Precision Wealth Strategies, LLC Portfolio Holdings
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 2024
Precision Wealth Strategies, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $87.6 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Belpointe Prep, LLC with a value of $16.3M, Nvidia Corp with a value of $6.11M, Pimco ETF Tr Enhanced Sht Matu with a value of $4.37M, Janus Detroit Str Tr Janus Hen with a value of $3.15M, and Meta Platforms, Inc. with a value of $3.14M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $76.7M to 87.6M.
Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$87.6 Million
Real Estate: $16.5 Million
Technology: $16.1 Million
ETFs: $16 Million
Industrials: $10.1 Million
Consumer Cyclical: $9.2 Million
Financial Services: $6.5 Million
Communication Services: $6.14 Million
Healthcare: $3.28 Million
Other: $3.83 Million