Precision Wealth Strategies, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Belpointe Prep, LLC with a value of $15.7M, Nvidia Corp with a value of $7.22M, Schwab Strategic Tr Us Large C with a value of $5.4M, Pimco ETF Tr Enhanced Sht Matu with a value of $4.12M, and Janus Detroit Str Tr Janus Hen with a value of $4.1M.
Examining the 13F form we can see an increase of $2.74M in the current position value, from $97.2M to 100M.
Below you can find more details about Precision Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$100 Million
ETFs: $22 Million
Technology: $18.3 Million
Real Estate: $15.9 Million
Communication Services: $9.49 Million
Industrials: $8.34 Million
Financial Services: $8.17 Million
Consumer Cyclical: $7.95 Million
Consumer Defensive: $6.73 Million
Other: $3.16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
