Precision Wealth Strategies, LLC Incresed Positions in Q2 2025

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
109K
+ 2973.25%
$67.83 - $84.09 $7.4M - $9.17M
113K $9.41M
NFLX
Netflix Inc

Communication Services
1.09K
+ 25.45%
$855.86 - $1339.13 $932K - $1.46M
5.37K $7.19M
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
+ 151.45%
$498.8 - $620.9 $1.56M - $1.94M
5.19K $3.22M
GE
General Electric CO

Industrials
2.17K
+ 11.38%
$166.81 - $257.39 $362K - $559K
21.2K $5.47M
GOOGL
Alphabet Inc.

Communication Services
8.52K
+ 498.83%
$144.7 - $178.6 $1.23M - $1.52M
10.2K $1.8M
AAPL
Apple Inc.

Technology
7.41K
+ 171.6%
$172.42 - $223.89 $1.28M - $1.66M
11.7K $2.41M
META
Meta Platforms, Inc.

Communication Services
287
+ 4.15%
$484.66 - $738.09 $139K - $212K
7.2K $5.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.62K
+ 2.6%
$22.27 - $29.21 $125K - $164K
221K $6.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
+ 8.82%
$4164.15 - $5789.24 $212K - $295K
629 $3.64M
CAT
Caterpillar Inc

Industrials
2.19K
+ 174.68%
$273.94 - $388.21 $601K - $852K
3.45K $1.34M
MDT
Medtronic PLC

Healthcare
9.47K
+ 206.54%
$80.68 - $88.86 $764K - $841K
14.1K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
655
+ 20.48%
$908.13 - $1056.85 $595K - $692K
3.85K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 46.01%
$167.32 - $223.3 $357K - $477K
6.78K $1.49M
INOD
Innodata Inc

Technology
7.01K
+ 55.46%
$29.68 - $51.96 $208K - $364K
19.7K $1.01M
FIX
Comfort Systems Usa Inc

Industrials
133
+ 11.91%
$296.51 - $536.21 $39.4K - $71.3K
1.25K $670K
EME
Emcor Group, Inc.

Industrials
42
+ 3.99%
$342.02 - $534.89 $14.4K - $22.5K
1.09K $585K
USB
Us Bancorp \De\

Financial Services
3.45K
+ 25.73%
$36.4 - $45.76 $126K - $158K
16.9K $762K
IWF
Ishares Russell 1000 Gr ETF

ETFs
245
+ 17.11%
$320.42 - $424.58 $78.5K - $104K
1.68K $707K
KNSL
Kinsale Capital Group, Inc.

Financial Services
317
+ 45.68%
$419.99 - $501.97 $133K - $159K
1.01K $489K
UBER
Uber Technologies, Inc

Technology
287
+ 5.07%
$64.62 - $93.3 $18.5K - $26.8K
5.95K $554K
SYF
Synchrony Financial

Financial Services
477
+ 6.93%
$43.81 - $66.74 $20.9K - $31.8K
7.36K $490K
MORN
Morningstar, Inc.

Financial Services
199
+ 7.13%
$255.31 - $313.93 $50.8K - $62.5K
2.99K $938K
MSTR
Microstrategy Inc

Technology
3
+ 0.37%
$237.95 - $421.61 $714 - $1.26K
807 $326K
URI
United Rentals, Inc.

Industrials
32
+ 5.69%
$551.94 - $753.4 $17.7K - $24.1K
594 $447K
USPH
U S Physical Therapy Inc

Healthcare
732
+ 23.97%
$65.08 - $79.84 $47.6K - $58.4K
3.79K $296K
LDOS
Leidos Holdings, Inc.

Technology
48
+ 1.77%
$132.9 - $160.3 $6.38K - $7.69K
2.76K $435K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.06K
+ 7.0%
$20.4 - $25.29 $21.7K - $26.9K
16.2K $407K
NCNO
N Cino, Inc.

Technology
1.7K
+ 10.77%
$21.45 - $28.12 $36.4K - $47.8K
17.5K $488K
GSHD
Goosehead Insurance, Inc.

Financial Services
1.16K
+ 21.01%
$93.19 - $121.83 $108K - $142K
6.69K $706K
SPSC
Sps Commerce Inc

Technology
294
+ 14.11%
$121.61 - $152.67 $35.8K - $44.9K
2.38K $323K
PGR
Progressive Corp

Financial Services
278
+ 14.4%
$255.27 - $288.74 $71K - $80.3K
2.21K $589K
DAVA
Endava PLC

Technology
5.38K
+ 42.63%
$13.81 - $21.5 $74.3K - $116K
18K $275K
FOX
Fox Corp Cl B (De)

Communication Services
168
+ 1.27%
$43.81 - $53.0 $7.36K - $8.9K
13.4K $690K
F
Ford Motor CO

Consumer Cyclical
520
+ 4.34%
$8.69 - $10.85 $4.52K - $5.64K
12.5K $135K
RVLV
Revolve Group, Inc.

Consumer Cyclical
1.64K
+ 12.02%
$17.07 - $22.57 $28.1K - $37.1K
15.3K $307K
Arista Networks Inc
299
+ 6.76%
N/A
4.72K $0
TBK
Triumph Bancorp, Inc.

Financial Services
3
+ 0.05%
N/A
5.87K $377K
UYLD
Angel Oak Fds Tr Ultrashort In
6.21K
+ 10.82%
N/A
63.6K $0
Ishares Ethereum Tr
3.42K
+ 27.3%
N/A
16K $0
Global X Fds
3.56K
+ 11.16%
N/A
35.5K $0
Grayscale Ethereum Mini Tr E
3.19K
+ 29.49%
N/A
14K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
11.4K
+ 11.01%
N/A
115K $0
Onestream Inc
13.6K
+ 94.24%
N/A
28K $0
Pimco ETF Tr
3.44K
+ 10.85%
N/A
35.2K $0
EXPI
Exp World Holdings, Inc.

Real Estate
29
+ 0.21%
$7.46 - $9.89 $216 - $287
13.8K $125K
HLLY
Holley Inc.

Consumer Cyclical
227
+ 0.92%
$1.77 - $2.57 $402 - $583
24.8K $49K
SFBS
Servis First Bancshares, Inc.

Financial Services
180
+ 2.33%
$68.48 - $82.21 $12.3K - $14.8K
7.89K $611K
EPAC
Enerpac Tool Group Corp

Industrials
133
+ 1.01%
$37.39 - $46.15 $4.97K - $6.14K
13.2K $537K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
36
+ 0.39%
$64.31 - $75.93 $2.32K - $2.73K
9.23K $627K
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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