Precision Wealth Strategies, LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$308.1M
Holdings
177
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $38.4M |
OZBELPOINTE PREP LLC | $15.6M |
BSVVANGUARD BD INDEX FDS | $11.7M |
BILSPDR SERIES TRUST | $11.3M |
PYLDPIMCO ETF TR | $9.6M |
AQLTISHARES TR | $9.4M |
BIVVANGUARD BD INDEX FDS | $7.4M |
NFLXNETFLIX INC | $7.2M |
SCHGSCHWAB STRATEGIC TR | $6.5M |
HEFAISHARES TR | $5.8M |
CSHINEOS ETF TRUST | $5.7M |
GEGE AEROSPACE | $5.5M |
METAMETA PLATFORMS INC | $5.3M |
SHMSPDR SERIES TRUST | $5.2M |
JNKSPDR SERIES TRUST | $4.8M |
NVDANVIDIA CORPORATION | $4.4M |
IJRISHARES TR | $3.9M |
CARYANGEL OAK FUNDS TRUST | $3.8M |
COSTCOSTCO WHSL CORP NEW | $3.8M |
JAAAJANUS DETROIT STR TR | $3.8M |
MINTPIMCO ETF TR | $3.8M |
BKNGBOOKING HOLDINGS INC | $3.6M |
VTVVANGUARD INDEX FDS | $3.6M |
CLIPGLOBAL X FDS | $3.6M |
BILZPIMCO ETF TR | $3.6M |
MSFTMICROSOFT CORP | $3.3M |
UYLDANGEL OAK FUNDS TRUST | $3.2M |
IVVISHARES TR | $3.2M |
MARMARRIOTT INTL INC NEW | $3.0M |
IEMGISHARES INC | $2.8M |
VVISA INC | $2.7M |
GBILGOLDMAN SACHS ETF TR | $2.6M |
MUBISHARES TR | $2.4M |
AAPLAPPLE INC | $2.4M |
WMTWALMART INC | $2.3M |
VUGVANGUARD INDEX FDS | $2.3M |
VBVANGUARD INDEX FDS | $2.2M |
CSCOCISCO SYS INC | $2.2M |
TAT&T INC | $2.2M |
PLTRPALANTIR TECHNOLOGIES INC | $2.1M |
DEDEERE & CO | $2.0M |
GILDGILEAD SCIENCES INC | $1.9M |
GOOGLALPHABET INC | $1.8M |
VBRVANGUARD INDEX FDS | $1.6M |
VNQIVANGUARD INTL EQUITY INDEX F | $1.6M |
AMZNAMAZON COM INC | $1.5M |
NAGENIAGEN BIOSCIENCE INC | $1.5M |
VNQVANGUARD INDEX FDS | $1.5M |
DISDISNEY WALT CO | $1.4M |
CATCATERPILLAR INC | $1.3M |
ORCLORACLE CORP | $1.3M |
HYMBSPDR SERIES TRUST | $1.3M |
AVGOBROADCOM INC | $1.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.3M |
DBEFDBX ETF TR | $1.2M |
MDTMEDTRONIC PLC | $1.2M |
ULUNILEVER PLC | $1.0M |
INODINNODATA INC | $1.0M |
NGDNEW GOLD INC CDA | $989K |
APHAMPHENOL CORP NEW | $966K |
NTRANATERA INC | $959K |
EQWLINVESCO EXCHANGE TRADED FD T | $947K |
MORNMORNINGSTAR INC | $939K |
RDVTRED VIOLET INC | $916K |
NVONOVO-NORDISK A S | $913K |
AQLTISHARES TR | $891K |
INTUINTUIT | $827K |
JNJJOHNSON & JOHNSON | $826K |
QQQMINVESCO EXCH TRADED FD TR II | $826K |
PTGXPROTAGONIST THERAPEUTICS INC | $793K |
OSONESTREAM INC | $792K |
IWRISHARES TR | $785K |
RTXRTX CORPORATION | $777K |
USBUS BANCORP DEL | $763K |
GSGOLDMAN SACHS GROUP INC | $759K |
VSECVSE CORP | $758K |
SPOTSPOTIFY TECHNOLOGY S A | $741K |
ASMLASML HOLDING N V | $740K |
ITOTISHARES TR | $739K |
VIRTVIRTU FINL INC | $720K |
APPAPPLOVIN CORP | $712K |
IWFISHARES TR | $712K |
GSHDGOOSEHEAD INS INC | $706K |
BPOPPOPULAR INC | $705K |
EHCENCOMPASS HEALTH CORP | $692K |
FOXFOX CORP | $690K |
SPYMSPDR SERIES TRUST | $682K |
FIXCOMFORT SYS USA INC | $670K |
RYANRYAN SPECIALTY HOLDINGS INC | $628K |
VEEVVEEVA SYS INC | $612K |
SFBSSERVISFIRST BANCSHARES INC | $611K |
LLYELI LILLY & CO | $608K |
PGRPROGRESSIVE CORP | $589K |
EMEEMCOR GROUP INC | $585K |
IGIBISHARES TR | $577K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $570K |
ACNACCENTURE PLC IRELAND | $564K |
BITBBITWISE BITCOIN ETF TR | $560K |
UBERUBER TECHNOLOGIES INC | $555K |
HDHOME DEPOT INC | $549K |
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