The Analysis of Precision Wealth Strategies, LLC's Holdings
Currently, Precision Wealth Strategies, LLC holds 160 types of securities in its portfolio with a total value $308.7M. In the most recent quarter, they have increased their positions in NFLX (+69.9K shares, valued at $6.6M), BIL (+64.2K shares, valued at $5.9M), HOOD (+25.5K shares, valued at $2.9M); decreased their positions in N/A (-7.2K shares, valued at $4.5M), COST (-3.7K shares, valued at $3.2M), V (-6.3K shares, valued at $2.2M); initiated new positions in HOOD (+25.5K shares, valued at $2.9M), WLDN (+16.2K shares, valued at $1.7M), RSI (+86.5K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OZ BELPOINTE PREP LLC247.0K shares0.00%2025-12-312026-01-30
PYLD PIMCO ETF TR422.4K shares5.21%2025-12-312026-01-30 BIL SPDR SERIES TRUST98.6K shares186.14%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE28.2K shares7.38%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS106.9K shares-19.24%2025-12-312026-01-30 IEFA ISHARES TR86.9K shares-15.72%2025-12-312026-01-30 NFLX NETFLIX INC77.0K shares986.44%2025-12-312026-01-30 META META PLATFORMS INC10.0K shares13.02%2025-12-312026-01-30 MAR MARRIOTT INTL INC NEW20.4K shares73.83%2025-12-312026-01-30 CSHI NEOS ETF TRUST125.8K shares18.42%2025-12-312026-01-30 UYLD ANGEL OAK FUNDS TRUST122.3K shares18.88%2025-12-312026-01-30 NVDA NVIDIA CORPORATION30.1K shares3.38%2025-12-312026-01-30 HEFA ISHARES TR131.4K shares-8.59%2025-12-312026-01-30 SHM SPDR SERIES TRUST105.0K shares2.36%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC27.9K shares8.71%2025-12-312026-01-30 BIV VANGUARD BD INDEX FDS62.6K shares-25.71%2025-12-312026-01-30 CARY ANGEL OAK FUNDS TRUST213.3K shares10.02%2025-12-312026-01-30 BKNG BOOKING HOLDINGS INC827 shares8.39%2025-12-312026-01-30 IJR ISHARES TR29.2K shares-10.33%2025-12-312026-01-30 RTX RTX CORPORATION18.3K shares253.74%2025-12-312026-01-30 WMT WALMART INC28.7K shares8.16%2025-12-312026-01-30 JAAA JANUS DETROIT STR TR61.7K shares12.49%2025-12-312026-01-30 AAPL APPLE INC11.1K shares-3.26%2025-12-312026-01-30 CSCO CISCO SYS INC39.0K shares7.79%2025-12-312026-01-30 IVV ISHARES TR4.3K shares-3.85%2025-12-312026-01-30 HOOD ROBINHOOD MKTS INC25.5K sharesnew addition2025-12-312026-01-30 MSFT MICROSOFT CORP5.9K shares-6.61%2025-12-312026-01-30 VTV VANGUARD INDEX FDS14.7K shares-20.77%2025-12-312026-01-30 ALPHABET INC ALPHABET INC8.7K shares-11.19%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC31.4K shares420.29%2025-12-312026-01-30 HYS PIMCO ETF TR26.1K shares3.91%2025-12-312026-01-30 MUB ISHARES TR23.0K shares4.67%2025-12-312026-01-30 IEMG ISHARES INC35.8K shares-15.43%2025-12-312026-01-30 T AT&T INC86.8K shares1.71%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR63.3K shares-21.22%2025-12-312026-01-30 BILZ PIMCO ETF TR17.8K shares19.09%2025-12-312026-01-30 AMZN AMAZON COM INC7.7K shares14.66%2025-12-312026-01-30 WLDN WILLDAN GROUP INC16.2K sharesnew addition2025-12-312026-01-30 RSI RUSH STREET INTERACTIVE INC86.5K sharesnew addition2025-12-312026-01-30 MINT PIMCO ETF TR16.7K shares0.14%2025-12-312026-01-30 CLIP GLOBAL X FDS16.5K shares20.75%2025-12-312026-01-30 VUG VANGUARD INDEX FDS3.3K shares-28.88%2025-12-312026-01-30 SSRM SSR MINING IN73.3K sharesnew addition2025-12-312026-01-30 PAHC PHIBRO ANIMAL HEALTH CORP42.0K sharesnew addition2025-12-312026-01-30 