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Home > Institutional Investor > Precision Wealth Strategies, Llc > Profile

Instuitional Investor - Precision Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Precision Wealth Strategies, Llc
Portfolio Value $130,808,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Belpointe Prep Llc
 OZ 243,931 $15,733,550 12.03%
2.
Pimco Etf Trust
 393,312 $10,363,771 7.92%
3.
Nvidia Corp
 NVDA 66,587 $7,216,713 5.52%
4.
Schwab Strategic Trust
 FNDF 215,874 $5,405,477 4.13%
5.
Neos Etf Trust
 103,792 $5,151,197 3.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)