Long-term investor
Precision Wealth Strategies, LLC @precisionwealthstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844197).
Record
- Tracked since 2025-06-30 (449 days), 313 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +18.1% · 1 year n/a · all +2.6%
- Max drawdown n/a · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 9.9% · long · since 2025-06-30
- MU · 4.4% · long · since 2025-12-31
- MAR · 3.7% · long · since 2025-06-30
- OZ · 3.2% · long · since 2025-06-30
- 72201R585 · 3.2% · long · since 2025-06-30
- 78468R663 · 2.5% · long · since 2025-06-30
- WDC · 2.3% · long · since 2025-09-30
- SNDK · 2.3% · long · since 2026-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- 46432F842 · 2.1% · long · since 2025-06-30
- GLW · 2.1% · long · since 2026-06-30
- CAT · 2.0% · long · since 2025-06-30