VBR VANGUARD INDEX FDS7.1K shares-11.31%2025-12-312026-01-30 APH AMPHENOL CORP NEW10.9K shares7.65%2025-12-312026-01-30 HBM HUDBAY MINERALS INC73.7K shares30.70%2025-12-312026-01-30 BROADCOM INC BROADCOM INC4.2K shares2.35%2025-12-312026-01-30 FIX COMFORT SYS USA INC1.4K shares9.04%2025-12-312026-01-30 RERE ATRENEW INC251.7K sharesnew addition2025-12-312026-01-30 VNQI VANGUARD INTL EQUITY INDEX F29.1K shares-10.21%2025-12-312026-01-30 NTRA NATERA INC5.8K shares29.47%2025-12-312026-01-30 MEDTRONIC PLC MEDTRONIC PLC13.7K shares-1.62%2025-12-312026-01-30 NEXN NEXXEN INTL LTD196.0K shares7.54%2025-12-312026-01-30 ALPHABET INC ALPHABET INC4.0K shares140.30%2025-12-312026-01-30 APP APPLOVIN CORP1.9K shares6.05%2025-12-312026-01-30 HYMB SPDR SERIES TRUST49.8K shares-1.60%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS13.8K shares-9.23%2025-12-312026-01-30 BITB BITWISE BITCOIN ETF TR25.7K shares83.23%2025-12-312026-01-30 MU MICRON TECHNOLOGY INC4.2K sharesnew addition2025-12-312026-01-30 GILT GILAT SATELLITE NETWORKS LTD85.1K sharesnew addition2025-12-312026-01-30 AVAH AVEANNA HEALTHCARE HLDGS INC131.6K sharesnew addition2025-12-312026-01-30 FBTC FIDELITY WISE ORIGIN BITCOIN13.7K shares105.67%2025-12-312026-01-30 TIGO MILLICOM INTL CELLULAR S A18.7K shares12.77%2025-12-312026-01-30 DBEF DBX ETF TR20.9K shares-8.39%2025-12-312026-01-30 FOX FOX CORP15.5K shares66.24%2025-12-312026-01-30 DIS DISNEY WALT CO8.8K shares-21.07%2025-12-312026-01-30 WDC WESTERN DIGITAL CORP5.6K shares12.00%2025-12-312026-01-30 ORCL ORACLE CORP4.8K shares-18.20%2025-12-312026-01-30 ALL ALLSTATE CORP4.4K sharesnew addition2025-12-312026-01-30 VRT VERTIV HOLDINGS CO5.6K shares7.73%2025-12-312026-01-30 USB US BANCORP DEL16.9K shares0.11%2025-12-312026-01-30 CYD CHINA YUCHAI INTL LTD25.3K sharesnew addition2025-12-312026-01-30 ECG EVERUS CONSTR GROUP10.3K sharesnew addition2025-12-312026-01-30 AUPH AURINIA PHARMACEUTICALS INC54.2K shares-12.68%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON4.1K shares-18.31%2025-12-312026-01-30 CAT CATERPILLAR INC1.5K shares-3.36%2025-12-312026-01-30 IWR ISHARES TR8.5K shares0.00%2025-12-312026-01-30 UHS UNIVERSAL HLTH SVCS INC3.7K shares175.85%2025-12-312026-01-30 IBKR INTERACTIVE BROKERS GROUP IN12.5K shares7.96%2025-12-312026-01-30 DDS DILLARDS INC1.3K sharesnew addition2025-12-312026-01-30 IWF ISHARES TR1.7K shares0.00%2025-12-312026-01-30 ITOT ISHARES TR5.3K shares0.00%2025-12-312026-01-30 QQQM INVESCO EXCH TRADED FD TR II3.1K shares1.70%2025-12-312026-01-30 ASML ASML HOLDING N V724 shares-19.91%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC870 shares1.87%2025-12-312026-01-30 UNILEVER PLC UNILEVER PLC11.6K sharesnew addition2025-12-312026-01-30 GOVT ISHARES TR32.5K shares-14.70%2025-12-312026-01-30 BPOP POPULAR INC5.9K shares6.00%2025-12-312026-01-30 EGO ELDORADO GOLD CORP NEW20.6K sharesnew addition2025-12-312026-01-30 INTU INTUIT1.1K shares4.12%2025-12-312026-01-30 V VISA INC2.1K shares-75.39%2025-12-312026-01-30 LLY ELI LILLY & CO665 shares-10.86%2025-12-312026-01-30 MEDP MEDPACE HLDGS INC1.3K shares-17.85%2025-12-312026-01-30 SYF SYNCHRONY FINANCIAL8.0K shares1.50%2025-12-312026-01-30 MCHB MECHANICS BANCORP45.0K sharesnew addition2025-12-312026-01-30 NTRS NORTHERN TR CORP4.8K shares4.72%2025-12-312026-01-30 SPYM SPDR SERIES TRUST8.1K shares2.41%2025-12-312026-01-30 EHC