Precision Wealth Strategies, LLC Purchases in Q3 2025

Precision Wealth Strategies, LLC

  • $267 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
3
+ 0.21%
$372.29 - $421.68 $1.12K - $1.27K
1.42K $589K
MAR
Marriott International Inc

Consumer Cyclical
714
+ 6.47%
$255.35 - $282.87 $182K - $202K
11.7K $3.06M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
588
+ 5.43%
$52.55 - $54.37 $30.9K - $32K
11.4K $617K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
50
+ 1.7%
$134.94 - $145.86 $6.75K - $7.29K
3K $436K
UBER
Uber Technologies, Inc

Technology
81
+ 1.36%
$86.91 - $99.57 $7.04K - $8.07K
6.03K $590K
Sezzle Inc
12.7K
New
N/A
12.7K $0
Tidal Trust Ii
4.5K
+ 47.84%
N/A
13.9K $0
Root Inc
4.48K
New
N/A
4.48K $0
CARY
Angel Oak Fds Tr Income Etf(De
10.2K
+ 5.56%
N/A
194K $0
Anglogold Ashanti PLC
8.68K
New
N/A
8.68K $0
Bitwise Bitcoin ETF Tr
4.45K
+ 46.48%
N/A
14K $0
Fidelity Wise Origin Bitcoin
6.64K
New
N/A
6.64K $0
Flotek Inds Inc Del
45K
New
N/A
45K $0
UYLD
Angel Oak Fds Tr Ultrashort In
39.3K
+ 61.87%
N/A
103K $0
Or Royalties Inc.
43.2K
New
N/A
43.2K $0
Tss Inc Del
85.4K
New
N/A
85.4K $0
Nexxen Intl LTD
182K
New
N/A
182K $0
Nutex Health Inc
4.99K
New
N/A
4.99K $0
Pimco ETF Tr
38.3K
+ 10.55%
N/A
401K $0
MSTR
Microstrategy Inc

Technology
171
+ 21.19%
$300.7 - $455.9 $51.4K - $78K
978 $315K
SPOT
Spotify Technology S.A.

Communication Services
6
+ 0.62%
$620.01 - $738.53 $3.72K - $4.43K
972 $678K
OZ
Belpointe Prep, LLC

Real Estate
3.03K
+ 1.24%
$60.0 - $66.99 $182K - $203K
247K $15.8M
COST
Costco Wholesale Corp

Consumer Defensive
165
+ 4.28%
$915.95 - $994.57 $151K - $164K
4.02K $3.72M
INTU
Intuit Inc

Technology
17
+ 1.62%
$646.03 - $807.39 $11K - $13.7K
1.07K $728K
VIRT
Virtu Financial, Inc.

Financial Services
1.2K
+ 7.45%
$34.87 - $45.12 $41.7K - $54K
17.3K $612K
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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