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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 $331,849,312
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 47,801 $32,830,061 9.89%
2.
Micron Technology Inc
 MU 12,584 $14,525,591 4.38%
3.
Marriott International Inc
 MAR 33,481 $12,407,551 3.74%
4.
Belpointe Prep Llc
 OZ 235,002 $10,643,241 3.21%
5.
Pimco Etf Trust
 MINT 401,260 $10,641,426 3.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.