Precision Wealth Strategies, LLC Sells in Q2 2025

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-38.6K
- 57.91%
$94.31 - $157.99 $3.64M - $6.09M
28K $4.43M
VTI
Vanguard Total Stock Market Et

ETFs
-5.48K
- 77.9%
$243.75 - $303.93 $1.33M - $1.66M
1.55K $472K
AVGO
Broadcom Inc.

Technology
-10.7K
- 69.76%
$146.29 - $275.65 $1.57M - $2.96M
4.65K $1.28M
APP
App Lovin Corp

Technology
-3.45K
- 62.91%
$219.37 - $417.89 $757K - $1.44M
2.04K $712K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.24K
- 7.9%
$100.04 - $100.54 $324K - $326K
37.7K $3.79M
THG
Hanover Insurance Group, Inc.

Financial Services
-1.68K
- 41.67%
$150.66 - $178.04 $253K - $299K
2.35K $399K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.91K
- 7.3%
$49.79 - $50.75 $294K - $300K
75K $3.81M
VB
Vanguard Small Cap ETF

ETFs
-1.62K
- 14.82%
$193.73 - $237.37 $314K - $384K
9.3K $2.2M
PX
P10, Inc.

Financial Services
-12.8K
- 48.4%
$8.91 - $12.2 $114K - $156K
13.6K $139K
AAON
Aaon, Inc.

Industrials
-1.76K
- 24.47%
$71.78 - $106.87 $127K - $188K
5.44K $401K
ACGL
Arch Capital Group Ltd.

Financial Services
-614
- 15.02%
$84.99 - $96.82 $52.2K - $59.4K
3.47K $316K
FDS
Factset Research Systems Inc

Financial Services
-128
- 21.92%
$398.85 - $473.32 $51.1K - $60.6K
456 $203K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-357
- 7.43%
$84.41 - $106.28 $30.1K - $37.9K
4.45K $422K
LII
Lennox International Inc

Industrials
-65
- 8.05%
$508.76 - $605.77 $33.1K - $39.4K
742 $425K
UHS
Universal Health Services Inc

Healthcare
-74
- 4.15%
$157.05 - $197.94 $11.6K - $14.6K
1.71K $309K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-51
- 3.1%
$215.78 - $270.12 $11K - $13.8K
1.6K $371K
VIRT
Virtu Financial, Inc.

Financial Services
-3.21K
- 16.65%
$32.82 - $44.79 $105K - $144K
16.1K $719K
CARY
Angel Oak Fds Tr Income Etf(De
-14.3K
- 7.24%
N/A
184K $0
Bitwise Bitcoin ETF Tr
-985
- 9.34%
N/A
9.57K $0
Pimco ETF Tr
-30.1K
- 7.66%
N/A
363K $0
Dave Inc
-1.73K
- 46.07%
N/A
2.02K $0
ETF Opportunities Trust
-190
- 1.7%
N/A
11K $0
APPF
Appfolio Inc

Technology
-8
- 0.34%
$192.02 - $234.65 $1.54K - $1.88K
2.31K $532K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-109
- 1.15%
$58.41 - $72.69 $6.37K - $7.92K
9.39K $682K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-4
- 0.09%
$103.49 - $133.44 $414 - $534
4.32K $569K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-275
- 7.03%
$171.4 - $227.1 $47.1K - $62.5K
3.64K $825K
PWR
Quanta Services, Inc.

Industrials
-217
- 13.26%
$239.47 - $381.26 $52K - $82.7K
1.42K $536K
SPOT
Spotify Technology S.A.

Communication Services
-108
- 10.06%
$503.3 - $775.9 $54.4K - $83.8K
966 $741K
MSFT
Microsoft Corp

Technology
-558
- 7.7%
$354.56 - $497.45 $198K - $278K
6.69K $3.33M
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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