Precision Wealth Strategies, LLC Sells in Q3 2025

Precision Wealth Strategies, LLC

  • $267 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-88.5K
- 71.97%
$91.44 - $91.77 $8.09M - $8.12M
34.5K $3.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-141K
- 63.7%
$28.92 - $32.19 $4.08M - $4.54M
80.4K $2.57M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-21K
- 55.77%
$100.16 - $100.7 $2.11M - $2.12M
16.7K $1.68M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16K
- 10.81%
$78.11 - $79.07 $1.25M - $1.27M
132K $10.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-20.2K
- 26.89%
$50.53 - $50.82 $1.02M - $1.02M
54.8K $2.78M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12K
- 12.46%
$76.16 - $78.59 $914K - $943K
84.3K $6.58M
CAT
Caterpillar Inc

Industrials
-1.93K
- 55.94%
$390.92 - $477.15 $754K - $921K
1.52K $725K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.48K
- 11.14%
$96.22 - $98.19 $527K - $538K
43.7K $4.28M
IEFA
Ishares Tr

ETFs
-9.58K
- 8.5%
$81.7 - $87.53 $783K - $839K
103K $9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.32K
- 5.8%
$47.76 - $48.46 $302K - $306K
103K $4.95M
NTRA
Natera, Inc.

Healthcare
-1.2K
- 21.15%
$133.66 - $181.11 $160K - $217K
4.48K $720K
IEMG
Ishares Inc

ETFs
-3.9K
- 8.45%
N/A
42.3K $2.27M
NVO
Novo Nordisk A S

Healthcare
-407
- 3.08%
$45.38 - $71.7 $18.5K - $29.2K
12.8K $711K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-5.37K
- 19.02%
$43.65 - $46.42 $234K - $249K
22.8K $1.06M
FOX
Fox Corp Cl B (De)

Communication Services
-4.05K
- 30.3%
$49.06 - $57.29 $199K - $232K
9.32K $533K
ACN
Accenture PLC

Technology
-159
- 8.43%
$232.56 - $304.78 $37K - $48.5K
1.73K $425K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.12K
- 7.57%
$567.77 - $614.76 $2.91M - $3.15M
62.6K $38.3M
DIS
Walt Disney CO

Communication Services
-225
- 1.98%
$112.25 - $124.0 $25.3K - $27.9K
11.1K $1.27M
VTV
Vanguard Value ETF

ETFs
-1.72K
- 8.46%
$175.51 - $186.57 $302K - $321K
18.6K $3.46M
HEFA
Ishares Currency Hedged Msci E

ETFs
-8.39K
- 5.51%
$37.2 - $39.61 $312K - $332K
144K $5.7M
PGR
Progressive Corp

Financial Services
-143
- 6.48%
$238.61 - $264.3 $34.1K - $37.8K
2.07K $509K
GS
Goldman Sachs Group Inc

Financial Services
-219
- 20.41%
$696.56 - $806.32 $153K - $177K
854 $680K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.76K
- 7.85%
$45.22 - $48.34 $125K - $133K
32.4K $1.55M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.27K
- 6.07%
$24.11 - $24.94 $78.8K - $81.6K
50.6K $1.26M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.2K
- 7.32%
$88.47 - $93.24 $106K - $112K
15.2K $1.39M
MUB
Ishares National Muni Bond ETF

ETFs
-1.11K
- 4.79%
$103.24 - $106.68 $114K - $118K
22K $2.34M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-577
- 15.87%
$225.11 - $247.9 $130K - $143K
3.06K $755K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.48K
- 15.71%
$72.65 - $78.68 $107K - $116K
7.91K $619K
MSFT
Microsoft Corp

Technology
-383
- 5.73%
$491.09 - $535.64 $188K - $205K
6.3K $3.27M
SBUX
Starbucks Corp

Consumer Cyclical
-225
- 3.83%
$81.9 - $96.86 $18.4K - $21.8K
5.65K $478K
SPMD
Spdr Portfolio

ETFs
-1.41K
- 14.49%
$54.43 - $58.29 $76.6K - $82K
8.3K $474K
UL
Unilever PLC

Consumer Defensive
-328
- 1.92%
$58.43 - $65.01 $19.2K - $21.3K
16.8K $993K
CL
Colgate Palmolive CO

Consumer Defensive
-201
- 6.41%
$79.36 - $93.33 $16K - $18.8K
2.94K $234K
LII
Lennox International Inc

Industrials
-33
- 4.45%
$516.18 - $664.54 $17K - $21.9K
709 $375K
ADBE
Adobe Inc.

Technology
-37
- 4.51%
$333.65 - $392.1 $12.3K - $14.5K
784 $276K
PG
Procter & Gamble CO

Consumer Defensive
-177
- 8.0%
$150.47 - $161.22 $26.6K - $28.5K
2.04K $312K
LLY
Eli Lilly & CO

Healthcare
-34
- 4.36%
$625.65 - $812.69 $21.3K - $27.6K
746 $569K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.76K
- 15.05%
$42.26 - $47.16 $74.4K - $83K
9.94K $460K
DEO
Diageo PLC

Consumer Defensive
-200
- 6.44%
$93.64 - $115.33 $18.7K - $23.1K
2.91K $277K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-793
- 9.27%
$45.6 - $46.92 $36.2K - $37.2K
7.76K $362K
UHS
Universal Health Services Inc

Healthcare
-351
- 20.54%
$154.95 - $204.44 $54.4K - $71.8K
1.36K $277K
VEEV
Veeva Systems Inc

Healthcare
-168
- 7.91%
$269.2 - $297.91 $45.2K - $50K
1.96K $582K
NKE
Nike, Inc.

Consumer Cyclical
-305
- 6.28%
$69.24 - $79.24 $21.1K - $24.2K
4.56K $317K
VUG
Vanguard Growth ETF

ETFs
-496
- 9.6%
$433.97 - $484.08 $215K - $240K
4.67K $2.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-239
- 9.88%
$97.75 - $100.75 $23.4K - $24.1K
2.18K $218K
MBB
Ishares Tr

ETFs
-272
- 5.75%
$92.46 - $95.73 $25.1K - $26K
4.46K $424K
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 12.61%
$282.78 - $316.06 $48.1K - $53.7K
1.18K $371K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-456
- 9.01%
$44.82 - $46.28 $20.4K - $21.1K
4.61K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
-78
- 1.15%
$211.65 - $238.24 $16.5K - $18.6K
6.7K $1.47M
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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