Precision Wealth Strategies, LLC
Top Portfolio Positions
111 positions ·
$151,963,650 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| OZ |
Belpointe PREP, LLC
Real Estate
|
240,689 | $12,804,654 | 8.43% |
| GE |
General Electric Co
Industrials
|
30,720 | $8,717,414 | 5.74% |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
26,353 | $8,619,275 | 5.67% |
| NVDA |
Nvidia Corp
Technology
|
30,660 | $5,347,104 | 3.52% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,913 | $5,151,062 | 3.39% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,365 | $4,785,867 | 3.15% |
| MU |
Micron Technology Inc
Technology
|
12,967 | $4,380,771 | 2.88% |
| WMT |
Walmart Inc.
Consumer Defensive
|
32,444 | $4,032,140 | 2.65% |
| CAT |
Caterpillar Inc
Industrials
|
5,504 | $3,899,363 | 2.57% |
| RTX |
RTX Corp
Industrials
|
19,042 | $3,673,201 | 2.42% |
Portfolio Trend
Holdings in RDVT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $738,398 | 21,341 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $915,562 | 18,609 | Shares | Sole | 2025-07-18 | |
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