Precision Wealth Strategies, LLC
Top Portfolio Positions
112 positions ·
$152,791,228 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OZ |
Belpointe PREP, LLC
Real Estate
|
240,689 | $12,804,654 | 8.38% | |
| GE |
General Electric Co
Industrials
|
30,720 | $8,717,414 | 5.71% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
26,353 | $8,619,275 | 5.64% | |
| NVDA |
Nvidia Corp
Technology
|
30,660 | $5,347,104 | 3.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,913 | $5,151,062 | 3.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,365 | $4,785,867 | 3.13% | |
| MU |
Micron Technology Inc
Technology
|
12,967 | $4,380,771 | 2.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
32,444 | $4,032,140 | 2.64% | |
| CAT |
Caterpillar Inc
Industrials
|
5,504 | $3,899,363 | 2.55% | |
| RTX |
RTX Corp
Industrials
|
19,042 | $3,673,201 | 2.40% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,056 | 26,740 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $452,130 | 16,113 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $478,466 | 12,212 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $332,080 | 14,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $186,182 | 10,812 | Shares | Sole | 2025-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||