Precision Wealth Strategies, LLC New Holdings in Q2 2025

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.5K
New
$335.24 - $380.78 $502K - $570K
1.5K $548K
GD
General Dynamics Corp

Industrials
1.85K
New
$247.68 - $291.66 $457K - $538K
1.85K $538K
SBUX
Starbucks Corp

Consumer Cyclical
5.88K
New
$79.69 - $99.41 $468K - $584K
5.88K $538K
SPMD
Spdr Portfolio

ETFs
9.71K
New
$44.89 - $54.38 $436K - $528K
9.71K $527K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.7K
New
$35.35 - $42.68 $414K - $499K
11.7K $498K
MA
Mastercard Inc

Financial Services
820
New
$479.92 - $590.74 $394K - $484K
820 $460K
MBB
Ishares Tr

ETFs
4.73K
New
$91.41 - $94.22 $433K - $446K
4.73K $444K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.94K
New
$141.37 - $228.57 $274K - $443K
1.94K $438K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.95K
New
$108.06 - $135.3 $319K - $399K
2.95K $398K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.56K
New
$45.12 - $46.23 $386K - $395K
8.56K $395K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.82K
New
$86.97 - $102.82 $333K - $393K
3.82K $366K
PG
Procter & Gamble CO

Consumer Defensive
2.21K
New
$157.66 - $172.39 $349K - $381K
2.21K $352K
NKE
Nike, Inc.

Consumer Cyclical
4.86K
New
$53.27 - $72.04 $259K - $350K
4.86K $345K
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
New
$221.86 - $362.89 $225K - $368K
1.01K $321K
ADBE
Adobe Inc.

Technology
821
New
$340.0 - $420.68 $279K - $345K
821 $317K
DEO
Diageo PLC

Consumer Defensive
3.11K
New
$99.86 - $115.75 $310K - $360K
3.11K $313K
GOOG
Alphabet Inc.

Communication Services
1.66K
New
$146.58 - $180.01 $243K - $299K
1.66K $294K
CL
Colgate Palmolive CO

Consumer Defensive
3.14K
New
$87.57 - $96.0 $275K - $301K
3.14K $285K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
New
$24.88 - $25.41 $259K - $264K
10.4K $264K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.4K
New
$24.98 - $25.35 $260K - $264K
10.4K $264K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.83K
New
$26.41 - $26.76 $260K - $263K
9.83K $263K
IBMO
Ishares Tr Ibonds December 202

ETFs
10.2K
New
$25.32 - $25.63 $259K - $262K
10.2K $261K
VBK
Vanguard Small Cap Growth ETF

ETFs
883
New
$219.76 - $276.94 $194K - $245K
883 $244K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.75K
New
$50.36 - $50.68 $239K - $241K
4.75K $240K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.42K
New
$96.84 - $99.46 $234K - $241K
2.42K $240K
CASY
Caseys General Stores Inc

Consumer Cyclical
469
New
$415.82 - $510.91 $195K - $240K
469 $239K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
New
$22.09 - $22.44 $230K - $234K
10.4K $233K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.5K
New
$21.57 - $21.99 $227K - $232K
10.5K $231K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.06K
New
$43.65 - $45.44 $221K - $230K
5.06K $230K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.1K
New
$22.81 - $22.97 $230K - $231K
10.1K $230K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.2K
New
$22.3 - $22.57 $227K - $230K
10.2K $228K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.71K
New
$23.29 - $23.38 $226K - $227K
9.71K $226K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.18K
New
$51.68 - $52.76 $216K - $220K
4.18K $220K
HON
Honeywell International Inc

Industrials
926
New
$182.86 - $232.88 $169K - $216K
926 $215K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
New
$152.42 - $182.82 $177K - $213K
1.16K $212K
RELX
Relx PLC

Communication Services
3.85K
New
$45.31 - $55.66 $174K - $214K
3.85K $209K
PEP
Pepsico Inc

Consumer Defensive
1.54K
New
$128.02 - $151.37 $197K - $233K
1.54K $202K
TIGR
Up Fintech Holding LTD

Financial Services
17.9K
New
$6.64 - $9.97 $119K - $179K
17.9K $172K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.3K
New
$11.9 - $15.57 $122K - $160K
10.3K $157K
CIG
Energy CO Of Minas Gerais

Utilities
78.8K
New
$1.62 - $1.96 $128K - $154K
78.8K $154K
Tidal Tr Ii
9.41K
New
N/A
9.41K $0
Ishares Tr
10.2K
New
N/A
10.2K $0
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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