
Nxp Semiconductors N.V.

Technology
232
+ 18.65%
$225.14 - $290.78 $52.2K - $67.5K
1.48K $354K
NCNO
N Cino, Inc.

Technology
589
+ 4.54%
$29.0 - $35.0 $17.1K - $20.6K
13.6K $428K
UBER
Uber Technologies, Inc

Technology
45
+ 0.84%
$58.48 - $77.47 $2.63K - $3.49K
5.4K $405K
VRT
Vertiv Holdings CO

Industrials
165
+ 3.58%
$86.66 - $86.66 $14.3K - $14.3K
4.77K $413K
Pimco ETF Tr
1.29K
+ 8.2%
N/A
17K $0
USPH
U S Physical Therapy Inc

Healthcare
137
+ 5.1%
$81.64 - $98.68 $11.2K - $13.5K
2.82K $239K
HLLY
Holley Inc.

Consumer Cyclical
675
+ 3.0%
$2.9 - $4.06 $1.96K - $2.74K
23.2K $68K
DAVA
Endava PLC

Technology
540
+ 6.72%
$25.54 - $33.46 $13.8K - $18.1K
8.57K $218K
AMAT
Applied Materials Inc

Technology
598
+ 14.37%
$174.88 - $254.97 $105K - $152K
4.76K $961K
GPS
Gap Inc

Consumer Cyclical
1.14K
+ 6.47%
$19.42 - $24.62 $22K - $27.9K
18.7K $376K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
180
+ 2.15%
$35.85 - $53.39 $6.45K - $9.61K
8.57K $355K
Activity Summary
Buys All Purchases 67 New Holdings 21 Increased Positions 46 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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