Precision Wealth Strategies, LLC Incresed Positions in Q4 2024

Precision Wealth Strategies, LLC

  • $97.2 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.23K
+ 12.37%
$117.0 - $148.88 $728K - $927K
56.5K $7.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.5K
+ 868.92%
$25.93 - $105.3 $1.62M - $6.58M
69.7K $1.94M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.5K
+ 31.44%
$50.62 - $50.97 $986K - $992K
81.4K $4.13M
APP
App Lovin Corp

Technology
64
+ 1.36%
$130.67 - $401.5 $8.36K - $25.7K
4.77K $1.55M
AVGO
Broadcom Inc.

Technology
845
+ 7.12%
$159.67 - $250.0 $135K - $211K
12.7K $2.95M
NFLX
Netflix Inc

Communication Services
220
+ 6.3%
$687.65 - $936.56 $151K - $206K
3.71K $3.31M
MSFT
Microsoft Corp

Technology
1.65K
+ 30.95%
$406.35 - $454.46 $669K - $748K
6.96K $2.94M
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
+ 9.79%
$4100.99 - $5300.34 $176K - $228K
482 $2.39M
META
Meta Platforms, Inc.

Communication Services
596
+ 10.87%
$554.08 - $632.68 $330K - $377K
6.08K $3.59M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 44.15%
$180.88 - $232.93 $273K - $352K
4.94K $1.08M
AAPL
Apple Inc.

Technology
443
+ 12.01%
$221.69 - $259.02 $98.2K - $115K
4.13K $1.03M
JHG
Janus Henderson Group PLC

Financial Services
1.7K
+ 14.03%
$37.65 - $45.66 $64.2K - $77.8K
13.8K $588K
GSHD
Goosehead Insurance, Inc.

Financial Services
256
+ 5.73%
$87.63 - $129.69 $22.4K - $33.2K
4.73K $506K
LDOS
Leidos Holdings, Inc.

Technology
998
+ 35.6%
$143.17 - $201.39 $143K - $201K
3.8K $547K
EME
Emcor Group, Inc.

Industrials
142
+ 13.0%
$427.96 - $526.95 $60.8K - $74.8K
1.23K $560K
UBER
Uber Technologies, Inc

Technology
2.44K
+ 45.2%
$59.93 - $86.34 $146K - $211K
7.84K $472K
MORN
Morningstar, Inc.

Financial Services
65
+ 2.6%
$312.56 - $358.78 $20.3K - $23.3K
2.56K $863K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
119
+ 3.16%
$87.56 - $119.8 $10.4K - $14.3K
3.89K $426K
DAVA
Endava PLC

Technology
383
+ 4.47%
$23.6 - $31.03 $9.04K - $11.9K
8.95K $276K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
109
+ 3.15%
$198.04 - $221.51 $21.6K - $24.1K
3.56K $750K
NCNO
N Cino, Inc.

Technology
714
+ 5.26%
$30.14 - $42.64 $21.5K - $30.4K
14.3K $479K
SFBS
Servis First Bancshares, Inc.

Financial Services
133
+ 1.84%
$77.34 - $99.0 $10.3K - $13.2K
7.35K $622K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
344
+ 3.74%
$66.77 - $71.52 $23K - $24.6K
9.54K $657K
VRT
Vertiv Holdings CO

Industrials
304
+ 6.37%
N/A
5.08K $439K
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.57%
$449.69 - $495.72 $1.8K - $1.98K
707 $339K
USPH
U S Physical Therapy Inc

Healthcare
41
+ 1.45%
$77.48 - $99.91 $3.18K - $4.1K
2.87K $254K
AZPN
Aspen Technology, Inc.

Technology
5
+ 0.44%
$231.19 - $253.16 $1.16K - $1.27K
1.15K $286K
GE
General Electric CO

Industrials
2.07K
+ 13.51%
$159.95 - $194.23 $331K - $402K
17.4K $2.9M
F
Ford Motor CO

Consumer Cyclical
2K
+ 16.68%
$9.69 - $11.4 $19.4K - $22.8K
14K $138K
MDT
Medtronic PLC

Healthcare
594
+ 15.88%
$79.61 - $92.24 $47.3K - $54.8K
4.34K $346K
TBK
Triumph Bancorp, Inc.

Financial Services
141
+ 2.7%
N/A
5.35K $343K
CAT
Caterpillar Inc

Industrials
92
+ 9.55%
$360.37 - $416.88 $33.2K - $38.4K
1.06K $382K
HLLY
Holley Inc.

Consumer Cyclical
164
+ 0.71%
$2.59 - $3.02 $425 - $495
23.3K $70K
CSHI
Shp ETF Tr Neos Enhanced Incom
37.4K
+ 52.88%
N/A
108K $0
CARY
Angel Oak Fds Tr Income Etf(De
57.7K
+ 41.02%
N/A
198K $0
UYLD
Angel Oak Fds Tr Ultrashort In
18.2K
+ 44.18%
N/A
59.5K $0
Pimco ETF Tr
80.5K
+ 25.44%
N/A
397K $0
Pimco ETF Tr
15.8K
+ 92.63%
N/A
32.8K $0
Onestream Inc
484
+ 4.86%
N/A
10.5K $0
SPSC
Sps Commerce Inc

Technology
24
+ 1.24%
$165.0 - $198.81 $3.96K - $4.77K
1.96K $360K
URI
United Rentals, Inc.

Industrials
40
+ 9.09%
$704.44 - $880.32 $28.2K - $35.2K
480 $338K
ACGL
Arch Capital Group Ltd.

Financial Services
443
+ 11.26%
$88.71 - $114.86 $39.3K - $50.9K
4.38K $404K
TOL
Toll Brothers, Inc.

Consumer Cyclical
245
+ 8.61%
$123.8 - $167.8 $30.3K - $41.1K
3.09K $389K
UHS
Universal Health Services Inc

Healthcare
151
+ 9.14%
$175.8 - $236.9 $26.5K - $35.8K
1.8K $323K
THC
Tenet Healthcare Corp

Healthcare
304
+ 9.55%
$125.42 - $168.52 $38.1K - $51.2K
3.49K $440K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
201
+ 2.35%
$29.05 - $41.22 $5.84K - $8.29K
8.77K $265K
PHM
Pultegroup Inc

Consumer Cyclical
213
+ 6.45%
$108.86 - $149.04 $23.2K - $31.7K
3.52K $382K
LEN
Lennar Corp

Consumer Cyclical
198
+ 8.08%
$136.2 - $188.96 $27K - $37.4K
2.65K $361K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.43K
+ 13.36%
$22.84 - $36.05 $32.6K - $51.5K
12.1K $282K
Activity Summary
Buys All Purchases 80 New Holdings 30 Increased Positions 50 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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