Precision-Wealth-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ "JWN", "NCNO", "SPSC", "APPF", "LTH", "IAG", "MORN", "OLLI", "INOD", "ALSN", "MATX", "GOOGL", "AFRM", "CAT", "AVGO", "APP", null, "DAVA", "SFBS", null, null, null, "BITB", null, "INGR", "BKNG", "META", "OS", null, "OXLC", "KNSL", "OZ", "PWR", null, "MDT", "MSFT", "GE", "THG", "ANET", "IWF", "PGR", "IVV", null, "AAPL", "NVDA", "LDOS", "MSTR", "IEFA", null, "SPLG", "UBER", "RCL", "PX", "PPC", "UMBF", "UTI", "TFIN", "EME", null, null, "GMED", "GSHD", "DFH", "RVLV", "VRT", "RYAN", "ACGL", "NTRA", "IP", "F", "DECK", "FOX", "IWR", "EPAC", "FOXF", "FDS", "AMZN", "AAON", "USB", "VB", "VIRT", "WMT", "EXPI", "OC", "HLLY", "JHG", "SCHG", "USPH", "SPOT", null, "LII", "UHS", "SYF", "BURL", "FIX", "COST", "DAVE", "DVA", "NFLX", "URI", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 101
- Total Value
- 130808064
- Accession Number
- 0001765380-25-000144
- Form Type
- 13F-HR
- Manager Name
- Precision-Wealth-Strategies
Data Enrichment
88% identified89 identified12 unidentified
Holdings
101 positions • $130.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $56.6K | 0.0% ($56.6K/$130.8M) | YoY NEW(+$56.6K) |