Fund HoldingsPrecision Wealth Strategies, LLC

Total Portfolio Value
$96.80M
Total Bought
$14.67M
Total Sold
$23.23M
Net Transaction
-$8.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,14826,856+24,7081,9413,3183.43%+1,377
VANGUARD INDEX FDS05,103+5,10301,1131.15%+1,113
MICROSOFT CORP(MSFT)3,0504,375+1,3251,2831,9552.02%+672
SPDR SER TR
ST STR P500ETF
07,553+7,55304830.50%+483
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
02,405+2,40504740.49%+474
SCHWAB STRATEGIC TR014,215+14,21509130.94%+913
BURLINGTON STORES INC(BURL)01,873+1,87304500.46%+450
VISTRA CORP(VST)04,890+4,89004200.43%+420
GAP INC(GAP)017,545+17,54504190.43%+419
DAVITA INC(DVA)02,931+2,93104060.42%+406
LEIDOS HOLDINGS INC(LDOS)02,765+2,76504030.42%+403
OSCAR HEALTH INC(OSCR)025,475+25,47504030.42%+403
REINSURANCE GRP OF AMERICA I(RGA)01,947+1,94704000.41%+400
TENET HEALTHCARE CORP(THC)02,958+2,95803940.41%+394
SPOTIFY TECHNOLOGY S A(SPOT)01,250+1,25003920.41%+392
OWENS CORNING NEW(OC)02,227+2,22703870.40%+387
ARCH CAP GROUP LTD
ORD
03,797+3,79703830.40%+383
TIDEWATER INC NEW(TDW)03,714+3,71403540.37%+354
NETFLIX INC(NFLX)2,6512,909+2581,6101,9632.03%+353
CLEANSPARK INC(CLSK)021,880+21,88003490.36%+349
CUSTOMERS BANCORP INC(CUBB)07,065+7,06503390.35%+339
COSTCO WHSL CORP NEW(COST)2,0112,131+1201,4731,8111.87%+338
WILLIAMS SONOMA INC(WSM)01,172+1,17203310.34%+331
NATIONAL WESTN LIFE GROUP IN0625+62503110.32%+311
FORESTAR GROUP INC(FOR)09,327+9,32702980.31%+298
META PLATFORMS INC(META)4,2894,716+4272,0832,3782.46%+295
HCI GROUP INC02,956+2,95602720.28%+272
GAOTU TECHEDU INC052,512+52,51202570.27%+257
BOOKING HOLDINGS INC(BKNG)334364+301,2121,4421.49%+230
BROADCOM INC(AVGO)1,1531,089-641,5281,7481.81%+220
APPLIED MATLS INC3,8734,161+2887999821.01%+183
GE AEROSPACE(GE)9,91212,040+2,1281,7401,9141.98%+174
UNIVERSAL TECHNICAL INST INC(UTI)16,01524,906+8,8912553920.40%+136
MEDIAALPHA INC010,096+10,09601330.14%+133
LIFEMD INC018,459+18,45901270.13%+127
TALKSPACE INC(TALK)053,387+53,38701230.13%+123
APPLE INC(AAPL)4,0043,803-2016878010.83%+114
RYAN SPECIALTY HOLDINGS INC(RYAN)15,77416,461+6878759530.98%+78
CATERPILLAR INC(CAT)592878+2862172920.30%+76
ROYAL CARIBBEAN GROUP
COM
3,1033,149+464315020.52%+71
MORNINGSTAR INC(MORN)2,1232,436+3136557210.74%+66
AMAZON COM INC(AMZN)3,4723,488+166266740.70%+48
ISHARES TR1,4321,43204835220.54%+39
STRYKER CORPORATION(SYK)3,2713,528+2571,1711,2001.24%+30
U S PHYSICAL THERAPY(USPH)1,9512,687+7362202480.26%+28
CARLISLE COS INC(CSL)1,0681,086+184184400.45%+22
EMCOR GROUP INC(EME)1,1741,185+114114330.45%+21
PULTE GROUP INC(PHM)3,3083,771+4633994150.43%+16
