Precision Wealth Strategies, LLC Reduced Holdings in Q3 2024

Precision Wealth Strategies, LLC

  • $87.6 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.57K
- 7.6%
$100.09 - $100.69 $357K - $359K
43.4K $4.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.67K
- 33.78%
$92.63 - $105.69 $340K - $388K
7.2K $749K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.86K
- 7.28%
$50.52 - $50.95 $246K - $248K
61.9K $3.15M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-3.96K
- 16.95%
$16.19 - $23.88 $64.1K - $94.5K
19.4K $372K
TDW
Tidewater Inc

Energy
-399
- 10.74%
$69.32 - $106.47 $27.7K - $42.5K
3.32K $237K
NU
Nu Holdings Ltd.

Financial Services
-9.58K
- 26.18%
$10.71 - $15.14 $103K - $145K
27K $368K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-338
- 8.23%
$86.23 - $103.97 $29.1K - $35.1K
3.77K $366K
AMZN
Amazon Com Inc

Consumer Cyclical
-63
- 1.81%
$161.02 - $200.0 $10.1K - $12.6K
3.43K $638K
WING
Wingstop Inc.

Consumer Cyclical
-36
- 3.28%
$352.46 - $427.92 $12.7K - $15.4K
1.06K $441K
PCAR
Paccar Inc

Industrials
-19
- 0.54%
$91.64 - $109.98 $1.74K - $2.09K
3.48K $343K
CSHI
Shp ETF Tr Neos Enhanced Incom
-7.1K
- 9.13%
N/A
70.7K $0
CARY
Angel Oak Fds Tr Income Etf(De
-13.7K
- 8.85%
N/A
141K $0
Bitwise Bitcoin ETF Tr
-1.31K
- 14.61%
N/A
7.68K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-3.27K
- 7.34%
N/A
41.2K $0
OSCR
Oscar Health, Inc.

Healthcare
-6.25K
- 24.53%
$14.96 - $23.27 $93.5K - $145K
19.2K $407K
SPSC
Sps Commerce Inc

Technology
-28
- 1.43%
$185.76 - $215.42 $5.2K - $6.03K
1.94K $375K
CSL
Carlisle Companies Inc

Industrials
-78
- 7.18%
$376.5 - $449.34 $29.4K - $35K
1.01K $452K
EME
Emcor Group, Inc.

Industrials
-93
- 7.85%
$340.22 - $435.6 $31.6K - $40.5K
1.09K $470K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-6
- 0.32%
$233.02 - $278.99 $1.4K - $1.67K
1.87K $491K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-62
- 1.97%
$138.85 - $182.81 $8.61K - $11.3K
3.09K $547K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-521
- 15.47%
$109.16 - $155.35 $56.9K - $80.9K
2.85K $439K
PHM
Pultegroup Inc

Consumer Cyclical
-468
- 12.41%
$103.95 - $144.98 $48.6K - $67.9K
3.3K $473K
AAPL
Apple Inc.

Technology
-113
- 2.97%
$207.23 - $234.82 $23.4K - $26.5K
3.69K $859K
URI
United Rentals, Inc.

Industrials
-9
- 2.0%
$627.41 - $814.1 $5.65K - $7.33K
440 $356K
PGR
Progressive Corp

Financial Services
-55
- 3.1%
$209.46 - $259.24 $11.5K - $14.3K
1.72K $436K
LEN
Lennar Corp

Consumer Cyclical
-113
- 4.41%
$142.5 - $192.45 $16.1K - $21.7K
2.45K $459K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-247
- 4.96%
$74.21 - $96.5 $18.3K - $23.8K
4.73K $454K
CARR
Carrier Global Corp

Industrials
-33
- 0.55%
$61.9 - $80.88 $2.04K - $2.67K
5.95K $479K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-484
- 2.94%
$56.16 - $68.57 $27.2K - $33.2K
16K $1.06M
SFBS
Servis First Bancshares, Inc.

Financial Services
-93
- 1.27%
$60.39 - $86.36 $5.62K - $8.03K
7.21K $580K
AAON
Aaon, Inc.

Industrials
-88
- 1.0%
$83.58 - $107.82 $7.36K - $9.49K
8.72K $939K
POWL
Powell Industries Inc

Industrials
-53
- 1.94%
$130.27 - $221.99 $6.9K - $11.8K
2.67K $593K
APP
App Lovin Corp

Technology
-87
- 1.81%
$67.14 - $130.65 $5.84K - $11.4K
4.71K $614K
OZ
Belpointe Prep, LLC

Real Estate
-1.74K
- 0.73%
$58.0 - $72.4 $101K - $126K
236K $16.3M
Activity Summary
Buys All Purchases 67 New Holdings 21 Increased Positions 46 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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