Precision Wealth Strategies, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $76.7 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Belpointe Prep, LLC with a value of $13.8M, Pimco ETF Tr Enhanced Sht Matu with a value of $4.73M, Janus Detroit Str Tr Janus Hen with a value of $3.4M, Nvidia Corp with a value of $3.32M, and Meta Platforms, Inc. with a value of $2.38M.
Examining the 13F form we can see an decrease of $1.56M in the current position value, from $78.2M to 76.7M.
Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$76.7 Million
ETFs: $16.6 Million
Real Estate: $14.2 Million
Technology: $13.5 Million
Industrials: $7.15 Million
Consumer Cyclical: $6.91 Million
Financial Services: $6.25 Million
Communication Services: $4.86 Million
Healthcare: $3.54 Million
Other: $3.64 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions