Precision Wealth Strategies, LLC Portfolio Holdings
Precision Wealth Strategies, LLC
- $76.7 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|