CARRIER GLOBAL CORPORATION(CARR)6,2175,985-2323613780.39%+16
UNITED RENTALS INC(URI)386449+632782900.30%+12
EXP WORLD HLDGS INC10,90810,90801131230.13%+10
OLO INC15,89321,938+6,04587970.10%+10
HOLLEY INC17,33622,497+5,16177810.08%+3
OLLIES BARGAIN OUTLET HLDGS(OLLI)5,0404,108-9324014030.42%+2
ENDAVA PLC6,1448,031+1,8872342350.24%+1
POWELL INDS INC(POWL)2,7402,725-153903910.40%+1
NXP SEMICONDUCTORS N V
COM
01,244+1,24403350.35%+335
LENNOX INTL INC(LII)794710-843883800.39%-8
FORD MTR CO DEL(F)11,98811,98801591500.16%-9
ADVANCED DRAIN SYS INC DEL(WMS)2,2122,281+693813660.38%-15
JANUS HENDERSON GROUP PLC12,30911,550-7594053890.40%-15
ADVANCED MICRO DEVICES INC(AMD)4,7265,163+4378538370.87%-16
NU HLDGS LTD(NU)41,49736,595-4,9024954720.49%-23
ISHARES TR8,5338,53307186920.71%-26
ARISTA NETWORKS INC1,6401,266-3744764440.46%-32
NCINO INC(NCNO)11,89412,975+1,0814454080.42%-37
CARDINAL HEALTH INC(CAH)3,5133,594+813933530.37%-40
MEDTRONIC PLC(MDT)3,7533,623-1303272850.29%-42
ALLISON TRANSMISSION HLDGS I(ALSN)5,2344,977-2574253780.39%-47
TOLL BROTHERS INC(TOL)3,3643,368+44353880.40%-47
BITWISE BITCOIN ETF TR(BITB)8,9368,992+563462940.30%-52
WINGSTOP INC(WING)1,4121,098-3145174640.48%-53
GOOSEHEAD INS INC(GSHD)4,5724,371-2013052510.26%-54
PROGRESSIVE CORP(PGR)2,0481,776-2724243690.38%-55
US BANCORP DEL(USB)10,99710,99704924370.45%-55
FOX FACTORY HLDG CORP8,8248,391-4334594040.42%-55
AZEK CO INC8,2838,457+1744163560.37%-60
SPS COMM INC(SPSC)2,3211,963-3584293690.38%-60
SERVISFIRST BANCSHARES INC(SFBS)7,8687,305-5635224620.48%-61
PACCAR INC(PCAR)3,4293,500+714253600.37%-65
UBER TECHNOLOGIES INC(UBER)5,9125,353-5594553890.40%-66
ASPEN TECHNOLOGY INC1,3961,131-2652982250.23%-73
FUBOTV INC58,8460-58,846930-93
LENNAR CORP(LEN)2,7872,564-2234793840.40%-95
FACTSET RESH SYS INC(FDS)861699-1623912850.29%-106
REVOLVE GROUP INC(RVLV)15,41112,334-3,0773261960.20%-130
APPLOVIN CORP(APP)8,0684,795-3,2735583990.41%-159
BLACKLINE INC(BL)5,6824,243-1,4393672060.21%-161
VERTIV HOLDINGS CO(VRT)6,9234,606-2,3175653990.41%-167
BILL HOLDINGS INC2,9330-2,9332020-202
CONSOLIDATED WATER CO INC
ORD
6,9120-6,9122030-203
AAON INC11,0318,809-2,2229727690.79%-203
NVE CORP2,2850-2,2852060-206
SIXTH STREET SPECIALTY LENDI(TSLX)10,0300-10,0302150-215
NATIONAL RESH CORP5,6230-5,6232230-223
GOLUB CAP BDC INC(GBDC)13,4490-13,4492240-224
PROSHARES TR
BITCOIN ETF
23,20823,353+1457505260.54%-224
MR COOPER GROUP INC2,9340-2,9342290-229
ASSURED GUARANTY LTD(AGO)2,6740-2,6742330-233
AEROVIRONMENT INC1,6260-1,6262490-249
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