Precision Wealth Strategies, LLC Incresed Positions in Q1 2025

Precision Wealth Strategies, LLC

  • $100 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
146K
+ 209.66%
$24.91 - $29.02 $3.64M - $4.24M
216K $5.4M
GE
General Electric CO

Industrials
1.68K
+ 9.65%
$168.59 - $212.13 $283K - $356K
19.1K $3.82M
NFLX
Netflix Inc

Communication Services
568
+ 15.31%
$828.4 - $1058.6 $471K - $601K
4.28K $3.99M
COST
Costco Wholesale Corp

Consumer Defensive
398
+ 14.21%
$890.62 - $1076.86 $354K - $429K
3.2K $3.03M
META
Meta Platforms, Inc.

Communication Services
830
+ 13.65%
$576.36 - $736.67 $478K - $611K
6.91K $3.98M
BKNG
Booking Holdings Inc.

Consumer Cyclical
96
+ 19.92%
$4295.4 - $5141.88 $412K - $494K
578 $2.66M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
3.4K
+ 19.39%
$22.39 - $33.23 $76K - $113K
20.9K $631K
JWN
Nordstrom Inc

Consumer Cyclical
8.6K
+ 53.65%
$24.01 - $24.46 $206K - $210K
24.6K $602K
PPC
Pilgrims Pride Corp

Consumer Defensive
2K
+ 20.42%
$44.52 - $55.93 $89.2K - $112K
11.8K $643K
WMT
Walmart Inc.

Consumer Defensive
2.43K
+ 17.31%
$84.5 - $105.05 $205K - $255K
16.5K $1.45M
PGR
Progressive Corp

Financial Services
341
+ 21.46%
$235.61 - $291.22 $80.3K - $99.3K
1.93K $546K
GSHD
Goosehead Insurance, Inc.

Financial Services
805
+ 17.03%
$98.59 - $123.84 $79.4K - $99.7K
5.53K $652K
VIRT
Virtu Financial, Inc.

Financial Services
2.13K
+ 12.41%
$34.19 - $40.96 $72.8K - $87.2K
19.3K $734K
EPAC
Enerpac Tool Group Corp

Industrials
703
+ 5.66%
$40.26 - $47.26 $28.3K - $33.2K
13.1K $588K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
437
+ 11.24%
$96.27 - $116.36 $42.1K - $50.8K
4.33K $503K
MDT
Medtronic PLC

Healthcare
249
+ 5.74%
$79.84 - $94.5 $19.9K - $23.5K
4.58K $411K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.11K
+ 29.95%
$93.57 - $120.35 $104K - $133K
4.81K $459K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
3.04K
+ 25.1%
$20.96 - $26.08 $63.8K - $79.4K
15.2K $342K
DVA
Davita Inc.

Healthcare
297
+ 12.24%
$140.0 - $177.35 $41.6K - $52.7K
2.72K $416K
USB
Us Bancorp \De\

Financial Services
2.41K
+ 21.92%
$40.92 - $50.9 $98.6K - $123K
13.4K $566K
IP
International Paper CO

Consumer Cyclical
815
+ 12.17%
$49.38 - $60.09 $40.2K - $49K
7.51K $400K
TBK
Triumph Bancorp, Inc.

Financial Services
517
+ 9.66%
N/A
5.87K $377K
UTI
Universal Technical Institute Inc

Consumer Defensive
1.3K
+ 5.27%
$24.77 - $29.54 $32.1K - $38.3K
25.9K $664K
CAT
Caterpillar Inc

Industrials
201
+ 19.05%
$326.75 - $407.63 $65.7K - $81.9K
1.26K $414K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
370
+ 17.1%
$203.38 - $274.79 $75.3K - $102K
2.53K $520K
LII
Lennox International Inc

Industrials
92
+ 12.87%
$553.05 - $666.93 $50.9K - $61.4K
807 $452K
SFBS
Servis First Bancshares, Inc.

Financial Services
364
+ 4.96%
$80.8 - $93.58 $29.4K - $34.1K
7.71K $636K
URI
United Rentals, Inc.

Industrials
82
+ 17.08%
$594.17 - $789.56 $48.7K - $64.7K
562 $352K
EXPI
Exp World Holdings, Inc.

Real Estate
2.87K
+ 26.28%
$9.38 - $11.76 $26.9K - $33.7K
13.8K $134K
OXLC
Oxford Lane Capital Corp.

Financial Services
2K
+ 20.0%
$4.3 - $5.17 $8.6K - $10.3K
12K $56K
MSTR
Microstrategy Inc

Technology
23
+ 2.94%
$239.27 - $396.5 $5.5K - $9.12K
804 $231K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
347
+ 9.74%
$192.82 - $222.1 $66.9K - $77.1K
3.91K $754K
Bitwise Bitcoin ETF Tr
2.96K
+ 38.98%
N/A
10.6K $0
Onestream Inc
3.96K
+ 37.92%
N/A
14.4K $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
OC
Owens Corning

Industrials
113
+ 5.06%
$137.83 - $191.19 $15.6K - $21.6K
2.35K $334K
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
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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