Precision Wealth Strategies, LLC Incresed Positions in Q3 2025

Precision Wealth Strategies, LLC

  • $267 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
10K
+ 64.02%
$130.68 - $186.97 $1.31M - $1.88M
25.7K $4.69M
GE
General Electric CO

Industrials
5.02K
+ 23.63%
$244.75 - $305.63 $1.23M - $1.53M
26.3K $7.9M
NFLX
Netflix Inc

Communication Services
1.72K
+ 31.99%
$1147.87 - $1297.18 $1.97M - $2.23M
7.09K $8.49M
META
Meta Platforms, Inc.

Communication Services
1.68K
+ 23.37%
$695.21 - $791.73 $1.17M - $1.33M
8.88K $6.52M
NVDA
Nvidia Corp

Technology
1.11K
+ 3.96%
$153.3 - $186.58 $170K - $207K
29.1K $5.44M
BKNG
Booking Holdings Inc.

Consumer Cyclical
134
+ 21.3%
$5364.25 - $5815.92 $719K - $779K
763 $4.12M
WMT
Walmart Inc.

Consumer Defensive
3.26K
+ 13.99%
$94.4 - $104.27 $308K - $340K
26.6K $2.74M
TIGR
Up Fintech Holding LTD

Financial Services
40.8K
+ 227.68%
$9.12 - $12.99 $372K - $530K
58.7K $626K
FIX
Comfort Systems Usa Inc

Industrials
67
+ 5.36%
$521.66 - $825.18 $35K - $55.3K
1.32K $1.09M
CDXC
Chroma Dex Corp.

Healthcare
61.3K
+ 59.9%
N/A
164K $1M
CSCO
Cisco Systems, Inc.

Technology
4.45K
+ 14.01%
$66.2 - $71.79 $294K - $319K
36.2K $2.48M
THG
Hanover Insurance Group, Inc.

Financial Services
1.19K
+ 50.38%
$162.08 - $182.1 $192K - $216K
3.54K $642K
T
At&T Inc.

Communication Services
9.45K
+ 12.45%
$26.94 - $29.62 $254K - $280K
85.3K $2.41M
V
Visa Inc.

Financial Services
841
+ 11.11%
$332.09 - $358.86 $279K - $302K
8.41K $2.87M
LDOS
Leidos Holdings, Inc.

Technology
387
+ 14.01%
$159.2 - $188.96 $61.6K - $73.1K
3.15K $595K
EME
Emcor Group, Inc.

Industrials
48
+ 4.39%
$530.88 - $655.83 $25.5K - $31.5K
1.14K $741K
URI
United Rentals, Inc.

Industrials
1
+ 0.17%
$774.14 - $975.23 $774 - $975
595 $568K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.6%
$175.16 - $255.24 $1.75K - $2.55K
1.67K $406K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16
+ 0.83%
$224.68 - $282.71 $3.59K - $4.52K
1.95K $545K
DE
Deere & CO

Industrials
627
+ 16.28%
$457.26 - $524.37 $287K - $329K
4.48K $2.05M
SYF
Synchrony Financial

Financial Services
524
+ 7.12%
$67.53 - $76.86 $35.4K - $40.3K
7.88K $559K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.21%
$372.29 - $421.68 $1.12K - $1.27K
1.42K $589K
MAR
Marriott International Inc

Consumer Cyclical
714
+ 6.47%
$255.35 - $282.87 $182K - $202K
11.7K $3.06M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
588
+ 5.43%
$52.55 - $54.37 $30.9K - $32K
11.4K $617K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
50
+ 1.7%
$134.94 - $145.86 $6.75K - $7.29K
3K $436K
UBER
Uber Technologies, Inc

Technology
81
+ 1.36%
$86.91 - $99.57 $7.04K - $8.07K
6.03K $590K
UYLD
Angel Oak Fds Tr Ultrashort In
39.3K
+ 61.87%
N/A
103K $0
CARY
Angel Oak Fds Tr Income Etf(De
10.2K
+ 5.56%
N/A
194K $0
Tidal Trust Ii
4.5K
+ 47.84%
N/A
13.9K $0
Bitwise Bitcoin ETF Tr
4.45K
+ 46.48%
N/A
14K $0
Pimco ETF Tr
38.3K
+ 10.55%
N/A
401K $0
Arista Networks Inc
848
+ 17.97%
N/A
5.57K $0
MSTR
Microstrategy Inc

Technology
171
+ 21.19%
$300.7 - $455.9 $51.4K - $78K
978 $315K
SPOT
Spotify Technology S.A.

Communication Services
6
+ 0.62%
$620.01 - $738.53 $3.72K - $4.43K
972 $678K
OZ
Belpointe Prep, LLC

Real Estate
3.03K
+ 1.24%
$60.0 - $66.99 $182K - $203K
247K $15.8M
COST
Costco Wholesale Corp

Consumer Defensive
165
+ 4.28%
$915.95 - $994.57 $151K - $164K
4.02K $3.72M
INTU
Intuit Inc

Technology
17
+ 1.62%
$646.03 - $807.39 $11K - $13.7K
1.07K $728K
VIRT
Virtu Financial, Inc.

Financial Services
1.2K
+ 7.45%
$34.87 - $45.12 $41.7K - $54K
17.3K $612K
Activity Summary
Buys All Purchases 76 New Holdings 37 Increased Positions 39 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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