ENCOMPASS HEALTH CORP6.1K shares9.15%2025-12-312026-01-30 LDOS LEIDOS HOLDINGS INC3.6K shares13.65%2025-12-312026-01-30 IFS INTERCORP FINL SVCS INC15.0K sharesnew addition2025-12-312026-01-30 LOPE GRAND CANYON ED INC3.6K shares-6.46%2025-12-312026-01-30 CF CF INDS HLDGS INC7.6K shares7.93%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares-2.66%2025-12-312026-01-30 IUSB ISHARES TR12.4K shares59.83%2025-12-312026-01-30 MSM MSC INDL DIRECT INC6.8K shares-9.12%2025-12-312026-01-30 EME EMCOR GROUP INC924 shares-19.09%2025-12-312026-01-30 PWR QUANTA SVCS INC1.3K shares-5.98%2025-12-312026-01-30 ADT ADT INC DEL67.8K shares-26.07%2025-12-312026-01-30 GMED GLOBUS MED INC6.3K sharesnew addition2025-12-312026-01-30 EVR EVERCORE INC1.6K shares-23.33%2025-12-312026-01-30 THG HANOVER INS GROUP INC2.9K shares-18.90%2025-12-312026-01-30 SEIC SEI INVTS CO6.4K shares10.32%2025-12-312026-01-30 TIGR UP FINTECH HLDG LTD54.8K shares-6.72%2025-12-312026-01-30 NVO NOVO-NORDISK A S10.1K shares-21.02%2025-12-312026-01-30 LFUS LITTELFUSE INC2.0K shares-27.40%2025-12-312026-01-30 IGIB ISHARES TR9.3K shares-18.74%2025-12-312026-01-30 CHRW C H ROBINSON WORLDWIDE INC3.0K shares-21.18%2025-12-312026-01-30 VSEC VSE CORP2.7K sharesnew addition2025-12-312026-01-30 VEEV VEEVA SYS INC2.1K shares8.13%2025-12-312026-01-30 HALO HALOZYME THERAPEUTICS INC6.8K shares-34.62%2025-12-312026-01-30 ESGU ISHARES TR3.0K shares1.30%2025-12-312026-01-30 ETH GRAYSCALE ETHEREUM MINI TR E16.1K shares31.94%2025-12-312026-01-30 ETHA ISHARES ETHEREUM TR20.1K shares26.09%2025-12-312026-01-30 MA MASTERCARD INCORPORATED786 shares0.26%2025-12-312026-01-30 OSK OSHKOSH CORP3.5K shares-37.93%2025-12-312026-01-30 URI UNITED RENTALS INC534 shares-10.25%2025-12-312026-01-30 TSLA TESLA INC934 shares-3.11%2025-12-312026-01-30 HD HOME DEPOT INC1.2K shares-12.18%2025-12-312026-01-30 SIGA SIGA TECHNOLOGIES INC67.8K sharesnew addition2025-12-312026-01-30 MBB ISHARES TR4.3K shares-2.83%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.1.2K shares4.16%2025-12-312026-01-30 SBUX STARBUCKS CORP4.7K shares-17.42%2025-12-312026-01-30 IIIN INSTEEL INDS INC12.4K sharesnew addition2025-12-312026-01-30 BWMN BOWMAN CONSULTING GROUP LTD10.9K sharesnew addition2025-12-312026-01-30 COST COSTCO WHSL CORP NEW346 shares-91.39%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO1.9K shares-6.83%2025-12-312026-01-30 CASY CASEYS GEN STORES INC469 shares0.00%2025-12-312026-01-30 QUAL ISHARES TR1.2K shares6.02%2025-12-312026-01-30 SPSM SPDR SERIES TRUST5.1K shares-48.99%2025-12-312026-01-30 VBK VANGUARD INDEX FDS778 shares-11.39%2025-12-312026-01-30 SPMD SPDR SERIES TRUST4.0K shares-51.24%2025-12-312026-01-30 AMSC AMERICAN SUPERCONDUCTOR CORP8.1K sharesnew addition2025-12-312026-01-30 CYBR CYBERARK SOFTWARE LTD497 sharesnew addition2025-12-312026-01-30 AZN ASTRAZENECA PLC2.4K sharesnew addition2025-12-312026-01-30 NKE NIKE INC3.4K shares-25.07%2025-12-312026-01-30 ADBE ADOBE INC615 shares-21.56%2025-12-312026-01-30 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR298 sharesnew addition2025-12-312026-01-30 IAG IAMGOLD CORP12.2K sharesnew addition2025-12-312026-01-30 F FORD MTR CO12.5K shares0.00%2025-12-312026-01-30 CIG CIA ENERGETICA DE MINAS GERA63.7K shares-19.18%2025-12-312026-01-30 EXPI EXP WORLD HLDGS INC13.8K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available