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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 $129,227,078
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Belpointe Prep Llc
 OZ 235,796 $18,250,610 14.12%
2.
Pimco Etf Trust
 397,049 $10,291,510 7.96%
3.
Nvidia Corp
 NVDA 56,542 $7,593,043 5.87%
4.
Neos Etf Trust
 108,033 $5,382,204 4.16%
5.
Pimco Etf Trust
 41,378 $4,151,883 3.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)